Entering a new year is a great time to reassess investment priorities to ensure firms are positioned for a brighter financial future. As wealth management firms prepare to lead their advisors and clients into a new decade, we believe the following five areas are critical considerations for long-term success:
A view into diversification: active and passive management.
Searching for brighter returns.
Have private markets obstacles gone away?
Looking to model portfolios.
Viewing tax impacts through the correct lens.