iSectors Blog: Practice Management


How 401(K) Advisors Can Use ETFs

ETFs are on the rise in 40(k) plans By Chuck Self for 401k Specialist Magazine – FEBRUARY 14, 2016 Originally posted by: JOHN SULLIVAN  Exchange-traded funds (ETFs) have gained significant market share throughout the last decade, and more...

We’re Experiencing an Emotional Market Correction: 12 Reasons Why

By Vern Sumnicht   I understand how emotionally difficult it can be watching the stock market when 2015 was only up 1.5% and 2016 is down about 10% year to date. However, the bigger...

Advisors Need to Know How to Address Their Clients’ Market Concerns

Contributed by Chuck Self Chief Operating Officer | Chief Investment Officer at iSectors® Given the recent 10% stock market decline from the May 2015 highs, financial advisors are receiving calls and emails from concerned...

The Most Powerful Reason to Own Treasuries–Now

By Chuck Self iSectors Chief Invesment Officer, Chief Operating Officer The reason can be summed up in four initials: F O M C (The Federal Open Market Committee). The FOMC (part of the Federal Reserve...

Get Ready for QE4

Emerging markets are in trouble… The iShares MSCI Emerging Markets ETF (EEM), which holds roughly 800 emerging-market stocks, is down 23% since last September. And things have gotten even worse recently. EEM has now...

Prove financial advisor value with a written comparison

By Vern Sumnicht I agree with much of what the authors conclude in the recent State Street Global Advisors survey, The Price of Financial Advice, Communicating Fee Value Proposition with Clarity. However, I do think...

No eye test or gut feelings when considering which ETFs to use in iSectors strategies

Today’s Throwback Thursday post falls on the first full day of the NCAA Men’s Basketball Tournament. As people all across the country fill out their brackets, trying to predict the eventual winner of the...

The 2015 Model Portfolio for Financial Advisors

    2015 will likely be a transitional year for the markets. As financial advisors meet with their clients at or around the beginning of the new year, they should be mindful of these...

Outsourced ETF strategies supports stronger advisor-client relationships for continued business growth

By Vern Sumnicht In a recent study by CEG Worldwide, a consulting firm for advisors, a shift (2001 through 2012) was identified regarding advisor emphasis on client relationships as opposed to the historical advisor...

Why advisors need to understand how a TAMP (Turnkey Asset Management Platform) works

Often, many professionals get so involved in their day-to-day responsibilities that they do not fully understand tools and resources that can benefit their business and their clients. A recent article in The Trust Advisor...