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Articles - Advisor Perspectives

Gundlach: Long-term Investors Should Allocate to Emerging Markets

It has been a year where virtually every asset class has suffered negative returns. But emerging market equities have outperformed global indices and, according to Jeffrey Gundlach, that’s where investors should put their money “over the next seven and certainly the next 20 years.”

POSTED DECEMBER 11, 2018 5:21 PM
The Latest Research on the Momentum Factor

Today my colleague at Buckingham Strategic Wealth, institutional services advisor Tim Jost, will look at some of the latest research on the momentum factor.

POSTED DECEMBER 10, 2018 1:37 PM
Why Facet Wealth Wants to Buy Your Small Accounts

Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent. In this interview, he discusses how his firm partners with advisors to help them provide financial planning and investment advice for their smaller clients.

POSTED DECEMBER 10, 2018 12:35 PM
A Survey of the Academic Literature on ESG/SRI Performance

Does ESG/SRI investing lead to higher, lower or about-the-same risk-adjusted returns? Abundant academic literature on the topic has emerged in the last eight years, but there’s still no consensus about whether responsible investing is a good bet for your clients.

POSTED DECEMBER 10, 2018 12:19 PM
The Five Challenges Facing Advisors in 2019

After talking with hundreds of advisors and interacting online with thousands more, I’ve identified five ominous challenges the profession will face and trends it will need to adapt to in the coming year.

POSTED DECEMBER 10, 2018 10:22 AM
An Exceptional Mid-Cap Track Record

Since its inception in 1999, the Fairpointe Mid-Cap Strategy has returned 11.92% annually net of fees, outperforming the S&P 500 by 563 basis points. In this interview, the fund’s managers discuss its remarkable success.

POSTED DECEMBER 10, 2018 10:17 AM
How Politics Influences Investors

A recent survey found that almost 50% of Democrats were not investing. This compares with less than one-third of Republicans not investing. What is behind this dynamic?

POSTED DECEMBER 07, 2018 10:54 AM
Where to Find Unique Sources of Risk and Return

Investors should seek opportunities with unique sources of risk and return that improve the efficient frontier by providing diversification benefits. However, understand that some investments exhibit negative skewness and high kurtosis while sacrificing the benefits of daily liquidity.

POSTED DECEMBER 05, 2018 1:53 PM
How Advisors Select ESG/SRI Products

A large-scale survey of financial advisors has contradicted many of the long-held beliefs about ESG/SRI investing.

POSTED DECEMBER 04, 2018 3:18 AM
Advisors Need More Than Referrals to Grow Sustainably

RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy.

POSTED DECEMBER 03, 2018 6:36 PM

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