Model Portfolios for Investment Management: The Key to Efficiency?

Posted by Duane McDonald, ChFC, AIF, RICP

August 22, 2018 at 1:30 PM

To grow a successful fee-based practice, efficiency is key. But the more new assets you convert to fees, the more time consuming it becomes to invest and manage them. Many advisors solve for the time dilemma by outsourcing investment management, but many others prefer to have more control over their investment portfolios. If you fall into the latter category, what can you do?

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Topics: Asset Management & Investing

3 Tips for Managing Cash in a Rising Rate Environment

Posted by Nicholas Follett

August 21, 2018 at 10:00 AM

After a decade of accommodative monetary policy, the Federal Reserve (Fed) has been gradually increasing the federal funds rate. With the markets expecting two more hikes this year and possibly just as many next year, the opportunity set on the short end of the curve is only increasing. Simply looking at Treasury yields articulates this point (see Figure 1).

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Topics: Asset Management & Investing

Best Practices for Cleaning Up the Asset Manager Clutter

Posted by David Prendergast

July 31, 2018 at 10:00 AM

Have you made the choice to outsource investment management? If so, you are well aware that the number of managers and strategies being used can expand to the point where ongoing due diligence is a challenge. Plus, different investment instruments may require various levels of attention. For example, a separately managed account (SMA)—which we will focus on here—does not have a prospectus and qualifies for more frequent monitoring.

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Topics: Asset Management & Investing

Talkin’ ‘Bout My Generation: Managing Investment Fear and Greed

Posted by Brad McMillan, CFA, CAIA, MAI

April 18, 2018 at 1:30 PM

Like many financial advisors, I am often called on to help my family and friends with financial matters. In my experience advising different generations and age groups, there are some common questions and problems that keep coming up, especially in relation to investment fear and greed. What I tell them—and what I wish trusted advisors would tell their existing and prospective clients—depends on where they are in life.

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Topics: Asset Management & Investing

Uncovering Investing Trends Across Generations

Posted by Meagan Rogers, CFA, CFP

April 17, 2018 at 10:00 AM

Today, the Baby Boom generation (1946–1964), Generation X (1965–1981), and Generation Y (a.k.a. millennials [1982–2000]) represent a fairly even distribution of our country’s workforce and shape the dominant consumption patterns driving the U.S. economy. Each of these generations has been influenced by different economic events that have shaped their financial attitudes and beliefs. But what’s really interesting? Their financial goals, asset allocations, and investment preferences share meaningful similarities. Let’s uncover some of the investing trends across generations, including similarities and differences, as well as potential opportunities for financial advisors.

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Topics: Asset Management & Investing

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