"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
[Better research can lead to smarter investments by uncovering more opportunities to capture alpha and manage risk. In that ongoing pursuit, the traditional approach to doing “great research” has radically changed from just reading all av
[In a business environment of accelerating change, financial advisor professionals need to regularly review and rethink every aspect of their business – their business model, operations, client engagement strategies, product/service mix, and b
"Most important, improving communication quality and frequency with personalized insights, targeted signals, and specific Next-Best-Actions maximizes and reinforces advisor relevance." - Nathan Stevenson, CEO of ForwardLane
"Our view is that diversification by investing methodology and strategy, as well as by manager and timeframe represents a modern take on portfolio design and diversification." - Tactical Fund Investors
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