In this Wednesday's Weekly Perspective, we've rounded up the top five pieces of content advisors read, watched, listened to and shared this week:
1. [Podcast] How Top Advisory Firms Are Finding and Retaining the Best Employees
Featuring Matt Matrisian of AssetMark
One of the biggest challenges facing advisory firms is growing their human capital – hiring and retaining the best people. In this popular podcast episode, Matt Matrisian discusses how advisory firms are solving for that human capital challenge.
2. [Article] The Price Advisors Will Pay for Ignoring Flat Fees
By Sara Grillo
The popularity of flat fees in the advisory practice is growing, says Sara Grillo. Whether your firm has embraced flat fees for years now or you're considering making the switch, Sara makes a compelling argument as to why ignoring flat fees is leaving money on the table for advisors.
3. [Webinar] Investing in Uncertain Times: An Emerging Markets Perspective
Hosted by David Dali, John Paul Lech, Peeyush Mittal, CFA and Alex Zarechnak of Matthews Asia
There's still time to catch the on-demand replay of this popular webinar, hosted by the team at Matthews Asia. During this one-hour discussion, the team covers top-of-mind topics for investors including the impact of Russia's removal from emerging market indices, higher U.S. inflation and interest rates, constructing an emerging markets portfolio and important growth opportunities.
4. [Article] Harold Evensky: Is This Time Different?
By Bob Veres
In this popular piece, Bob Veres shares a recap of his conversation with Harold Evensky. Harold is the co-founder of Evensky & Katz/Foldes Financial Wealth Management and author of "The New Wealth Management." In this discussion, Bob and Harold address the biggest question investors are asking their advisors amidst a volatile economic environment: Is this time different?
5. [Top Whitelabeled Article] CFNAI Components: Employment, Production, Consumption, Sales
By Jill Mislinski
AP Premium members have exclusive access to white label AP content with their own logo and branding. This week's most popular piece for Premium members to white label and share with clients was this AP Charts by Jill Mislinski. Jill shares recent data on the Chicago Fed's National Activity Index and its four broad categories including:
- Production and Income
- Employment, Unemployment, and Hours
- Personal Consumption and Housing
- Sales, Orders, and Inventories
