3 Rebalancing Strategies for Reducing Risk

Posted by Peter Essele, CFA, CAIA, CFP

July 20, 2016 at 1:30 PM

During times of uncertainty, many of you likely face a barrage of e-mails and phone calls from concerned clients demanding action. Answering their questions is no easy task, and your natural reaction might be to readjust portfolio allocations in periods of turmoil. Indeed, many investors do make knee-jerk reactions to bad news—although evidence suggests that a long-term, strategic approach to investing generates the most attractive returns for investors over time.

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Topics: Asset Management & Investing

Human Capital in Portfolio Design: How to Help Young Investors

Posted by Peter Essele, CFA, CAIA, CFP

July 19, 2016 at 10:00 AM

Young investors are often undereducated when it comes to investing and accumulating sufficient assets for retirement. As industries move from defined-benefit structures to defined-contribution frameworks, this problem is only intensifying. Now, more than ever, young investors hold the keys to their own financial futures—and it’s your job to help your millennial clients meet their financial goals.

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Topics: Asset Management & Investing

Adding Value Through Asset Location Optimization

Posted by Suzanne Bohs

March 16, 2016 at 1:30 PM

As a financial advisor, you know your job keeps getting tougher. It’s not enough that you play many roles: trusted advisor, educator, planning facilitator, portfolio manager, cross-generational family coordinator, and even friend. In this ever-changing industry, you must also find ways to set yourself apart. One solution? Prioritize asset location optimization in your practice.

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Topics: Asset Management & Investing, Technology

What Robos Do Well: 5 Lessons for Financial Advisors

Posted by Greg Gohr, AIF

February 24, 2016 at 1:30 PM

As I discussed in yesterday’s post on robo-advisors vs. traditional advisors, my personal belief is that human advisors are indispensable. But in today’s post, I’m going to switch gears a bit to talk about the things that robos do quite well—including what they do better than many human advisors.

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Topics: Asset Management & Investing

Robo-Advisors Vs. Human Advisors: Are They in the Same Business?

Posted by Greg Gohr, AIF

February 23, 2016 at 10:00 AM

As you’re probably well aware, online investment platforms—commonly referred to as robo-advisors or robos—continue to be a hot topic in the financial media and among industry pundits. Many skeptics believe that sustained market volatility or a legitimate bear market will prove the Achilles’ heel of the robo model. Critics opine that there is no purely digital response that can approximate the level of comfort offered by human advisors during times of market turmoil. But are the skeptics and the critics right, or are robos a legitimate threat to the traditional advisor?

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Topics: Asset Management & Investing

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