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 June
8, 2010 - Vol 4, Issue 23
Dear Reader,
Our readership grows every month and in May we set new records, with
over 43,000 unique visitors and nearly 200,000 page views.
If you want to deliver your message to our highly targeted audience
of financial advisors, please contact
advertise@advisorperpsectives.com.
Join us today for a complimentary webinar where the Advisor
Perspectives columnist and industry consultant Dan Richards will
outline a framework for advisors to keep in mind as they consider
whether or not to outsource key functions of their practice.
Sign up for free here.
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The Federal Reserve can't accommodate forever, and the global
stimulus effort will likely lead to inflation. Our growing
indebtedness can only result in increased borrowing costs. That
much we know. What we don't know is when and how quickly
interest rates will rise. In this guest contribution, Kane
Cotton and Jonathan Scheid examine five strategies for a rising
rate environment.
Advisors who fully outsource their investment management want
to free time for clients and grow their practice. But, as Northern
Trust Investments' research explores, not all advisors are
comfortable with full outsourcing. We thank Northern Trust for
their sponsorship.
Highly respected fixed-income manager Dan Fuss of Loomis
Sayles recently spoke with Dan Richards about what keeps bond
managers up at night. Fuss identifies the critical issues
bond investors face. We provide a video and a transcript of
the interview.
Every advisor's goal is to build deep relationships
with key clients, partly to foster loyalty and increase the assets
you have from them, partly to open the door to referrals. One
way to do that is to have clients "wowed" by their
experience in dealing with you, and Dan Richards says three key
words will create that "wow" effect with important clients.
More
articles below...
Michael Lewitt, author of the highly respected HCM Market
Letter, has just released a new book, The Death of Capital.
In this interview, he identifies the challenges facing those
who seek to regulate Wall Street, and why most of the proposed
reforms are likely to fail.
Today's emphases on fiduciary responsibility, risk management and
increased transparency require better due diligence when selecting
managers. Especially in today's turbulent markets, advisors who
spend more time and resources to do due diligence well can find
themselves at a distinct competitive advantage. While these
ten tips won't necessarily help you identify the next active
management superstar, they can bolster your manager selection and
due diligence program.
In the latest issue of the HCM Market Letter, Michael
Lewitt draws the parallels between the Gulf of Mexico oil spill
and financial reform - both, he says, demonstrate our inability to
learn from our mistakes. Lewitt also comments on
quantitative trading strategies, economic recovery and the capital
markets. To subscribe directly to this publication, go here. See as well our story below, which is
an interview with Lewitt.
When it comes to air travel, turbulence is to be expected. If
you're not of the same mindset with your investments, you may be in
for a bumpy, barfy ride, says Mariko Gordon of Daruma Asset
Management in this guest contribution.
Lastly, we highlight submissions to Advisor Market Commentaries.
We welcome guest submissions from our readers. For more
information, here are our guidelines.
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