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Active/Passive Management
Turbulent times call for a little ballast
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And investors may find some by including a balanced approach in their portfolios.
Client Experience
How to Serve the "Expert" Client
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In a recent FlexShares ETFs survey, the majority of HNW primary breadwinners rated themselves a perfect 10 out of 10 when it came to their investment knowledge. With the markets still uncertain, this article offers ways for advisors to add value to these confident clients
Client Experience
Clients don’t want another email. They want to hear your voice.
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Have you been proactively asking your clients how they are doing personally? Ongoing proactive communication has never been more important.
Client Experience
Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19
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The widespread closure of social settings and workplaces has created unprecedented business disruption, and for many of us, unfamiliar emotional distress as well. These tips may help you manage during and beyond this uncertain time.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
Client Experience
What Money Matters Keep Wealth Creators Up at Night?
Debt, children's education, dream business, vacation home, retirement. Wealth creators know that smart money decisions hinge upon prioritizing financial goals that compete for a finite amount of dollars. Yet, even for HNW primary income earners, it can be challenging to prepare for the future when money is still addressing the past.
Client Experience
The Burdens Executives Feel as Primary Breadwinners
When having it all isn't really enough. Our research dove into the challenges HNW primary breadwinners of both genders face. Learn what feels true for this cohort.
Client Experience
The High Wire Act
Making gender assumptions about your executive male clients may be as risky as making assumptions about their female counterparts. Understanding their responsibilities outside the office can be a key differentiator for you.
Client Experience
3 Things Advisors Should Stop Assuming About HNW Women
Be careful about the assumptions you make about female investors. Pink is a color -- not a service model for HNW primary breadwinner women. Find what our research of these women revealed.
Client Experience
Rethink your assumptions around appetites for risk by gender
Assuming all women are afraid of investment risk can put opportunities at risk. Our survey of executive investors revealed that HNW breadwinner women are far less conservative than their male counterparts. Learn more.
Client Experience
Planning for Inclusion
Clients appreciate advisors who recognize that not everyone has the same needs and preferences. Be an inclusive host by finding out what it takes to make guests comfortable. They will be delighted and come to trust that you have their best interests at heart.