The Practice Management Channel

The key to using active funds: Setting client expectations

Prepare clients for active fund volatility.

The Latest Look at the Total Return Roller Coaster

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $19,065for an annualized real return of 12.98%.

When Value Goes Global

When the value trade goes global, investors are poised to benefit. Evidence from the international equity, bond, currency, and commodity markets indicates that the value premium is a global phenomenon that can offer important portfolio diversification. However, the devil is in the details: we argue that the successful implementation of global value strategies critically depends on an economically motivated design.

Your Secret Weapon against Fee Compression

Before every talk, I ask participants to send me their most pressing concerns. At, or near, the top of every list is “justifying fees.” That concern will grow as technology invades every aspect of the advisory industry. But you have a secret weapon that few advisors will use effectively to respond to this challenge.

A Generational Gap in Digital Marketing?

Should financial advisors spend their digital marketing efforts on a specific generation?

When You Fear a Client has Dementia

I know you’ve written a few times on difficult clients, but I hope you will indulge one more inquiry. What if the difficulty stems from possible dementia?

Three Ways Female Financial Advisors Can Help Other Women

At the core of it, every advisor is an entrepreneur. I love seeing successful female advisors because they have the potential to change the world. Here are the three most important ones that I’m celebrating on International Women’s Day.

Robo Advisor Data For Two Year Period Now Available for Advisors

Here at BackEnd Benchmarking we have recently released the 4th quarter 2017 edition of The Robo ReportTM. In this report, we took an in-depth look at two-year returns of seven different portfolios with a full two years’ worth of data.

Gregg Fisher – The Advantage of Multi-Factor Investing

Gregg S. Fisher founded Gerstein Fisher in 1993 based on a vision of offering a quantitative investment management approach grounded in sound economic theory and more efficiently implemented through technology. In this interview, he discusses the virtues of multi-factor investing and which factors are attractive in today’s market.

Our Survey Results: The Asset Managers Advisors Recommend to Their Peers

We recently surveyed over 1,500 advisors to see which asset managers they are most likely to recommend to their peers. Here are the fund companies and ETF providers that came out on top in seven different categories.

3 questions you need to answer when choosing factor-based products

Key principles in your portfolio construction decisions.

Three Powerful Ways to Get More Done

We’d all like to get more done in our day. Recently, best-selling author Dan Pink outlined three powerful, research-backed ways to improve your productivity.

Newsletter - February 2018

Read the latest Evensky & Katz / Foldes Newsletter by Harold Evensky.

The Test Most Advisors Fail: “How do you justify your fees?”

What’s the most difficult question you get asked by prospects? Most advisors say it is how to justify fees and value. The problem is that very few advisors know the right way to answer this.

Can You Do Too Much Marketing?

Our partners take marketing very seriously. They are focused on growing and want to create a sustainable business. We’re all very involved. The problem is, it is too much.