When market downturns occur, your clients may feel uneasy or concerned about their assets. It’s normal. The trickle-down effect on your RIA/IAR is added pressure to meet client expectations and calm their fears. So, the […]
The time may be coming when you make a strategic decision to engage the services of an OCIO (Outsource Chief Investment Officer). It can make a lot of sense: You can expand the range of […]
As the owner of a financial advisory firm, you already know it takes a sophisticated business plan to build a firm that manages substantial amounts of assets under management. It takes time, money, and the […]
Some RIAs have Chief Investment Officers (CIOs) and some don’t. In general, it is the larger firms that can afford the expense of in house CIO employees (Salary, bonuses, benefits, taxes, support, stock options). Smaller […]
Cornerstone Portfolio Research is thrilled to announce the launch of our new and improved website! The new site went live on October 1, 2021. The updated look and feel will make it easier to find […]