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Leveraging Technology & Data
Getting More From Data: How Advisors can Strengthen Their Value Proposition
Discover the benefits of data analysis and how advisors can use data to better support clients.
Behavioral Finance
Diversification: The Power of Winning by Not Losing
Just as we laud improbable and memorable athletic achievements without adequately accounting for risk and counterfactuals, we do likewise with large and singular financial events.
Behavioral Finance
Being Okay Can Help You Reach Your Goals
Simply being “okay” is often considered to be somewhat unsatisfying. Brinker Capital explains why okay is a good thing.
Leveraging Technology & Data
How to Use Big Data to Your Advantage
Data aggregation and analytics are top of mind for advisers, but how can they help your clients? Anil Arora of Envestnet Yodlee offers some strategies.
Leveraging Technology & Data
A Tale of Two Billboards
This piece is approved to use with clients.
Brinker Capital's Information Security Officer discusses the Equifax breach and how advisors and clients can keep their systems protected.