Asset Management Insights
A discussion unfolds around the innovative approach of breaking down client costs into distinct components, highlighting the importance of aligning investment philosophies among advisors. The conversation emphasizes the strategic decisions behind portfolio structuring, questioning the merits of various index options like the S&P 500 versus total market investments. Insights into how firms can leverage their back-office capabilities to serve a broader client base are also explored.In this clip
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Masters in Business
Founder and CIO Rick Ferri: Masters in Business (Audio)
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