RIAs with DC assets are in demand by fund companies
Registered investment advisors (RIAs), if you control significant defined contribution (DC) assets, then mutual fund companies are hungry for your business and will do whatever they can to accommodate you. That’s the message I took away from “The 2010 Distribution Landscape,” at panel at the NICSA East Coast Conference on Jan. 14. The panel, which […]
Strong words from editor of Financial Analysts Journal
“…I hereby consign the shibboleth of ‘uncorrelated return’ to the scrap heap of asset allocation lingo, where it shall be available only to unscrupulous sellers, credulous buyers, and unschooled investment analysts.” — Richard M. Ennis, executive editor, Financial Analysts Journal These strong words from Ennis appeared in in his “Editor’s Corner” entitled “The Uncorrelated Return […]
Guest Post: My Six Best Marketing Tips for Independent Advisors
When Steve Lyons spoke with me about his tips for helping financial advisors market themselves, I knew that I’d like to share them with you. When I first met Steve, he was a copywriter for Fidelity Investments. Today he enjoys working with clients of all sizes, including individual advisors. My Six Best Marketing Tips for […]
J.P. Morgan Funds’ measured optimism about U.S. economy
The economy is on a rebound, but it’s a long way back to normal, said David P. Kelly, chief market strategist, J.P. Morgan Funds, to NICSA’s East Coast Regional Meeting on Jan. 14, 2010. A Jupiter of a recession Economists have seen recessions like 2008-2009 before. so they can predict the broad shape of the […]
Can you make a case for "mitigate"?
Good writing uses strong verbs. Strong verbs are usually short. Thus, I strongly dislike the word “mitigate.” In fact, I can’t think of any time that I’d use mitigate instead of a synonym. Some of my favorite synonyms for “mitigate” in the context of an investment or wealth management article include Cut Ease Manage Reduce […]