Practical analysis for investment professionals

Firm Management and Client Relationships


Beyond Duration and Convexity: Eight Ways to Bond with Clients

Successful adviser-client relationships are built on more than just investment advice.

2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation

After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

How to Talk to Clients about Inflation

Clients have concerns about inflation. Here are a few tips to approach these conversations.

From No to Yes: Persuading Clients with the 3Ps Method

What is the 3Ps method? And how can it transform rejection into approval?

The Financial Adviser Value Proposition: The Five Components

What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?

Retirement Income: Six Strategies

How can we mitigate sequence of returns risk (SoRR)?

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

Standard deviation fails to characterize risk in a way that matters to most investors.

On Investment Objectives and Risks, Clear Communication Is Key, Part 1

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

Inclusive Leadership: Seven Keys to a 21st-Century Skill

Developing an inclusive culture is the right thing to do ethically. It also makes good business sense.



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