report by BlackRock
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Active/Passive Management
Active and Passive Investing: The Case For Both
Read why Russell Investments believes that smart money takes a total-portfolio approach.
Behavioral Finance
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.