ESG Investing: On Par with Value, Growth, or Momentum? (Part 1)

Posted by Jon Robinson on 9/17/20 1:33 PM

“[B]ecause capital markets pull future risk forward, we will see changes in capital allocation more quickly than we see changes to the climate itself.”

And just like that, Larry Fink, CEO of BlackRock, potentially changed everything. This quote is taken from his letter to CEOs in January, where Fink argues that climate change is the defining determinant of a company’s future success.

We believe his letter foreshadows a world where environmental, social, and governance factors are on a similar playing field as value, quality, and momentum.

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Topics: Systematic Investing

The Irrationality of Humans, Investors, and…Watch-Buyers?

Posted by Nicole Hands on 9/3/20 1:23 PM

My husband recently nearly talked me into purchasing his definition of “a decent” wristwatch — and it was a reminder of how we, as humans, are completely irrational.

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Topics: Systematic Investing

No Fluff. No Black Box. Just Real-World Next Steps for Financial Advisors

Posted by Nicole Hands on 8/21/20 10:27 AM

You know those days, when you’re practically on autopilot as you delete, delete, delete your way through our inbox?

Until it happens. A headline just grabs you. The sender is addressing a pain point you’ve been experiencing and, better yet, they’re offering practical guidance. Amazing!

You click through to their website, somewhat-begrudgingly fill out the 10 fields of info they want from you, find the PDF in your downloads folder, click to open the file — and then the disappointment hits...

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Topics: Advisor Practice Management

How to Become an Elite Financial Advisor: Practice (Business!) Management

Posted by Jon Robinson on 8/11/20 2:32 PM

Have you read something like the following roughly 1,237 times in the last few months?

“Financial advisors are under immense pressure, particularly with the paradigm shift of 2020. They must provide value to their clients and differentiate themselves from other advisors.”

We too see plenty of pontification out there. Well-intentioned writers, podcasters, and vloggers are doing a great job of capturing WHAT challenges advisors face. But, they usually stop short of offering answers to, “HOW?”

In this blog, we’re filling the void and providing a map.

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Topics: Advisor Practice Management

How to Benchmark Your Financial Advisor Practice

Posted by Jon Robinson on 8/4/20 10:20 AM

Are you an elite advisor? A new quiz helps you compare your practice to a standard in operational performance. The result? A better understanding of your areas of strength and opportunity in just a few minutes.


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Topics: Advisor Practice Management

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