The U.S. economy is closely related to the U.S. stock market. But that relationship is not perfect in a number of ways.
Like falling dominoes, each change leads to another: the rise of outsourcing and total outsourcing, customization, tax and the advisor's role.
Any number of factors can influence markets each day, week, month, or year, falling under the broad—and often differing—umbrellas of analysis.
New strategic operating model provides a greater focus on helping advisors grow their business while unlocking new internal growth opportunities.