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2 posts in April 2016

Managed Futures – Setting Expectations

April 25, 2016

As we review the current results of various Managed Futures strategies we find a wide set of potential returns, as well as a wide variety of options as to the type of investments offered. These strategies include single manager, multi manager and indexed. Most of the liquid strategies have 3 years or less of returns…

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Everyone Deserves a Second Chance

April 7, 2016

The first quarter of 2016 provides advisors with a significant opportunity to ready their process for the oncoming DOL standard. With equities having their poorest yearly start in history, then bouncing back with a vengeance, bonds defying most predictions and Gold being the leading asset (+14%) class for returns, the cyclical nature of the markets…

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Orion Acquires Advizr, Inc.
We are excited to help you deliver a best-in-class client experience with our acquisition of this next-gen financial planning and client experience tech provider. Learn more at our upcoming webinar.
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