Are All Advisors Ego Maniacs?

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dear Bev, Are huge [...]

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The Active Dangers Of Passive Investing

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay This is part two of a three-part series. You can read part one here. You can listen to this article here. Investors are prone to two opposing [...]

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The Most Important Quality In A Fund Manager

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. You can listen to this article here. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay The stock market is not your friend. You want to approach it the same way the American president should [...]

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How To Tell When Someone Is Lying

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Schwerdhoefer / Pixabay People lie all the time. They do it to get control. You can’t stop someone from lying, but you can improve your awareness so that [...]

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Why High-Investment Stocks Outperform

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay This article originally appeared on ETF.COM here. Research demonstrates that the investment factor has explanatory power for the cross section of stock returns, with high-investment firms [...]

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Why Reported Inflation Is So Low

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay “The change in the price index for new cars from 1967 to 1994 would have been 80 percent greater if no adjustments had been made [...]

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Beware Of The Dividend Cult

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay You can also listen to the article here. Like many professional investors, I love companies that pay dividends. Dividends bring tangible and intangible benefits: Over the [...]

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How To Build A 4.75% Income Fund

Want to build a diversified, tax-efficient, and low-cost income fund for your clients? Here’s a surprising way to do that with a broad-based index fund like the S&P 500. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay According to S&P Dow Jones Indices, the S&P 500 had a 4.75% yield [...]

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The Case For Managed-Risk Strategies

In times of volatility, managed-risk strategies have become very popular. Institutions have been using these strategies for a long time, and thanks to the ETF vehicle they are now accessible to financial advisors and end investors. Irma Bribiesca, who is the director of ETF strategy and product management for [...]

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Should Advisors Time Factor Exposure?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc JESHOOTScom / Pixabay This article originally appeared in ETF.COM here. Q4 hedge fund letters, conference, scoops etc The academic literature, including Russ Wermers’ 2000 study “Mutual Fund Performance: An Empirical [...]

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The Three Biggest Myths About Factor Investing

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc This article originally appeared on ETF.COM here. As the chief research officer for Buckingham Strategic Wealth and the BAM Alliance, I receive many questions from advisors and investors [...]

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Normal Is In The Eye Of The Beholder

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q4 hedge fund letters, conference, scoops etc geralt / Pixabay A scorpion asks a frog to ferry it across a river. The frog tells the scorpion he fears being stung. The scorpion promises not to [...]

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Are Wirehouses Paving Their Own Pathway To Independence?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Photoboy720 / Pixabay Wirehouse advisors seeking independence may not have to break away. They can operate as “captive independents” within their existing firms. But will this model be [...]

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Sustainable Competitive Advantages: Switching Costs

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc In one of the earlier articles in our series, we identified six distinct sources of competitive advantages. Our nine-part analytical series on the analytical framework for evaluation [...]

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How Advisors Rate The Technology They Use

Last month, Joel Bruckenstein and I completed and published the T3/Inside Information Software survey, which addressed the three issues that most advisory firms want to know: Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Which vendors are operating in the advisory market and what programs and services are they offering? What’s [...]

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Sometimes You Can’t Change Behavior

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Q4 hedge fund letters, conference, scoops etc Free-Photos / Pixabay Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dear Bev, I appreciate your [...]

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The Evolution Of Single-Company ESG Ratings

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Environmental, social and governance (ESG) investing is a major force with more than $20 trillion in assets. But, for it to succeed, investors need to [...]

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