Commentary

Navigating Investor Apathy: A Candid Look at the Challenges Faced by Today’s Advisors

Many advisors are finding their clients show little interest these days in how the markets are doing.

Commentary

Unlisted Infrastructure – Highway to Diversification

Private infrastructure offers unique investment characteristics and potential diversification benefits for portfolio construction.

Commentary

Bank of England: A surprise end to UK rate hikes?

Today, in a shock decision, the Bank of England (BoE) left its policy rate at 5.25% by the tightest possible majority vote of 5-4. All but one of 65 economists polled by Reuters had predicted that the BoE would raise the rate to 5.5%.

Commentary

6 Steps to Tax-Efficient Onboarding of Clients With Direct Indexing

Financial advisors often face the challenge of transitioning a new client into their practice in a tax-efficient way.

Commentary

Do We Really Need to Be Worried About the Banking Sector?

Banks have reemerged as a potential pain point for the investment community, as rating agencies recently embarked on a downgrade cycle in the sector.

Commentary

A Recession Is Possible, but Far From Certain. So How Should You Consider Positioning Your Portfolio?

Given the uncertainty over a recession, there are other incremental steps that investors may want to consider instead. These include making adjustments to a portfolio’s market beta and credit exposure.

Commentary

China Hits a Speed Bump. Could the Road Ahead Feature More Stimulus?

Soft consumer confidence and property-market woes are playing a large role in the slowdown of China’s economy.

Commentary

What Do Investment Outsourcing and Ice Cream Have in Common?

For some organizations, a partial outsourcing of their investment program is preferable to total outsourcing. Despite this, some OCIO providers will still try very hard to sell companies on a full OCIO solution.

Commentary

Building Resilient Portfolios: The Power of Diversification

Diversifying a portfolio means spreading the investments across a variety of asset classes, industries and geographies.

Commentary

Three Opportunities To Grow Your Advisory Business Now

Advisors can capitalize on the expected transfer of wealth between generations, the expected wave of retirements among older advisors, and referrals from other professionals.

Commentary

C Is for Customized Experience and Family Wealth Planning

Many advisors are now providing customized wealth management services to their clients and their families, often across multiple generations.

Commentary

How To Build Better Relationships in a Virtual World

We are now a few years past the onset of the COVID pandemic, and we've had a chance to think about some of its changes in the wealth management business. Even if we wish certain things hadn't changed, we must acknowledge that they have – and adapt accordingly.

Commentary

The Value of Staying in the Middle of the Net

While money market assets have risen in recent years, returns have historically lagged behind a diversified portfolio.

Commentary

Real-Time Risk Exposure Report

Investors should be aware of potential real-time market exposure risks when implementing large changes to their portfolios.

Commentary

Back to the 1990s? Bank of England Rate Hikes May Pinch London’s First-Time Homebuyers

Bank of England raises interest rates again as expected. Rate hike likely to hurt first-time homebuyers in London. UK gilt curve appears to be pricing in a "higher rates for longer" scenario.