Managing Interest Rate Risk For Wealth Management Clients
Majority of the investors are waking up to the fact that fixed income portfolios are not necessarily safest given historically low interest rates and the macroeconomic outlook. The video offers...Read More
War, Oil, and Your 401K: How to Manage Risk in Times of Market Uncertainty
The war in Ukraine has created uncertainty in the global oil market, which can lead to an increase in oil prices.
Contested Elections
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections.
Are you a 21st Century Wealth Advisor?
As I wrote before, the Coronavirus lockdown was a beta test for remote work, but it doesn’t seem to be going anywhere anytime soon. The question falls to all of us:“Am I measuring up to my competition and adapting to the new environment?”Advisors don’t have to look far to learn where the industry is going. Before the lockdown forced all of us to see the potential in working remotely, Broadridge reached some startling conclusions about technology use by financial advisors. They surveyed 1,500 investment providers, including 250 wealth advisors, to find, in general, that they are not taking advantage of the benefits and high ROI of technological adoption.
How RIAs are Attracting AUM With Technology
How are you leveraging technology to grow your business or find more free time?A 2019 study of Advisors by Cerulli Associates found a direct link between AUM and technology use. “Heavy” technology-using advisory firms have an average of $238.0 million in AUM compared to $106.3 million for “light” competitors. Cerulli found that advisory firms can attract AUM because they spend 34% less time resolving client service issues and have 24% more time on practice management activities. Technology does more than
ESG Remains Resilient During The Pandemic Crisis
ESG Commitment Keeping up with Traditional Investing Shifting from “E” to “S” Is it still ESG if it’s all Tech? Wait and See on ESG Don’t let headlines direct clients...Read More
Improve Plan Sponsor Conversion & Increase Revenue with ParticipantDirect
How Does This Help You? How This Helps Participants? How This Helps Plan Sponsor? We always explain to our clients that Larkspur-RiXtrema apps have two goals: Help you win more...Read More
How Does The COVID Crisis Mix With Corporate Debt
Look to the past, lest ye beware What do the Rating agencies say? Bond Market History doesn’t offer much guidance In previous articles, Yon and I analyzed the threat of...Read More
The CARES Act and What It Means For Plan Participants
President Donald Trump signed the $2.3 trillion coronavirus stimulus legislation on Friday, 3/27/20, a.k.a. The “Coronavirus Aid, Relief and Economic Security” Act (CARES). The Act represents government spending equal...Read More
What Will The March Unemployment Rate Show
As every market watcher or person stuck at home watching cable news is now aware, Initial Jobless Claims came in at a staggering 6.6m new claims. With the revision to...Read More