VIDEO: Van Eyk warning on portfolio construction

Stephen van Eyk and prominent US academic Tobias Moskowitz have urged financial advisers to consider alternative investment strategies that reduce tail risk without necessarily diminishing returns.

The two both put forward their ideas to financial advisers and dealer group heads at an AQR University presentation on financial research.

To hear from van Eyk, click on the video below.

 

 

To hear from Moskowitz, click on the video below.

 

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Peak Wealth Management’s Andrew Debono talks expansion plans

Peak Wealth Management’s Andrew Debono talks expansion plans

With the two-adviser firm looking to expand and make its first acquisition, Peak Wealth Management founder Andrew Debono tells Professional Planner about his plans for growth, how he became an adviser and the benefits and hurdles of running a self-licensed small firm.

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