More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization. Custom model portfolios can be adjusted to meet the specific preferences of ...

As the 12-year bull market stalls, your clients are more interested in risk modeling and management than ever. Advisors want confidence that their recommendations will hold up in turbulent markets.

“In today’s innovation economy, patent portfolios must perform. Performance requires intentional strategy, disciplined execution, and continuous recalibration.” Patent portfolios are frequently ...

One of the most critical fallacies of portfolio benchmarking is the disparity between compound and variable rates of return. The importance of buybacks cannot be overlooked. Comparing your performance ...