What’s driving all this desire to build large financial advisory operations? One reason may be that in a post-COVID world, tech costs are rising.
Since the onset of zero interest rates it is easier to understand why the 4% rule has become all but obsolete, unless of course you know where to go.
Behavioral economics is the underlying theme of the latest augmentations to the Orion platform. New models and allocation tools factor in psychology.
Wall Street is quick to note that 97% of all hospitalizations for COVID-related symptoms are among unvaccinated persons. The vaccines are working.