We asked them questions to learn more about the structure and intricacies of creating and managing a specific market-neutral investment portfolio #strategy
Investors, both professional and retail, were chasing a handful of stocks. They are also the same reasons that Mega-caps will likely regain their favor.
If your goal is to design and deliver an engaging experience that ensures your prospects and clients feel seen, heard and understood, read on. #advisors
Mind that no-code and low-code is the nature of today, why should a car manufacturer or a financial service provider develop code themesleves? #fintech
Presuming CPI, released on Wednesday, and PPI, released on Tuesday, are tame, the Fed will likely proceed with a rate cut at their next meeting. #markets
The intent of this piece is not to encourage segregation of clients along ethnic or racial lines, but rather to highlight the need for advisors #advisors
AI continues to evolve, its impact on contact centers is transforming them into more agile, efficient, and customer-centric environments. #AI #CX #advisors
Could it be that the entire free information/value selling model is fundamentally mismatched to what prospects are really looking for? #growth #advisors
Email is still an effective and affordable marketing/prospecting tool that if used correctly can contribute significantly to your new-client growth #growth
