Negative Rates – Welcome To Beyond The Looking Glass
Wow, just listen to all the chatter about negative interest rates! The question in my mind is not if this economic twilight zone is coming to the United States, but...Read More
New Risks in 2016 and New Scenarios For Your Client Meetings
Dear colleague, happy new year! 2016 is shaping up to be an extremely volatile year to say the least. The key risks for 2016 stem from two factors: Sharp drop...Read More
Retirement Crisis: Managing Your Clients’ Risk & Expectations
According to the recent Blackrock Investor Pulse Survey, we are in a retirement crisis and advisors who work with pre-retirees are on the front lines. Investors are generally pessimistic about...Read More
Convincing Prospects: How To Discuss Risk and Goals
As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to...Read More
How You Can Win Client’s Trust Where Others Lose It
How can an Advisor differentiate from competition in this volatile market? Study after study shows that the first thing that prospects and clients care about is capital preservation. Investors are...Read More
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a terrible idea for your clients. However, the first generation of...Read More