FA Whitepapers

 

February 2016  

Janus Global Sector Views 1Q16: Man vs. Machine

Janus
For four decades, fundamental, bottom-up research has been at the core of the Janus investment process. Every quarter, our seven global sector teams share their bottom-up perspective on key themes in the equity markets and how those themes impact their sectors and areas of coverage. Read our 1Q16 Global Sector Views report to gain their insights.

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February 2016  

5 Steps to Prioritizing Client Service Initiatives

SSN
Advisory firms today are faced with the daunting task of meeting various, sometimes competing, client needs with financial products and services the firm can offer. To do so effectively with scarce resources, firms need a flexible, repeatable and transparent way to prioritize and address those needs.
 

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February 2016  
Making Your Succesion Plan Priority Metlife
Advisors spend a great deal of time and effort planning for their clients' future and assessing their long-term goals, but how many advisors do the same for themselves? A recent study finds that just 37% of advisors have a succession plan in place. And oddly enough, the closer an advisor is to retirement, the less likely that he or she is prepared. Interested in leaming more about the importance of succession planning?

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