$6.5B RFG Advisory Launches Suite of Active ETFs
Wealth Management
JUNE 25, 2025
RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.
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Wealth Management
JUNE 25, 2025
RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.
Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
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Nerd's Eye View
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Nerd's Eye View
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Nerd's Eye View
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The Big Picture
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Peneva joined Swiss Re in 2017, becoming co-head of client solutions & analytics, before being named Group Chief Investment Office and member of the Group Executive Comittee in 2023. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important.
Nerd's Eye View
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Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.
Wealth Management
JULY 2, 2025
At Wealth Management EDGE , I had the privilege of moderating a panel— “Work Smarter, Not Harder: AI’s Role in Operational Excellence” —where we talked about how artificial intelligence is already automating advisor workflows, transforming client meetings into structured insights, and reshaping the nature of operational roles within firms.
International College of Financial Planning
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To fulfil the aspirations of a medium sized clients, SEBI has come out with the product like Specialised Investment Funds (SIF) which has 10 lakhs of investing requirement. The Client First approach is the Need of the hour with multiple products flowing into the mark.
Truemind Capital
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AI could eventually take over such tasks: – Investment recommendations based on past performance – Standard asset allocation models taught in theory and even used by many wealth managers – Service aspects regarding operations like transactions, reporting, changes in credentials, etc.
The Big Picture
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And find the entire musical playlist of all the songs I have used on At the Money on Spotify TRANSCRIPT: Speak to any financial advisor and they’ll tell you one of the biggest challenges they have professionally is getting clients to actually spend their money after decades of working and saving and investing. Why is figuring out.
Yardley Wealth Management
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Tobias Financial
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Accordingly, there is a strong case for investors to rely on a consistent approach to asset allocation—making a long-term plan and sticking to it. __ Source: Dimensional Fund Advisors Tobias Financial Advisors is registered as an investment advisor with the SEC. On the contrary, it may lead to costly mistakes.
Carson Wealth
JANUARY 22, 2025
The process of diversifying among asset classes is known as asset allocation, and the exact composition should be based on your financial goals and risk profile. You can also further diversify within an asset class. You should be re-evaluating your asset allocation at regular intervals to keep your portfolio on track.
The Big Picture
JULY 1, 2025
There’s interesting clients, there’s quite a lot of us partners there. I mean, I was in Zurich, but I was serving a lot of the European clients. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. But then it’s up to the client to implement it.
Random Roger's Retirement Planning
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Random Roger's Retirement Planning
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Random Roger's Retirement Planning
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The first example to look at they call Leverage In The Strategic Asset Allocation via this table in the paper. The paper introduces the idea of mixing momentum and value in some combo that they never quantified as a possible substitute for low volatility before digging in more deeply into different examples or cases.
The Big Picture
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Tobias Financial
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Truemind Capital
JANUARY 10, 2025
I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. During this recent correction, none of our clients reached out to us with concerns. Because our client’s portfolios declined much less than the correction in the markets.
Gen Y Planning
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Random Roger's Retirement Planning
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My hunch is that this is nowhere close to being over but client outcomes are not relying on that hunch being correct. Other than having the proper asset allocation and addressing sequence of return risk when relevant, I would not want to get too aggressive, like selling 95% of my stocks, trying to fight that inertia.
Random Roger's Retirement Planning
DECEMBER 22, 2024
GAA stands for Global Asset Allocation and it has been lagging for 15 years. The next allocation in this set but don't completely forget is a first responder type of defensive. For me this is AGFiQ US Market Neutral Anti-Beta ETF (BTAL) which is a client and personal holding. Northrup Grumman and CBOE are client holdings.
Random Roger's Retirement Planning
DECEMBER 23, 2024
This is a little bit of a follow up to yesterday where I mentioned the Global Asset Allocation as mentioned in a paper by Meb Faber. Today, Meb Tweeted out a reference to the Atlas Lifted report from Robeco which references a similar idea, the Global Market Portfolio which is allocated as follows.
Truemind Capital
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We are advising clients to avoid fresh property purchases at this stage. Truemind’s Model Portfolio – Current Asset Allocation Personal Finance Capsule: Changing world order and what you should do? However, real estate overall has become expensive.
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Random Roger's Retirement Planning
NOVEMBER 21, 2024
There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). PPFIX, MERIX and BTAL are client and personal holdings. Offering diversified exposure to U.S. Treasuries, real estate, gold, and agricultural commodities."
The Big Picture
JUNE 23, 2025
Steve Laipply : Yeah, so I, I think that group, the idea was to work with institutional clients to really help them manage risk, right? You need to get those assets allocated, you know, on a risk basis. Tell us a little bit about your time at Bank America Merrill Lynch. We, we launched money market ETFs.
Random Roger's Retirement Planning
MARCH 21, 2025
One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives.
Random Roger's Retirement Planning
FEBRUARY 14, 2025
Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. QGMIX is a client and personal holding.
The Big Picture
JANUARY 21, 2025
But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And one of the common conversations is, I have a client, he’s got millions of dollars invested. We can’t get him to spend money.
Random Roger's Retirement Planning
JANUARY 22, 2025
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The Big Picture
APRIL 8, 2025
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The Big Picture
JULY 15, 2025
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Wealth Management
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Truemind Capital
APRIL 11, 2025
Have exposure to Gold: We have been investing 15-20% of all our client’s portfolios in Gold since 2018 (when quantitative tightening was reversed to easing) 2. Diversify across asset classes – equity, debt & Gold and across geographies. Stick to your suitable asset allocation. Focus on valuations.
Random Roger's Retirement Planning
NOVEMBER 17, 2024
MDCEX is in Morningstar's Tactical Asset Allocation (TAA) category and the Fidelity info page for the fund offers the following comparison to other funds. I built out the following to backtest where the only difference is a 20% allocation to MDCEX or iShares Aggregate Bond ETF (AGG). BTAL is a client and personal holding.
Truemind Capital
APRIL 18, 2025
This market correction opened up opportunities for us to realign portfolios in line with our strategic asset allocation framework. Real Estate has become expensive, and we are advising our clients against fresh purchases. Still, sentiment remains fragile, especially with US-China tensions flaring up again.
The Big Picture
MAY 7, 2025
His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). He is also the author of multiple books, the Intelligent Asset Allocator, four Pillars of Investing, investors Manifesto, and on and on. Did you develop systems for managing assets and dealing with clients or checklists?
Wealth Management
MAY 19, 2023
Education on key asset allocation strategies is necessary to get clients ready for their golden years.
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