Disruptive Tech Theme of the Week: Zeno Mercer Talks AI and Robotics
This is an exciting time for artificial intelligence and robotics stocks, with many companies reporting and some major news announcements. This week, for the Disruptive Theme of the Week, I reached out to VettaFi’s Senior Research Analyst, Zeno Mercer, for an update on the latest developments in AI and robotics.
What Advisors Get Wrong About the Great Wealth Transfer
What if everything you’ve been told about cultivating client assets from one generation to the next is wrong and unhelpful? Yes, the ”great wealth transfer” is a massive opportunity for financial advisors and wealth managers, but Meg Carpenter believes the advisory profession is looking at the opportunity through the wrong lens. In this conversation, we will focus on why the next generation of clients nearly always leaves their parents’ advisor, and how you can rethink your marketing efforts to attract the right clients across generations.
How Rebalancing Thwarts Achieving Retirement Goals
I show how the best way to utilize bonds in retirement is not to rebalance between stocks and bonds in retirement, but rather to draw down on the bond side of the portfolio first and let the portfolio drift towards a greater equity allocation.
Breaking the Chains of Time
Investors should embrace a genuine long-term perspective, extending their time horizons to at least 20 to 30 years. The traditional notion of long-term investing (five to 10 years) may fall short of realizing the full benefits of long-term strategies.
VettaFi’s Advisor Perspectives Named Most Read E-Newsletter for Financial Advisors for Fifth Consecutive Year by Erdos Media Research
Advisor Perspectives, the premier digital publisher for the financial advisory profession and a recent addition to the fast-growing VettaFi lineup of research and educational offerings, today announced that it has been ranked as the most-read electronic newsletter among financial advisors for the fifth year in a row by Erdos Media Research’s Financial Advisor Media Outlook and Usage Study (FAMOUS).