An exclusive cohort of boutique managers.
The boutique manager landscape is our domain – and we make it our goal to stay on top of who’s out there and how they’re performing. Our standards for partnership are high. Every manager is evaluated until we believe they’re capable of delivering results. Every product starts with an idea that we attempt to analyze from every angle. We only want to work with the best. Not everything makes the cut – and it never will.
Insights, Research, and Resources
Dialing Up Your Client Conversations
with Phil Buchanan
November 26, 2024On this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Phil explores key strategies for advisors who are looking to dial up their client conversations. He discusses daily challenges for advisors, actionable tips to have deeper and more meaningful conversations, and building successful practice management strategies.
Are You Ready for the Next Big Thing in Growth?
Here's What to Watch
November 25, 2024In this video, technology analyst, Owen Hyde, and client portfolio manager, Mary Flaherty, of Jennison discuss the ongoing strength of growth stocks, driven by earnings and appropriate valuations, and explore new opportunities beyond the "Magnificent Seven." They highlight key secular growth themes in healthcare innovation, mobility, industrial automation, and artificial intelligence, emphasizing the evolving landscape for growth investors.
The AI Wave is Here
Why It’s Set to Transform Your Daily Life
November 25, 2024In this video, Owen Hyde, a technology analyst at Jennison, and Mary Flaherty, a client portfolio manager, discuss the rapid development of generative artificial intelligence, the multi-year product cycle, and its impact on businesses and consumers. They explore the challenges, opportunities, and potential future growth for artificial intelligence, offering insights for active growth investors.
The Active Advisor Podcast
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