Focus Partners differentiates itself from traditional TAMPs by offering comprehensive planning support, advanced client service, and specialized skill that aims to help independent advisors scale their practices and win ultra-high-net-worth relationships without expanding internal staff.
Periods of market volatility are inherently stressful for both investors and financial advisors. However, for advisors prepared to help clients effectively navigate such an environment, volatility also presents an opportunity to shine. Delivering your expertise, empathy and insights successfully will reassure clients, differentiate you from the competition and help transform volatility into opportunity.
Through partnerships with BlackRock, Fidelity Investments, Franklin Templeton, State Street Global Advisors and Envestnet | PMC, Envestnet is launching professionally managed model portfolio strategies with allocations to semi-liquid alternatives and alternative ETFs. These solutions are designed to help advisors deliver greater diversification, income, and long-term growth potential while maintaining operational simplicity.
Financial advisors face rising client expectations, market volatility, and tech-driven change. Mark Mersman of USA Financial Exchange outlines how advisors can grow by focusing less on products—and more on people, processes, and purposeful communication. The goal isn’t just scale—it’s trust, clarity, and long-term impact.
Day Hagan Asset Management, Loomis Sayles & Company, and WCM Investment Management expanded their current offerings to respectively include defined outcome, core equity, long/short growth equity, and global growth.
SAM’s workflow on the biggest loss harvesting day of the year was no different from any other day. Sometimes boring is good, especially when it pertains to your operations when the market is under stress.
After almost 50 years of researching the financial markets, operating one of the early hedge funds, and then running a multibillion-dollar turnkey asset management program for more than 40 years, I’ve formulated some thoughts on risk that I’d like to share.
