After doubling in size over the last three years, CEO Joe Duran is going outside the industry, bringing in a retail marketing exec from Oakley Inc., with visions of creating an easily recognizable, digitally based, consumer-facing United Capital brand.
Asset prices have decoupled from fundamentals, giving investors a smooth ride—so far. But there is a difference between the investment journey and the destination, and investors are right to be concerned about what happens when fundamentals start to matter again.
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it's coming. Advisors shouldn’t try to invest around a down market, but they should prepare their clients for the inevitable bumps.
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