The IMF raised red flags for the growth of the private credit market. Blackrock's bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must-reads we found this week for wealth advisors. WealthManagement.com | 09 April 2024 Source link

Sponsored by In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect's Wealth Management Group, talks to Jon Foster, p.resident and CEO of Angeles Wealth, a firm that caters to individuals with investable assets ranging from $10 million to $100 million, bridging the gap between boutique advisory services and full-scale…

Have you ever walked through a busy airport, bus terminal or train station and watched people move through the crowds? Our movement in a complex environment is incredibly impressive. We can have thousands of people running through a crowded environment without bumping into each other. It's so impressive that researchers study crowd movements to help…

Sponsored by As the wealth management and financial advisory landscape continues to rapidly evolve, it becomes imperative for professionals to meet the evolving demands of clients seeking alternatives to traditional investment management. This white paper proposes an integrated approach to holistic wealth management, highlighting the need for a centralized platform that boasts powerful financial planning…

Sponsored by Millennials are expected to inherit trillions of dollars in assets over the next 20 years, which will present opportunities for advisors as well as challenges, especially when it comes to compliance. Almost half of advisors are currently outsourcing regulatory compliance and reporting, which can become problematic as regulations become more complex and firms…

Sponsored by Helping clients achieve their goals sometimes requires sophisticated strategies. Custom indexing can help clients manage capital gains efficiently, harvest tax losses, build portfolios with customized security allocations and more. Jamie Susanin, CFA and senior portfolio manager at Orion, discusses how advisors can use Orion's built-in custom indexing technology to provide flexible solutions for…

Sponsored by For busy continuing education (CE) counselors, credits often fall to the bottom of their to-do lists. However, these are requirements for maintaining certification. Stephanie Sager, principal of Orion Advisor Academy, discusses strategies and tools to make CE more accessible—and enjoyable—for full-time advisors, including Orion Advisor Academy's on-demand mobile-friendly platform with a content library…

Sponsored by Recent studies suggest that investors want personalized guidance that takes into account their overall well-being as individuals, in addition to advice related to financial well-being. Providing these services has become an important added value for advisers. Dr. Daniel Crosby, chief behavioral officer at Orion, explains how Orion's behavioral finance tool, PulseCheck, gives advisers…

Sponsored by Rusty Vanneman, chief investment officer for wealth management at Orion, shares his team's market outlook for 2024. According to Vanneman, while an expensive equity market, inverted yield curve and bullish investor sentiment present signs of concern, there are also reasons for optimism, including high liquidity in the market. Vanneman discusses how investors can…

Sponsored by As the older generation passes an estimated $72 trillion to heirs over the next two decades, it's important for financial advisors and their clients to plan early. Brian Morgan CFP® product director of financial planning at Orion, discusses tools to help advisors build and maintain relationships with heirs and estate planning tools that…