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.