Section
Advisor
602 posts
Sound Bites for Client Discussions
by Richard Bernstein, Richard Bernstein Advisors Uncertainty is the word of the day, and the marketâs volatility is…
April 17, 2025
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Merger Arbitrage Advantage: Delivering Durable, Uncorrelated Return Streams
Introduction: Understanding the Opportunity in Merger Arbitrage Merger arbitrageâa subset of event-driven investingârepresents a distinctive opportunity for portfolio…
April 3, 2025
Thinking about market timing?
by Mike Smith, Russell Investments Key Takeaways: Market timing is difficult and not the type of behavior we…
March 27, 2025
What Are Advisors Asking?
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments This week, weâre testing out a new idea.…
March 26, 2025
4 tips for advisors to stay CALM and keep their clients CALM, too
by Tim Halverson, Russell Investments Key takeaways: When markets are volatile, investors get nervous and are likely to…
March 19, 2025
Becoming Your Clientâs Financial MD: A New Advisory Mindset
by Ryan Krystopowicz, CFA, Director of Client Solutions, WisdomTree Key Takeaways Clients value personalized guidanceânot just portfolio management.…
March 17, 2025
Beyond 60/40: How the RGBM ETF Helps Investors Keep Their Core and Expand Returns
For decades, investors have faced a fundamental challenge: how to effectively diversify their portfolios without sacrificing returns. The…
February 12, 2025
The Power of Literacy with Mélanie Valcin, CEO, United for Literacy
Listen on The Move 📖 Did you know that nearly 1 in 5 Canadian adults struggles to…
February 12, 2025
The Seven Pillars of Resilient Portfolios â Revisiting Picton Mahoneyâs BARBELL Framework
In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…
January 2, 2025
Would your practice be worthy of a 3-star Michelin rating?
by Bryan Powell, PCC, CPBA, CPMA, Senior Director, Practice Management, Janus Henderson Only a small number of dining…
December 15, 2024
Three charts and three questions to guide your client conversations
by Ben Rizzuto, CFPÂź, CRPSÂź, Wealth Strategist, Janus Henderson Wealth Strategist Ben Rizzuto highlights three questions from Janus…
December 4, 2024
Pathways to Growth: Lessons from High-Growth Financial Advisors
âIn the business of growth, strategy isnât optionalâitâs survival.â â Adapted from the lessons of the 2024 Advisor…
November 29, 2024