Rating the Quarterback

Who do wealth owners trust most for financial advice? Outside their family officers, it's their lawyers and accountants. Clearly these advisors are not experts in the stock market. But what they can bring to the table is independence, strategic expertise and now with a new tool developed by a Wharton School professor the ability to evaluate the investment counselors who are acting as quarterbacks

Who do wealth owners trust most for financial advice? Outside their family officers, it's their lawyers and accountants. Clearly these advisors are not experts in the stock market. But what they can bring to the table is independence, strategic expertise and now — with a new tool developed by a Wharton School professor — the ability to evaluate the investment counselors who are acting as quarterbacks for wealthy clients' portfolios. This tool, called “Alpha Star,” enables those who are not fi

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