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Serving wealth managers' needs is a priority for FolioDynamix. Sharing ideas and dialogue on wealth management and financial markets is important to all of us in understanding and influencing trends in our industry.
Below, are articles and papers you may find beneficial to your business, and we hope you will later provide FolioDynamix with feedback on your views.
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| Advisor Notes - Insights and Observations for Investment Advisors |
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Rethinking Asset Allocation Part II: Use Strategic Tilts to Manage Compensation-for-Risk |
| By - Ron Madey, CFA (Nov - 09) |
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| Rethinking Asset Allocation Part I: Begin with Asset Class Selection |
| By - Ron Madey, CFA (July - 09) |
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| Anatomy of a "Great" Bear Market |
| By - Ron Madey, CFA (Apr - 09) |
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| Credit Markets - Do You Believe What They Are Saying? |
| By - Ron Madey, CFA & Ken Kideckel, CFA (Jan - 09) |
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| The Current Crisis - Setting Another Trap for Investors to Behave Badly? |
| By - Ron Madey, CFA & Ken Kideckel, CFA (Oct - 08) |
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| White Papers - FDx Advisors Investment Research Group Insight |
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| Practice Management - Vendor Outsourcing |
| By - Mike Winkel, CFA & Bill Martin, CFA (July - 09) |
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| Minimizing Taxes by Avoiding Mutual Funds Capital Gains Distributions |
| By - Shari Hensrud-Ellingson (Oct - 08) |
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| The Case for Converting Traditional Managed Account Assets to Overlay |
| By - Bill Martin (Aug - 08) |
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| High Net Worth Needs Open Architectured Overlay Management in the Separate Account World |
| By - Michael Winkel (Aug - 08) |
