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Capital Markets Outlook | Q3 2019
Caution with a chance of bearishness
We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.
More »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.
ON TWITTER NOW
Were you in the stands to see the @Patriots take on the Giants? Share the memory and share your photo on Fancam. https://t.co/GoBiJqXv1T
Health-care proposals arising from the 2020 election are causing disruption in health stocks. Putnam's Equity Outlo… https://t.co/ETo2h7hgPH
The surprise in the Fed's second rate cut was just how divided the policy makers are about monetary policy.… https://t.co/SPh3B9our8
Medicare provisions are often updated, making it critical to review plan options each year during open enrollment.… https://t.co/MddlqIaDix
Medicare enrollees face many program changes this year. For advisors, this presents an opportunity to meet with cli… https://t.co/ObcfTelrxV
Why is the economy sending mixed signals about growth? The main cause: China. https://t.co/SzxsMeZovF https://t.co/yqAwjS2QHH
Putnam's Perspective: Strength in the housing market could cause more division among Fed policy makers debating fut… https://t.co/99n8dZVwwa
An important advisor/client conversation: Medicare options. Get our "Three key things to understand about Medicare.… https://t.co/9JfIVdzMaT
Certain types of IRAs can make it easier for small businesses to offer workplace retirement savings plans.… https://t.co/gZyyckEUNL
Current proposals on Capitol Hill could make it easier for companies of all sizes to offer retirement savings plans… https://t.co/4IzdkwniP7
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