Home active management
active management
Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
-
- active management
- client relationships
- financial advisors
What is the difference between Momentum Trading and Value Investing?
Momentum Trading is a strategy in the investment world were traders will only concern themselves with the “hot picks” of the day, the high percentage and volume movers of that trading session. Traders in this …
-
- active management
- client relationships
- financial advisors
Are people afraid of speaking to financial advisors?
Only five states currently have any graduation requirements regarding financial classes, which makes it not surprising that over 70% of the respondents to a 2015 poll felt that speaking to a financial advisor was scary. …
-
- active management
- financial advisors
- financial planning
Why Index Funds Have Outperformed Active Management in Recent Years
by Ryan W. Smith Passive investing has delivered higher returns than actively managed funds for the last several years. It has been the subject of many headlines, providing significant consternation to industry professionals. The reasons …