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Portfolio Construction Insights
Sinking sentiment: When a bad mood is good news for markets
Curated content for RIAs.
This year, investor sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?
Advisor Value & Fees
Do investors care about top advisor lists?
A new study found evidence that being named a top financial advisor can lead to increased assets under management. Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses the implications of these findings for financial professionals.
Advisor Value & Fees
The Value of Financial Advice in Turbulent Times
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer discusses how financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals – even in the most challenging market environments.
Business Development
Financial Knowledge, Investment Advice and Trading Discretion: New Research
Curated content for RIAs.
Head of Defined Contribution and Wealth Advisor Services Matt Sommer helped conduct a survey that explored the relationship between financial knowledge and the decision to seek investment advice and grant trading discretion. The results have significant implications for how financial professionals engage with clients.
Behavioral Finance
Understanding the Motivations for Personalized Sustainable Investing
Curated content for RIAs.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.
Portfolio Construction Insights
Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?
Is it possible to rein in inflation without choking economic growth? Which asset classes are most at risk and where can investors find opportunities? Janus Henderson’s Global Heads of Equities and Fixed Income explore portfolio strategy considerations to help identify actionable investment views for the remainder of the year.