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Finding hidden assets
If you’ve been an advisor for any length of time, you know there is a high likelihood that some of your clients have assets with another broker or advisor. Indeed, the research bears this out. For...
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Alternatives: sub-strategies, the next layer of education for clients
This is the third part of a series of posts dedicated to having a conversation with clients about the opportunities and risks associated with investing in alternative assets. Given that alternatives...
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How far down the risk road is the yield search taking you?
Since the global financial crisis, strong bond returns coupled with equity market volatility certainly had an impact on investor behavior. 2012 marked the fifth straight year of both outflows from...
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Perfecting the power of proposals
Think quickly: what are three things you do that most distinguish you from your competitors? Does your list include proposals – the asset allocation recommendations you make to your clients? If not, I...
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Who’s afraid of the risky assets?
According to our March 2013 Financial Professional Outlook survey, advisors said many of their clients think the equity markets are scary. So scary, in fact, that 60% of respondents said the top reason...
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Help small non-profits punch above their weight
In our work with endowments and foundations, Russell has found that many smaller endowments and foundations (non-profits) in the $1 million to $25 million range often suffer from a lack of adequate...
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What infrastructure can do for you…
One thing hasn’t changed since I last wrote about investing in infrastructure two years ago: developed countries need to update their infrastructure and emerging economies need to expand theirs to the...
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Bonds are dead. Long live bonds.
If you’ve been watching financial TV or reading the newspapers, you may have noticed the verbal drubbing bonds have endured lately. Indeed, the demise of bonds is a hot topic today. It’s actually a...
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The realities of generating retirement income
You know that uncertainty is uncomfortable for your clients, but there’s no doubt it can be challenging for advisors as well. Unfortunately, in today’s low interest rate environment, certainty is in...
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Alts, alts, alts: What’s driving investor demand for alternatives?
Assets in retail alternative mutual funds have grown significantly in the last couple of years. The number of funds in the Morningstar Multialternative category has more than doubled, from 31 in 2009...
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Balancing risk, return and investor behavior
Investors typically invest in order to address specific economic problems. Generally, they are trying to invest savings accumulated over time to create “enough” wealth at some specific point in the...
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Beware of the risk of reaching for yield
It’s not unusual for more conservative-minded investors to emphasize investment yield as a key component of portfolio construction. The lower volatility and steady income typically associated with...
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A conversation on interest rates, credit and currency with Gerard...
Jaylene: One unexpected feature of the fixed income market in 2014 was the decline in U.S. Treasury Bond yields from 3.0% at the start of the year to 2.2% by the last day of the year.1 As we look out...
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Changing the income mindset
Income-oriented portfolios are attractive options for many retired investors. From a psychological standpoint, these portfolios may seem appealing. Income-oriented portfolios offer a simple way to...
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What’s inside your (income) box?
In a low-yield environment like we’re in today, many investors are tempted to reach for yield, ignoring the reasons why a certain investment offers that higher yield. It reminds me of the infamous con...
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