March 29, 2024
Funds

Retired Investors Can Benefit From Actively Managed Funds. It’s All in the Timing.

Many advisors are turning away from mutual funds in favor of exchange-traded funds and separately managed accounts to build client portfolios. But not Jeff Leonard, founder and managing partner of Leonard & Martens, a 25-year-old Anchorage, Alaska, practice under the Raymond James umbrella with $1.2 billion in assets under management. Leonard has tried SMAs and

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