Atul Tiwari

4 steps to deeper client relationships

The role of investment outperformance as a differentiator between advisors is rapidly diminishing. Now more than ever, client relationships set the foundation for a successful and lasting practice. Industry-wide research confirms this shift. For example, a 2014 Spectrem Group-Vanguard study found that affluent investors gave more weight to communication, trustworthiness and transparency than to fees […]

By Atul Tiwari |May 9, 2017

4 min read

Market Insights

Behavioural coaching can boost client returns

Advisors can teach clients that what seems counterintuitive -- buying when the market is down, or selling when it is up to return the portfolio to the desired asset allocation -- is actually in their best interests.

By Atul Tiwari |August 5, 2015

4 min read

Market Insights

Don’t base portfolios on historical returns

Our U.S. research underscores the difficulty of forecasting returns, risks, correlations and cross-correlations for asset classes, sub-asset classes and investment strategies, especially in the short term.

By Atul Tiwari |December 22, 2014

1 min read