Putting its deep research experience into action, Zacks created a suite of investment models that span the risk spectrum
What About Personalizing the Experience for Advisors?
The best way to deliver greater personalization for consumers is to personalize the experience for advisors, right? See how having the right platform can help you do just that.
Wilshire: Low-Cost Multi-Asset Class Portfolios
Wilshire Global ETF strategies are available on the Freedom Advisors platform and have historically offered consistent returns for investors
Alpha Quant Models
Utilizing enhanced factor analysis and its disciplined investment process, Alpha Quant actively manages models comprised of high conviction equities and targeted factor exposures.
TAMP Partner Selection Checklist
When it comes to finding a truly independent, modern, and flexible investment management platform, there are a number of factors that determine the right choice for your practice. To help you get started, we’ve put together a checklist that outlines … Read More
Freedom Advisors Engages FinMason to Provide Advanced Portfolio Construction Platform
Freedom Advisors announced that the firm has selected FinMason’s FinPortal portfolio construction platform to deliver advanced portfolio analysis to its advisors. … Read More
Are Long Wait Times Impacting Your Advisory Practice?
Having to wait on hold for extended periods of time when working with a service provider, such as a turnkey asset management platform and custodian, can have a far-reaching negative impact on your practice. These lingering delays can affect your … Read More
5 Steps to Restructuring Fixed Income Portfolio Duration
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When considering partnering with a TAMP for your practice or replacing your current outdated or unresponsive TAMP, you will find options from which to choose that are very different from each other.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