Active or passive? It’s Not Quite That Simple
Alex Morris, Managing Director of Vestmark Advisory Solutions, Inc., discusses actively managed vs passively managed accounts and how your management style doesn’t have to be either/or. Sift through some data that supports an argument that active assets (RPM, UMA, etc.) are changing format while the massive outflow to ETFs is not the same as passive management.
Technology Changing the Way Advisors Help Clients
Wayne Gilpin, Senior VP, Global Partners of Vestmark speaks about technology trends, how technology changes the way advisors deliver services to clients, and the importance of up and coming parternships with Vestmark.