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Articles - Advisor Perspectives

Advice That Could Kill Your Clients

Much of the advice you provide is geared towards planning for retirement and insuring your clients are able to maintain their quality of life after they stop working. Here’s what you may not know: There’s compelling data showing a link between early retirement and death.



POSTED JULY 17, 2018 4:00 PM
Does Focusing on New Sales Have to Hurt Existing Clients?

I have been very successful establishing high-value relationships and keeping clients happy. But lately our management has been focused on new sales. How can we strike an appropriate balance between driving new revenue and maintaining our existing relationships?



POSTED JULY 17, 2018 3:52 PM
Obesity and Its Role in Retirement Planning

Here is the number one lie that advisors tell themselves and the rest of the world about retirement: Nowadays people are living until they’re 90!



POSTED JULY 17, 2018 3:26 PM
What You Get if you Cross Buffett, Branson and Jobs

Jobs, Branson, Buffett – it is rare for somebody to embody strengths of each of these business giants. Masayoshi Son, the Korean-Japanese, University of California, Berkeley-educated founder of one of Japan’s most successful companies, SoftBank Group, is a candidate.



POSTED JULY 16, 2018 10:46 AM
Venerated Voices™ Q2 2018 Rankings

Advisor Perspectives has announced its Venerated Voices awards for commentaries published in Q2 2018.



POSTED JULY 16, 2018 10:38 AM
How a Facebook Founder Wants to Solve Income Inequality

The thesis of Chris Hughes’s book Fair Shot: Rethinking Inequality and How We Earn is stated right up front: “Most Americans cannot find $400 in the case of an emergency like a car accident or a hospitalization, yet I was able to make half a billion dollars for three years of work. Something is profoundly wrong with our economy and in our country, and we have to fix it.” But is Hughes’s solution the answer?



POSTED JULY 16, 2018 10:24 AM
Why Factors Premiums Should Persist

We know the historical evidence shows there are premiums for factors, but how can you be confident that those premiums will persist after research about them is published and everyone knows about them? After all, we are all familiar with the phrase “past performance does not guarantee future results.” Here is my answer.



POSTED JULY 16, 2018 9:15 AM
Insights from Vanguard on the future of low-cost active management

Having launched its first active ETFs—a suite of low-cost, factor-based funds—Vanguard shares thoughts on the past, present, and future of active management.



POSTED JULY 16, 2018
The Size Effect is Not Dead

How a fund defines its universe of small stocks eligible for purchase will make a significant difference in performance.



POSTED JULY 12, 2018 1:03 PM
Looking Back at Jeremy Siegel on the Business Cycle and the Markets

This article focuses on chapter 15 in Jeremy Siegel’s book, Stocks for the Long Run. I show the importance of implementing a recession-based strategy to avoid the most severe market declines.



POSTED JULY 10, 2018 10:00 AM

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