Model portfolios have become an essential component of virtually every advisor’s investment processes. Models can be constructed to meet investor profiles, including their level of risk tolerance, need for income, or tax considerations. Countless third parties, including many asset managers, offer models. That has led other firms to create model marketplaces, where advisors can research and choose from commercially available model portfolios.
My guest today is Lee Andreatta of Advyzon Investment Management, and his firm just announced that it has added a model marketplace that enhances its TAMP offering and moves Advyzon closer to offering a fully comprehensive solution for financial advisors and investment managers to run their firms.
Western countries have become increasingly wary of sharing technology with China, with the US and Netherlands recently imposing new restrictions on exports of semiconductors and the equipment used to make them.
Almost $1.5 trillion of US commercial real estate debt comes due for repayment before the end of 2025. The big question facing those borrowers is who’s going to lend to them?
Volatility can be challenging but it also creates opportunities. In our view, rotating across sectors within the investment grade market is the most effective way to take advantage of price fluctuations and generate alpha.
Fifteen years ago, in 2008, the Federal Reserve started an experiment in monetary policy, switching from a “scarce reserve” system to one based on “abundant reserves.” This switch has created massive problems that are hitting not just the private banking system but the Fed itself.
There is a lot riding on the monthly jobs report, which comes out tomorrow. For the economy, more jobs are good: more workers, more wage income, more spending ability, and so forth. There’s no real downside.
Safe and risky: the final frontier. These are the voyages of the retiree on her lifecycle mission: to explore strange new investments. To seek out safety and protect against inflation. To boldly go where no woman has gone before!
When banks started going belly-up, the reaction in bonds was emphatic. Two-year Treasury yields slid a percentage point over three days in March, the most since 1982.
To understand the common mistakes high-net-worth individuals make and how to address them, I spoke to experts in the field.
Shares of China’s state-owned enterprises have been a hot trade in a mostly lackluster equities market this year, but disappointing earnings are causing investors to reassess their bullish bets.
First, Goldman Sachs Group Inc. highlighted Bitcoin as the best-performing asset in terms of absolute and risk-adjusted returns earlier this year. Then the banking crisis happened and the largest digital coin rose to its highest price in ten months. It's enough to make even some naysayers reconsider.
Rick Rieder and team argue that a major shift in market perception of growth, inflation and policy trajectories means investors should consider calling a "time-out" to reassess portfolios.
Implications of the ongoing volatility in the banking sector, and what it means for markets in Europe and globally—check out highlights from our most recent discussion with Kim Catechis, Investment Strategist, Franklin Templeton Institute.
Everyone knows it by now: 2022 was not a kind year for investors, particularly balanced fund investors. There were no silver linings, no shelter from the storm; it seemed that no matter what levers you had in place to protect clients’ wealth, there was very little to cheer about on investor return statements.
In the face of banking stress and a hawkish Federal Reserve, stocks have advanced impressively so far this year, but narrow breadth doesn't bode well for continued strength.
Senior Fixed Income Analyst Bedford Lydon shares three factors that may affect states' creditworthiness in a downturn.
Inflation regimes often coincide with changing political regimes and agendas, much of which stems from the rise of populism and fiscal dominance. As a result of decades of globalisation and rising wealth inequality, we may well be entering a new regime - one of higher inflation and higher inflation volatility.
After a weak February, markets rallied in March. U.S. markets were up by low single digits, while bond markets were in the same range. International markets also showed modest gains, with developed markets about the same as the U.S. and emerging markets doing slightly better.
Many advisors today are helping clients with a broad range of their financial planning needs.
There are very few superstars who didn’t protect and manage their time well. But there are many others who live with disorganization every day and wonder why they can’t hit their goals.
We recently had an offsite for our team – we are 250 people. The offsite included just the 40 senior-level leaders, but we were charged with getting input from the remaining 210 people. What a fiasco.
CIO Larry Adam shares why his team's market and economic views are tracking more optimistic in light of current volatility.
History suggests the lagged economic effects of tighter central bank policy are arriving on schedule, but any eventual normalizing or even easing of policy will still likely require inflation to decline further.
Walmart Inc. is betting on greater supply-chain automation and hinting that a recent investment binge might lift profit beyond the retailer’s stated long-term goals.
DoubleLine Capital LP’s next pair of exchange-traded funds are setting sail into a rocky real estate market.
The Franklin Templeton Investment Solutions team examines the earnings outlook for 2023, and why it might make sense to be defensively positioned.
Jarred by daily double-digit moves in Treasury yields, bond investors are bracing for at least another year of rocky trading, abandoning hopes that in 2023 the market would return to normality.
A tricky situation is unfolding, making it rather difficult for the Federal Reserve Bank to honour earlier promises to gradually ease off in its ongoing fight against inflation.
VettaFi’s Lara Crigger highlights new ETF launches during the first quarter of 2023. Unlimited’s Bob Elliott talks hedge fund industry disruption and the Unlimited HFND Multi-Strategy Return Tracker ETF (HFND). KraneShares’ Luke Oliver explains the investment opportunity in carbon compliance and carbon offset markets.
If the Congressional brinksmanship continues until the U.S. is in default, the economic consequences – globally, nationally, and for individuals – will be severe.
The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing.
Tax issues are an area most of us focus on once a year. However, if you are heading into retirement and you do not have a solid tax plan in place, you could be paying thousands of dollars in taxes needlessly.
For many of those – now a clear majority – who believe climate change is a serious long-term threat, the recently announced breakthrough that nuclear fusion has at last produced net energy is an extremely hopeful sign. First, however, they need to read this article.
Silicon Valley Bank suffered probably the quickest bank run in history and the fastest bailout of depositors, too. The lender to the venture capital industry had operated under lighter rules and fewer restrictions than larger banks after a successful lobbying effort back in 2018.
U.S. economic growth has been stable, but investors are worried about the risks of a recession, the ongoing war in Ukraine and now systemic problems in the bank sector, triggered by the failure of Silicon Valley Bank. Equities are certain to highly volatile this year. My guest today is here to discuss how a liquid alternative strategy will participate in upside gains and reduce volatility through options-based risk management.
It is challenging to deal with clients who are so clearly stuck in their financial pasts. Strong emotions don’t lead to calculated financial decisions, after all, which makes doing your job much harder.
Remember when banks were small? Those old enough to have a bank account in the 1970s should. Back then, most people did their banking with a locally owned institution, often the First National Bank of (Your Town).
Gold appears to be well-positioned for a strong pump that could carry it to new all-time high prices in 2023—and beyond. As you know, I’ve been following and writing about the precious metal market for a very long time, and I see a number of unique catalysts at the moment that could contribute to higher gold prices.
In many ways, the process of filling out a bracket is like investing. It requires balancing risk and reward, while maintaining discipline.
Stocks built on overnight gains and Treasury yields inched lower following today's relatively benign February PCE inflation data.
Everyone insisting America isn't up to managing the world’s No. 1 economy after the Covid-19 pandemic caused the highest joblessness since the Great Depression and biggest cost-of-living increase in 40 years should ask...
Recession indicators are ringing loudly.
The investment landscape is pockmarked by intractable statistics that continue to impose strategic and psychological barriers to the short term potential of portfolio alpha.
Fixed income spreads have widened across sectors over the past few months.
What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally?
Not all stocks are the same, and not all stocks serves the investor’s needs.
In the face of high and persistent inflation, recession risks, and now a looming insolvency crisis in the financial sector, central banks like the US Federal Reserve are facing a trilemma.
The rise of remote work during the pandemic has cut demand for office space and left some American downtowns feeling like ghost towns. As a result, there’s been much talk of converting downtown offices into apartments. This could not only bail out owners of suddenly less-valuable commercial real estate...
Here is what sets rockstars apart from the average advisor.
The goal of marketing is to garner loyalty among existing clients while also attracting new ones to drive growth and profitability for your firm. To implement engaging messaging, follow these tips…
