How You Can Win Client’s Trust Where Others Lose It
How can an Advisor differentiate from competition in this volatile market? Study after study shows that the first thing that prospects and clients care about is capital preservation. Investors are...Read More
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a terrible idea for your clients. However, the first generation of...Read More
The Main Weakness of Robo-Advisors and How You Can Capitalize
Wealthfront brought the Markowitz optimization algorithm to the masses and in many ways the company is a symbol of the democratization of risk management that’s now going on… Let’s use...Read More
Why Risk Management Isn’t Like Silly Car Shopping
This article by RiXtrema President appeared on ThinkAdvisor.com I like to use car shopping as an analogy to the investing process. Let’s imagine what it would it be like to...Read More