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Recent Correction May Extend Current Market Cycle

We think the market may have appropriately responded to excessive expectations for U.S. growth.

News & Insights

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What the Midterm Elections Mean for the Markets

Changes in Washington have not historically impacted long-term performance.

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Managing the Growing Complexities of Practice Management

Capacity, personnel, and fee issues are making managing RIA practices increasingly complex.

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What Rising Rates Mean for the Markets and Investors

In our view, rising interest rates are unlikely to kill the bull market at this point.

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Q&A: The Evolution of Factor Investing

A discussion of factor research with Christopher Polk of the London School of Economics.

Ahead of the Curve

Insights focusing on the major trends impacting RIAs, their practices, and clients.

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Globalize Client Portfolios for Real Diversification

RIAs may help clients optimize diversification through greater portfolio globalization.

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Wealth in Motion and How RIAs May Prepare to Capture It

Potentially serious differences in perceptions exist between advisors and HNW investors.

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Matt Straut
Head of Registered Investment Advisor (RIA) Group
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