Todd Shriber

Advisors should be seeking avenues to reduce correlations in client portfolios, but it's a delicate balancing act when adding income to the mix.

This space isn't dedicated to economic forecasting, but inflation sure has the look of being more persistent than transitory. #index #investing

This year, advisors are likely thinking it's a quixotic endeavor to bring up the same old emerging markets strategies to clients. #ETF #investing

Perhaps it's best politicians just leave well enough alone on the ETF tax front. Advisors and clients can only hope that's what the outcome will be

Consider what some experts are saying about quality stocks and how those names can benefit clients over the near-term and beyond.

Data confirm advisors and other professional (and retail) investors continue pouring billions of dollars into exchange traded funds. #ETFs

Engage male clients about their home lives and professional situations to better understand why impulses that beget panic selling may be at play. 

A new ETF has the potential to cure some of the income blues clients are encountering in the real estate space. #investing #etf #realestate

When it comes to clients' bond allocations, advisors are contending with numerous headwinds this year. #investing #fixedincome #bonds

Bank loans have had a low correlation to traditional fixed-income investments and to equities. #fixedincome #investing #index 

Advisors know that automobile equities have histories of economic sensitivity and volatility and those traits pre-date Tesla. #EV #investing

Informed clients likely know there's not much they can do about GDP, but they probably do know there are avenues for combating rising rates.

mREITs are providers of real estate financing and that capital is delivered to borrowers via buying or originating mortgages and mortgage-backed securities

Advisors teaming up with Kingswood can achieve their primary objectives of enhancing client relationships and potentially improving outcomes.

High dividend strategies are chock full of defensive sectors, such as real estate and utilities, which often sport premiums relative to the broader market.

Advisors and sophisticated clients have interest in alternative assets. That is to say lack of interest typically isn't what holds back alts adoption.

The S&P MidCap 400 Index is lagging the large-cap S&P 500, but the mid-cap gauge is beating the small-cap Russell 2000 by nearly 600 basis points

There's a fair chance clients are increasingly inquiring about cryptocurrency and that you've noticed the uptick in those inquiries this year.

Income-starved clients may just thank advisors for getting them out of low-yielding assets like Treasuries. #investors #investing

Clients want to be involved with alts and that number is likely to increase going forward. Ben provides the avenues for getting out when the time is right

IBDs choose clearing houses and that choice is more important than ever, meaning firms need to emphasize quality, just as they do in investment portfolios

The pet care industry has had strong historical performance, and investing in it could present a significant opportunity. #investing #ETF

One of the most important roles an advisor takes on is helping clients ensure they have enough income in retirement. #annuities

Genomics is becoming more investable with each passing year as advisors have an increasing array of ideas to discuss with clients. #ETFs

The DeFi Fund because it epitomizes the notion that crypto and fintech play integral though overlooked roles in sustainability and equality

Annuities remain pivotal parts of advisors' tool boxes and that's increasingly true in today's low-yield environment. #annuities #investing

With cryptocurrency still being a young asset class, two things are becoming abundantly clear to advisors. #cryptocurrency #investing

ESG investing is a force to be reckoned with and it's fertile ground for advisors to add value in client engagement. #investing #ESG

If an investors focuses solely on what's happening today, the outlook for investment-grade corporate bonds should be bright. #fixedincome

Advisors looking to streamline and get back to the businesses of advising and practice building should give BluePrint strong consideration.

The same forces that spawned zero-fee funds have begun to spread to other corners of the fund market. #investing #ETFs #fees

Sustainable investing is still in its formative stages, but it's catching on with clients, particularly those in younger demographics. #ESG 

Advisors can get implement more aspects of behavioral finance into their practices thanks to Nebraska-based Orion Advisors.

Advisors that have been in business in awhile know that with the advent of each new technology, criticism, fear and resistance often follow.

Relative to pure beta junk bond funds, DFHY is tactical – a trait to be prized in the current fixed income climate. #ETFs #investing

A myriad essential, prosaic industries are being disrupted and those disruptions bring an array of investment implications. #investing

Advisors can deliver to clients crypto exposure via equity-based vehicles and when executed properly, there's value and growth potential.

The sustainable investing movement and increasing prioritization of environmental, social and governance (ESG) principles is gaining momentum

SPACs aren't going anywhere and more attention to the detail in this space will likely benefit investors in the long run. #investing #investor

Investing in water can be looked as the “other infrastructure” and with infrastructure getting so much buzz these days. #investing #ETFs

If the coronavirus could finally be effectively vanquished, clients might be treated to more traditional factor and environment. #investing

Healthier/cleaner living is all the rage these days and for avid followers of the exchange traded funds industry. $DTOX #ETFs #Investing

Advisors don't need developed market stocks to be cheap to take a gander at the asset class, but this time around, valuation may finally payoff.

Investing in companies that take care of workers checks the sustainable box and it pays off for clients in the long run. #investing #ESG

ESG and sustainable investing can drift into thorny political conversations, which of course are dangerous for advisors and likely off-putting to clients.

Adding to the intrigue around defensive sector flows is that low volatility are the only group of style funds to see outflows this year. #ETFs

The rapidly increasing demand by clients to access environmental, social and governance (ESG) strategies is a plus for advisors on multiple fronts.

Municipal bonds aren't glamorous and many clients aren't going to be excited to talk about this form of debt with advisors. #investing 

Actively managed, TTAC holds 143 stocks, as of the end of the second quarter, and looks to beat the widely followed Russel 3000 Index.

With Treasury yields declining, the case for growth has support and that theme isn't limited to mega-cap growth. #investing #investor