Author: Advisor Perspectives

Research from Yale on Commodities

Research from Yale on Commodities

Many would consider the practice of placing assets in a commodity fund to be speculation rather than investing. That perception was amplified by a recent Bloomberg article, which reported the dismal performance of many managed-futures funds and commodity-trading advisors (CTAs). […]

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The Quality that Predicts Success

In a much followed TED Talk, Angela Lee Duckworth, a Wharton researcher, outlined studies that forecast performance among West Point cadets, students and teachers in troubled school systems and corporate salespeople. In all these groups, one factor proved a better […]

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Three Ways to Turn Casual Contacts into Clients

Most advisors routinely cross paths with people who are attractive prospects, whether at their golf club, get-togethers with neighbors or through charitable activity in their community. The challenge is how to raise the possibility of working together without appearing to […]