FA Whitepapers

 

October 2016  

Applying a Consistency Lens™ to Fund Evaluation

Voya
Beyond the overall planning essentials, a personal retirement solution must also confront the many uncertainties investors face and the market volatility that can often prompt suboptimal behavior. This whitepaper provides insight into Voya Investment Management’s latest research including their proprietary Consistency Lens™ methodology, a unique application of six results-based factors that help to evaluate funds for consistency.
 

- Read More
 

Voya

October 2016  

5 Ways to Strengthen Your Client Relationships

Janus
Are you prepared for the changing investment environment? In the midst of recent regulatory changes and an increasingly challenging investment environment, strengthening client relationships can be critical for growing your business. The Janus Client Relationship Survival Guide is here to help.

- Read More
 


October 2016  

Baird Funds’ Mary Ellen Stanek Offers Outlook for Investors

Baird
As we enter the fourth quarter of 2016, Baird Funds President and Baird Advisors Chief Investment Officer Mary Ellen Stanek provides a look back at the economic and fixed income market environment as well as her investment outlook.
 
Her comments touch on a broad range of timely topics and relevant trends, including:
  • The influence of central bank policies
     
  • Geopolitical trends shaping the global market environment
     
  • The relative appeal of U.S. debt in a world of negative interest rates
 
For a complete recap of highlights from Stanek’s address
 

- Read More
 


October 2016  

Practice Perfect: In Pursuit of the Ideal Advisory Business
2016 Natixis Global Survey of Financial Advisors

Natixis
Natixis’ fifth annual Global Survey of Financial Advisors finds advisors are juggling heightened regulations, unpredictable client behavior and shifting investments. Yet overall they anticipate 9.4% business growth in the next 12 months.  
 

- Read More

 

Natixis
1611687.1.1

 


October 2016  

Answer the $1 million question for your business.        
Can refocusing your business model help
recharge your business’s value? 

SEI
 
Together with FP Transitions®, we completed an in-depth analysis of the Client Manager vs. Investment Manager business models and learned that advisors who focus on the client can increase the value of their business by more than $1 million over a 10-year period.
 

- Read More

 

 

SEI

 


 

 




 

 

Janus-1x1

 

Natixis-Oct-2016-1x1