Archive

Author Archive for Mark Spina


Three typical approaches to tax-managed investing. And why they’re wrong.

Helping Advisors blog image of man calculating taxes, signifying tax-managed investing strategies

If you’re not paying attention to tax drag on taxable investments, you’re almost certainly paying the price.

April 26, 2018 Categories: Portfolio Corner, Tax Talk
Helping Advisors blog image of airplane climbing to new heights, signifying opportunities with revamped practice management program.

Why practice management is not enough. And why it’s time to transition.

We believe practice management programs require a significant shift in focus to further drive advisor success. Here’s how we plan to do it.

Apr 17, 2018 Categories: The Art of Advising

High-value clients and the asymmetrical nature of advisor math

Gaining high-value clients requires hard work and a disciplined process. Cleaning up a book to create capacity is part of that.

Mar 1, 2018 Categories: The Science of Advising
Dartboard with arrows near center, signifying precision of model strategies

How precise is your professionally-managed model?

The models you choose should offer much more than strategic asset allocation. They should offer truly dynamic tactical adjustments and a level of precision that works to gather in more upside opportunities and minimize uncompensated risks.

Jan 23, 2018 Categories: Portfolio Corner
Chart illustrating research

Mutual fund ratings, The Wall Street Journal and the value of manager research

By definition, mutual fund star-rating systems focus on past performance—not future results. We believe that the key to identifying potential outperformers lies in extensive manager research—and that’s what we do.

Nov 2, 2017 Categories: Portfolio Corner
Wholesaler alpha

Wholesaler alpha: Why you should demand above-benchmark value from your wholesaler.

There’s a lot of chatter about the value of advisors. But, what about the value of wholesalers? How do you know which wholesalers are delivering maximum value?

Oct 3, 2017 Categories: The Art of Advising
Future model

A model for the future: How model portfolios may increase satisfaction and generate net new assets

Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina explains in this post.

Sep 7, 2017 Categories: The Science of Advising
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