November 18, 2014

Becoming the family wealth advisor


Your clients hope the inheritance they leave reflects the love they have for their families and leaves their children better positioned for the future. The reality is that this often is not the case.

See what often happens to transferred wealth when careful planning and critical conversations with key family members do not take place — and you’ll be on your way to becoming the family wealth advisor.

November 14, 2014

The culture of teamwork


Yesterday, Carol Geremia, co-head of Global Distribution at MFS, shared insights on a number of topics
at the MFS 2014 London Conference: Turning Change into Opportunities. The video clips below highlight
two focus areas.

October 30, 2014

Investment insights: Sooner rather than later

by Erik Weisman, Ph.D., Fixed Income Portfolio Manager

The 29 October statement from the Federal Open Market Committee (FOMC) doesn’t lend credence to the idea that the first rate increase is off the table for June 2015. Yields have dropped recently on broad-based disinflation, geopolitical concerns and fears of a slowdown in global growth. Yet these lower yields simply don’t reflect the US Federal Reserve’s current forecasts.

October 29, 2014

Investment insights: Toward a eurozone banking union

by Erik Weisman, Ph.D., Fixed Income Portfolio Manager

Progress toward a true banking union in the eurozone has been measured in small, halting steps rather than grand leaps forward. Along this path, the asset quality review (AQR) of the European Central Bank (ECB) and the forward-looking stress test of the European Banking Authority (EBA) released on 26 October should help smooth the transition of the region’s banking system toward a single point of authority — transferring bank oversight from individual nations to a supernational level.

October 27, 2014

What's your family's greatest asset?

by Vicky Schroebel, Director of Business Development

A family's most precious asset isn’t measured in dollars or carats. It is measured in inches on the growth chart and birthday candles on the cake. One critical way to help protect your family is to ensure that each family member (18 or older) has signed a medical directive (health care directive and proxy). Why?