Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Which means?

Wealth Management 40

Wealth Management Clients Management Numbers 40

Random Roger's Retirement Planning

JUNE 27, 2022

According to this white paper from ReSolve and Newfound, it does. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples. Does it do what it's supposed to? 1.25X and 1.5X

Portfolio 40

Portfolio Math Management Investing 40

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Salaske said there is a lot of deficiencies in getting to know the client and understand their needs, both on the part of advisors and also insurance professionals.

Insurance 59

Insurance Retirement Financial Advisor License 59

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Over longer periods, we think active management can add alpha, even in more efficient asset classes.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

This assertion is open to debate and in fact has been refuted by various studies, but it gives some investors pause when considering active managers for their portfolios. Manager Characteristics. Over longer periods, we think active management can add alpha, even in more efficient asset classes.

Investing 52

Investing Investments Portfolio Management 52