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Six ways to rebalance your clients’ portfolios tax-efficiently
Source: Vanguard https://advisors.vanguard.com/insights/article/taxefficientrebalancing?cmpgn=FAS:EM:NWLTR:551313685404 Helping your clients weather market cycles and enjoy better risk-adjusted results takes a planned approach. It includes a thorough evaluation of how the timing and execution of rebalancing may affect their portfolios and generate tax consequences. Part of a solid rebalancing plan is to decide...
Read More10 Rules for Forecasting
By Joachim Klement, CFA The nice thing about being an investor is that the forces that drive the markets change all the time. However, there are different “market regimes” in which a major narrative dominates market action. Over the last 20 years of my career, there have been...
Read MorePeter Lynch: “If anybody can predict interest rates, they’d be a billionaire.”
https://www.youtube.com/watch?v=YUMm3Tbp2iA ...
Read MoreSix stratégies en périodes de volatilité des marchés
Par: Fidelity Investments Points à retenir L’incertitude est une constante et des replis surviennent fréquemment. Toutefois, un recul est généralement suivi d’une reprise.Restez discipliné : essayer de prédire le marché s’est révélé difficile et pourrait s’avérer coûteux.Planifiez en fonction de diverses conditions de marché : une approche de placement...
Read MoreHere’s Why You Should Rebalance
by Adam Millson / Morningstar | 2020-01-21 Over the past decade, investors have become accustomed to U.S. stocks hitting new all-time highs. While the extended bull market has been a boon to portfolio balances, investors that have let the market's rise drive...
Read MoreStrong relationships drive client loyalty-Investment Executive
Strong relationships drive client loyalty Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research By: Rudy Mezzetta Source : Investment Executive Financial services firms that focus on employing financial advisors who are...
Read MoreStop Thanking Your Clients and Start Expressing Gratitude-Janus Henderson Labs
With the holidays nearly upon us, you may be thinking about how to thank clients for their business through usual tactics, each one receiving the same gift basket. However, our research shows a personalized approach can make a big difference. Did you know financial advisors who...
Read MoreThree simple steps that can help advance your career by Dan Richards
Three simple steps that can help advance your career by Dan Richards Faculty member, Rotman School of Management, University of Toronto; author of Getting Clients, Keeping Clients In today's reality, what does it take to achieve a fulfilling and successful career? Having built and sold two startups and...
Read MoreDoes your meeting strategy drive clients away? -Dan Richards
In part seven of an eight-part series, “Maximize your meeting impact,” Dan Richards, CEO, Client Insights, explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face. Video...
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