Explore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.
Read MoreExplore how we define thematic investing, discuss the different approaches to investing in themes, explore the varied ways to execute on a thematic thesis, and highlight the advantages and potential pitfalls inherent in thematic investing.
Read MoreExplore how behavioral finance rests on the disarming notion that rational man does not exist. It’s an unsettling idea since rational behavior is a bedrock premise underlying traditional economic and finance theory. American Portfolios Chief Investment Officer Cliff Walsh gives some insight into what drives an investor’s decision process.
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As your clients’ priorities evolve from outperformance to preserving retirement income, you may find that indexed annuities satisfy their changing objectives. Read this post to learn what clients will benefit best and how the indexed annuities work.
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