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You may have heard of Markowitz’s Critical Line Algorithm, or CLA. CLA was Markowitz’s attempt to solve the problem of portfolio optimization using quadratic math. For a couple reasons is was an ingenious invention. But it also has its problems. The problem with CLA is that it demonstrates large changes in the portfolio with small changes in the forecasted returns of assets. This is a big problem...

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I know, "data flow" sounds a little pretentious, and what the heck does it mean? The core of your business works between several key applications: a financial planning application, a portfolio management system, of course a CRM, and maybe one or two others.  So what happens is client data needs to go from one thing to the next. For most advisors, this leads to multiple efforts to...

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