Supplementing asset-class diversification with strategy diversification increases the potential for portfolio risk management and can improve risk-adjusted returns.

The key to the intergenerational wealth transfer is establishing relationships with clients’ children as part of the normal course of doing business.

For as long as there has been a stock market, analysts have been trying to find correlations between external factors and the performance of markets.

Financial advisors favor third-party active investment management for a wide variety of reasons: access to modern analytical strategies, emphasis on risk mitigation, and the ability to be responsive to current market conditions and deliver high levels of client satisfaction over full market cycles.

Employing “true” diversification and a dynamic, actively managed portfolio approach may help advisors and their clients successfully navigate a lower-return market environment.

Stock market years ending in “7” have had some very interesting drama throughout the modern history of the equity markets.

How much effect do market outliers have on long-term performance? Can the investor prepare for these anomalies, or are they truly ‘black swans’ that cannot be managed?

When clients become effective stewards of their finances and achieve specific milestones, they become more likely to provide referrals.