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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
The Biggest Trends in Family Wealth
Wealth Management
Family wealth has emerged as the financial-industry topic of this decade, akin to what estate planning was in the ‘70s, investment planning in the ‘80s, financial planning in the ‘90s, and wealth management in the ‘00s. Today family wealth advisors serve 35,000 households that all together account for more than $5 trillion in assets. Also known as family office services
Robo-Advisors vs. Human Advisors: Which Provides the Services That People Most Want?
Wealth Management
While robos can help simplify processes, human relationships are key to satisfaction, says one investment survey At its core, investing is seen by many as a data-driven activity. So, it’s not surprising that so-called “robo-advisors” might be perceived as the next big thing in portfolio management, especially when the services are offered at a fraction of the price of a
Blending the Ingredients of a Portfolio
Wealth Management
While most investors focus on potential returns in their portfolios, Russ discusses why risk and correlation are just as important. When building portfolios, most investors tend to focus on the appeal of return over risk. But in fact, risk matters as much if not more than return. Ideally, investors want to take three factors into account in portfolio construction: the
Life After Beta: Are You Asking the Right Questions About Alternatives?
Wealth Management
Investors have had mixed experiences with alternative investments lately, as the market landscape has made it hard for managers’ skills to shine. It’s time to ask some pointed questions to get the right fit. Alternatives are designed to provide less market exposure and more emphasis on outperformance through security selection or other active investment decisions. Reducing market exposure offers some