FA Whitepapers

 

March 2016  

Is the Slide in Technology Stocks a Buying Opportunity?

Janus
At Janus Capital Group, we believe the recent sell-off in technology sector stocks reflects fear of high growth companies with low current period earnings, not underlying fundamentals. In fact, we think the sell-off provides an attractive buying opportunity for growth companies in the sector. Read our investment experts’ Point of View on certain segments within the sector appearing attractive over the long-term.

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March 2016  

Using the Conference Board Leading Economic Index®

Vanguard
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in portfolio management. SSN advisors benefit from the expertise that LTAM has developed over the past several decades of money management amid various market conditions.
 

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March 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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March 2016  

Summary for Putting a value on your value:
Quantifying Vanguard Advisor's Alpha

Vanguard
A Vanguard research paper, Putting a value on your value: Quantifying Vanguard Advisor's Alpha, by Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering, expands on the 2001 concept of Vanguard Advisor's Alpha™, which outlines how advisors can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
The authors attempt to quantify the benefits that advisors can add relative to others who are not using such strategies. The paper includes seven "quantification modules" summarizing key wealth-management best practices and providing a reasonable framework for describing and further differentiating advisors' value proposition.

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