Tag - RIAs

Advice to the Advisors

Man having suit tailored, customized to fit | Sheaff Brock Institutional Group

All Over the Country, Advisors Seek Customization for Select Clients

While visiting with Advisors around the country, the Sheaff Brock team found a common thread: advisors expressing a need to outsource, particularly for customization. Overwhelmed by the need to grow their practices by capturing new assets, maintain efficient practice administration, remain involved in their communities, and keep up with continuing education, outsourcing seemed to be the topic of the day. With “traditional” outsourcing through the use of ETFs or funds often failing to satisfy the need for tailoring portfolios to [...]

Advice to the Advisors

Investment Advisors Rethinking Time | Outsourcing Concepts | Sheaff Brock Institutional Group

Advisors Repurpose Time Through Customized Outsourcing

At the giant Morningstar Conference spread out at McCormick Place on the Chicago pier, the keynote address was titled “Distortion, Divergence, and Diversification: What Investors Need to Know About the State of the Global Economy.” Sheaff Brock Senior Vice President of Investments Christy Jordan was there to learn what Registered Investment Advisors are thinking and doing these days. Time—lack of it, that is—was a recurring motif. As RIAs struggle to capture assets, many explained, they feel overwhelmed by the administrative duties [...]

Advice to the Advisors

Sheaff Brock Institutional Group | Active vs Passive Investment Strategy | Core and Satellite appraoch

The Core & Satellite Approach to the Market of Stocks

When it comes to advising investors, RIAs must don teachers’ caps. Clients have become comfortable (perhaps in their do-it-yourself years before meeting you) with either a largely passive (index fund) approach to investing or, at the opposite extreme, have become used to populating their portfolios with individual stock picks. Going forward, those clients now look to you for insight. Few discussions have the potential for you to offer them true guidance more than the passive vs. active “debate.” Active [...]