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.
Its 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.
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