Oak Associates added large cap growth, small cap growth, and technology strategies to their lineup on the platform and Victoria Capital Management expanded their roster with a growth and income strategy as well as a suite of risk-based, target return strategies.
The benefits of the hub strategy include developing greater capabilities for clients and advisors, accelerating growth, promoting succession planning, and operating at scale. Other units will get similar new names.
Predictions make for great headlines, but they don’t always come to fruition. In this video, we reflect on how some of the big market predictions for 2024 worked out and talk about the importance of unemotional investing for your clients and even your own practice.