The Flexible Advisor

Ep 33: Lessons Learned from the Pandemic and Beyond – With Corey Hoffstein


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During uncertain times, it’s critical that advisors remind and reinforce the value that they are providing to their clients. In this episode, Laura Gregg welcomes Corey Hoffstein, Founder and Chief Investment Officer at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds to advisor firms and institutional investors. …

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The Flexible AdvisorBy Laura Gregg and David Partain