Even successful active managers have frequent periods of underperformance. Patience, and perhaps passives, can help capture the upside.
Rebalancing client portfolios helps maintain their risk profile. This blog post offers some tips to rebalance in a tax-efficient manner.
Trust is more complicated than you might realize. Understanding the dimensions of trust can help you drive clients’ trust levels higher.
Some are real. Others are random. Doug Grim offers 3 key questions to ask when evaluating factor-based (aka smart beta) strategies.
How can you demonstrate authenticity? Apply an investment strategy that aligns with your value statement.
Vanguard Chief Economist Joe Davis says automation will actually result in more and better jobs for humans.
Health savings accounts (HSAs) can be a practical addition to your advisory toolkit. Andy Clarke explains how.
Michael Lovett explains why traditional advice will never be obsolete and describes how technology can improve communication with clients.
Newton’s third law of motion can help advisors evaluate index-based funds. Jim Rowley offers some investing corollaries.
Why is inflation so low? Joe Davis examines the growing deflationary effects of Moore’s Law.
We look at the best ways to determine if you’re getting value from your actively managed fund.
Traveling around the U.S., Michael Lovett observed four key areas where top financial advisors set themselves apart.