Peter Mallouk discusses how to invest during a bear market, common mistakes people make trying to time the market, and buying opportunities. Mallouk is the President of Creative Planning, which has been consistently ranked one of the top RIA firms in the country.
UBS: "Don't Touch Your Face or Your 401k"
Mitch Slater, Senior Vice President and Financial Advisor at The Slater - Trainor Group at UBS Financial Services Inc., discusses ways to engage clients and keep them informed during extreme market volatility. He also shares how to stay focused on long-term goals amid short-term uncertainties.
Effective Communication During COVID-19 Pandemic
Proactive communication in times of crisis can reinforce trust and confidence in clients, constituencies and stakeholders. April J. Rudin, Founder and President of The Rudin Group, weighs in on managing communication during the COVID-19 pandemic.
COVID-19: Should You Update Your Financial Plan?
Clients are calling nonstop with fears about Coronavirus and their portfolios, says Winnie Sun of Sun Group Wealth Partners. She shares her advice to investors as the pandemic continues to spread.
Matthew Fleissig, president and co-founder of Pathstone, offers insight into building a multi-generational family office and highlights how independence is advantageous in a constantly changing environment.
Wells Fargo Advisors
Joe Montgomery, Managing Director, Investments at The Optimal Service Group of Wells Fargo Advisors, shares trends he is hearing from institutional clients. The Barron's Top 100 Advsior also explains longevity risk and the democratization of investing.
Exchange Capital Management
Clients have diverse needs and advisors are increasingly using new technologies and tools to help them them accomplish their unique goals. Andrew Stewart, CFA, CAIA, Chief Investment Officer at Stewart Capital Management weighs in on the latest RIA industry trends.
Evercore Wealth Management
Evercore Wealth Management's Partner and Portfolio Manager, Brian Pollak, highlights the top trends in wealth management and examines the key strategies for advising high-net-worth clients and best practices in the industry.
After the Fed: Fixed Income Outlook
The Federal Reserve slashed interest rates for the third time in 2019. Global markets digested the implications of the decision as the central bank signaled a pause from further reductions. Collin Martin, Managing Director and Fixed Income Strategist at Schwab Center for Financial Research (SCFR) offers his outlook for the fixed income market.
ESG Integration: The Final Piece of Portfolio Selection
Eoin Murray, head of investment at Hermes Investment Management, emphasizes the importance of investing in ESG factors sooner rather than later and underscores that wealth creation can co-exist with 'saving the planet.'
Investing in the Circular Economy
Samira Salman is the COO of a single family office and Founder of Salman Solutions, discusses how 'patient capital' can solve some of the major global challenges through circular investments.
Some secrets clients keep from their advisors
Our research indicates that clients routinely keep secrets from their advisors. Senior market research manager Mike Van Wyk details one prevalent type that threatens to damage the professional relationship.