Restructuring a fixed income portfolio’s duration can be an effective strategy for managing interest rate risk and improving overall portfolio performance. Here are some key steps to consider when considering a fixed income portfolio’s duration. Step 1: Understanding Duration and … Read More
What Exactly is Turnkey and How Do You Select the Right Partner?
When considering partnering with a TAMP for your practice or replacing your current outdated or unresponsive TAMP, you will find options from which to choose that are very different from each other. Merriam-Webster defines turnkey as complete and ready to … Read More
What if You Could Outsource to 100 CIOs?
According to “Pensions & Investments,” demand for outsourced chief investment officer (OCIO) services by institutional investors has surged by 86% since 2017. Why? Because investing has become much more complicated and, coupled with the increased volatility of the markets, doing … Read More
Being Independent Doesn’t Mean You Have to Do it All Yourself
At Freedom Advisors, we aim to provide advisors with comprehensive solutions & support, enabling them to deliver stronger investor outcomes while efficiently growing their practices. With Freedom Advisors, you’re in control Easily construct, implement & manage investment portfolios Select from … Read More
Your Practice is Growing, and You Need Help. Should You Hire Staff or Outsource?
Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing clientele and meet increasing regulatory requirements warrant offloading many tasks advisors handle themselves. Hiring a … Read More
What Platform is the Right Fit for Me?
A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment management platform. Most prevalent among these factors is advisor need to escape stifling bureaucracy. “The platform that makes it easy … Read More
Advisor Finds a TAMP Taking Client Support to a Whole New Level
Like many independent advisors, Kevin Stinson knew that selecting the right TAMP for his practice was one of the most critical business decisions he would make. Kevin also understood that while he could benefit by outsourcing many of his front … Read More
EQIS and 3D/L Come Together to Form Freedom Advisors
Strategic merger fueled by financial partner Long Ridge combines two boutique turnkey asset management platforms known for investment excellence and personalized, white-glove service to independent financial advisors. SAN RAFAEL, Calif., June 16, 2022 / EINPresswire.com/ – Freedom Advisors Group LLC, a newly … Read More
How a growing RIA found the right TAMP to transition its clients with perfect precision
John Zanner was one step away from freedom. John dreamed of running his own practice. He would be free to do what he did best, and free to do what was best for his clients. So, John established his own … Read More
Efficient & Effective Client Portfolio Management
Partnering with the right institutional asset management firm allows you to delegate portfolio construction, management, and ongoing maintenance activities to skilled professionals with years of proven experience.