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Client Relationships
[CE Credit] Integrating Community to Grow Your Practice
Several tangible ideas you can implement to enhance your brand, connect with prospective clients, and deepen relationships with current clients through authentic community integration.
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.
Portfolio Construction Insights
Portfolio Diagnostic Report: Recover Wisely - Be Global, Be Picky
This piece is approved to use with clients.
Despite a violent COVID-driven correction in the first quarter of 2020, markets responded with a rebound throughout the remainder of the year and returns were primarily positive across asset classes. The 2021 Janus Henderson Market GPS Investment Outlook suggests cautious optimism for performance outcomes while exhorting investors to diversify in order to mitigate outlier risks.
Portfolio Construction Insights
Shifting Gears - Moving to a Goals-Based Fixed Income Strategy
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride. This benefit has slowly evaporated over the past 10 years, as rates have plunged to near zero and now extreme market turmoil from the COVID-19 pandemic has put investors at a crossroads: high-quality, traditional fixed income will always be a crucial bedrock for investment portfolios but emerging from this crisis with extremely low – or even negative – government bond rates means this “insurance” might become more expensive. It’s no wonder, then, that many investors are viewing the fixed income implications of the COVID-19 crisis as existential.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Portfolio Construction Insights
5 Lessons From 5 Decades of Asset Allocation
This piece is approved to use with clients.
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
Active/Passive Management
The Changing Nature of Active Management
This piece is approved to use with clients.
Research shows that investors need to not only be active to outperform; they need to be patient. President and Global CIO Daniel Needham discusses why we believe the changing nature of active management is an opportunity and an advantage--and how to help investors understand the inherent benefits of staying the course.