HOME     Research   Client Communications & Business Development

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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
Jan 31, 2019 Research Alliance "Don't Do It" Can Be Good Investment Advice—OppenheimerFunds

Investors who reacted quickly to late 2018 volatility may be regretting their hastiness.

Read more
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.

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

Working together with your partner is paramount to financial success.

Read more
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.

Read more
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.

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.