Socially responsible investing and impact investing are creating a paradigm shift for many investors. Investors are wary of fossil fuels, weapons, and tobacco companies, and are incorporating solutions-based approaches that focus on the environment and social factors. The growth has shown up numerically as SRI has grown from a $2 trillion [...]
Female investors are shifting into a more prominent role in the financial landscape and looking for a more personalized investment experience. In a recent study by McKinsey and Company, as women invest for themselves and inherit the wealth of their partners they are expected to control $30 trillion in financial assets [...]
The latest Consumer Price Index jump was more than a scare, the 5% headline inflation was the sharpest rise since 2008. It has put pressure on financial markets as many are concerned the inflation may not be transitory. Inflation tends to put pressure on businesses dependent on future cash flows which [...]
What can the financial services industry learn about loyalty and engagement from the world of fitness? More than you might expect. The fitness industry, specifically brands like Peloton and Noom, have embraced the principles of positive psychology to change the way people approach working out and weight loss. Instead of considering fitness a means [...]
In a world where everything around us is becoming automated and accessible, whether it be face recognition, product recommendations, or even a “We think you might like” playlist on Spotify, consumers are becoming accustomed to hyper-personalized experiences. Creating a custom experience keeps clients engaged, increasing their satisfaction and the odds that they will return. [...]
The investing world has opened up to a lot of new people, and the information age has unearthed a new wave of influence on investors. Clients are barraged with new stock information, colluding on Reddit around single stocks, or buying in at an inopportune time for Bitcoin. Many investors are convinced [...]
Building a balanced portfolio that's robust to the modern financial woes is already difficult; by employing these tax-loss harvesting techniques you can protect your client’s portfolios from the tax collector. Taxes are a hindrance that don’t present risk, but without proper tax-loss harvesting they can erode investment returns. Most advisors talk [...]
COVID-19 shook the foundation for investors. It ravaged the job market about as quickly as any recession in history and destroyed investments and savings that many leaned on. More American’s are thinking about financial stability than at any other time. A survey by Lincoln Financial Group found that 8 out of 10 adults cannot [...]
A little under a month ago the VIX spiked dramatically due to bitcoin reverberations in tech markets and macro inflation trends, and it's trending upward again. Many investors get wary and want to pull out of the market in these times, but guiding them through them is critical to a personal connection. Clients need [...]
The next generation of investors want diversity and green investments, but how do they want that delivered? Advisors need to understand what young investors' goals aren’t: retirement, tax, estate planning, etc. And what they are: college loan repayment, travel, and lifestyle design. They need advice centered around big financial decisions as well, such as homes, [...]
