Wall Street still slow to increase diversity despite high consumer demand
Studies have shown that Wall Street continues to be slow in advancing minorities even though the firms rapidly promoting diversity are clearly realizing the benefits, says Laura Gregg, director of advisor research at FlexShares.
Want to raise cash without selling beaten-down stocks? There’s another way
Advisers interested in raising capital for their clients don't have to sell beaten down stocks. They can borrow against their portfolios easily and quickly, says Tyler Williams, regional sales manager for Nationwide Mutual Insurance Company.
Don’t waste money! Financial advisers need the “right” technology to scale
Any old technology simply won't suffice. Financial advisers seeking to scale their practices need to make sure they don't waste money on the wrong platform, says Todd Battaglia, CEO of MG&A Wealth.
Annuities the perfect vehicle for frightened investors
Annuities are the perfect answer for investors seeking stability in their portfolios. Furthermore, fees are not as expensive as often thought, says Belle Bielawska, key account manager at the Great American Life Insurance Company.
Don’t sweat crypto collapse, Digital currencies still a new technology
Crypto has followed the Nasdaq downward, but that should be expected of a new technology. Investors need to give digital assets a chance to overcome these growing pains, says Rayhaneh Sharif-Askary, managing director at Grayscale Investments.
Introducing crypto to anxious clients? Here’s what advisers need to do
The selloff in crypto is not making it any easier for financial advisers to introduce digital assets to their nervous clients. Ben Cruikshank, head of Flourish, offers some simple steps to get them in the game.
ESG and sustainable investing totally different, says Earth Equity CEO
The terms are often confused, but the truth is that ESG and sustainable investing are truly different, says Pete Krull, CEO of Earth Equity Advisors.
Actively managed ETFs superior to indexes during volatile markets
Actively managed ETFs benefit from managerial experience during volatile markets while index-based investments lack those circuit breakers, says Joe Hohn, senior portfolio manager at Dimensional Fund Advisors.
Fleeing to cash no strategy to combat longevity risk, volatility, says Bonsai CEO
Financial advisers need to identify their clients' investing goals, as well as address their liabilities. Hiding in cash, however, is not the answer, says Robert DeChellis, CEO of Bonsai.
