In a nutshell, we believe that the slow growth, low inflation trajectory will continue a while longer and, as a result, the Fed can maintain a very measured pace unwinding its unprecedented monetary ease.
Since the start of this year, the US Treasury market is signaling a scenario of rising growth expectations and falling inflation expectations, as reflected by the various components that comprise interest rates.
Discussing charitable giving with clients can deepen your client relationships and help you grow your practice. A 2016 survey by U.S. Trust found that nearly all high-net-worth donors (94%) are curious to know more about charitable giving.
When it comes to growing their businesses, financial advisors have many growth strategies they can pursue. They can expand their book by aggressively courting prospective clients, or focus their efforts on expanding their assets under management by bringing in more affluent clients.
Advisors also have another, less traveled growth path to consider: acquiring or merging with another firm. In a recent WealthManagement.com survey, advisors shared their experiences going through the M&A process: from what drove them to grow their practices through acquisition, to how they financed their deals. Find out more about the road less traveled in this new infographic.
Whether you’re an advisor striking out on your own for the first time or an RIA moving between independent businesses, changing firms can offer the potential for professional and personal growth. In fact, one in five advisors has changed firms within the past five years, according to a recent survey by WealthManagement.com. But while these transitions can bring new opportunities, making the move can present a host of challenges.
Here are five key transition tips from advisors who have made the move to a new practice, to ensure the process is seamless for both you and your clients.
If you’ve done the work to evaluate the health of your business, you’re in good company. In a recent survey by WealthManagement.com, advisors said their benchmarking efforts have paid considerable dividends, from higher revenue to better client acquisition and retention.
But once you have the results in hand, what’s next? How do you handle the opportunities identified? It’s this step that often confounds advisors, with more than 50% sometimes or rarely taking action to address their results.
Learn some helpful ways to deal with the results of your benchmarking efforts.
Advisors know that building and growing their business requires setting goals.
Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.
Last Month in Perspective: The convoy of developed world central banks reducing policy accommodation appeared to gather steam. Global political developments continued to capture headlines. Interest rates moved higher on the hawkish tilt in central bank rhetoric, and equities gained on generally positive economic data.
Investors pursuing high dividend yields are paying a sizable premium today, judging from valuations of the biggest stock holdings across the 10 largest dividend-focused exchange-traded funds (ETFs). In fact, these stocks are trading in line with the valuations of their growth counterparts today.
Learn from our experts on what may further support small cap outperformance.