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Janus Henderson

August 15, 2019

Revamping the Client Segmentation Process

Busy is not the same as effective. In our “always-on” environment, we are constantly trying to keep up with what’s in front of us at any given moment. This approach does not lend itself to long-term planning, daily stress management or reflection on the question, “Am I doing the right things to create success in my business?”

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State Street Global Advisors

August 13, 2019

Investing In The Age Of De-Globalization

From a macro perspective, de-globalisation should therefore work like globalisation in reverse, though this is unlikely to be in a perfectly symmetrical manner. Trade-dependent economies are most vulnerable, with small to middle open economies challenged to revamp their growth models.

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Invesco US

August 13, 2019

You Can’t Train A Great White Shark – Or Control Global Trade

In my view, the US has exhibited these two forms of overconfidence bias in its current trade situation. First, the desirability effect: In my travels, it has been clear that the vast majority of Americans I’ve spoken with believe it would be desirable to have more favorable trading conditions, which helps to explain why the Trump administration has been so focused on strong-arming other nations, especially China, into better trade agreements.

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State Street Global Advisors

August 6, 2019

Guarding Portfolios Against Greater Volatility

As the longest bull market on record runs onwards, aided by unusually accommodative policy for this point in the cycle, we would expect to see volatility rise across a range of asset classes amid greater policy and data uncertainty.

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Smartkarma

August 5, 2019

Shareholder Activism in M&A Is on the Rise. Here Are 5 Things Companies Must Keep in Mind

Echoing increasing shareholder activism worldwide, a rising trend in global markets this year has been activist campaigns with an M&A thesis. New campaigns in the first half of 2019 are fewer relative to the same period last year, according to a report by Lazard. But the financial advisory firm notes that close to half of those campaigns were M&A-driven, showing that activist investors guide such deals more and more.

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Validea

July 31, 2019

Five Questions: Questioning Conventional Wisdom With Lawrence Hamtil

My favorite people to follow on Twitter are those who make me think about things in different ways than I currently do. One person who certainly fits that bill is Lawrence Hamtil of Fortune Financial Advisors. In this interview, we will cover those topics, as well as several others that might make you challenge what you think about some popular investing topics.

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Validea

July 23, 2019

The Lure of the Unsolvable Problem

Just when you think you are good at investing, the market has a way of humbling you and making you realize that no one will ever completely figure it out. That may sound like a stressful thing, but in reality, it is what makes doing this job great. For someone who strives to constantly learn and to constantly improve, there is nothing better than something you can never get too good at.

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WisdomTree

July 11, 2019

Debunking the Myths of a Model Portfolio Approach

Over 85% of the current advisory population is not using external model portfolio providers. Why aren’t more advisors adopting ETF model portfolios in their practice?Perhaps it’s because of some of the myths surrounding them.

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Interactive Advisors

July 9, 2019

Catching An Investment Wave Early

If you’ve ever visited Irvine, Newport Beach or the South Orange County area in California, you know it’s a very unique region. The area has grown dramatically, and people from all over the world are attracted to the region’s fabulous beaches, weather and standard of living. Now, the area is quite crowded and bustling. Understanding opportunity is very much about analyzing a specific situation and evaluating whether money spent today for an asset will be worth more in three, five, or ten years out.

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BlackRock

July 5, 2019

Making The Most Of Your Next Dollar

Save for the future or pay off debt? Deciding how to effectively use your extra income isn’t as simple as you think.We all have bills and expenses like rent and groceries that we must cover each month. That’s just a part of life. But what do you do with your next dollar after taking care of the necessities?

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Smartkarma

July 3, 2019

Self-reflection and Change from Within for the Investment Research Industry: the Real Impact of MiFID II

When the European Union enacted MiFID II, the aim was to increase transparency and accountability in an opaque, aging market. The theory was that larger investment banks would stop bundling research fees together with financial service charges. Investment research would be free of resulting conflicts, like Investment Bank A pushing positive research on company B because A is in business with B.

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WisdomTree

June 27, 2019

Filtering Out the Noise in Mid-Caps

According to the efficient market hypothesis (EMH), this should tend to be the case over the long run. EMH says market prices reflect all available information, and any excess returns are simply a by-product of greater risk. Let’s run with this theory of higher risk being behind higher returns: How have riskier mid-caps done relative to less-risky mid-caps?

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State Street Global Advisors

June 25, 2019

Cognitive Decline: The One Risk You Can’t Afford Not to Hedge

Age has a way of sneaking up on all of us, including our clients. Life experiences may make us wiser, but they don’t protect us from the natural decline of cognitive capabilities as we age. A proactive contingency plan can help protect clients from potential financial risks associated with a decline in cognitive health.

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Validea

June 25, 2019

Five Questions: Investing in Human Freedom with Perth Tolle

The primary focus of most investors is generating returns. And that certainly makes sense given that we all have future goals we are trying to attain, and our portfolios are the major tool we have to achieve them. In recent years, however, there has been another goal that has been rising in importance. Many investors now also want to use their portfolios to express their values.

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