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Client Communications & Business Development

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jul 15, 2019 Research Alliance How Advisors Can Find Life Balance and Best Serve Their Client Families—WisdomTree

Chris Sleight, TruAdvice founder and successful wealth manager, participates in a Q&A around trends in the industry.

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Jun 10, 2019 Research Alliance How Advisors Are Using ETF Model Portfolios to Help Grow and Scale Their Practice—WisdomTree

For financial advisors there often aren’t enough hours in a day. Ryan Krystopowicz illustrates how streamlining client portfolios and outsourcing some, or all, of the portfolio construction to outside asset management firms could help give an advisor some hours of their day back.

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Jun 07, 2019 Research Alliance The Invisible Influencers Shaping Our Profession—WisdomTree

In a new blog post from our Advisor Insights series, we had the pleasure of speaking with Barron’s Hall of Fame advisor Ron Carson, the founder of Carson Group. Here’s his take on current trends in the market and the industry.

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Jun 04, 2019 Research Alliance Peter Mallouk of Creative Planning on His “Family Office for All”—WisdomTree

On last week’s "Behind the Markets" podcast, Jeremy Schwartz spoke to Peter Mallouk, president of Creative Planning, a $40 billion registered investment advisor (RIA) and one of the country’s largest independent RIAs. Mallouk discussed what it means to be a fiduciary and how he invests in today’s volatile market.

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May 01, 2019 Research Alliance A Unique Lens on Risk Management—WisdomTree

On last week’s episode of our “Behind the Markets” podcast, Liqian Ren and Jeremy Schwartz spoke with Matt McAleer, Director of Equity Strategies at Cumberland Advisors, and economist Allison Schrager. The conversation focused on factor investing, U.S. sector trades, and how to manage risk when preparing for retirement.

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Oct 25, 2018 Research Alliance Why Donating Stock to Charity Beats Giving Cash—Parametric Portfolio Associates

Selling securities to fund end-of-year charitable donations? Why donating stock instead may save you more in taxes—and help you give an even bigger gift.

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Aug 27, 2018 Research Alliance Bridging the Generation Gap—Parametric Portfolio Associates

Younger generations are increasingly asserting their responsible-investing principles. Their parents may or may not like what it means for the family’s portfolio. Is there a way everyone can win?

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Aug 03, 2018 Research Alliance Centralized Portfolio Management: The Power of One—Parametric

More isn't always more, especially when it comes to portfolio managers. Multiple managers can introduce redundant trades, greater turnover, and reduced tax efficiency.

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Feb 13, 2018 Research Alliance Empathy: A Concept for Deepening Client Relations—Selected Funds

Financial advisors are looking increasingly to psychology to strengthen their ability to assist clients with their investment and financial planning needs.

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Mar 08, 2017 Research Alliance For Women Investors: Your Life

MainStay Investments: You may not consider yourself to be the only—or even primary—financial player in your family. But did you know that most vacation, home improvement, and car-buying decisions are made by women? Your life and your finances intersect in more areas than you might imagine.

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