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We think the market may have appropriately responded to excessive expectations for U.S. growth.
Changes in Washington have not historically impacted long-term performance.
Capacity, personnel, and fee issues are making managing RIA practices increasingly complex.
In our view, rising interest rates are unlikely to kill the bull market at this point.
A discussion of factor research with Christopher Polk of the London School of Economics.
Insights focusing on the major trends impacting RIAs, their practices, and clients.
RIAs may help clients optimize diversification through greater portfolio globalization.
Potentially serious differences in perceptions exist between advisors and HNW investors.
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