BCG Blog - Advisors

There may be a new player in the fiduciary duty sandbox, and it involves ESG. Most often when discussing fiduciary duties, the topic at hand involves the research and appropriateness of decision making. Issues of loyalty and trust in investment advice are always worth following.

By this point in January, most people have stepped aside from the aspirational goals they set for the New Year. For many advisors, increasing their marketing efforts made it into their goals for 2025. It can be difficult to carry through on this goal. The key may be to find ways to maximize efficiency when it comes to marketing.

When it comes to alternative investments, do clients want new options or a new approach to the traditional ones? We review the performance of traditional alternative investments, such as private equity, real estate, and commodities and assess new trends.

The more things change, the more they stay the same. It’s tempting to say that the key themes of 2024 for the investment profession were the same as for years past. You might even ask yourself, is it worth it to do a year in review? We think so.

Trendspotting in alternative investing include generational preferences as well as a close look at the traditional alternative asset classes. And oh, don’t overlook bonds.

Bernie Madoff may have faded from memory but that doesn't mean prospective clients aren't worried about what they hear on the news. Advisors may want to consider how to respond to these hits to the industry's reputation when planning marketing strategies.

Some analysts are making predictions for how the Trump Administration may impact retirement planning based on changes in personnel, others are focused on the changed regulatory structure. But one thing is for certain: the market may be volatile once again.

The SEC may be making news lately for its crackdown on cryptocurrency, but the real story may be how its agenda has been changing concerning enforcement actions. Here are a few things financial advisors should consider.

Income variability, market volatility, and continuing international conflict have led clients to increasingly think of including several generations in one financial plan. Here’s what to know about creating family financial plans.

Market costs have been putting many small financial firm owners in a bind. They may find themselves between the rock of needing to increase warm leads and the hard place of reducing costs. There is an answer, and it may be to borrow a popular trick from household management: meal prepping.

This summer FINRA released its industry snapshot for 2024. This report provides a solid overview of changes in the industry over the last year. Financial advisors may want to keep an eye on any trends such as an industry consolidation towards firms with more experience and growth of registered agents in the South and Southeast.

As Quarter Four draws near for many investors, clients may be thinking of preparing for their year-end discussions on tax preparations. But advisors may want to take time to talk with them about the potential for tax changes that 2025 could bring.