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Client Experience
The Search for an Advisor Like Me
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Analysts have been investigating the business case for diversity across industries for years and it has grown stronger. The Wall Street Journal’s research suggests that diverse and inclusive cultures may provide “companies with a competitive edge over their peers.” Companies participating in the study credited maintaining diversity with a range of benefits, including talent retention and better innovation and product development.
Human Capital
Diversity is Good Business for Advisory Firms
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U.S. demographics are changing and we are expected to be a minority/majority by 2045. Yet the majority of financial advisors are still overwhelmingly white, male and shrinking in numbers. FlexShares conducted a survey of investors and advisors to see if diversity was being pursued and how firms were building diverse teams.
Human Capital
The Inherent Value of Diversity
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The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth.
Client Experience
Advisory Firm Back to Office Checklist
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As states begin to lift their stay-at-home orders many advisors are looking forward to getting their teams back into the office. This checklist will help you get organized.
Client Experience
Back to Work Considerations for Advisory Firms
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As states begin to lift restrictions surrounding COVID-19, advisory firms are faced with a daunting question – what does the return to work look like? Now that we’ve mastered the art of working from home, how do we approach the next major hurdle of going back? While the future remains uncertain, it’s important to begin these discussions and start putting an office resiliency plan in place.
Business Development
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
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Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.
Market Outlooks
How We’re Positioning Portfolios to Outperform
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President and Global Chief Investment Officer Daniel Needham explains how asset valuation allows us to calculate expected returns for the long-term.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
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While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Client Experience
Market Downturn: Progress Report
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With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
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We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.
Market Outlooks
Where We See Opportunities Ahead
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The news today makes the short-term economic outlook uncertain. Yet, we invest for the long term, not just for the next few months or even years. Given the attractive valuations we saw near the end of the first quarter, we think long-term returns look much better for investors now than they did just three months ago.
Please join our discussion with President and Global Chief Investment Officer Daniel Needham, Co-Head of Target Risk Strategies Dan McNeela, and Head of US Equity Strategies Michael Corty.
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