Mark started with us as a reporter at our sister publication 'Financial Week' in 2005 and rose to become Associated Publisher (in 2013) and then Managing Director (2018) of InvestmentNews. In 2020 he moved on to become Managing Director at ECHELON Partners, and in 2021 Managing Director, Wealth Management, at Informa Connect. He Tweets at: @brunz99 and you can also connect with him on LinkedIn.
Few topics get more attention in the retail world of financial services than the subject of teams. Wealth management teaming is a hot topic. However, it takes more than a group of advisers coming together and announcing themselves as a team to be successful with today's affluent investor. This white paper from Cetera focuses on how the best teams, which have been able to set themselves apart from their peers.
How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.
The number of high net worth women across the country is on the rise, and many of them are calling the financial shots in their households.There's an urgency to better understand – and effectively serve – this influential group of independent-minded women. But it's not so simple, and certainly not something to do on gut. Schwab Advisor Services conducted the Women and Financial Independence Study to provide some real insights into who high net worth women are, and what they are seeking from their advisers. An interesting picture emerged from our findings. For example, high net worth women favor performance over planning, though planning is still very important. They prefer shared decision-making versus sole control. The gender of an adviser matters less than age. And face-time is more important than email. Complete details can be found in the following pages.
Invesco's Richard Golod, director of global investment strategy, on why he believes the US, Japan and emerging markets may offer compelling opportunities, while Europe requires a more selective approach.
Alternatives are gaining in popularity for advisers to use with investors. Absolute return, a type of alternative investment, should be considered as part of an investor's overall investment strategy to help address persistent volatility, according to this white paper from Brinker Capital.
They are a significant business opportunity, according to this white paper from Pershing LLC.
There are growing signs individual investors may be ending their five-year hiatus from stocks; net inflows into stock funds were on pace to hit a nine-year high through February. For advisers whose clients are asking about potential opportunities in equities, a conversation about dividend, value and global stocks may be one worth having. This white paper from Federated Investors explains why.
This adviser guide from Janus provides a summary of new tax legislation along with ten strategies you might want to discuss with clients to help lessen the impact of higher taxes and potentially improve their overall financial situation.
In this new white paper, Invesco analysts examine the impact of recent health care reforms on the muni bond markets.
When it comes to investing, most individuals focus simply on the bottom line – the rate of return generated and how much money they made. Many investors don't consider that the companies in which they invest may violate their strong personal beliefs, according to Ave Maria Funds.
