"By uniting SMArtX's state-of-the-art managed accounts technology with Russell Investments' world-class asset management prowess, we are presenting traditional RIAs, wrap fee advisors, and financial planners with an unparalleled cost-free solution to address their investment management needs."
What's one of the clearest signs of a healthy and thriving practice? It’s pretty simple: happy clients willing to contribute to a full pipeline of prospects. But getting client referrals isn’t always as straightforward as it might seem.
For an asset class sometimes considered unexciting, the bond markets have been anything but dull in 2023. Bank failures, a hawkish Federal Reserve, disinflation, and higher yields have all contributed to a year of heightened volatility and significant opportunity across the fixed income landscape.
Mike Walters at USA Financial has started a practice management podcast. As always, it's enlightening. In this episode, he takes a look at staffing, thinking past the great resignation into what is being labeled “The Great Gloom." Is remote work killing your team? Or is the office the problem?
A bear investor tends to believe that prices will drop while a bull in the stock market tends to believe prices will rise. Whether you’re in a bear or bull market, the financial world is a dynamic and ever-changing landscape, shaped by centuries of human ingenuity and adaptation.
Growth-focused Registered Investment Advisors (RIAs) have had to adapt quickly to remain competitive. Whether it was the overnight shift to remote work and digital communication with the pandemic, the continued white-hot M&A activity, or the uptick in client expectations, advisors have been forced to stay nimble.
Japan has been one of the most unloved equity markets in the world for decades—it’s been a pariah of sorts. Investing is about what happens in the future, not what happened in the past. And many investors are turning a curious eye toward Japan.
