Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
Brian Bowen has spent three decades watching advisors succeed—and struggle. The pattern he’s noticed? The best don’t try to do everything. They ruthlessly eliminate energy-draining tasks and focus exclusively on what makes them come alive. As Director of Advisor Integration at Dynamic Advisor Solutions, Bowen helps advisors identify their blind spots and build practices around passion, not obligation. Here’s what he’s learned.
Wall Street analysts are now almost universally bullish on Microsoft Corp.