Why Do We Persist With 50-Year-Old Theories That Don't Work?

Nov 4, 2010 / By Ronald J. Surz
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In the last 20 years, we have advanced from salesmen to trusted advisors, yet all we offer clients are tired investment solutions like modern portfolio theory, peer groups, and indexes that don't work. Clients deserve—and are demanding—better, but we don't give it to them.

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