Jul 30, 2021
The Boston Consulting Group just released its 19th annual Global Asset Management report. The report, The $100 Trillion Machine, takes a look at some of the most promising ways that asset managers can become private market investment leaders in a post-pandemic economy, including developing products for retail investors,...
Jul 27, 2021
Early adopters to VIX options, Brian Stutland and Joe Tigay were active pit traders who grew the firm into the largest electronic market makers of VIX options at a time when VIX popularity was second only to the SPX. The team identified a knowledge gap for advisors wanting to hedge for their customers versus...
Jul 26, 2021
With the SECURE Act 2.0, Improving Access to Retirement Savings Act, looking like it will become law, 401(k)s and other retirement plans finally have a chance to recover some of the ground lost as defined contribution plans eclipsed defined benefits.
Jul 15, 2021
Charitable giving is triggered by one of five events, when clients have:
1. Experienced a financial life-changing liquidity or similar event;
2. Had a life-threatening health situation themselves or have a family member who has, and they want to honor them;
3. Expressed an interest in talking to the next...
Jul 14, 2021
Today's market presents a unique set of challenges to building robust portfolios. Advisors have a wide range of client preferences and needs that those portfolios must address. My guest, Eric McArdle, is here to discuss how to identify the most critical portfolio challenges, both market-based and client-based, and...