QE is slowly dying out and it will hopefully be remembered as a historical curiosity. In the meantime, you and your clients should take comfort in the combination of the market’s efficiency and the Federal Reserve’s deliberate approach.
Advisors who develop deeper client relationships and become “highly trusted” will enjoy more referrals and greater wallet share. Here’s evidence that high trust correlates with client satisfaction, referrals, and business success.
The drivers of alpha can be identified. Here’s how to assess the relative performance of U.S. equity mutual funds and ETFs in a factor-based framework.
Prepare clients for active fund volatility.
Some are real. Others are random.
7 tips to keep clients happy
Timeless ideas to guide client portfolios.
Add an international component to portfolios.
How technology slows inflation across the economy.
Unique tax breaks let you keep more.