Like much of 2017, politics remained keenly in focus at the end of the year. Tax reform took center stage in the U.S., and President Trump wrapped up this major legislative victory just in time for the holidays. The sweeping tax overhaul moved quickly through both chambers of Congress after the House and Senate drafted amended versions from the separate ones each had previously passed.
Here are our poll results to the question: Which of the following US actively managed funds offers the best prospects for long-term alpha? We will launch topical polls every week, if you have suggestions for future polls please email email@example.com.
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Enhanced yield is still available – a selective and broad approach is key.
In this issue, Research Affiliates provides its outlook for 2018 and discusses where it sees attractive return opportunities across the globe.
We recently caught up with Peter Zeihan, author of The Accidental Superpower, to ask his thoughts on the top geopolitical shifts to watch in 2018. He shared his predictions on everything from anti-trust concerns for Silicon Valley and the dire consequences for the United States if we exit NAFTA to why he expects North Korea to back down this year.
One of the trickiest aspects of being a financial advisor is simultaneously navigating your dual responsibilities as both a financial advisor and business owner. In order to gain a well-rounded perspective of your firm’s performance, there are several key metrics you should use to assess and interpret its financial health. We’ve outlined six ratios that will offer deeper and more valuable insights into where you stand and help you maximize your firm's performance.
Often, in an effort to serve their clients, advisors neglect their own business. However, growth in business is imperative. There’s even a popular saying: “If you aren’t growing, you’re dying.” One of our core goals at Kestra Financial is to help you maximize the value of your business. We work one-on-one, encouraging you to manage your business as a personal asset with the same level of care and diligence as you manage client assets. We help you find the time and tools to work on your business not just in it. When evaluating the health of your practice, here are five key areas to jump-start your growth plan:
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.
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.