Intelligo’s Post

Since joining Intelligo I've come to realize that ODD teams have varying approaches to red flags 🚩 Here's a guide on how to assess these situations when they arise -

AegleWealth is using a new, dynamic investment analytics tool as another data arrow in our quiver. It allows to provide even deeper portfolio analysis by asking the simple question: “What’s Your Risk Number?” This new tool enhances our capacity to collaborate with clients and make sure we are providing the best customer experience by measuring their tolerance for risk and how their portfolio aligns with it. Get in touch with us today to learn more. #DataDriven #FinancialPlanning #WealthManagement

The growth of the evidence-based MPS market is one of the quiet success stories in UK financial services in recent years. Providers like Sparrows Capital Limited and Timeline aren’t just improving investment outcomes.. They’re also allowing financial advisers to spend more time with clients, to focus on areas like financial planning where they really do add value, and to grow their businesses. So what can we expect to see in the MPS space over the next few years? The answer, says Mark Northway, is what he calls “mass customisation” and leveraging technology to deliver the benefits of scale directly to the end investor 👇 PA Adviser #Investing #AssetManagement #MPS #FinancialAdvice

Just in case you want more to read... Our blog page is a great resource for not only financial planning but also personal and professional development 🌟 Check it out ➡️ https://bit.ly/3VPEz7T TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

While facts and figures are a part of the financial plan, they are not the whole story or process. Our planning process takes you on a journey of self-discovery so that you understand what is truly important to you and become empowered to make sure your money works towards those goals. We want you to think of us first when you need solid advice; your one trusted advisor. TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

To improve your odds of financial success in the markets, resist chasing past performance. Some investors select mutual funds based on their past returns. Yet, past performance offers little insight into a fund’s future returns. For example, most funds in the top quarter of previous five-year returns did not maintain a top-quarter ranking over the course of the following five years.

To improve your odds of financial success in the markets, resist chasing past performance. Some investors select mutual funds based on their past returns. Yet, past performance offers little insight into a fund’s future returns. For example, most funds in the top quarter of previous five-year returns did not maintain a top-quarter ranking over the course of the following five years.

Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield

Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield

Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield