2017 brought economic expansion and record markets that were largely unexpected. As we approach the New Year, many are left wondering if that growth will continue, or if our business cycle has hit its peak. In the attached white paper, Brad McMillan, Commonwealth’s chief investment officer, looks at where we currently stand, what will determine the direction of the markets and economy, and where we’re headed in 2018.
Adopt a rainmaking mind-set to boost revenue. Download our free template outlining the 20-point system that can help you stay focused on revenue-generating activities. Learn practical strategies and techniques you can start implementing today to increase referrals, optimize strategic alliances, network more effectively, market to clients and prospects, and hold yourself accountable for your own success!
Unique tax breaks let you keep more.
Open up with clients to earn trust.
Take a fresh look at pricing your advisory business. Download our free guide to learn how small changes to your fee structure can have a big impact on your bottom line, protect you against market downturns and withdrawals, and entice clients to consolidate more assets with your firm.
Download our free side-by-side comparison of the five affiliation models that deliver what your business needs at every stage of its evolution. You’ll learn that however you serve your clients, Commonwealth delivers the infrastructure that has you covered.
Your clients look to you for guidance and advice when crafting long-term financial plans. Understanding your clients’ charitable interests and passions can provide a unique opportunity for you to expand your relationship and help create a long-term strategic plan that also impacts their favorite charitable causes. For additional insights on guiding your clients through the development of their charitable plan, Vanguard Charitable has gathered five best practices for philanthropists, drawing on years of experience working with donors and charities.
China faces a challenge: balancing short-term stability with long-term sustainability in an economically viable way. To avoid stagnation, it needs strong structural reform. But too much top-down interference could impede growth. Learn which Chinese factors may have an impact on the global economy and financial markets.
Investor needs change, and so should the resources you use to meet those needs. Learn five ways to quantify the benefits of advisor’s alpha, including the potential for increased client returns and developing your skills as an advisor.
Discover why 2016’s widespread market predictions were incorrect, how the global economy is shifting toward positive stabilization, and what Vanguard expects from portfolio returns in the next few years.