Investment News

Advisers can demonstrate value proposition with downside protection to calm investors’ volatility fears

Risk-protection strategies are proving to be popular for advisers to recommend to their skittish clients, but haven’t gained traction among the majority of robos.

A survey of independent financial services firms’ chief executives conducted by the Financial Services Institute in conjunction with Strategy & Resources, an independent consulting firm for advisers, found that on a scale of one to 10, goals-based investing was ranked 7.5 and downside-protection strategies scored 7.3.

“It all comes from the market,” said Matt Lynch, a managing partner at Strategy & Resources. “They want to manage their portfolios in such a way to mitigate risk.”

 

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Advisers can demonstrate value proposition with downside protection to calm investors’ volatility fears
By Alessandra Malito, Investment News, Sept. 8, 2015

 

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SmartDeposit pulls funds from client’s account based on a predetermined minimum balance and automatically invests in ETFs

The number in a bank account may not be the whole story, either, said Matt Lynch, managing partner at Strategy & Resources, a consulting firm in Dayton, Ohio.

“I may have more money in my account [than anticipated] — maybe I received a bonus or a birthday gift that I had plans for,” Mr. Lynch said. “I don’t know if I would want to put that on an adjustable auto-pilot [investment] with a robo-adviser. Maybe there’s more to it.”

 

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Betterment Encourages Investing Excess Cash With New Automatic Feature
by Alessandra Malito, Investment News, July 14, 2015

 

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Advisors Wasting Time and Money by Underutilizing Tech

“Avoid the shiny new object,” said Matt Lynch, managing partner at Strategy & Resources, a consulting firm in Dayton, Ohio. “Let’s differentiate between the needs and wants — does that next dollar of spending really serve to enhance the client service experience?”

 

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Advisors Wasting Time and Money by Underutilizing Tech
by Alessandra Malito, Investment News, June 11, 2015

 

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Vanguard Snubs Outsiders in Digital Advice

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Vanguard Snubs Outsiders in Digital Advice
by Trevor Hunnicutt, Investment News, March 25 2015

 

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