Feb 21, 2018
This is the first in a series of episodes in 2018 where we will take you “in the trenches” with financial advisors that are using different modern media strategies to build their businesses.
A couple years ago, Rick Unser and his team needed to find a better new business acquisition strategy. After reviewing...
Feb 7, 2018
Over the past couple of years, quantitative investing has made a resurgence, though for many advisors, there are still more questions than answers. How do I evaluate a quantitative manager? Is more data better? How can I be sure a particular approach will benefit my clients?
To answer these questions and...