Research
Research-backed perspective for planning, portfolios, and client decisions.
- Research
Teens Want To Talk About Money. Here’s How To Have the Conversation.
For advisors and parents reading this, don’t fret because what follows are some tips on talking money with your teens.
Todd Shriber - Research
Stop Trying to Time the Market—Vanguard Investors Already Learned This Lesson
However, something is going right at Vanguard and it’s to the benefit of the firm’s clients.
Todd Shriber - Research
More Women, Less Power: The Surprising Gap Inside Wealth Management
That’s a start, but the problem lies in the fact that many aren’t claiming client-facing, high-profile, revenue-generating roles.
Todd Shriber - Research
Family Matters: Why Advisors Should Be Courting Parents
Advisors enhancing their efforts to convert more prospects who are young parents to client rolls.
Todd Shriber - Research
The ETF Evolution: Why Advisors Are Increasing Active ETF Allocations
The takeaway is clear: Those professional market participants are expanding, not cutting use of ETFs.
Todd Shriber - Research
The Rise of Female Wealth: What Advisors Must Understand Now
Entering the high-net-worth category and across all income spectrums, women that aren’t yet working with wealth managers are open to doing so.
Todd Shriber - Research
Did You Just Sell a Business? It’s Time To Talk to an Advisor
Recently divested businesses may have experienced financial windfalls, implying they’re ripe for professional financial guidance.
Todd Shriber - Research
Too Bullish for Their Own Good? How Advisors Should Navigate Sky-High Client Expectations in 2026
One notable takeaway from the Roundhill poll is that nearly 93% of respondents believe the S&P 500 will rise up to or more than 10% this year.
Todd Shriber - Research
What Retail Investors Are Thinking and Why It Matters to Advisors
It’s clear that many retail investors should be working with advisors and that the latter can add substantial long-term value for the former.
Todd Shriber - Research
Single, Solvent, and Overlooked: Why Financial Advisors Should Rethink the “Singles Market”
Shouldn’t be an impetus for singles to rush into ill-fated relationships simply in the names of income enhancements and tax breaks.
Todd Shriber
