Practical analysis for investment professionals

Firm Management and Client Relationships


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.

The Future of Work for a Post-COVID Investment Industry

The future of work has already arrived for investment professionals.

Eric Sim, CFA: The Diversified Career Portfolio

Diversification is just as critical to career portfolios as it is to investment portfolios.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close