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Investing Ideas
As ETFs Boom, Trading Strategies Matter in a Volatile Market
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Capital markets haven’t been an easy road for investors to navigate in 2022, due to a bear market, red-hot inflation and rising correlations that have hampered diversification. Traditional safe havens for long-term investors have struggled too, with cash and Treasuries facing a rising-rate environment alongside historically high levels of market volatility. This uncertainty is one of the reasons behind what could be a record-breaking year in trading volume for exchange-traded funds (ETFs) due to their ability to provide investors with access to a wide variety of market sectors, attractive liquidity and low fees. In addition, many investors are using this vehicle for its tax-loss-harvesting properties as 2022 draws to a bumpy close. All of these benefits have led to a flurry of activity within ETF trading, with one sector in particular— actively managed ETFs—seeing a notable surge in popularity.
Investing Ideas
Equity Outlook: Bracing for an Economic Slowdown
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Spiking inflation, rising interest rates and growing fears of a US recession dominated global equity markets in the second quarter. While the outlook is very cloudy, it’s important to evaluate what types of strategies can help investors in an economic downturn.
Human Capital
Build a More Diverse Practice Now
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A special post on why diversity matters in advisory firms.
Human Capital
Leading With Compassion and Driving Diversity
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A special post on diversity and leadership.
Human Capital
Lessons Learned: What Factors influence DE&I as Strategy
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The sixth in a series of 10 blog posts exploring how to create a diverse, equitable and inclusive culture.
Human Capital
Diversity, Equity and Inclusion: The Team Approach
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The fifth in a series of 10 blog posts exploring how to create a diverse, equitable and inclusive culture.
Human Capital
Finding Talent – Relying on Personal Networks Won’t Get You to Diversity
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Diversity, according to research from McKinsey & Company may be correlated with both profitability and value creation. Deloitte's research suggests that diversity and inclusion may not only impact performance, but also brand and corporate purpose. To reap the rewards of gender and other types of diversity, however, financial advising firms may need to adjust their recruiting mindset.
Human Capital
The Culture of Diversity – It’s a Better One According to Advisors
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Financial advising may have a diversity problem. In fact, with reportedly 81% of the financial advisors being white, advising may be one of the least diverse professions in the United States. It should be no surprise then that, according to the Knight Foundation research, only 1.3% of assets are managed by women or minority-owned firms as of 2019.
Human Capital
The Inherent Value of Diversity
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The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth.
Human Capital
Millennials aren't interested/don't have money to invest: Moving beyond the stereotypes
Huge opportunities for growth are overlooked because too many firms believe the myth that millennials aren't interested in investing and don't have money. Bridge this gap with a multigenerational team of advisors.