Gaining Perspective

Tides are shifting in the world of financial advice, especially in advisor-client dynamic. During a record bull market, advisors were the investment experts that would deliver the retirement that their clients demanded. But if the last year in the market has shown us anything, it’s that advisors need to be more for their clients than simply portfolio managers.

Dimensional’s Global Investor and Global Advisor studies bear that out. In fact, results from those studies reveal how top quartile RIA firms stand out by emphasizing offerings that bottom quartile firms do not. What difference has it made for these firms? Dimensional found that they are growing faster, driving more revenue and landing bigger clients. Coincidence? I think not.

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• Here is a link to register for the September 20 webinar: “Perception vs. Reality – the Vital Role of Insurance in a Thriving Advisory Practice.”
• Here’s the link to the RetireOne survey mentioned in the podcast.
• Here is a link to the RetireOne website and to its Constance website.
• Here is a link to the Dimensional website.

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The global economy and financial markets have suffered a dreadful first half of the year, ravaged by a severe commodity shock, strict COVID-19 lockdowns in the world’s second largest economy, and one of the most aggressive Fed tightening cycles in recent history. The second half looks equally tough.

Given that backdrop, now is a critical time for multi-asset investors to revisit their investment approach. There is a sharp divergence in the investment opportunities across equities, fixed income, and real assets.

My guest today, Todd Jablonski, will share how he’s thinking about investing across the multi-asset universe. Todd is the chief investment officer and head of multi-asset investment strategies and solutions for Principal Global Investors. He is responsible for the business, research, and investment management of Principal Global Asset Allocation.

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Here is a link to Principal’s Global Asset Allocation Viewpoints, 3Q 2022 – “Reaching fever pitch.”

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Sue Thompson oversees the distribution of the SPY ETF, which now has over $250 billion in assets. She discussed what SSgA is doing to ensure the SPDR product line is priced competitively.

Studies show that customized marketing makes clients feel more appreciated and understood. In today’s episode, we are going to learn how to implement your own efforts to surprise and delight clients.

Tax-management strategies are crucial for clients, and they need today’s most sophisticated tools to relieve the tax burden for their clients. In this episode, my guest will dive into those strategies, such as tax-loss harvesting, and will explain how tax technology plays a significant role in driving value through smart, automated processes that find the right investment strategies for every client. We’ll also discuss why it’s important to deliver tax-loss harvesting with a purpose as well as some other hot topics affecting the advisory profession.

Here are some links to learn more about Hiren and 55ip:

• 55ip – www.55-ip.com
• Tax Harvest Indicator (as of Dec. 31, 2023) - https://info.55-ip.com/hubfs/Marketing%20Library/55ip_TaxHarvestIndicatorQ42023.pdf

DISCLOSURE

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://www.55-ip.com/email-disclaimer/.

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The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The results shown in these materials are for illustrative purposes only and do not represent actual investment decisions.

The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes.