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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

Let’s say your planning tool doesn’t integrate with your CRM. An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. No problem.

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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

And be certain to listen to the end, where Griffin shares how he segments clients based on complexity and the number of meetings and other touchpoints they need during the year (which doesn't necessarily line up directly with the investible assets they bring to the firm), how Griffin leverages third-party investment managers to save time on investment (..)

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

With that background, he will offer alternative investment options both from third-party asset managers and his proprietary relationships. Related: Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B The difference is, there are a lot of people in the wealth space that haven’t really been involved with these asset classes.”

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Diversification is SO Back

Wealth Management

Zephyr , is an award-winning asset and wealth management software that offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel.

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Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs

Nerd's Eye View

For prospects concerned about long-term AUM costs – and financial advisors exploring the benefits of a financial planning engagement with them – it may be helpful to highlight the value advisors provide beyond 'just' asset allocation.

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Implementing Retirement Income Guardrails To Facilitate (The Right) Spending Raises And Spending Cuts

Nerd's Eye View

In addition to explaining withdrawals in dollar terms, advisors can also present a client’s asset allocation in dollar terms (instead of the more usual approach of explaining the allocation in percentages) by framing it as the number of years of income that would be protected from stock market fluctuations (e.g.,

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#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro

Nerd's Eye View

In this episode, we talk in-depth about Mark's approach to implementing Liability-Driven Investing, or LDI, which involves understanding a client's year-by-year retirement spending needs and then creating an asset allocation designed to generate sufficient income to meet these specific spending liabilities as they come due, how leveraging an LDI approach (..)