Advisor Confidence Index (ACI)

Movers and Shakers:

A Comparison of Tactical and Strategic Advisory Practices

The investment advisor world can be divided into many subsets. There are wealth managers and investment advisors. Big firms vs. smaller firms. Older firms vs. newer firms. Sole practitioners vs. multi-principal shops. But one of the biggest differentiators is in the area of investment management: specifically, active (or tactical) vs. strategic firms.

In recent years, more and more advisors are becoming tactical in order to find opportunity and hedge

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