Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit for Enhancing Investor Experience.
Despite common perception that active beats passive during times of volatility, only 25% of large value, blend and growth mutual funds outperformed their category index during the first quarter of 2023.
Revisor Wealth Management Partners' Landon Jones and Ethan Dunbar discuss the benefits of outsourcing investment management, and all things direct indexing, including how it's different than SMAs.
