Today’s Talk Your Book is brought to you by Helios:
See here to learn more about Helios’ AI developments and their new trading capabilities.
On today’s show, we discuss:
- How 2023 went for financial advisors
- Struggles with being a diversified investor during concentrated performance periods
- The growth of advisor tech in 2024
- Helios’ utilization of AI
- How difficult it is to explain quant models to advisors
- The issue with quant strategies and portfolio turnover for advisors
- Helios’ new trading execution
- The operational process between Helios and in-house CIOs
- Helios and crypto interest
- Custom models and algorithms for advisors
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