Matson Money: Is It Safe Out There?
What can investors do to safeguard their portfolio and sanity during volatile times? Hint: No one can predict the future and the past won't help.
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Dynasty: How Much Is Your Firm Worth?
There’s more to it than finding the right multiple on current cash flow; especially in a market where benchmark comparisons are at best approximate.
Smartleaf Asset Management: A Guide To SMAs and UMAs
It’s a trick question because there's many answers. We know from experience that the terms SMA and UMA mean different things to different people.
AssetMark: What Advisors Need To Know About Retirement Planning for Small Businesses
Advisors thinking along these lines need a quick reality check: the retirement market simply won’t bear even half the standard 1% management fee.
Morningstar Investment Management: Direct Indexing and Personalization
Direct indexing itself isn’t new. But the marriage of technology and investing that allows personalization at scale is a recent development.
AssetMark: Client Segmentation for Financial Advisors
Client segmentation can yield major results for your practice so long as you follow best practices and actually act on the segments you define.
SMArtX: Does Your Choice of Trading Technology Fulfill Your Fiduciary Duty?
In today’s fast moving, fluctuating markets, any kind of delay can have various effects on the portfolio’s performance metrics and therefore, returns.
