"Is Outsourcing Portfolio Construction the Wave of the Future?"
Glenda Kemple knows precisely why she outsources portfolio construction. “You add value because you understand your client’s total financial picture,” says Kemple, CPA, CFP®, of Kemple Capital in Dallas, Texas. That picture includes cash management, tax planning, retirement planning, estate planning, education planning, and risk management, in addition to investment management. “We want clients focused […]
Fidelity writes good headlines for volatility
Dealing with market volatility is a full-time job. For us. Not you. —————————————————————————- The headline copied above works. It got me to pick up a brochure about the Fidelity Portfolio Advisory Service. Why does it work? First, it raises the reader’s anxiety with “dealing with market volatility is a full-time job.” But that isn’t enough. […]
Should stock analysts use Twitter?
If you’re an analyst, should you consider using Twitter for research? Check out “Should Analysts Use Twitter?” by Jeremiah Owyang, a senior analyst at Forrester Research, for three key questions that’ll help you decide. Basically, it depends on what industry you cover and whether the people in your industry are Twittering. To see if people […]
Writing sample: Three key lessons from “Schwab and TD Ameritrade Financial Stability”
Sometimes a little tweaking can make your email message more compelling to your readers. That’s especially true when you make your message reader-centric. Below you’ll find a “before” example of a message I received recently and the “after” version with my edits to make it more client-focused. BEFORE: Schwab and TD Ameritrade Financial Stability We […]
New GIPS standards will change the rules for marketers of separate accounts
Marketers of investment strategies marketed using performance composites will have to learn new recommendations and rules once GIPS 2010 goes into effect. If you’re a reader of marketing materials for separate accounts, you will find new information to digest. GIPS is short for Global Investment Performance Standards. The next draft of GIPS standards will be […]