Many advisors favor a single investment strategy that aligns with their core philosophy — a trusted approach they understand deeply and can communicate knowledgeably to clients. But as client needs become more nuanced and long-term […]
Download the 4.17.25 Dynamic Portfolio Perspectives for advisors’ use with clients By Lucas Felbel, CFP®, CIMA®, Director, Dynamic Client Portfolio
Read the Q1 ’25 Investing Insights and download the supplemental PDF for advisors’ use for client communications. Disclosures This commentary
We are seeing our first market correction in about 18 months (S&P 500 down more than 10%) as newly announced tariffs spark inflation and economic growth worries for investors, leading to extreme levels of uncertainty and volatility. […]
Download the 4.4.25 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio
As a wealth advisor, what’s more important than adding value to your client’s portfolio? Anyone can buy a fund — but figuring out the individual needs of your client, tailoring a diversified portfolio to their unique characteristics and risk tolerance […]
Read the release on Business Wire AI-Powered Meeting Assistant Streamlines Workflows, Freeing Up Advisors’ Time to Focus on Client Relationships PHOENIX,
Independent advisors and their client who want the benefit of high quality relationships and the increased scale, resources and services of a larger firm can achieve their goal by prioritizing high value activities and benefiting from established processes, guidelines and procedure […]
Download the 3.7.25 Dynamic Market Update for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Asset
A couple of bad weeks and the stock market falls into negative territory for the year (as measured by the S&P 500). That said, it is still up double digits from a year ago and it will take more than a couple weeks to derail this bull market […]
