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name>VettaFi | Advisor Perspectives/name>
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published>2022-10-18T21:03:33+00:00/published>
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media:title>The Case for Annuities in Today’s Market/media:title>
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media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/14/the-case-for-annuities-in-todays-market
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
___________________________
About This Episode
There are continuing pressures on investment portfolios as advisors and their clients need to manage pressures, they have not seen for 20 years: market volatility, inflation, rising interest rates and a potentially rising tax rate environment. Some of these pressures have not surfaced in 20 years. Now may be an opportune time to look at other strategies to help clients protect their portfolios.
About Our Guests
Steve Scanlon is Head of Individual Retirement for Equitable, and a member of the Operating Committee. In this role, he drives the strategy for the Individual Retirement business, including distribution, product, inforce portfolio, M&A, capital and strategic relationships./media:description>
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id>yt:video:-TtTdvhvn7Q/id>
yt:videoId>-TtTdvhvn7Q/yt:videoId>
yt:channelId>UChjvZT8Ehv2JAoaE7gqJSFQ/yt:channelId>
title>The Future for Alternative Investing/title>
link rel="alternate" href="https://www.youtube.com/watch?v=-TtTdvhvn7Q"/>
author>
name>VettaFi | Advisor Perspectives/name>
uri>https://www.youtube.com/channel/UChjvZT8Ehv2JAoaE7gqJSFQ/uri>
/author>
published>2022-10-18T20:54:30+00:00/published>
updated>2024-03-15T07:46:05+00:00/updated>
media:group>
media:title>The Future for Alternative Investing/media:title>
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media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/13/the-future-for-alternative-investing
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
___________________________
About This Episode
CAIS is a truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale. Advisors do not have the same access to alternative investments as large institutions. Without that access, advisors have fewer tools to capitalize on opportunities or withstand market downturns. This unlevel playing field puts financial advisors at a meaningful disadvantage when building and protecting wealth. CAIS is aiming to change that.
About Our Guest
Abby Salameh serves as CAIS’ chief marketing officer and managing director, CAIS IQ, where she leads the firm’s brand and media strategy, corporate communications, channel marketing, conferences/events and the CAIS IQ business unit. Ms. Salameh has over 20 years of experience in the independent wealth ecosystem.
Before joining CAIS, she served as Hightower’s Chief Marketing Officer, taking the firm through a strategic rebrand that helped support the transformation of the firm from a recruiter of ex-wirehouse advisors into a serial acquirer of RIAs.
Prior to that, Ms. Salameh was CMO at Private Advisor Group, a $20 billion RIA, where she spent six years creating top-line solutions for independent advisors and driving both organic and inorganic growth. She has also previously held leadership positions at Fusion Advisor Network, where she successfully led the company’s sale to NFP, and was Head of Marketing for Institutional Services at TD Ameritrade and TD Waterhouse Institutional Services. Ms. Salameh began her career at Sanford C. Bernstein before moving on to become a founding member of the team that launched InvestmentNews.
Ms. Salameh is a member of the FSI Growth & Marketing Council, a member of the Invest in Others Board of Directors, a vetted industry speaker and a regular volunteer at her local animal shelter. She holds an MBA from the NYU Stern School of Business and a Bachelor’s degree in Finance from Hofstra University./media:description>
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title>Technology Trends that are Reshaping the Advisor Profession/title>
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author>
name>VettaFi | Advisor Perspectives/name>
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published>2022-10-12T18:02:06+00:00/published>
updated>2024-03-23T09:49:14+00:00/updated>
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media:title>Technology Trends that are Reshaping the Advisor Profession/media:title>
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media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/11/technology-trends-that-are-reshaping-the-advisor-profession
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
_____________________________
About This Episode
The right technology platform with the right integrations and support is critical to the success of an advisor's growth and client engagement. Each piece must be right, but it's the blending that drives the value. Understanding the advisor's needs and involving them in the decision process is vital to the success. This needs to be done at all levels of product development, from strategy and design, to testing, support and ongoing feedback. My guest today will explain how he has managed and navigated this process with one of the largest advisor networks, Commonwealth Financial.
About Our Guests
Patrick Daniel joined Commonwealth in December 2000 as a developer on the application solutions team, helping build many of the core tools used by advisors, staff and clients. He shifted into a managerial role, helping grow the team and drive the evolution of product areas focused on asset management, reporting, planning, document management and client experience. In January 2019, he became director, advisor technology solutions./media:description>
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id>yt:video:vi4C7N_7NgQ/id>
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title>The Latest Developments in Direct Indexing/title>
link rel="alternate" href="https://www.youtube.com/watch?v=vi4C7N_7NgQ"/>
author>
name>VettaFi | Advisor Perspectives/name>
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published>2022-10-07T13:45:22+00:00/published>
updated>2024-03-14T05:22:21+00:00/updated>
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media:title>The Latest Developments in Direct Indexing/media:title>
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media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/06/the-latest-developments-in-direct-indexing
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
_______________________________
Direct indexing is the most powerful trend sweeping through the advisory profession. When done right, it lets clients build low-cost, tax-efficient, and highly customized portfolios. Those portfolios can track a broad market index or implement a factor-based strategy. They can follow an ESG or sustainability mandate. Here to discuss the latest developments in the direct indexing world are two members of Envestnet’s management team.
Brandon Thomas joins us as QRG’s managing principal and chief investment officer and is responsible for the firm’s strategy and oversees portfolio management capabilities. Brandon is also a co-founder of Envestnet and the co-chief investment officer of Envestnet.
As QRG’s principal and director of quantitative research, Janis Zvingelis, PhD, CFA, is responsible for leading QRG's research efforts and oversees the firm’s trading functions. Janis is a member of both QRG affiliates Envestnet | PMC and Envestnet Retirement Solutions Investment Committees./media:description>
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id>yt:video:hyJ9_dbhuLs/id>
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title>Northern Trust Asset Management’s Capital Market Forecast/title>
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author>
name>VettaFi | Advisor Perspectives/name>
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/author>
published>2022-10-05T16:09:13+00:00/published>
updated>2024-03-22T16:44:21+00:00/updated>
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media:title>Northern Trust Asset Management’s Capital Market Forecast/media:title>
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media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/05/northern-trust-asset-managements-capital-market-forecast
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
_________________________________
Every year, Northern Trust Asset Management issues a multi-asset class, five-year investment outlook known as its Capital Market Assumptions Report. Per the recently released 2023 edition, Northern Trust is expecting market returns to be slightly below long-term historical averages. While they believe lower stock valuations may provide some support, upside will be limited by higher interest rates. They see a somewhat similar dynamic playing out with bonds, where returns will be supported by higher yields that will be capped by flatter global yield curves. Among the six investment themes they’ve identified as driving markets over the next five years are Slow Growth Transitions, which looks at such slow transitions across the globe as pandemic to endemic; globalization to regionalization; and fossil fuels to renewables. Here today to discuss CMA’s themes and forecasts is Chris Shipley.
Chris Shipley is chief investment strategist for North America at Northern Trust Asset Management, which offers the extensive lineup of Northern mutual funds and FlexShares ETFs. He is responsible for the strategic and tactical asset allocation policy for its institutional and wealth management clients. Chris is a voting member of the firm’s tactical asset allocation committee and investment policy committee. He also is co-portfolio manager of the Northern Global Tactical Asset Allocation Fund./media:description>
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id>yt:video:8BilreQXMCs/id>
yt:videoId>8BilreQXMCs/yt:videoId>
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title>The Untold Story of Convertible Bonds/title>
link rel="alternate" href="https://www.youtube.com/watch?v=8BilreQXMCs"/>
author>
name>VettaFi | Advisor Perspectives/name>
uri>https://www.youtube.com/channel/UChjvZT8Ehv2JAoaE7gqJSFQ/uri>
/author>
published>2022-10-05T15:37:42+00:00/published>
updated>2024-03-14T01:37:24+00:00/updated>
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media:title>The Untold Story of Convertible Bonds/media:title>
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media:thumbnail url="https://i1.ytimg.com/vi/8BilreQXMCs/hqdefault.jpg" width="480" height="360"/>
media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/09/29/the-untold-story-of-convertible-bonds
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXf...
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
____________________________________________________
There is no relief in sight. The market remains volatile. Both equity and fixed-income assets are taking a beating as investors grapple with 40-year-high inflation and the Federal Reserve’s attempts to rein it in. My next guest says there is potential upside in this tumultuous market. He claims high volatility has historically had positive effect on a little-known class of bonds known as convertibles. He will explain why adding convertible bonds to your portfolio is a smart move as we weather this financial storm.
Michael Miller is president and chief investment officer of Wellesley Asset Management, Inc where he is responsible for convertible bond research and product development. He directs the firm’s trading, private client, and institutional teams and oversees day to day operations, strategic planning and execution./media:description>
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title>Episode 323: Joe Namath, Bernie Sanders and the Medicare Dilemma for Clients/title>
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author>
name>VettaFi | Advisor Perspectives/name>
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/author>
published>2022-09-22T21:09:50+00:00/published>
updated>2024-03-22T04:11:06+00:00/updated>
media:group>
media:title>Episode 323: Joe Namath, Bernie Sanders and the Medicare Dilemma for Clients/media:title>
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media:description>â–ş Links to resources mentioned: https://www.advisorperspectives.com/podcasts/gaining-perspective
â–ş Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
â–ş Find us on Twitter: https://twitter.com/AdvPerspectives
â–ş Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
_________________________________
The commercials are relentless. Cleverly nestled between episodes of Matlock and Golden Girls, each ad features boomer-friendly celebrities like Joe Namath, Mike Ditka and Jimmie “JJ” Walker breathlessly imploring viewers to find out if they’re missing out on “important new Medicare benefits.” And, to do so now “before it’s too late!”
“Call the number on your screen now,” urges Broadway Joe in one Medicare Advantage plan spot. “It’s free!”
And call they do.
My guest is here to explain why Joe Namath and others may be the biggest threat to your clients’ retirements.
About Our Guests
Melinda Caughill is the co-founder of 65 Incorporated. Her firm offers the i65 Medicare guidance software. Melinda uses her expertise to provide seniors, their families, and their professional advisors with unbiased, expert Medicare guidance.
Show Notes
Here is a link to the article Melinda wrote for Advisor Perspectives: Why Joe Namath May Be the Biggest Threat to Your Clients’ Retirement - https://www.advisorperspectives.com/articles/2022/05/03/why-joe-namath-may-be-the-biggest-threat-to-your-clients-retirement
Here is a link to Melinda’s company, 65 Incorporated - https://www.i65.com//media:description>
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yt:videoId>evZW5B77gQM/yt:videoId>
yt:channelId>UChjvZT8Ehv2JAoaE7gqJSFQ/yt:channelId>
title>MassMutual’s Flexible Whole Life Insurance Portfolio/title>
link rel="alternate" href="https://www.youtube.com/watch?v=evZW5B77gQM"/>
author>
name>VettaFi | Advisor Perspectives/name>
uri>https://www.youtube.com/channel/UChjvZT8Ehv2JAoaE7gqJSFQ/uri>
/author>
published>2022-09-01T16:51:19+00:00/published>
updated>2024-03-05T15:02:13+00:00/updated>
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media:title>MassMutual’s Flexible Whole Life Insurance Portfolio/media:title>
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media:description>Guarantees. Valuable income tax advantages. A commitment to long-term value. Take a fresh look at MassMutual’s comprehensive whole life insurance portfolio with benefits to meet a variety of client needs. These include guaranteed death benefit protection, cash value accumulation, and a balance of both. We display our products on a spectrum to help identify which may best meet your client’s long-term financial goals.
Introduce your clients to a financial solution that offers guarantees and long-term value they can count on for life./media:description>
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title>Advisor Perspectives Thought Leader Summit 2022/title>
link rel="alternate" href="https://www.youtube.com/watch?v=zq_xl3DAiDE"/>
author>
name>VettaFi | Advisor Perspectives/name>
uri>https://www.youtube.com/channel/UChjvZT8Ehv2JAoaE7gqJSFQ/uri>
/author>
published>2022-07-26T14:20:25+00:00/published>
updated>2024-03-14T00:17:02+00:00/updated>
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media:title>Advisor Perspectives Thought Leader Summit 2022/media:title>
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media:description>Advisor Perspectives Thought Leader Summit is a two-day virtual event on the long-term trends affecting the advisory profession.
Join us on Tuesday, August 16, 2022, and Wednesday, August 17th, 2022, for an opportunity to earn up to 10 free CE credits, hear from industry thought leaders on forward-thinking financial topics and connect with other financial professionals.
Register today https://thoughtleader2022.advisorperspectives.com//media:description>
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title>Advisor Perspectives Premium Membership/title>
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name>VettaFi | Advisor Perspectives/name>
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published>2022-06-13T19:50:02+00:00/published>
updated>2024-03-21T21:15:49+00:00/updated>
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media:description>AP Premium enables you to seamlessly curate, customize and share exceptional, insightful and educational content with your clients and prospects without building a marketing team.
Premium is a simple and effective way to:
- Increase your thought leadership
- Keep clients & prospects informed
- Support financial journalism
Visit https://www.advisorperspectives.com/member to learn more and sign-up today./media:description>
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title>Breakaway Implications: The Impact Your Firm Partner Can Have on Efficiency/title>
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author>
name>VettaFi | Advisor Perspectives/name>
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58 percent more face-to-face time with clients
28 percent less time on compliance
29 percent less time on trading and rebalancing
Take control of how you spend your time. Are you ready to make an informed decision about your independence? Get started today- https://www.commonwealth.com/your-advantage?utm_source=advisor_perspectives&utm_medium=video_ad_november_22&utm_campaign=oceans_2022&utm_term=text_link&utm_content=your_advantage/media:description>
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title>Advisor Perspectives Launches Subscription-Based Communication Solution for Financial Professionals/title>
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name>VettaFi | Advisor Perspectives/name>
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media:description>For more information, or to sign up for AP Premium please visit advisorperspectives.com/member.
--------
Advisor Perspectives, a premier digital publisher for the financial advisory profession, today announced the launch of its subscription-based premium membership service.
Designed for financial professionals, Advisor Perspectives’ new premium membership service lets subscribers browse, white-label and share content from a robust library of articles, commentaries, market summaries and more created by leading industry experts. Members also have the ability to hand-pick their favorite articles from Advisor Perspectives and curate their own personal libraries./media:description>
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media:description>Buying or selling a home is a complicated, expensive undertaking that presents an opportunity for you to deepen your client relationships. Advisor Mike Rodenbaugh of Boardwalk Financial Strategies shares his perspective on helping smooth a real estate transaction, providing important counsel on affordability, cash flow, retirement impact, mortgage financing and estate planning. For example, he says, “down payment sourcing creativity” may be needed for a client buying a new home before selling a current home./media:description>
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title>John Cole Scott Interval Funds/title>
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author>
name>VettaFi | Advisor Perspectives/name>
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media:description>As you hunt for yield with less exposure to market volatility, you may want to consider Interval Funds, an unlisted type of closed-end fund. John Cole Scott, chair of the nonprofit Active Investment Company Alliance, says Interval Funds have been around a long time but are now gaining “traction.” While they do not trade on an exchange, they are readily available from fund families and offer a range of asset classes including alternative-style investments. AICA is hosting a free online Interval Fund “boot camp” on March 31./media:description>
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Advisor Perspectives
26.09.2023 · 15:40:08 ···
21.10.2022 · 12:16:40 ···
20.04.2023 · 20:31:21 ··· 5 ··· ··· 15 ···
27.07.2024 · 04:58:47 ···
21.10.2022 · 12:16:40 ···
20.04.2023 · 20:31:21 ··· 5 ··· ··· 15 ···
1:: VettaFi Announces Acquisition of Advisor Perspectives
01.01.1970 · 01:00:00 ··· 20.10.2022 · 13:35:36 ··· ··· ··· ··· ··· ··· Acquisition of leading interactive publisher for RIAs, wealth managers and financial advisors advances VettaFi’s growth strategy, further powers the firm’s efforts to transform financial services from an industry to a community.
2:: The Case for Annuities in Today’s Market
01.01.1970 · 01:00:00 ··· 18.10.2022 · 21:03:33 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/14/the-case-for-annuities-in-todays-market
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
► Find us on Twitter: https://twitter.com/AdvPerspectives
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___________________________
About This Episode
There are continuing pressures on investment portfolios as advisors and their clients need to manage pressures, they have not seen for 20 years: market volatility, inflation, rising interest rates and a potentially rising tax rate environment. Some of these pressures have not surfaced in 20 years. Now may be an opportune time to look at other strategies to help clients protect their portfolios.
About Our Guests
Steve Scanlon is Head of Individual Retirement for Equitable, and a member of the Operating Committee. In this role, he drives the strategy for the Individual Retirement business, including distribution, product, inforce portfolio, M&A, capital and strategic relationships.
3:: The Future for Alternative Investing
01.01.1970 · 01:00:00 ··· 18.10.2022 · 20:54:30 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/13/the-future-for-alternative-investing
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
► Find us on Twitter: https://twitter.com/AdvPerspectives
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___________________________
About This Episode
CAIS is a truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale. Advisors do not have the same access to alternative investments as large institutions. Without that access, advisors have fewer tools to capitalize on opportunities or withstand market downturns. This unlevel playing field puts financial advisors at a meaningful disadvantage when building and protecting wealth. CAIS is aiming to change that.
About Our Guest
Abby Salameh serves as CAIS’ chief marketing officer and managing director, CAIS IQ, where she leads the firm’s brand and media strategy, corporate communications, channel marketing, conferences/events and the CAIS IQ business unit. Ms. Salameh has over 20 years of experience in the independent wealth ecosystem.
Before joining CAIS, she served as Hightower’s Chief Marketing Officer, taking the firm through a strategic rebrand that helped support the transformation of the firm from a recruiter of ex-wirehouse advisors into a serial acquirer of RIAs.
Prior to that, Ms. Salameh was CMO at Private Advisor Group, a $20 billion RIA, where she spent six years creating top-line solutions for independent advisors and driving both organic and inorganic growth. She has also previously held leadership positions at Fusion Advisor Network, where she successfully led the company’s sale to NFP, and was Head of Marketing for Institutional Services at TD Ameritrade and TD Waterhouse Institutional Services. Ms. Salameh began her career at Sanford C. Bernstein before moving on to become a founding member of the team that launched InvestmentNews.
Ms. Salameh is a member of the FSI Growth & Marketing Council, a member of the Invest in Others Board of Directors, a vetted industry speaker and a regular volunteer at her local animal shelter. She holds an MBA from the NYU Stern School of Business and a Bachelor’s degree in Finance from Hofstra University.
4:: Technology Trends that are Reshaping the Advisor Profession
01.01.1970 · 01:00:00 ··· 12.10.2022 · 18:02:06 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/11/technology-trends-that-are-reshaping-the-advisor-profession
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
► Find us on Twitter: https://twitter.com/AdvPerspectives
► Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
_____________________________
About This Episode
The right technology platform with the right integrations and support is critical to the success of an advisor's growth and client engagement. Each piece must be right, but it's the blending that drives the value. Understanding the advisor's needs and involving them in the decision process is vital to the success. This needs to be done at all levels of product development, from strategy and design, to testing, support and ongoing feedback. My guest today will explain how he has managed and navigated this process with one of the largest advisor networks, Commonwealth Financial.
About Our Guests
Patrick Daniel joined Commonwealth in December 2000 as a developer on the application solutions team, helping build many of the core tools used by advisors, staff and clients. He shifted into a managerial role, helping grow the team and drive the evolution of product areas focused on asset management, reporting, planning, document management and client experience. In January 2019, he became director, advisor technology solutions.
5:: The Latest Developments in Direct Indexing
01.01.1970 · 01:00:00 ··· 07.10.2022 · 13:45:22 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/06/the-latest-developments-in-direct-indexing
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
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_______________________________
Direct indexing is the most powerful trend sweeping through the advisory profession. When done right, it lets clients build low-cost, tax-efficient, and highly customized portfolios. Those portfolios can track a broad market index or implement a factor-based strategy. They can follow an ESG or sustainability mandate. Here to discuss the latest developments in the direct indexing world are two members of Envestnet’s management team.
Brandon Thomas joins us as QRG’s managing principal and chief investment officer and is responsible for the firm’s strategy and oversees portfolio management capabilities. Brandon is also a co-founder of Envestnet and the co-chief investment officer of Envestnet.
As QRG’s principal and director of quantitative research, Janis Zvingelis, PhD, CFA, is responsible for leading QRG's research efforts and oversees the firm’s trading functions. Janis is a member of both QRG affiliates Envestnet | PMC and Envestnet Retirement Solutions Investment Committees.
6:: Northern Trust Asset Management’s Capital Market Forecast
01.01.1970 · 01:00:00 ··· 05.10.2022 · 16:09:13 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/10/05/northern-trust-asset-managements-capital-market-forecast
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
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_________________________________
Every year, Northern Trust Asset Management issues a multi-asset class, five-year investment outlook known as its Capital Market Assumptions Report. Per the recently released 2023 edition, Northern Trust is expecting market returns to be slightly below long-term historical averages. While they believe lower stock valuations may provide some support, upside will be limited by higher interest rates. They see a somewhat similar dynamic playing out with bonds, where returns will be supported by higher yields that will be capped by flatter global yield curves. Among the six investment themes they’ve identified as driving markets over the next five years are Slow Growth Transitions, which looks at such slow transitions across the globe as pandemic to endemic; globalization to regionalization; and fossil fuels to renewables. Here today to discuss CMA’s themes and forecasts is Chris Shipley.
Chris Shipley is chief investment strategist for North America at Northern Trust Asset Management, which offers the extensive lineup of Northern mutual funds and FlexShares ETFs. He is responsible for the strategic and tactical asset allocation policy for its institutional and wealth management clients. Chris is a voting member of the firm’s tactical asset allocation committee and investment policy committee. He also is co-portfolio manager of the Northern Global Tactical Asset Allocation Fund.
7:: The Untold Story of Convertible Bonds
01.01.1970 · 01:00:00 ··· 05.10.2022 · 15:37:42 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/2022/09/29/the-untold-story-of-convertible-bonds
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXf...
► Find us on Twitter: https://twitter.com/AdvPerspectives
► Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
____________________________________________________
There is no relief in sight. The market remains volatile. Both equity and fixed-income assets are taking a beating as investors grapple with 40-year-high inflation and the Federal Reserve’s attempts to rein it in. My next guest says there is potential upside in this tumultuous market. He claims high volatility has historically had positive effect on a little-known class of bonds known as convertibles. He will explain why adding convertible bonds to your portfolio is a smart move as we weather this financial storm.
Michael Miller is president and chief investment officer of Wellesley Asset Management, Inc where he is responsible for convertible bond research and product development. He directs the firm’s trading, private client, and institutional teams and oversees day to day operations, strategic planning and execution.
8:: Episode 323: Joe Namath, Bernie Sanders and the Medicare Dilemma for Clients
01.01.1970 · 01:00:00 ··· 22.09.2022 · 21:09:50 ··· ··· ··· ··· ··· ··· ► Links to resources mentioned: https://www.advisorperspectives.com/podcasts/gaining-perspective
► Subscribe to our Podcast on Spotify: https://open.spotify.com/show/6v6TIXfhP0Ug7kZFdPxjwz
► Find us on Twitter: https://twitter.com/AdvPerspectives
► Subscribe to our newsletters for free: https://www.advisorperspectives.com/subscribe
_________________________________
The commercials are relentless. Cleverly nestled between episodes of Matlock and Golden Girls, each ad features boomer-friendly celebrities like Joe Namath, Mike Ditka and Jimmie “JJ” Walker breathlessly imploring viewers to find out if they’re missing out on “important new Medicare benefits.” And, to do so now “before it’s too late!”
“Call the number on your screen now,” urges Broadway Joe in one Medicare Advantage plan spot. “It’s free!”
And call they do.
My guest is here to explain why Joe Namath and others may be the biggest threat to your clients’ retirements.
About Our Guests
Melinda Caughill is the co-founder of 65 Incorporated. Her firm offers the i65 Medicare guidance software. Melinda uses her expertise to provide seniors, their families, and their professional advisors with unbiased, expert Medicare guidance.
Show Notes
Here is a link to the article Melinda wrote for Advisor Perspectives: Why Joe Namath May Be the Biggest Threat to Your Clients’ Retirement - https://www.advisorperspectives.com/articles/2022/05/03/why-joe-namath-may-be-the-biggest-threat-to-your-clients-retirement
Here is a link to Melinda’s company, 65 Incorporated - https://www.i65.com/
9:: MassMutual’s Flexible Whole Life Insurance Portfolio
01.01.1970 · 01:00:00 ··· 01.09.2022 · 16:51:19 ··· ··· ··· ··· ··· ··· Guarantees. Valuable income tax advantages. A commitment to long-term value. Take a fresh look at MassMutual’s comprehensive whole life insurance portfolio with benefits to meet a variety of client needs. These include guaranteed death benefit protection, cash value accumulation, and a balance of both. We display our products on a spectrum to help identify which may best meet your client’s long-term financial goals.
Introduce your clients to a financial solution that offers guarantees and long-term value they can count on for life.
10:: Advisor Perspectives Thought Leader Summit 2022
01.01.1970 · 01:00:00 ··· 26.07.2022 · 14:20:25 ··· ··· ··· ··· ··· ··· Advisor Perspectives Thought Leader Summit is a two-day virtual event on the long-term trends affecting the advisory profession.
Join us on Tuesday, August 16, 2022, and Wednesday, August 17th, 2022, for an opportunity to earn up to 10 free CE credits, hear from industry thought leaders on forward-thinking financial topics and connect with other financial professionals.
Register today https://thoughtleader2022.advisorperspectives.com/
11:: Advisor Perspectives Premium Membership
01.01.1970 · 01:00:00 ··· 13.06.2022 · 19:50:02 ··· ··· ··· ··· ··· ··· AP Premium enables you to seamlessly curate, customize and share exceptional, insightful and educational content with your clients and prospects without building a marketing team.
Premium is a simple and effective way to:
- Increase your thought leadership
- Keep clients & prospects informed
- Support financial journalism
Visit https://www.advisorperspectives.com/member to learn more and sign-up today.
12:: Breakaway Implications: The Impact Your Firm Partner Can Have on Efficiency
01.01.1970 · 01:00:00 ··· 22.04.2022 · 20:09:30 ··· ··· ··· ··· ··· ··· You may think that going independent means you’ll have less time for client interactions—after all, you’ll have an office to run. Well, that’s not true for breakaway advisors who partner with the right firm. A Cerulli Associates study breaks down how much time breakaway advisors save by partnering with Commonwealth. You’ll get stats such as:
58 percent more face-to-face time with clients
28 percent less time on compliance
29 percent less time on trading and rebalancing
Take control of how you spend your time. Are you ready to make an informed decision about your independence? Get started today- https://www.commonwealth.com/your-advantage?utm_source=advisor_perspectives&utm_medium=video_ad_november_22&utm_campaign=oceans_2022&utm_term=text_link&utm_content=your_advantage
13:: Advisor Perspectives Launches Subscription-Based Communication Solution for Financial Professionals
01.01.1970 · 01:00:00 ··· 03.12.2021 · 18:59:41 ··· ··· ··· ··· ··· ··· For more information, or to sign up for AP Premium please visit advisorperspectives.com/member.
--------
Advisor Perspectives, a premier digital publisher for the financial advisory profession, today announced the launch of its subscription-based premium membership service.
Designed for financial professionals, Advisor Perspectives’ new premium membership service lets subscribers browse, white-label and share content from a robust library of articles, commentaries, market summaries and more created by leading industry experts. Members also have the ability to hand-pick their favorite articles from Advisor Perspectives and curate their own personal libraries.
14:: Mike Rodenbaugh Real Estate
01.01.1970 · 01:00:00 ··· 23.03.2021 · 15:13:57 ··· ··· ··· ··· ··· ··· Buying or selling a home is a complicated, expensive undertaking that presents an opportunity for you to deepen your client relationships. Advisor Mike Rodenbaugh of Boardwalk Financial Strategies shares his perspective on helping smooth a real estate transaction, providing important counsel on affordability, cash flow, retirement impact, mortgage financing and estate planning. For example, he says, “down payment sourcing creativity” may be needed for a client buying a new home before selling a current home.
15:: John Cole Scott Interval Funds
01.01.1970 · 01:00:00 ··· 23.03.2021 · 15:03:09 ··· ··· ··· ··· ··· ··· As you hunt for yield with less exposure to market volatility, you may want to consider Interval Funds, an unlisted type of closed-end fund. John Cole Scott, chair of the nonprofit Active Investment Company Alliance, says Interval Funds have been around a long time but are now gaining “traction.” While they do not trade on an exchange, they are readily available from fund families and offer a range of asset classes including alternative-style investments. AICA is hosting a free online Interval Fund “boot camp” on March 31.