report by BlackRock
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Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Goals/Needs-Based Investing
Behavioral Advisor: The Power of Planning
This piece is approved to use with clients.
Planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50.
Active/Passive Management
The Active Equity Renaissance: Behavioral Financial Markets
The analytical tools derived from behavioral finance’s more realistic representation of financial markets and human behavior will likely replace the wealth-limiting MPT tools in use today.
Active/Passive Management
The Active Equity Renaissance: New Frontiers of Risk
One modern portfolio theory (MPT) pillar that is unquestionably broken is the use of volatility, specifically standard deviation, as a measure of risk.
Active/Passive Management
The Active Equity Renaissance: The Rise and Fall of MPT
After the dust settles, virtually nothing of modern portfolio theory (MPT) will remain, asserts C. Thomas Howard and Jason Voss, CFA.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.
Active/Passive Management
The Active Equity Renaissance: Rejecting a Broken 1970's Model
If enough mandates are added, a potential positive alpha is transformed into an actual negative alpha. So what can be done to launch an active equity renaissance?