When emotion is the obstacle keeping clients from their goals, Don Bennyhoff suggests an incremental approach to get portfolios back to their target allocations.
Scott Pappas argues that thorough due diligence is as important for factor-based index investing as it is for active funds.
As clients pass their wealth to their children, advisors risk losing those assets. This video examines one way to develop strong heir relationships while helping clients’ families openly communicate about wealth and prepare to smoothly transition assets to the next generation.
Vanguard Global Chief Economist Joe Davis explains why today’s emerging markets are relatively well prepared for the Federal Reserve liftoff.
Fran Kinniry credits “The Advisor Effect” as a compelling contributing factor to lower investment costs.
Vanguard Global Chief Economist Joe Davis explains why investing in negative-yield bonds does not mean locking in losses for U.S.-based investors.
Don Bennyhoff underscores the value of a clear, well-defined investment policy statement to your clients’ long-term investment success.
Fran Kinniry puts the current bull market, ranked among the top three in history, into context to reinforce his belief that rebalancing can add value over the long run.
Advisors who talk to clients about the eventual transfer of their wealth stand to benefit in two ways: by strengthening those client relationships and by increasing the likelihood they’ll retain assets after they pass to clients’ heirs. In this video, Vanguard’s Kristin Collins gives a few straightforward ways to get the conversation started.
Jim Rowley discusses the significant impact fair-value pricing could have on an ETF’s tracking error.
The ECB’s quantitative easing program is bold, but will it help to restore growth? Fiscal policy needs to play a part, and structural reform remains urgent.
Looking at dispersion levels relative to previous years, the current environment is no more, no less challenging for active managers.