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Searching for Operational Alpha at GAIM Ops West Coast

The term “operational alpha” crept into our industry’s lexicon a couple of years ago. Borrowing a term we use to denote -superior performance above a benchmark, this twist on “alpha” is about improving operational performance by uncovering hidden cost savings

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Posted in Traditional and Alternative Asset Management

Recap: Seen and Heard at the 2016 FPA BE Conference

Held over 3 days last week at the Baltimore Convention Center the 2016 FPA “BE” conference gathered over 2,000 advisors, industry experts, consultants, and top technology providers for educational sessions, networking opportunities and the chance to see the latest in

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Posted in Advisors, Asset Managers, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

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