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Weekend Reading For Financial Planners (March 15–16)

Nerd's Eye View

Also in industry news this week: A recent survey finds that while advisors are increasingly using passive investment vehicles, many are taking the time to look beneath the hood to examine the makeup of different indexes in order to choose the best option for their clients A survey of advisors working at enterprise firms shows a significant increase (..)

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Number 8860726. A 2023 white paper by consultancy DeVoe & Company found that 34% of sellers feared losing control, which was followed by selling to the wrong buyer (23%), change in client care (22%), giving up the leadership position (8%) and uncertainty about staff opportunities (8%). Registered in England and Wales.

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Transcript: Apollo’s Torsten Slok

The Big Picture

White paper was about private credit, white paper was about private equity. White paper was about asset backed finance. White paper was about all kinds of aspects of what our private markets today. And this has raised a number of important questions in financial markets.

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Transcript: Heather Brilliant, Diamond Hill

The Big Picture

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

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Dystopian Predictions (That Never Come True)

Inside Information

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Which means?

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Demystifying Systematic Fixed Income Investing

ClearMoney

Decades of research on stock returns has produced a vast number of published factors. Valuation theory helps us identify relevant factors by providing insights about differences in expected returns across stocks. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 1 (January 2016): 69–103.

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Investment Perspectives - The Great Debate

Brown Advisory

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Reasons for this tendency are varied.