report by BlackRock
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Client Retention
What Actions Add Value in This Environment?
We're joined by two experts to help us dig into these important questions - Michael Laughlin, Head of Portfolio Specialists, and Samantha Lamas, Senior Behavioral Researcher at Morningstar
Behavioral Finance
Direct Indexing and the IKEA Effect
This piece is approved to use with clients.
The “IKEA effect” describes a cognitive bias that happens when people put in some form of labor to complete a project or finish a creation. Direct indexing won’t solve the behavior gap, but it has the potential to create better investor behaviors by allowing investors to play a larger role in the portfolio-building process.
Behavioral Finance
Market Perspective: There are No Rewards Without Risk
This piece is approved to use with clients.
2022 reminded investors of the risk from investing, but none of this makes losses palatable. As the old axiom goes, “there are no rewards without risk.” Here's perspective from Marta Norton, CIO, Americas, Morningstar Investment Management LLC.
Human Capital
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Mergers & Acquisitions
Principal Business Owners Insights
Preparing business owners for each phase of the business lifecycle.
Client Experience
Market Volatility and Recessions 101
This piece is approved to use with clients.
While you can't control market volatility, there are actions you can take to potentially minimize its impact on your retirement savings. Having a plan in place for a recession or market downturn may help give you confidence to weather the storm and keep working toward your long-term retirement goals.