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Human Capital
Changing Faces of Wealth - Dimensions and Insights: Millennial Investors
Who are they? How do their beliefs reflect their investment style? An overview for financial professionals who work with millennials.
Human Capital
Changing Faces of Wealth - Dimensions and Insights: Women Investors
Who are they? What are their investing preferences? An overview for financial professionals who work with women.
Human Capital
Changing Faces of Wealth - Dimensions and Insights: Black & African American Investors
Who are they? What factors are shaping their market outlooks?
An overview for financial professionals who work with BAA investors.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Sustainable Investing
Demonstrating a Commitment to Sustainable Investing
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, Chief Investment Officer, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.