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June 3rd, 2019 by Chris Shuba
It is a cliche to say that financial services are evolving. However, one cliche has been around for some time is still with us. Commoditization is a serious threat because clients increasing have difficulty telling the difference between advisors. Fee compression, technology, and identical service offerings contribute to clients putting all advisors in one category - which leads to commoditization.
March 15th, 2019 by Chris Shuba
Chris Shuba, CEO Helios Quantitative Research, discusses the effect of Interest rates on a bullish market. Bonds not compelling enough to pull investors out of the stock market. Both are part of long-term growth.
April 4th, 2018
Explore a new index-based framework that blurs the lines between active and passive. S&P DJI’s Michael Mell sits with Helios Quantitative Research’s Chris Shuba and Clear Creek Financial’s Ben Warren to discuss a custom approach to financial advice.