After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.
Insights from Eric Granat, portfolio manager & equity derivatives analyst at Fidelity, on active management, and explicit cost models in crafting robust hedging strategies.
Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.
Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
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