[The growing financial industry shift from a sales and product oriented practice to a holistic financial and retirement planning profession has forced advisors to think about investment vehicles in new ways.
[The seemingly endless nearly-13-year bull market has engendered for many financial advisors a growing, uneasy feeling that has been known to develop into a downright anxiety over where to invest clients’ money.
[The “democratization of financial services” is a major war cry and strategic goal for many FinTech companies. This endeavor allows a much broader base of investors the access and ease of transacting across all investment opportunities.
"We decided to provide evidence that by adding a layer of trend rating and validation to any investment strategy, you can generate alpha via profiting from the performance dispersion that is observable in their underlying investment