iSectors Blog: Practice Management


The 2015 Model Portfolio for Financial Advisors

    2015 will likely be a transitional year for the markets. As financial advisors meet with their clients at or around the beginning of the new year, they should be mindful of these...

Outsourced ETF strategies supports stronger advisor-client relationships for continued business growth

By Vern Sumnicht In a study by CEG Worldwide, a consulting firm for advisors, a shift (2001 through 2012) was identified regarding advisor emphasis on client relationships as opposed to the historical advisor emphasis...

Why advisors need to understand how a TAMP (Turnkey Asset Management Platform) works

Often, many professionals get so involved in their day-to-day responsibilities that they do not fully understand tools and resources that can benefit their business and their clients. A recent article in The Trust Advisor...