report by BlackRock
Results for ""
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Advisor Value & Fees
Why work with a financial advisor?
This piece is approved to use with clients.
Advisors can assist you in a full 360-degree spectrum of wealth planning, from investments, to managing your portfolio through different life changes, to retirement and estate planning, as well as guidance on potential tax implications of your investments—in order to help you work toward your financial goals.
Advisor Value & Fees
2019 Value of an Advisor Study
In our competitive industry many advisors are challenged with articulating their value proposition which leads to lower client satisfaction and retention. Clients are often evaluating their advisors based simply on investment returns. This study will examine the value clients receive from a relationship with an advisor.
Advisor Value & Fees
Five key ways advisors deliver value in 2019
We believe advisors have never been more valuable. For the past five years, we’ve created an annual report that holistically analyzes the real value advisors deliver to their investor clients in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns.
Manager & Investment Selection
The six key components for choosing an index asset manager
Are all index asset managers the same? Learn what separates the best managers from the rest of the industry.
Manager & Investment Selection
Strategy Series: Strategy Preference Can Indicate Expected Stock Market Return
Rather surprisingly, the equity strategy framework can provide an estimate of current expected stock market returns. This is accomplished by measuring the recent investor response to each strategy, which, it turns out, captures the deep behavioral currents driving market returns. The resulting information is useful when managing equity market exposure.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Manager & Investment Selection
How Loyal is Too Loyal? Relying on only a few managers may be a disservice to your clients
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
Children & College Savings
A Crash Course in Financial Maturity: 4 Lessons for Children Going off to College
Noreen Beaman, CEO of Brinker Capital, provides a list of financial lessons helpful for those going off to college for the first time.
Children & College Savings
Investor Education: Learn About Saving for College
This piece is approved to use with clients.
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.