The Center of Influence for Financial Advisors and RIAs - Click Here

FA Whitepapers

 

March 2017  

The Ups and Downs of Sector Rotation

Nasdaq
Lack of discipline and patience has been one of the biggest challenges for investors over the years—in fact, emotional selling during periods of under-performance can really hurt long term returns. Our latest research — The Ups and Downs of Sector Rotation — provides valuable insight on how the discipline of sector rotation strategies can yield quite significant over-performance over time.

Highlights include:
  • How sector rotation strategies have performed over long time horizons and the risks involved to realize the returns, using the Ken French Data Library of 48 industry groups;
     
  • The criticality of the next 6 to 24 months once the strategy’s relative performance bottomed out; and
     
  • Annualized return of the top quintile was 14.1% versus 7.7% for the bottom quintile, and 9.5% for the market.
     

- Read More
 

 

Nasdaq

March 2017  

The Business Call is Back:
The Complete Guide To Capturing & Converting Phone Leads

Ruby Receptionist
With all the ways we have to communicate today, it may surprise you to learn the phone is still the preferred method for customers to interact with businesses.
 
In fact, companies big and small are seeing an explosion of inbound calls. Why? One big reason is click-to-call, the ability to dial a business directly from a mobile search. Click-to-call is booming, and its popularity isn’t expected to fade any time soon: a predicted 162 billion calls will be made to business from smartphones in 2019.
 
This ebook is designed to help you capitalize on the inbound call renaissance and turn your phone into a productive marketing channel. After reading, you'll be ready to:
  • Take advantage of click-to-call technology on your website and Google listing
     
  • Address the needs of mobile callers
     
  • Review and improve your caller’s journey
     
  • Build trust and WOW callers through customer experience best practices
     

- Read More
 

 

Ruby Receptionist

March 2017  

2017 Outlook:
The Cycle Continues, But the Risks Are Rising

Oppenheimer
The Trump administration is preparing to deliver fiscal stimulus, tax cuts and the de-regulation of certain sectors and industries. The base case is that fiscal stimulus will provide the missing ingredient for stronger global growth. We believe investors may benefit in this environment from short-term bonds and senior loans. We also think market conditions will favor value stocks. But there are considerable risks.  
 

- Download Here

 

 

Oppenheimer

March 2017  

Proving Worth:
The Values of Affluent Millennials in North America

Oppenheimer
OppenheimerFunds and Campden Wealth examine how ultra-high-net-worth Millennials approach investing.  
 

- Download Here

 

 

Oppenheimer

March 2017  

AXA: For Today's Multifaceted Challenges

AXA
These days, achieving financial security has become a multifaceted challenge.  People are living longer, afraid of outliving their savings, and facing a range of changing requirements and concerns.
 

 

- Read More