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Join date: Jul 29, 2024
Posts (19)
May 9, 2025 ∙ 1 min
Are you spending too much time juggling client reports instead of growing their wealth?
Introduction to LUMIQ’s B2C platform—how it helps financial advisors streamline client portfolio management, create tailored investment...
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Apr 30, 2025 ∙ 1 min
The Most Overlooked Step in Portfolio Construction
How do you ensure your model portfolios are truly aligned with client goals? When constructing model portfolios, it’s not just about...
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Apr 23, 2025 ∙ 1 min
Portfolio Optimisation: Are You Using the Best Strategy?
Not all portfolios are created equal. Are you optimising yours correctly? Portfolio construction isn’t just about picking assets—it’s...
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