The Benefits of Multiple Money Managers

    There is a popular saying that "two heads are better than one." When it comes to managing your clients' money, maybe more than two heads is even better. Investors can fin... Learn more

    The Pros and Cons of ETFs

    Exchange traded funds (ETFs) have become a popular investment vehicle mainly because they are easy to buy, can be inexpensive, and can offer various levels of focus and d... Learn more

    What Are Fractional Shares?

    Investing in fractional shares has become increasingly popular in the past few years, yet some of your clients may still be unfamiliar with this investment technology. Th... Learn more

    Introduction to Sustainable Investing

    As most of you have long since realized, sustainable and responsible investing is more than just a niche. Increasingly, investors are asking how they can make a social an... Learn more

    The Pros and Cons of Mutual Funds

    Mutual funds are popular investment vehicles because they are managed by professionals, can provide diversification, and the investment minimum is usually modest. However... Learn more

    The Psychology of Investing

    Many people believe that the smartest investors are the most successful investors. They think that a brilliant mind can suss out the nooks and crannies of the stock marke... Learn more

    The Dos and Don’ts of Virtual Client Meetings

    As firms and clients increasingly move to remote working, following these simple steps can help you thrive. Learn more

    Outsourcing Lets Advisors Shine

    Many advisors struggle daily to get the support and materials they need, spend hours each day on back office operations, and wind up with less time for what they do best:... Learn more

    EQIS announces addition of industry veteran Bob Herrmann as CEO

      Industry veteran Bob Herrmann has joined the firm as Chief Executive Officer.  Mr. Herrmann represents the latest example of EQIS’ continued investment in its executive... Learn more

    How to Communicate with Clients in a Crisis

    In times of crisis, it’s important to give some thought to constructing a plan for the optimal approach to addressing your clients. Freedom Advisors would like to share w... Learn more