How to Most Effectively Use Your Time as a Financial Advisor

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

Time Management Strategies: Decluttering Your Email

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

Why Outsource Rather Than Hire?

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

Outsourcing Portfolio Construction

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

Operations and Administrative Tasks Got You Down?

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

Fractional Shares Guide

In our Fractional Shares guide you will discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors. Preserve the integrity of portfolio construction for all clients: Money manager … Read More

Dividends: The Good and the Bad

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

Modern Portfolio Theory and Construction

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

The Pros and Cons of SMAs

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

The Pros and Cons of ETFs

Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive, and can offer various levels of focus and diversification. However, as with any investment vehicle, ETFs have both benefits and … Read More