Risk management has become the hot button topic for advisors who watched helplessly as client portfolios got dragged on the roller coaster ride of the last several years.

It’s not just about providing due diligence on the portfolio managers you hire. The paradigm has changed for everything from how you structure client portfolios, to your own practice, according to Jeff Montgomery, head of AFAM/Innealta Capital. The Austin, Texas, based firm is a large tactical manager of ETF-based portfolios, and Montgomery works frequently with financial advisors on honing their practices.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access