Automated monitoring allows 98% certainty that clients will not breach self-defined risk tolerances in any 12-month period. Plug and play.
A recent Fidelity study revealed that a quarter of advisors say portfolio modeling and rebalancing tools are more important after the COVID lockdown.
Third Point gained almost $400 million via a bullish positioning in stocks prior to the election even as other investors were betting on chaos.
LPL called the popular vote. Now the firm's strategist is savoring the idea of divided government giving stocks a decent (if not great) year ahead.