Advisor-only Webcast | Navigate late-cycle market uncertainty | September 18, 2019

Large-Cap Value Strategy

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Capital Markets Outlook  |  Q3 2019

Caution with a chance of bearishness

Caution with a chance of bearishness

We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.

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Fixed Income Outlook  |  Equity Outlook

Headlines you need to know this week   —   October 8, 2019

More planners choose digital business
A growing number of advisors are establishing a virtual business. In a recent report, advisors noted the benefits of having a completely digital business including flexibility when scheduling meetings. Also, clients are receptive to the idea. Many clients travel and are accustomed to using video communications for meetings. Advisors noted that website and blog content become more significant when working in a digital setting.
Choosing a niche business
Seeking a competitive advantage, many advisors are choosing a niche for their practice. A recent study found that advisors with a niche practice had 35% higher client growth and 25% growth in revenues. Advisors should consider their current client base in order to identify the demographic for a possible niche business. Next steps include customizing services and marketing to the target audience.
What advisors wish they knew earlier
In a recent interview, several advisors discussed what they wish they had known when they first started in the business. Comments included: A professional designation does not automatically attract business; clients can be financially literate but make poor money decisions; and understanding behavioral finance is important.

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