Performance Largely Unaffected By Volatility
The stock market has been up. The stock market has been down. But when it comes to performance, socially responsible mutual funds have been holding their own, according to a report appearing on Financial Planning Interactive.
According to the latest data from the
Of the 46 socially screened funds with three-year performance records, approximately 54% received an 'A' or 'B' ranking from Lipper and/or four or five stars from
In addition,
Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
The LPL–Commonwealth megadeal set off a two-sided scramble. As LPL fought to retain advisors and assets, rivals raced to poach both.
Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.
Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.
