WisdomTree

Best Blogs of the Week

Posted by Anu Heda on Jan 13, 2015, in Best Blogs of the Week , tagged with , , ,

We thought to bring the first two weeks of January together in a single post. You’ll find four posts, two relatively technical. Each can materially help financial advisors (and increasingly institutional investors) understand critical investment topics more thoroughly and/or clearly.

  • BlackRock – When a firm posts five predictions about smart beta, we know it’s no longer a fringe topic.
  • Oppenheimer -Believe this approach to discussing (changing) interest rates will be highly valuable to many FAs.
  • Russell – Good time of the year to remind clients to remain disciplined.
  • WisdomTree – Fascinating real-life situation related to liquidity (me too, liquidity and fascinating?)

Best Blogs of the Week

Posted by Anu Heda on Dec 22, 2014, in Best Blogs of the Week , tagged with , , , ,

We close in on the New Year and multiple more “2015 outlooks” pop up. We won’t bore you with any of them though. We noted over 10 posts related to oil prices this week, showing the industry’s continued capability to respond nimbly towards headline news.

  • Franklin Templeton – Though highly technical, we found this the most thorough and singularly helpful post related to oil prices.
  • JPMorgan – Quick hits on the year in review. Not scintillating yet highly effective.
  • Principal – A post for retirement plan sponsors; fantastic. I appreciate question four and continue to see a large gap in participant education throughout the value chain.
  • Vanguard – This post on explaining ETFs hits a particular note with us. In our proprietary research, we proved that a large FA population continues to avoid ETFs primarily because of missing education and a lack of knowledge.
  • WisdomTree – Excellent post on alternative investing and the impacts from macroeconomic factors (including oil prices!)

Best Blogs of the Week

Posted by Anu Heda on Dec 09, 2014, in Best Blogs of the Week , tagged with , ,

Three posts this week.

  • AllianceBernstein – Helpful ways to view emerging market risk
  • Invesco – Muni bonds are so synonymous with tax-exempt income that this post is refreshing even if FAs disagree with the author’s reasons
  • Wisdom Tree– Interesting piece on actively-managed ETFs as a vehicle for FAs to utilize/consider.