Advisors work hard to develop plans that reflect the financial needs and goals of their clients.

“We do engage in a very systematic process to determine what the appropriate asset mix is,” says Brian Tipple, chief investment officer at Key Private Bank in Cleveland. Beyond annual rebalancing, are there other ways to improve a portfolio?

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access