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Modern Portfolio Theory (MPT) has been the very bedrock of investment management and, more specifically, portfolio construction and asset allocation, for decades. To oversimplify, one might explain MPT to clients this way: It is literally a...
When selecting hedge funds for your clients, don’t look for home runs, said Mark Willoughby, principle and wealth manager of Modera Wealth Management, during an fi360 webinar this week. Hedge funds and other alternative strategies can provide a...
Kristi Kuechler, the former president of the Institute for Private Investors and a high-profile figure in the ultra-high-net-worth world, has been named a partner and managing director at Lattice Strategies, a San Francisco-based investment...
Five years ago, John Vance was looking for ways to boost revenues at Vance Wealth Group, the Valencia, Calif.-based practice that he’d started two years before. Doing so, he realized, meant introducing more efficient systems and delegating more to...
As Americans continue to struggle with finances, a consortium of financial planners will sharply broaden an annual outreach next month to consumers looking for free professional advice. The second annual Financial Planning Days, as the program is...
The Internet is freewheeling “ether,” where, it seems, anyone can say anything about anyone or anything. Wealth managers are becoming increasingly concerned about how to effectively manage their valuable, but vulnerable, reputations. They are even...
