Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
These days anyone can buy mutual funds or ETFs and build their own portfolio. But here are some things to consider before letting your prospective clients go down that path.
Despite reports of its demise being exaggerated, advisors and investors seeking capital protection with downside protection have been forced to confront the inherent constraints of the 60/40 model. It’s important to note that those limitations are a function of both the asset classes themselves as well as portfolio designs that bundle them together in an effort to optimize outcomes.