“In our opinion, our new mutual fund allows active management to be part of any investment portfolio,” said Robert Stein, CEO of Astor Financial. “By offering a mutual fund we have made our services more accessible to those interested in a more active approach to money management. We believe that the past few years have proven that new techniques are needed to further diversify and reduce the risk of one’s investments.”
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Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.
10m ago -
Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
September 15 -
As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
September 15 -
In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.
September 15 -
The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.
September 15 -
A vast majority of plan sponsors say that actively managed funds can beat the market, according to a new BlackRock survey. Research suggests otherwise.
September 12