Many of you now have or will soon be prepared to allocate some of your funds to riskier endeavors such as equity participation in the markets. With automation on the horizon of the industry taking a few moments to understand the basics and determine your position on the practice will equip you well for where the industry is headed. While not critical knowledge I have several clients a week inquiring about this, two years ago I had exactly none bringing the topic up. I recommend clicking on the article's links as well, they dive a bit deeper into the nuts and bolts of the process. When the time comes to evaluate or re-evaluate your investment management over the years this is likely to come in handy. Read the article here.