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Forum Articles in Category: Articles By Us

February 25, 2022 | Advisor Perspectives

Direct indexing portfolios are broadly diversified portfolios of individual stocks that are personalized to meet the needs, values, and preferences of an investor.

Articles By Us

February 3, 2022 | Advisor Perspectives

Experts disagree about whether the current rise in inflation is temporary or will be with us for an extended period. Either way, your clients have questions that need answers.

Articles By Us

January 4, 2022 | Advisor Perspectives

Soon – within the next two years – the SEC will wake up and start holding financial advisors who use TAMPs to the same fiduciary standards they hold them to in selecting mutual funds, ETFs, and other investment products. When it does, many advisors will be in trouble.

Articles By Us

October 6, 2021 | Advisor Perspectives

Cryptocurrency is being repositioned to be more palatable to financial advisors and their clients. If you believe it is in your clients’ best interest to make an allocation to cryptocurrency, make sure they understand the nature of the asset they are buying.

Articles By Us

August 6, 2021 | Advisor Perspectives

It’s time to toss the TAMP term. It has served its purpose and is ready to be superseded by terminology that is more descriptive, has more practical utility, and is not misleading.

Articles By Us

January 29, 2021 | WealthManagement.com

Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.

Articles By Us

April 6, 2020 | Advisor Perspectives

COVID-19 triggered a rapidly unfolding story of human tragedy and economic devastation. It also unleashed a disturbing volume of content masquerading as objective analysis. Much of it is just a smoke screen to advance personal and corporate agendas. My inbox, clutter and junk files are full of thinl

Articles By Us

January 27, 2020 | Advisor Perspectives

This article will help you determine if outsourcing might provide benefits to your firm. It will also explore the different outsourcing business models that are available, how to pick the right outsourcing partner and how to explain outsourcing to your clients.

Articles By Us