Sponsored by As customization becomes a dominant theme in investment management, managers who can offer more personalized solutions stand to build greater client loyalty and demonstrate value for the fees they charge. Tax optimization strategies represent a form of personalized portfolio management that is gaining popularity as a win-win for investors and managers. As a…

In 2023, a year characterized as extremely challenging, gold as an asset exceeded most expectations. Amid high interest rates, geopolitical events and an unclear direction of travel from the Federal Reserve's rate-setting committee, gold returned just over 13% on an annualized basis. And as we move into early 2024, several factors that contributed to gold's…

WealthManagement.com's David Bodamer sits down with Aaron Filbeck, who runs CAIA's UniFi, to learn more about how CAIA contributes to alternative investment education. They explore the recent revision of CAIA's core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset allocation. Aaron focuses on: …

Join us for this exclusive webinar, which will delve into credit market opportunities as investors grapple with the 60/40 portfolio conundrum entering 2024. Higher probabilities of a “soft landing” loved by market participants at the end of last year, with global equity and fixed income asset classes in retreat the good news is delivered in…

Open, honest and candid discussion on DC's year-end results, Pontera's deal with Captrust, Michael Kitces on the DOL rule, EBSA recoveries, and plan sponsor awakening. Source link

Hello and welcome to this week's edition of 401k Real Talk. This is Fred Barstein Contributing Editor at WealthManagement.com's RPA Edge and CEO at TRAU, TPSU & 401kTV – I Review everything from last week's stories and pick the 5 most relevant and interesting offering an open honest and frank discussion that you wouldn't get…

While wellness and mental health have become a more common conversation among the broader US population since the pandemic, it's a topic still untouched by the financial services industry. New research from Kitces.com aims to measure and track trends across advisor wellness, just like the industry benchmarks everything else. Over 1,500 members of financial advisory…

A trio of certified financial planners with a small investment advisory firm registered in northeast San Diego County has filed to form another local RIA in partnership with a family trust, according to federal filings. President Larry Steckler, Vice President Michelle Lin and Client Service Manager Scott Nabb registered Blue Sky Capital Consultants Group with…

The flurry of legal commentary on the Corporate Transparency Act (CTA) has largely focused on arcane rules and confusing exemptions. Because CTAs affect so many customers and the penalties for non-compliance are so severe, we'll focus on practical action steps you can take to address CTAs. Prepare now! Connected: The Corporate and Trusts Transparency Act…

CRM: Redtail CRM We are not heavy CRM users. Our line of Portfolio Advisory Services is $1 million to $10 million in liquid assets. Our Family Service Office line is $10 million and up. We are looking to expand the use of Redtail CRM from Portfolio Advisory Services to other parts of the firm. We…