Research http://wealthmanagement.com/taxonomy/term/6594/more en The Multiple Dimensions of Risk and Portfolio Impact http://wealthmanagement.com/multiple-dimensions-risk-and-portfolio-impact <div class="node-body link-body"><p>Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/361-Capital-595.jpg?1463767514" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/multiple-dimensions-risk-and-portfolio-impact" target="_blank">read more</a></p> Webinars Research Tue, 07 Jun 2016 20:15:00 +0000 1189121 at http://wealthmanagement.com Global Sector Views Report: Augmented Reality http://wealthmanagement.com/white-papers/global-sector-views-report-augmented-reality <div class="field-deck"> June 2016 </div> <div class="node-body article-body">For four decades, fundamental, bottom-up research has been at the core of the Janus investment process. </div> <p><a href="http://wealthmanagement.com/white-papers/global-sector-views-report-augmented-reality" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/global-sector-views-report-augmented-reality#comments Investment White Papers Thu, 26 May 2016 15:36:00 +0000 1192851 at http://wealthmanagement.com Planning for the Eleventh Hour: A 20-Point Checklist http://wealthmanagement.com/planning-eleventh-hour-20-point-checklist <div class="node-body link-body"><p>When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_3.jpg?1463599851" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/planning-eleventh-hour-20-point-checklist" target="_blank">read more</a></p> Webinars Research Wed, 18 May 2016 19:27:00 +0000 1186941 at http://wealthmanagement.com Build Portfolios That Beat Robo Performance http://wealthmanagement.com/build-portfolios-beat-robo-performance <div class="node-body link-body"><p>You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Chaikin_595.jpg?1462386805" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/build-portfolios-beat-robo-performance" target="_blank">read more</a></p> Webinars Wealth Planning Tue, 17 May 2016 20:15:00 +0000 1173091 at http://wealthmanagement.com Five Critical Best Practices for Collaboration http://wealthmanagement.com/five-critical-best-practices-collaboration <div class="node-body link-body">This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively. </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/te-595x335_2.jpg?1462386636" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/five-critical-best-practices-collaboration" target="_blank">read more</a></p> Webinars Trusts & Estates Tue, 17 May 2016 18:00:00 +0000 1175221 at http://wealthmanagement.com Japan - After the Love Has Gone http://wealthmanagement.com/white-papers/japan-after-love-has-gone <div class="node-body article-body">Despite recent volatility, we continue to believe that the valuation case for Japan remains intact and that corporate earnings growth is likely to exceed developed world peers.</div> <p><a href="http://wealthmanagement.com/white-papers/japan-after-love-has-gone" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/japan-after-love-has-gone#comments Investment White Papers Mon, 16 May 2016 19:51:00 +0000 1184541 at http://wealthmanagement.com The Benefits of Multigenerational Planning http://wealthmanagement.com/benefits-multigenerational-planning <div class="node-body link-body"><p>Multigenerational planning involves serving parents, children and grandchildren in an integrated and comprehensive way. Presented by two generations (a father and son), this webinar will cover essential issues for those engaged in the practice of multigenerational planning.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/StJudes535_0.jpg?1462479592" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/benefits-multigenerational-planning" target="_blank">read more</a></p> Webinars Trusts & Estates Wed, 11 May 2016 18:00:00 +0000 1174011 at http://wealthmanagement.com Ready to retire? Don't rush your Social Security start date http://wealthmanagement.com/datasheet/ready-retire-dont-rush-your-social-security-start-date <div class="field-image-promo"> <a href="/datasheet/ready-retire-dont-rush-your-social-security-start-date" class="imagecache imagecache-med_crop imagecache-linked imagecache-med_crop_linked"><img alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/imagecache/med_crop/datasheets/thumbnails/vanguard_logo_2178.jpg" title="" height="200" width="355" class="imagecache imagecache-med_crop" /></a> </div> <div class="node-body datasheet-body">This paper examines retirement income and the upside of delaying Social Security payments.</div> <p><a href="http://wealthmanagement.com/datasheet/ready-retire-dont-rush-your-social-security-start-date" target="_blank">read more</a></p> Investment White Papers Mon, 09 May 2016 17:44:00 +0000 1178811 at http://wealthmanagement.com When Variable Annuities Can Play An Invaluable Role in Client Portfolios http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios <div class="node-body link-body"><p>Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/AXA-595.jpg?1462479452" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <p><a href="http://wealthmanagement.com/when-variable-annuities-can-play-invaluable-role-client-portfolios" target="_blank">read more</a></p> Webinars Research Thu, 05 May 2016 20:15:00 +0000 1158561 at http://wealthmanagement.com Ultra High-Net-Worth Investor http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor <div class="node-body article-body">The top articles from IMCA’s Investments & Wealth Monitor focus on working with ultra-high-net-worth (HNW) clients, including how to address generational differences of HNW investors</div> <p><a href="http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/ultra-high-net-worth-investor#comments Investment White Papers Tue, 03 May 2016 18:03:00 +0000 1174041 at http://wealthmanagement.com