Aug 27, 2021
The big story in the ETF industry over the last several years has been the growth of options-based strategies. Those products have accumulated assets at a rapid pace. They are offering advisors and their clients low-cost solutions that have return profiles, including downside protection and upside participation, that...
Aug 24, 2021
Financial firms are not growing and not adapting as quickly as businesses in other industries. Slow to employ new technologies, look at client segmentation, and consider new outlets for client growth, the financial industry seems stuck in a bygone era. Matt Reiner shares a solution to these issues.
Aug 23, 2021
My guest today, Stephanie Bogan, is here to talk about the key trends that will drive growth in the advisor profession over the next several years. We all know that the pandemic has disrupted the ways advice is marketed and delivered, placing a lot more emphasis on technology and competitive differentiation. Stephanie...
Aug 17, 2021
Insurance-backed investments, or annuities, offer unique benefits not available in other asset management or investment strategies. And RIAs are starting to see the light, according to a recent survey from RetireOne and Protective Life Insurance. David Stone, RetireOne’s CEO, is my guest today, and will outline the...
Aug 12, 2021
The wealth management industry is consolidating. A global pandemic did not slow the pace of merger and acquisition activity, with advisory practices being bought up by roll-up firms, banks and larger advisory firms. Some of the activity was fueled by private equity money and cheap debt financing abetted by the...