Latest Articles
What’s in a Name? An RIA Maps the Hard Road to a Rebranding Strategy
A rebranding and digital overhaul are helping this old-school firm reposition itself for the next generation of investors. Hear how the plan is progressing.
Global Weekly Commentary: Keep Calm and Carry On in EM
EM assets have wobbled. Read BlackRock's take on how investors should respond.
The 60/40 Portfolio in a World of Rising Rates, Falling Bond Prices & Increasing Volatility
Brinker Capital takes a closer look at the 60/40 portfolio, including how the past few years were particularly conducive to such an approach to portfolio construction and why we have likely just entered a more challenging period for this model.
Facing the Winds of Change: An Advisor Survival Guide for the Next 10 Years
As we help advisors plan for the next 10 years, we believe the significant (head)winds of change will require those advisors who want to enjoy a growing, sustainable and profitable practice to consider making even more fundamental changes to the way they operate than “simply” transitioning clients to a fee-based advisory relationship.
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.
The PMC Spotlight: The Essentials of Impact Investing
Portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.
Capital Market Assumptions: A Building Block Methodology
Invesco Global Solutions' Capital Market Assumptions (CMAs) encompass a broad array classes across equity, fixed income and commodity markets globally.
Managed Accounts: Trend-Based Forecast For 2018
In this Envestat report, we analyzed past managed account data to come up with a forecast for gross sales, redemptions, and net flows for the first half of 2018.
Economic and Market Review: First Quarter 2018
The US economy continued on its upward trajectory, with overall growth and employment posting solid gains. The employment situation also made gains, with an average of approximately 242,000 jobs added each month. Read the full report from Envestnet | PMC.
Municipal Bonds: Understanding the Fundamentals
Understanding the basic differences between GO and revenue bonds can help one build an appropriate municipal bond strategy.
Global Investment Outlook Q2 2018
The U.S. tax overhaul and public spending plans have supercharged growth and earnings estimates, but also have added uncertainty to the economic outlook. We see two major risks to the global expansion and risk assets: trade wars and a spike in real yields.
The Value of a Financial Professional
Financial professionals provide many valuable services. This client approved article explains how their experience and guidance can help improve investment outcomes.