Hi Daryl,
This is something that we see from time to time as well. The best solution for us has been to implement a data-aggregation system within our practice. The one that we use is E-Money, but there are others that
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Daryl,
Separately managed account information is available on several of Morningstar's advisor products. I believe they are also available on platforms like Wilshire's.
All great answers. It's a fascinating question which would indeed require a crystal ball to answer accurately. I will say this: as others have pointed out, which the data confirms, investing in any individual security brings
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Weatherly's contact with the founders of BrightScope over the last 5 years has been nothing but ethical and dynamic. Their logical and linear way of bringing solutions to the marketplace is a breath of fresh air.
