Gaining Perspective
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Northern Trust Asset Management’s 2023 Capital Market Forecast
10/05/2023
Northern Trust Asset Management’s 2023 Capital Market Forecast
Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% over the next 10 years, moderating developed-market inflation of 2.4%, and a lower global equity return of 6.3% a year on average. The CMA report’s asset class forecasts are driven by six key themes that Northern Trust investment experts see affecting markets and the economy over the next 10 years: restraints on global economic growth, geopolitical fault lines, adaptation to persistent inflation, central bank concessions to inflation, a sustainable green transition, and growing private markets. Rooted in the firm’s deep capital market analysis, the CMA report informs the investment decisions and asset allocation recommendations made by Northern Trust, which as of June 30, 2023, had US$1.4 trillion in assets under management. Forecasts are created with a “forward-looking, historically aware” approach, analyzing the past drivers of returns across asset classes and developing investment themes that inform how those return drivers may evolve in the future. - Here is a link to the CMA report- Here is a link to the press release announcing the CMA report- Here is a link to the podcast I did with Chris in October of last year- A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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Preparing for the Sunset of the TCJA Tax Relief
10/02/2023
Preparing for the Sunset of the TCJA Tax Relief
Change is inevitable. When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. One change that is looming is the expiration of provisions that were passed under the Tax Cuts and Jobs Act of 2017 (TCJA). Many of the provisions for individuals, including the higher estate tax exemption and the lower individual income tax brackets, were temporary and will expire (“sunset”) December 31, 2025 without further congressional action. My guests today are two members of the MassMutual team. Lina Storm is the advanced sales & sales enablement marketing director dedicated to MassMutual’s Strategic Distribution team. Kathryn Wakefield is director of advanced sales at MassMutual. - to learn more about MassMutual Whole Life Insurance. A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of The information provided is not written or intended as specific tax or legal advice. MassMutual, its subsidiaries, employees, and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Participating whole life insurance policies are issued by Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001. © 2023 Massachusetts Mutual Life Insurance Company (MassMutual®), Springfield, MA 01111-0001. All rights reserved. . MM202609-306755
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The Outlook for Alternative Investments
09/19/2023
The Outlook for Alternative Investments
Managing volatility is a high priority for advisors. The right investments can stabilize a portfolio and dampen volatility, while keeping goals on track. Increasing bond allocations used to be the standard way to reduce volatility, but with bonds more correlated to equities, their diversification value has decreased. With high inflation, bonds also aren’t providing enough real income for many investors. Demand for private credit has increased because of its low correlation to traditional equities and bonds, and enhanced income potential. As an asset class, private credit has a history of resiliency throughout economic downturns. That was true during the pandemic, and last year when these types of loans largely held up, in contrast to the bond market which had historically bad performance. My guest today will discuss how advisors can reduce volatility, increase income and diversify equity and bond allocations through private credit and other alternatives. - Here is a link to the CION website- A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Future of AI-Powered Investment Management
09/14/2023
The Future of AI-Powered Investment Management
Artificial Intelligence has been a category-killer among investment themes in the past year. Its impact on the wealth management profession has been profound, from gravity-defying value creation on the stock market to optimizing the day-to-day operations of an advisory practice. Every participant in financial services, in companies large or small, needs to embrace and integrate this powerful technology into its future, or risk falling behind. My guest today, Valery Talma, will share his perspective on the state of the art in AI investment management and how advisors can serve their clients better with AI-powered strategies. - Here is a link for more information about Val and QueensField: QueensField AI Technologies website - Product Brochure : QueensField AI Technologies Public Indexes Indexes: Valery Talma Linkedin page: A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Exceptional Opportunity in REITs
09/12/2023
The Exceptional Opportunity in REITs
The rise in global interest rates is driving a “great reset” of real estate values. With the ongoing correction in private markets, REITs offer an attractive entry point with valuations at historic lows. In addition, a number of factors favor REITs: Large differences in valuation between public and private RE markets, while rare, have historically benefited REITs. REITS have historically outperformed the S&P post-Fed tightening cycles. REIT sectors are more concentrated in areas with strong sector secular growth, including senior housing, industrials, data centers, and residential/specialty housing. If the real estate repricing process continues, there will be a wave of consolidation as well-capitalized firms buy attractive properties at steep discounts. Longer-term, falling rates combined with an imbalance of supply and demand will be bullish for REIT valuations. - Here is a link for more information about Rick and PGIM: PGIM Select Real Estate Fund- US Real Estate Fund Performance- Rick’s Latest Perspectives on REITs- A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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ABLE Accounts for the Disability Community
09/05/2023
ABLE Accounts for the Disability Community
One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can. In this session, we talk about one tool that may help with some of the financial responsibilities for supporting your loved one while helping them stay qualified for means-tested benefits supplemental security income (SSI) and Medicaid. My guest will introduce the importance of planning ahead and maintaining eligibility for public benefits whether the family is wealthy or has limited means. - Here is a link for more information about Jeff and Vistica Wealth Advisors: Vistica’s A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Compelling Opportunity in Small-Cap Stocks
08/24/2023
The Compelling Opportunity in Small-Cap Stocks
Several factors point to why this is an exceptional time to invest in small-cap stocks. Small-cap stocks tend to outperform after inflation peaks and in the aftermath of recessions. Small-cap valuations are at 20-plus-year lows relative to large-cap equities. Earnings revisions for small caps are stabilizing and beginning to outpace those of large caps. The M&A market is recovering, which historically correlates with improved small cap performance. - Here is a link for more information about Eric and Penn Capital: Penn Capital web site- Connect with Eric Green on LInkedIn- Penn Capital Special Situa�ons Small Cap Equity Fund (PSCMX) fact sheet- Penn Capital Mid Cap Core Fund (PSMPX) fact sheet- A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Future of Private Equity for the RIA Profession
08/17/2023
The Future of Private Equity for the RIA Profession
Private equity has backed many of the recent acquisitions in the RIA profession. Indeed, approximately 77% of in the first quarter of this year involved private-equity funding. Many of the largest acquirers are backed by PE firms, including Mariner, Carson, Mercer, Focus, Savant, Pathstone and the Wealth Exchange Group. When evaluating a PE-backed acquirer, there are a few things to consider, including possible drawbacks and how it will impact the future of your firm. - Here is a link for more information about Advisor Growth Strategies: Advisor Growth Strategies website - John Furey bio - John Furey’s Advisor Perspectives article, The Permanent Role of Private Equity in the RIA Profession - AGS’ annual report, the RIA Deal Room, which shares real-time, data-driven M&A industry trends looking at the mechanics underlying transactions - A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Strategy Behind Last Year’s Top-Performing Small-Cap Fund
08/10/2023
The Strategy Behind Last Year’s Top-Performing Small-Cap Fund
The SouthernSun Small Cap fund (symbol: SSSIX) is up 13.5% this year, versus 10.33% (as of July 18, 2023) for its Morningstar small-blend peer group. Last year was even more impressive, when it was down only -1.37%, versus its peer group, which was down -16.24%, putting SSSIX in the first percentile of that peer group. It has approximately $400 million in assets and is a highly concentrated portfolio, with only 21 holdings as of March 31, 2023. - Here is a link for more information about SouthernSun: SouthernSun web site- SSSIX fact sheet and performance- Important Disclosures AUM mentioned is as of 07/18/2023; Morningstar Ranking out of 611 funds in the Morningstar Small Blend category for 1-year period ended 12/31/2022. Past performance is no guarantee of future results; The information discussed represents the opinion of the host, and is subject to change. It is not intended to be a forecast of future events, a guarantee of future results, and is not intended as an offer or solicitation of the Fund nor any other products or services. It is for general informational purposes only and should not be considered an individualized recommendation or investment advice. Some of the statements contained in this podcast may be forward-looking and contain certain risks and uncertainties. Investing involves risk, including the possible loss of principal. A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Future of Advice is Fee-Based
08/01/2023
The Future of Advice is Fee-Based
Great things rarely occur within your comfort zone. Earning revenue via commission-based mutual funds or annuities might seem straightforward and familiar, but it isn’t a sustainable way to grow your practice. There’s been a steady trend in the advisory profession to fee-based practices and holistic wealth-management services. But just because this trend is widespread doesn’t mean that transitioning to fee-based models comes without challenges. My guest today, Jen Gloss, will discuss the why and how of transitioning from commissionable products to fee-based wealth management. - If you’re thinking about transitioning to fee-based, but also thinking about the challenges you’ll face, download our guide: The Future of Advice Is Fee-Based. What's Holding You Back? - This guide explores the three fears many advisors face when considering the move from a commission to fee-based model and ways to overcome those fears, including: How to price your services and create more stable revenue for your business; Communication tips to help you discuss this change with your clients; and Simple, five-step process for making the transition easy for you and your clients. See how to tackle the obstacles advisors commonly cite to making the transition to fee-based with guidance, best practices, and insights to help you pave the way to a fee-based model. Get the guide here- Here is a link for more information about AssetMark: AssetMark web site- A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Case for Private-Market Investing
07/27/2023
The Case for Private-Market Investing
Hamilton Lane (Nasdaq: HLNE) is one of the largest private-market investment firms globally, with nearly $857 billion in assets under management, providing innovative solutions to institutional and private wealth investors around the world. In this episode, my guest, Steve Brennan, will discuss the private market opportunity for advisors and HNW investors. For financial advisors looking to minimize the impact of public-market volatility on their clients’ portfolios, private equity is a long-term investment vehicle that gives an investor an extended period to invest their money and protect it from the turbulence of the markets. Private-market investing can provide gains for HNW investors who have traditionally focused on real estate and private-credit strategies. But many advisors still don't invest in private markets. Steve will discuss the opportunity in private investing, how it works, and most importantly, how to use it in the context of a portfolio. - Here is a link for more information about Hamilton Lane: 2023 Market Overview - A Guide To Private Markets - Hamilton Lane’s Private Wealth Knowledge Center- A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The All-Weather Approach for an Unpredictable Future
07/25/2023
The All-Weather Approach for an Unpredictable Future
Standpoint is an investment firm focused on providing all-weather investment solutions to U.S. financial advisors. An all-weather approach is an asset allocation methodology that diversifies across geographic regions, asset classes, and investment styles. The goal of this multi-layered diversification is to shield investors from the pitfalls of concentrated investing by relying on thoughtful preparation rather than unreliable predictions. - Here is a link for more information about Standpoint: BLNDX/REMIX Performance Highlights - A comparison of the top 20 liquid alt funds - Standpoint's most recent market commentary - A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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Inside the Latest High-Income ETFs
07/20/2023
Inside the Latest High-Income ETFs
NEOS is an ETF sponsor, and its ETFs aim to deliver the next evolution of options strategies that seek income as the outcome. Built on decades of research and experience, NEOS ETFs aim to empower investors with portfolio building blocks to provide high monthly income, tax efficiency, and diversification through data-driven options-based ETFs. Today, we’ll be speaking with Garrett Paolella of NEOS investments, to learn more about its suite of ETFs, its potential benefits, and where they may fit in investment portfolios. - Here is a link for more information about NEOS: NEOS Website: Schedule a Meeting: NEOS ETF Comparisons: SPYI: CSHI: BNDI: A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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Help Clients Prepare, Not Predict
07/18/2023
Help Clients Prepare, Not Predict
Uncertainty around the direction of inflation, interest rates, and the U.S. economy will continue to drive market volatility. Doug Wolff, the CEO of Security Benefit – a leader in the U.S. retirement industry – is my guest today to offer valuable insight on how to navigate this landscape for the remainder of 2023 and beyond. The traditional 60/40 asset mix is facing several challenges due to that volatility. Both stocks and bonds were battered in 2022, and while both have come back a bit this year, the uncertainty makes it difficult to optimize portfolio allocations. Doug will discuss bond alternatives, like fixed-rate annuities, to diversify and de-risk client portfolios. - Here is a link for more information about Security Benefit: Security Benefit website - A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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The Trends in Private-Credit Investing
07/13/2023
The Trends in Private-Credit Investing
Churchill Asset Management invests in middle-market companies. It is part of Nuveen, and it raises capital from investors through comingled funds, separately managed accounts, business development companies (BDCs) and collateralized loan obligations (CLOs). In February, Nuveen and Churchill announced the launch of PCAP, a BDC that offers individual investors access to private capital investments across the U.S. middle market. My guest today, Alona Gornick, works with advisors who invest in this space. She will discuss the market environment and how advisors are approaching it, the risk-return profile for this type of investment, and the questions advisors should ask as they approach this opportunity. - Here is a link for more information about Churchill Asset Management: Churchill Asset Management web site A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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New Actively Managed ETF Targets Industrial Technology
06/29/2023
New Actively Managed ETF Targets Industrial Technology
Spear Advisors is a fundamental asset manager specializing in industrial technology. My guest today is the founder of Spear. She will explain how investors can do better than passively tracking the broader market. You will hear why adding a thoughtfully managed product to your portfolio can help you capture more upside in the long run. - Here is a link for more information about Spear Advisors: The Spear Advisors website - A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of
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Bond Allocations that Protect Against Inflation
06/22/2023
Bond Allocations that Protect Against Inflation
Few of the advisors who will listen to this podcast have had professional careers that spanned a period of rising interest rates. But rates have been rising, and passive allocations to bonds or stocks cannot be counted on to provide the same results they did for the last 40 years. Given that regime change, my guest today is here to discuss what should be the appropriate allocation to fixed income in a multi-asset portfolio. We will discuss how advisors should think about liquidity in their bond allocations, and to what extent tactical adjustments will be needed. - Here is a link for more information about BlackRock and its ETF lineup: The 360 evaluator tool - The iBonds ladder tool - The recent iShares fixed income whitepaper, “The Great Reset” - A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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The Advantages of Donor-Advised Funds
06/15/2023
The Advantages of Donor-Advised Funds
Schwab Charitable donors gave $4.7 billion in 2022 despite the difficult economic environment, up 7% from the year before. Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds and philanthropic resources that make charitable giving tax-smart, simple, and efficient. Here today to talk about how advisors can help support clients’ charitable giving and planning, and the benefits a donor-advised fund provides is Fred Kaynor. - Here is a link for more information about Schwab Charitable: Why charitable giving matters to clients - A comprehensive guide to create a giving strategy - How a Schwab Charitable account works - Ways to invest clients’ charitable assets - Tax-smart charitable giving tips to share with your clients - Stories of Impact—Alex and Will Ed - A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of ”
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The Hidden Benefits of 529 Plans
06/13/2023
The Hidden Benefits of 529 Plans
Saving for college and other educational needs is one of the most pressing financial planning concerns. Investors are looking to their financial advisors for guidance. In this episode, we’re going to look at the role 529 plans play and why they’re so important in improving client outcomes and in supporting practice management. My guest, Leslie Geller, will be talking about the expanded set of educational expenses 529 assets can fund, details of Capital Group’s CollegeAmerica savings plan – one of the largest in the country with approximately $80 billion in assets under management, as well as how Secure 2.0 has lowered barriers to opening and funding a 529. - Here is a link for more information about Capital Group and its 529 offerings: CollegeAmerica 529 Savings Plan - 529 Advisor Research Report – Benefits and Barriers: How advisors and clients view education savings in the current market - My previous podcast with Leslie: The Questions to Ask Your Female Clients - A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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How to Visualize Your Clients’ Assets and Financial Needs
06/08/2023
How to Visualize Your Clients’ Assets and Financial Needs
Asset-Map is a tool for financial professionals to visually map and provide feedback on their client’s financial picture. With better insights into a client’s financial inventory, advisors can help clients identify risks, opportunities and track progress to their financial goals. Adam Holt joins me to discuss Asset-Map and his vision for the future of technology-enabled advice delivery. - Here are some links for more information about Asset-Map: Asset-Map’s company David Leo’s on Asset-Map, How Asset-Map Serves a Multi-Service Financial Organization Asset-Map’s tool. A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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The Case for Non-U.S. Allocations
06/06/2023
The Case for Non-U.S. Allocations
At of the start of this year, Rick Pitcairn took on a new position as the chief global strategist at Pitcairn, a 100-year-old multi-family office with $7bn in client assets. In this position, he is focusing on macro-economic trends and is searching for new global initiatives that will add to the firm’s growth. Rick recently journeyed to India where he met with some of the wealthiest local families to discuss multi-generational wealth transfer. He saw that people all around the world want the same things, including economic security and a safe environment to raise their children. But the investing and business environments differ significantly. Rick knows that U.S. investors have a home bias, but he saw substantial economic growth is happening outside our borders. Rick is here to discuss if an international allocation is appropriate or too risky. - Here are some links for more information Rick and Pitcairn: bio company website A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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How SmartAsset Connects Advisors to Prospects
06/01/2023
How SmartAsset Connects Advisors to Prospects
As an advisor-growth solution, SmartAdvisor™ continuously focuses on helping advisors grow their practices. Last month, in April 2023, it acquired DeftSales, a leading prospect engagement company for financial professionals. DeftSales and SmartAsset™ will combine to offer a robust user interface that is fully compliant, including automated campaigns and analytics, which allow advisors to spend more time honing their communications and improving their skills. - Here is a link for more information about SmartAsset: SmartAsset’s website - A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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Size, Value and Factor Exposures Improve Retirement Outcomes
05/30/2023
Size, Value and Factor Exposures Improve Retirement Outcomes
Some of the most common questions clients ask advisors revolve around : How should I save for retirement? Will I have enough money to retire? Will I be able to leave something behind for my children or for philanthropic causes? New research from addresses these questions. The study found that investors who tilt towards size, value, and profitability in their equity allocation are likely to enter retirement with significantly more assets, sustain their retirement spending longer, and to leave behind larger bequests than with a standard, broad-market-index portfolio. Given the popularity of broad market indexing, the findings have implications for advisors. Joining us to talk about the research is Mathieu Pellerin. - Here is a link for more information about Mathieu’s research: A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of ”
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A New, Low-Cost REIT ETF
05/23/2023
A New, Low-Cost REIT ETF
Many investors view as an attractive long-term investment opportunity that plays an important role in . With that in mind, Columbia Threadneedle Investments recently announced the expansion of its offerings with the launch of the Columbia Research Enhanced Real Estate ETF (Ticker: CRED). The fund offers investors and allocators an accessible, research-driven way to gain exposure to the real estate asset class. REITS have a history of low correlations and attractive long-term returns and have a strong historical performance record in high inflation. According to a recent Columbia Threadneedle survey, 93% of financial advisors plan to maintain or increase their real estate allocations over the next 12 to 24 months. - Here are some links for more information on Columbia Threadneedle and its ETF product line: A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of ”
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How to Invest in Innovation
05/18/2023
How to Invest in Innovation
BNY Mellon Investment Management recently launched its latest suite of thematic ETFs, including the BNY Mellon Innovators ETF. It is managed by John Porter, who joins us today to discuss the ETF, what it means to invest in innovation, and why thematics. The BNY Mellon Innovators ETF was created to support innovation across a wide range of industries and sectors, not just technology. It invests in companies that can provide economic benefits, create new jobs, and improve the quality of life for people worldwide. John’s broad definition of innovation is unique and we’re here to discuss more about the strategy with him. - Latest suite of thematic ETFs: Here are some additional resources to learn more about Newton Investment Management: BNY Mellon Investment Management ETFs: Newton Investment Management: John Porter’s LinkedIn: Thematic ETF Launch Press Release: BNY Mellon Investment Management Thematic ETF Suite: A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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Robert Sofia on the Trends Reshaping Advisor Marketing
05/16/2023
Robert Sofia on the Trends Reshaping Advisor Marketing
Building a marketing presence is essential to the success of an advisory practice. Gone are the days of dinner seminars and cold calling. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media and text messaging. To make that challenge more daunting, it must be done at scale and continually adapt to new technology. My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing. - Here are some links for more information on Robert and Snappy Kraken: · Robert’s personal · Snappy Kraken’s A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of ”
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How to be Heroes in Your Client’s Eyes
05/11/2023
How to be Heroes in Your Client’s Eyes
According to from Fidelity, just one in five advisors has an asset-weighted client age under 60. The average firm derives an overwhelming majority of its revenue from older clients, yet advisors have initiated contact with just 13% of their clients’ children. Meanwhile, despite women’s burgeoning share of the wealth pie, financial professionals are missing out on to serve them via segment-specific experiences, appropriately tailored enablement programs, and targeted products and services. Here today to talk about how advisors can engage with and offer products that resonate with next-gen and female clients is Zach Conway. - Here are links to additional information about Seeds and Zach: (article in Advisor Perspectives) Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
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The Behavioral Benefits of Annuities
05/09/2023
The Behavioral Benefits of Annuities
Last year, 2022, saw record annuity sales across several categories. Now, nearly halfway through 2023, many of the same macro-economic factors that drove sales last year are still present. While it’s too soon to say what 2023 annuity sales will look like, our guest today will share why annuities can be a valuable addition to a retirement strategy, regardless of market and economic conditions. - Here are some links for more information on New York Life’s annuities: Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
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The Power of an Insourced CIO
05/04/2023
The Power of an Insourced CIO
Helios was founded in 2016 with the goal of equipping advisors with new and relevant tools that could drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. Chris Shuba identified services that lacked innovation and were too expensive. He and his team created their own service category – the insourced CIO (iCIO), to provide three outcomes for a firm: differentiation, increased profitability and scale and efficiency. - Here are some additional resources to learn more about Chris and Helios: Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
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How to Educate "Next-Gen" Clients about Investing
05/02/2023
How to Educate "Next-Gen" Clients about Investing
Educating children on basic financial concepts from an early age can set a practice apart while empowering your clients’ children. The benefits of doing so are many, including earning goodwill and trust from parents and providing an opportunity to connect with the “next-gen” investor in early and constructive ways. - Here are some additional resources to learn more about Phillipp and Bento Engine: Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
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