We are excited to announce the Certified Personal Retirement Specialist™ designation. The Certified Personal Retirement Specialist™ (CPRS™) designation covers topics beyond the CFP Board exam.  In-depth education of retirement planning techniques and actionable examples for how to effectively communicate retirement complexities with clients is a key part of the designation. This comprehensive professional designation is…

One of the most significant trends in the investment industry today is a wave of new alternative products being launched in mutual fund wrappers. This has opened a vast, new marketplace for these hedge fund-like strategies which many have coined the retailization of alternatives. Many expect these newer products, often designed to reduce volatility, will…