Retail Investing: Finding True Alpha

In his presentation at the FRA’s 8th Annual Managed Accounts Summit, Jack Sharry began with a quick review of changes in investor sentiments over the past thirty years. We’re at a point now where the baby boomers are looking towards an uncertain retirement, he stated.  After the market upheavals of the past few years, the […]

UMH Taking Over Wealth Management

The next generation of wealth management products will be centered around Unified Managed Households (UMH).  This is a prediction made by Cheryl Nash at the FRA’s 8th Annual Managed Accounts Summit.  A UMH provides financial organizations with wider and deeper relationships with investors, she explained.  The goal is a more holistic approach to wealth management. Cheryl, […]

Break Away from the Status Quo, Gardner Urges

“Doing more with less” is how R. Buckminster Fuller, in his 1973 book Earth, Inc., proposed that the human race improve its overall standard of living by improving efficiency in order to survive. In his opening remarks at Financial Research Associate’s 8th Annual Managed Account Summit, Keynote Speaker David H. Gardner warned that the managed […]