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In a rapidly changing industry, it’s easy for yesterday’s innovation to become tomorrow’s inertia. Today, I believe that observation applies to many financial advisors who have built businesses around “asset allocation.”

In 1995 and 1996, asset allocation was a cutting-edge concept. Many advisors who advocated it gained competitive advantage, while enhancing their investment discipline and client services. Now, a major bull and bear market later, some of those allocation programs haven’t changed much. In many cases, the client profiling process, asset classes, model portfolios, client presentations, and reporting formats have become ingrained.

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