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Client Communications & Business Development

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

Dec 11, 2018 Research Alliance How RIAs View Key Issues Affecting Their Practices—OppenheimerFunds

RIAs respond to online survey questions about issues affecting their practices.

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Dec 06, 2018 Research Alliance Gender and Finance: Bridging the Communications Gap—OppenheimerFunds

Working together with your partner is paramount to financial success.

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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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Oct 15, 2018 Research Alliance Managing the Growing Complexities of Practice Management—OppenheimerFunds

Capacity, personnel, and fee issues are making managing RIA practices increasingly complex.

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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 22, 2018 Research Alliance The Generations Project—OppenheimerFunds

The largest intergenerational wealth transfer in history is underway. Are high-net-worth individuals, families, and financial advisors prepared? Our landmark study with research firm CoreData, which captures insight from high-net-worth Millennials to members of the Silent Generation, found striking disconnects and opportunities across a broad range of wealth management areas.

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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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Jun 06, 2018 Research Alliance Uniting Happiness and Money—Wells Fargo Asset Management

To truly understand the Millennial experience, our 2017 survey asked what is in their hearts and minds, not just their wallets. The results revealed a simple but game-changing solution to Millennial engagement: Focus on the powerful connection between financial action and overall happiness.

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May 04, 2018 Research Alliance Investing for the Next Generation of Income—Wells Fargo Asset Management

As investing for income evolves in the future, so do its risk trade-offs. Dr. Brian Jacobsen provides insights in this second part of a three-part series for income seekers.

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Apr 11, 2018 Research Alliance Celebrating Breakthroughs: International Women’s Day—Wells Fargo Asset Management

On March 8, International Women’s Day is marked around the world each year as a call to action for accelerating gender parity.

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