The Art and Science of Model Portfolios
Among financial professionals, model portfolios have become all the rage of late – and with good reason. These versatile, time-saving tools are helping them serve more clients more efficiently, maintain consistency in investment strategies across their client bases, and protect clients from overexposure to any particular investment or asset class.
Unrealistic Expectations, Practical Solutions
What financial professional hasn’t experienced at least some level of client dissatisfaction? You’ve probably gotten an earful from yours on more than a few occasions. Maybe they expect unrealistically high performance regardless of market conditions. Or want the instant gratification of immediate returns, though returns are often a more distant gratification kind of experience. Perhaps they think you have the power to see into the future and predict market movements even in the face of geopolitical instability and general financial upheaval.
Harbor Capital & TIFIN AMP: How to modernize Asset Management distribution, using AI
At a discussion hosted by The SME Forum, TIFIN AMP and Harbor Capital discuss how they are partnering to lead the charge in revolutionizing asset management distribution using AI and data science. Hear from John Halaby, Head of Distribution at Harbor Capital, as he shares his experiences of working with TIFIN AMP and embedding it in his team’s sales and marketing efforts.
Improving Productivity and Client Outcomes
Increasingly, financial advisors are finding themselves facing more complexity in serving their clients and less time to accommodate their needs. So, it isn’t surprising that outsourcing is growing in popularity as a portfolio planning resource. But what exactly is outsourcing? How are advisors integrating Model Investment Strategies into their practice? And how can it positively impact the quality of service advisors are able to provide?
Model Behavior: How Advisors are Utilizing Model Portfolios to Optimize Client Outcomes
Suddenly, model portfolios are generating headlines and conversation industry-wide. Why the growing interest and what does it mean for advisors looking to improve how they serve their clients? Understanding how model portfolios can be integrated into the services advisors provide has important implications for distribution strategies and profitability. What’s driving the trend? How is the industry responding? And what does the future hold for advisors using this tool?
Four Key Characteristics that Make Quality Stocks a Great Long Term Core Holding
Building a house on weak foundations is a recipe for disaster. This is also true for equity portfolios. While core holdings may not be the most exciting, a portfolio’s success will often hinge on their quality.
TIFIN’s AMP Division Expands Its Data Science and Distribution Team with the Addition of Leading Industry Experts
TIFIN AMP has expanded its data science and distribution partnership talent, including former executives from Salesforce, Blackrock, Meta, and Alpha FMC.
Four Habits of Highly Successful Advisors
The wealth management industry is in a constant state of evolution, and the next five to seven years will see a pace of change that will make Moore’s Law proud.
Precious Metals’ Place in a Portfolio
Even though precious metals are one of the oldest financial instruments, they largely remain an underutilized and overlooked investment option.
A Multi-Year Value Cycle Beckons
From Wisdom Tree: It’s possible a new value cycle commenced in November 2021, reversing 14 years of woeful underperformance relative to growth.