report by BlackRock
Results for ""
Advisor Value & Fees
The Fiduciary Opportunity: The Future Is Now
Beyond the ultimate fate of the Fiduciary Rule, the industry faces a crucial crossroad: pursue a business model that responds to the digital, demographic and economic pressures reshaping it, or breathe a sigh of relief and return to business as usual?
Behavioral Finance
Behavioral Advisor: Use Needs Rather than Fear for Allocation
Risk tolerance can result in poor risk management, significant misallocation of resources and a high degree of anxiety. AthenaInvest suggests using a needs-based planning instead.
Behavioral Finance
Behavioral Advisor: Look Beyond Cost For Active Management
Focus on low-cost equity mutual funds has increased dramatically in the past decade. While cost matters, mutual funds should be evaluated based on what investors get for the price they pay.
Behavioral Finance
Behavioral Advisor: The Wall of Worry
The last eight years have been a good period for equity investing. But can it last?
Sustainable Investing
Impact Investing with Jim Lumberg
Jim Lumberg, Executive Vice President and Co-Founder of Envestnet discusses the evolution of impact investing at the Advisor Summit 2017 conference.
Behavioral Finance
Behavioral Advisor: Reframing Performance with Better Charts
Some charts emphasize volatility, timing, and emotionally charged events, distorting how we view performance and hurting the real long-term probability of a successful outcome.
Behavioral Finance
Behavioral Advisor: Why Expected Returns Matter Most
The current emphasis on low volatility and non-correlated multi-asset portfolios, created by blending equities, bonds and alternatives, can lead to unnecessary over-diversification and result in significant underperformance for long-term investors.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.
Sustainable Investing
The PMC Spotlight: The Essentials of Impact Investing
Portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.
Behavioral Finance
Behavioral Advisor: The Power of Dividend Stocks
Dividend-paying equities represent an attractive source of investment income while also providing the opportunity for capital growth. This combination makes dividend stocks an important tool to help investors avoid exhausting their retirement savings.