An independent advisory must make very judicious choices about the partners with whom it does business. When you hire an advisor, much of your client experience is determined by your advisor’s choices of investment funds, account custodians, financial planning software, reporting systems, analytical tools, and much more.
At New Capital, we take great care in selecting our partners so that our clients can benefit from among the very best in the financial services industry.
Initial public offerings (IPOs) often attract media and investor attention, especially when familiar brands become broadly available to investors for the first time. New Dimensional research reveals some of the access and performance challenges that IPO investors face.
Working with our new partner DPL Financial Partners, an insurance "back office" provider, we are now able to provide detailed analysis of existing policies, and present and implement new term life insurance, permanent life insurance, variable annuity contracts, and other instruments.
Across more than 40 countries, there are over 15,000 publicly traded companies. If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time
Okay, so maybe your client has asked you if they should offer a 401(k). Or maybe you’ve suggested that they offer one. Either way, do you really know how to help them pick the right plan? There are lots of variables to consider, so you’ll want to be familiar with all the angles.
As companies look to institute new strategies for business communications, team messaging and collaboration applications are increasingly becoming important elements of a broader strategy.
More investors are considering broadening their approach to diversifying equity risk to include strategies such as long duration bonds, managed futures, alternative risk premia, and tail risk hedging. However, it’s important for investors to know in what types of environments each strategy is more likely to work and in what environments each are likely to be less effective.
When it comes to employee happiness, it’s no secret that benefits are high on the list of what matters. In a recent survey from Glassdoor, 57% of employees report that benefits and perks are a major factor in considering whether to accept a job offer.
One of the most important tools for investors to build a diversified portfolio is the ability to identify attractive investment opportunities across the world. As the global economy recovers, each region, country and sector is being shaped by their unique drivers at a slightly different pace.
ServiceNow and Box, Inc., two industry-leading cloud services companies that drive digital transformation for enterprises across industries, announced they are integrating their platforms to provide customers with an enhanced collaboration and content management experience for their most important business processes.
Glip is more than just instant messaging with integrations, it has all the tools you need to collaborate with your team built right into your conversations, so you don't have to waist time jumping from app to app at work anymore.
Sir Richard Branson said, “If you take care of your employees, they will take care of the clients.” Yet according to our global survey of 2,000 customer-facing knowledge workers and customer support employees, businesses are missing the opportunity in these words of wisdom.
Not only does a cloud-based delivery model ensure organizations always have the latest multimodal collaboration tools (such as voice, video, conferencing, and messaging), it also frees them from the recurring expense of hardware and software updates required by hardware-based technology.
Integrating payroll with Guideline relieves many of the administrative burdens associated with a retirement plans and reduces unnecessary errors, saving small business owners time and money.
By offering a great 401(k) plan, you’ll help your employees — and yourself — save more for retirement. But giving employees this benefit does mean you’ll have a few extra responsibilities…
Investing can be a great way to help grow your money. Because interest rates are still at historic lows, money parked in a savings account probably won’t grow much over time. But if you invest your money, there’s a chance that you’ll get a greater return on your investment and see your capital grow. And that means you’ll have more economic power in the future.
A mutual fund is a professionally managed portfolio of stocks, bonds and/or other income vehicles devoted to a specific investment strategy or asset class. When investors buy shares in the fund, the mutual fund company pools that money to make investments on their behalf. A share represents a portion of the fund's holdings.
Recent research shows that half of American families have no retirement savings, and that less than half of small businesses offer a retirement plan. Given this unfortunate reality, it’s not surprising that going the extra mile by offering a 401(k) can have a big impact on the way your employees think about your company:
Retirement planning isn’t easy. As more and more people approach retirement age, they’re turning to their financial advisors to help them tackle the difficult task of turning their savings into an income stream that will help fund their retirement goals for the rest of their lives.
Retirement is different now than it was in past generations. These days, individuals have varying expectations for how they wish to spend their retirement years. Many planning factors are interconnected, which require careful consideration when developing a retirement strategy.
J.P. Morgan counts as its greatest asset the breadth and depth of its client base. Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, and provides comprehensive strategic advice, capital raising and risk management expertise.
When you start to plan for retirement, you must consider what your funding sources will be. Social Security and your company pension won’t be enough. In addition to considering 401(k)s, IRAs, and 403(b)s, here are four steps you can take to help you figure out how to plan for retirement…