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AK Advisory Partners is a consultancy to the financial services industry,
providing advice and training to firms and individuals operating in the fee-based,
investment management and wealth management areas.
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Our ability to add value to your business rests on three core competencies:

* Knowledge & Experience

* Independence & Objectivity

* Client-Focused Solutions

 


Unlocking Real Value Newsletter - January 2016

Click here to read our E-magazine:

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  Andy Klausner is a contributor to Forbes' Advisor Network. Click here to read his posts and be sure to start following him. 
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Off To A Bad Start
While my message would have been the same if I had published this newsletter last week, the events of the first week of January have only reinforced my belief that we are in for a tough year in the markets, with economic and political uncertainties mounting both here and around the globe.

But all is not lost, and while there will undoubtedly be volatility, we can still have a positive year. For example, the first two days of the market have been as bad or worse than this year seven times since 1978, and five of those years ended positive; four of them - 1980, 1982, 1985 and 1992 - were up more than 10 percent. It will be tougher this time, however, since the year's first week performance was the worst ever posted.

For long-term investors, however, it really doesn't matter how we do in one year, or two years even, as long as they remain invested in the appropriate investment plan. It is your job to make sure that this happens.

Uncertain times are when clients need your rational guidance the most and the time when you can shine. Remember to be proactive in your communications and remain calm in the face of uncertainty. That is the leadership that clients are looking for. If you don't do it, someone else will!

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Strategic Mistakes To Avoid
My latest blog post discusses the top three strategic mistakes that financial advisors made in 2015. In a nutshell, they were:

1) Riding the bull market rather than education and preparing clients for tougher markets;
2) Buying into the theory that active management is dead; and
3) Fighting (or ignoring) the growth of robo-advisors.
 
 Click here to read the entire post and discover how you can recover if you made any of these mistakes.  
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Top 10 Predictions For 2016
Who will be elected to be the next President? Will today's global economic and political uncertainty continue? Will it escalate?

And what about the outlook for the financial services industry. Will there be more consolidation?

And of course, who will win the Super Bowl?

I always have fun making these predictions. Click here to see all of them, and please feel free to comment and let us know what you agree and disagree with.

From Our Library ...
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