Zacks Investment Management

Custom and tailored models can enable advisors to deliver personalization, risk management, and a truly unique value proposition to their clients. But when factor tilts are diligently incorporated into these models, the real power of […]

Today, advisors are increasingly likely to use tailored models to differentiate themselves from the competition. With tailored models, portfolios can be aligned with client’s goals and preferences. They are flexible and offer solutions that are […]