Encourage good communication or lose your multi-generational clients
You are failing your financial family clients–and sabotaging your multi-generational client retention–if you’re not encouraging good communication. That’s one of the big picture lessons I learned from “Five Solutions for Mixing Finance, Families and Fiduciaries,” presented to the Boston Estate Planning Council on Nov. 6 by Bonnie Brown Hartley, president of Transition Dynamics Inc., Richard […]
Alternative investments: Farmland investing, emerging markets infrastructure, and catastrophe bonds
Mercer, the investment consulting firm, tackles three unusual asset classes in “Introducing emerging alternative opportunities.“ According to the article, institutional investors are considering investing in these three asset classes to diversify their portfolios or achieve more stable returns: Farmland Infrastructure in emerging markets Catastrophe bonds
Independent investment research will suffer in the near term
The recent decline in commissions generated by buy-side equity trading will cut funding available for independent and sell-side investment research, according to “Integrity’s Outlook for Independent Research.” Michael Mayhew of Integrity Research Associates says that commissions are expected to fall by 40% next year. However, there is a silver lining to this dark cloud. Integrity […]
Prof. Andre Perold on "Stable Risk Portfolios: A Timely Alternative to Static Asset Allocations?"
Risk matters. October’s wild stock market swings have reminded investors that volatility can be painful. They simply can’t stomach as much risk as they thought they could. In this environment, it’s no surprise that Professor André F. Perold’s October 21 talk on “Risk Stabilization and Asset Allocation” attracted a bigger than usual crowd to the […]
"How to Craft a Blog Post" by Darren Rowse
Starting to blog without thinking about your process can be a big mistake. Read Problogger Darren Rowse’s “How to Craft a Blog Post – 10 Crucial Points to Pause” for helpful tips. If you follow his advice, it may take you longer to write your blog posts, but your return on investment will increase exponentially.