Your Take

Your Take

Financial advisors and other industry insiders share their unique perspectives on specific issues related to wealth management and portfolio construction through this regular Your Take series.

Your Take gives readers a direct connection to thought leaders who share their thoughts on a broad range of topics most relevant to the financial planning industry.

Do you have an opinion that you want to share with other members of the financial planning community? We encourage financial professionals to send us their ideas for a Your Take column to us at [email protected].

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Your Take: Upending Portfolio Management

Your Take | May 01, 2024