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Investment Strategy: How to Diversify Across Active and Passive
Wealth Management
We all know that investing is inherently risky and that diversification is one way to help to manage risk. Most investors or advisors—who know just how important a diversified portfolio can be—would not go all fixed income, or all value stocks, or put all their money in a single company. Those kinds of investors know that markets are cyclical. What
Don't Wait for Rough Markets to Take a Look at Alternatives
Wealth Management
Volatility is remarkably low today, but it’s not likely to stay that way. Alternatives have the potential to provide diversification and reduce risk when markets get stormy again. But what’s the best way to design an alternatives allocation? The recent run of market tranquility makes it easy to forget that we’ve seen more volatility spikes in the past two years
Global X Survey: Affluent Millennial Investors Shifting Money to Advisors Over Next Decade
Wealth Management
A survey released today by Global X Funds, the ETF issuer with $4.8 billion in assets under management, found some interesting points on the expectations investors have regarding their advisors and their asset allocation for the next decade. This is the second year the firm has issued the “Beyond Baby Boomers” survey of Millennial and Generation X investors. Photo by
Wealth Managers Salivate over 'Succession Tsunami'
Wealth Management
A generational shift among wealthy families in Asia is expected to offer rich opportunities for wealth managers. The transition is hoped to be especially lucrative because much of the wealth will pass from self-made businesspeople to their children, who tend to be more comfortable with financial products than their parents. “Get ready for the new rulers of family office land,”
What Do the Recent SEC Robo Guidelines Mean for Advisors?
Wealth Management
New SEC guidance provides effective ways for advisors to comply with disclosure regulations Robo-advisors continue to represent a fast-growing trend in the investment advice industry, changing the way firms engage with and service their clients. However, given the automated and online nature of their business models, there are unique considerations for robo-advisors when complying with traditional regulations. Following collaboration with
Investment Strategy: What Matters in the Search for More Return Sources
Wealth Management
A prior blog post shared the view that the low return environment requires investors to tap many return sources. One of these sources is dynamically adjusting portfolio allocations. This is easier said than done, though, and this blog will explore how investors can put dynamism into practice. Cycle, Value and Sentiment In our investment strategists’ investment strategy, we focus on
Investment Strategy: The Right Mix of Active and Passive?
Wealth Management
Active or passive? We’re past that binary decision by now, aren’t we? When it comes to achieving outcomes, we believe there is no purely passive approach to an investment strategy. We’re all active investors. We all make choices, saying yes to some exposures and strategies and no to others. That’s why, at Russell Investments, we believe in active AND passive
Can Your Target Date Fund Provide Lifetime Income?
Wealth Management
Millennials and the mythic DB Plan For Millennials, Gen Xers, and even the tail-end of the baby boomers, the idea of a defined benefit (DB) plan seems too good to be true. The promise and expectation of lifetime income once retirement kicks in was once a cherished part of the American dream. And teams of actuaries, asset managers, accountants, benefits
What Female Investors Want from Their Advisors
Wealth Management
The opportunity to help women plan for retirement is great. Women control $11.2 trillion dollars in investable assets (Turner Moffitt 2015) and are forecast to hold two-thirds of the nation’s wealth by 2030 (O’Connor and Ettinger 2015). Women make up 44 percent of primary breadwinners and 48 percent of millionaires (O’Connor and Ettinger 2015). They represent 51 percent of the
Four Approaches to Responsible Investing
Wealth Management
Responsible investing means different things to different people. There are pros and cons to each method of incorporating environmental, social and governance (ESG) factors into investment portfolios. © 2017 AllianceBernstein L.P. This article was originally published in Advisor Perspectives. Photo: Olearys