It’s hard to imagine a more dramatic roller-coaster ride for investors than what we experienced in 2020. The Covid-19 whipsaw felt like the Great Recession and the Dot Com Bubble wrapped together and compressed into less than a year. This experience should provide a lesson heading into 2021: Predicting the future is not easy! The…
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Hybrid advisors are becoming the gold standard in wealth management services, combining technology driven objectivity with experienced human wisdom. As technology continues to push the industry forward in meeting client needs, wealth managers must ensure that their investment models have the flexibility to adapt, not only in growing wealth and planning, but also in reducing…
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