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No doubt you are like 99.9% of all financial advisors scrambling to find more hours in every day. Now think

It is often said that great businesses have great teams. They work together in harmony toward a common goal and

As an experienced financial advisor, you know that managing a client’s wealth requires more than merely setting goals. Your clients’

Freedom Advisors has you covered with a cutting-edge system and a staff of skilled professionals at your service. Outsourcing non-advisory

Stocks can provide two sources of returns: dividend payouts and stock price appreciation. An income portfolio typically consists of at

In 1952 Harry Markowitz, who would later win the Nobel Prize in Economics, wrote his dissertation Portfolio Selection that continues

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

Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive,

Fractional shares are a particularly effective tool for creating highly diversified portfolios with a large number of security holdings, which

As most of you have long since realized, sustainable and responsible investing is more than just a niche. Increasingly, investors