June 2015 |
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On the Brink of Breakthroughs |
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A new era of health care innovation looms on the horizon. Andy Acker, Portfolio Manager of the Janus Global Life Sciences Fund, explains what innovations lie ahead and what it means for investors.
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June 2015 |
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The 21st Century Is No Time to Be Passive |
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While a growing number of voices in the media today proclaim the superiority of passive investing over active management, our results provide striking evidence of the contribution that active management has made to total return and to helping investors pursue their income needs.
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June 2015 |
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eBook |
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E-Signatures for Wealth Management |
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Learn how e-signatures can help wealth management advisors spend less time managing paper, reduce NIGO errors, streamline processes and provide a better customer experience.
Highlights:
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E-Signature Workflows
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Case studies with ROI metrics
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Security, legality, mobility basics
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Industry adoption trends & use cases
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June 2015 |
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Consolidate Data and Analytics:
How are your peers gaining efficiency
with a single solution?
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Explore the case studies of two successful wealth management firms. Learn how they cut costs, stepped up their portfolio analytics, expanded mobile access, and can research multiple asset classes and security types with a single, intuitive solution.
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June 2015 |
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Alpha - Earnings Anatomy
Earnings estimates, and their revisions |
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“Earnings estimate revisions are the most powerful force impacting stock prices” – Len Zacks. Discover the pathway to earnings based off a 25-year track record. To learn more about earnings and Alpha generating strategies click here.
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June 2015 |
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Build a Recession-Proof Practice
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Since the financial crisis of 2008, it’s become even more challenging to stay profitable.
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Clients can be more demanding
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The regulatory environment is more challenging
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Technology is changing
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Your business is more complex
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Margins are squeezed tight
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You may have more lower-revenue clients than you’d like
The good news: the best time to make changes is during an up-market—so you’re prepared when the market weakens.
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June 2015 |
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Using Risk to Manage Client Expectations |
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One of the biggest challenges that advisors face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
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