Over the past year, the world as we know it has changed in many ways. This has led to a major shift in the way financial advisors grow their book of business. In the past, many advisors and financial planners … Read More

Sometimes it seems that service is a lost art in today’s world. According to a recent survey by Microsoft, 90% of consumers choose a company based on the quality of its service, while 58% of consumers will switch service providers, … Read More

If you’re like most advisors, you probably wish you could manufacture more of your most precious resource – your time

No doubt you are like 99.9% of all financial advisors scrambling to find more hours in every day. Now think about how much time you spend on emails…reading them, writing them, answering them, and generally trying to keep a handle … Read More

It is often said that great businesses have great teams. They work together in harmony toward a common goal and can achieve great things, together. Increasingly, members of a successful team are not direct employees of an advisor’s practice. Let’s … Read More

As an experienced financial advisor, you know that managing a client’s wealth requires more than merely setting goals. Your clients’ success requires professional portfolio design and management over time.   Once you have established the client’s investment objective, time horizon … Read More

Freedom Advisors has you covered with a cutting-edge system and a staff of skilled professionals at your service. Outsourcing non-advisory activities to a turnkey asset management platform (TAMP) places those essential responsibilities in the hands of dedicated and skilled professionals, … Read More

Stocks can provide two sources of returns: dividend payouts and stock price appreciation. An income portfolio typically consists of at least some dividend-paying stocks. If investors are considering allocating to an income portfolio or buying dividend-paying stocks, it is important … Read More

In 1952 Harry Markowitz, who would later win the Nobel Prize in Economics, wrote his dissertation Portfolio Selection that continues through today to drive asset allocation. Markowitz popularized the idea, now known as modern portfolio theory (MPT), of viewing a … Read More

Separately managed accounts (SMAs) are popular investment vehicles that historically have been accessible only to institutional and wealthy individual investors