You don't need a crystal ball. The right earnings model revealed that NVDA was a buy all the way back in March . . . and Burney-affiliated advisors were able to take advantage of that signal on behalf of their clients.
Outsourcing the CIO role offers cost savings, access to a wider range of investment strategies, and the ability to scale operations effectively. On the other hand, hiring an in-house CIO allows for continuity, personalized attention to clients, and alignment with the firm's culture and objectives. Making the right choice for your firm generally means weighing cost-effectiveness against quality control.
This is an opportune time for advisors to educate themselves on new technology offerings that simplify the process of selecting financial products. Honing in on solutions that alleviate complexity and burdens, rather than adding to them, offers significant value that compounds over time.
HNW clients aren’t typically a group you target by mistake. This audience has unique challenges they need an advisor to address and high expectations for the level of service they receive. If you want to attract HNW individuals, you’ll need to understand them.
The new FusionIQ One platform with four integrated modules enables credit unions, banks, RIAs, and Independent Broker Dealers to implement a white labeled, all-in-one platform in as little as six weeks, with onboarding of clients in five minutes on many of the most trusted custodians.
For more than 30 years, Markowitz’s work helped lay the foundation for how Matson Money constructs portfolios; we assert his research will continue to work for generations to come, offering families an opportunity for peace of mind around their money.
Believe it or not, there are countless advisory firms in the U.S. that still calculate each client’s bill and advisor’s commission manually, using Excel spreadsheets, on a monthly basis.
