With the proliferation of model portfolio platforms, investment management is increasingly automated, ubiquitous, and not at all the financial advisor’s job.
Dennis Gartman says for investors, it’s a mistake to buy bonds now given the rising rate environment, and probably will be for the next 20 years. Sage Advisory Services Robert Smith thinks otherwise.
Professional Investors Network, a super OSJ with 70 advisors and $1.7 billion in client assets, has left National Planning Corporation, one of NPH’s b/ds.
You are subscribed to this newsletter as newsletter@newslettercollector.com Questions or problems? Contact Customer Service Wealth Management | Penton | 1166 Avenue of the Americas, 10th Floor | New York, NY 10036 Copyright 2017, Penton. All rights reserved.
