News and Insights from Zephyr

Adjusted for Risk on Location: TCW's Eli Horton on The Benefits of Active ETFs

One of the most popular segments of the ETF space are active ETFs. Why should financial advisors consider adding active ETFs to their client’s investment portfolios?

Adjusted for Risk on Location: VettaFi's Jon Fee on The Future of Conferences and Asset Management

The future of asset management and ETFs

Zephyr's Adjusted for Risk: Risk Mitigation Strategies Using Active ETFs

There are very few certainties in investing and one of the certainties is uncertainty – financial markets do not like uncertainty. Unfortunately, uncertainty is running rampant and has been driving financial market performance this year. WEBs Investment's CEO, Ben Fulton shares his thoughts on how incorporating investment risk mitigation strategies can help smoothen the ride.

Adjusted for Risk on Location: DoubleLine's Jeffrey Sherman On The Current Macro Uncertainty And How He is Handling It.

Jeffrey Sherman shares his insights into the current uncertain macro environment and the issues the uncertainty is causing, what yields are telling us and does he believe credit spreads are at an attractive level yet.

Help Your Clients Understand the Importance of Staying Invested

Client conversations during times of heightened market volatility and uncertainty are arguably your hardest conversations, but your most important. As hard as it is, it’s important to keep your clients focused on achieving their long-term objectives rather than making hasty moves that could put those objectives at risk.

Investing in Fixed Income Through SMAs

Separately Managed Accounts (SMAs) are a great way to invest in fixed income while providing other benefits to investors.

Zephyr's Adjusted for Risk: Investing in Professional Sports Through Private Equity

Investing in Sports

International Women’s History Month: Women in SMAs

Women will be the largest beneficiaries of the wealth transfer and control much of the $30 trillion in financial assets. So, do financial advisors need to take this demographic power shift seriously?

Zephyr's Adjusted for Risk: Which Asset Classes Can be Best-Optimized Through Actively Managed Investment Strategies

Zephyr's Adjusted for Risk: The Business Case for Pro Bono Financial Planning

During this engaging and fun conversation Jon Dauphiné, CEO, Foundation for Financial Planning and Hannah Moore, Founder and Creator of Amplified Planning, share the different ways financial planners can benefit from providing pro bono planning services.

Cupid Calling: The Power of the Re-Proposal

Just like couples may use Valentine’s Day to reinforce their love for someone, a wealth advisor can also use a regular touchpoint to remind their clients of their value! In fact, at Zephyr, we’re advocates of the “Re-proposal” – presenting your clients with refreshed proposal to realign performance and ultimately encourage client satisfaction and long-term loyalty. In Zephyr, these are easy to create and can result in new opportunities for advisor and client alike.

Zephyr's Adjusted for Risk: The Benefits of Including Bitcoin in Asset Allocations

During this enlightening conversation, Ric Edelman, founder of Digital Assets Council of Financial Professionals, talks about how adding a small sleeve of Bitcoin in your client's investment portfolios can impact the overall risk-return profile of your investment portfolios.

Five Questions For Financial Markets for 2025

Equities have had a stellar 2-year run, Trump 2.0 commences, global central banks are cutting interest rates, and the U.S. economy remains resilient. Despite the positive momentum and tailwinds, 2025 is sure to provide some surprises, uncertainty and volatility, which will make it important to try and balance return opportunities and risk. Here are five pressing questions that will help determine how financial markets fare in 2025.

Super Bowl Market Indicator – Myth or Truth?

Does the winner of the Super Bowl correctly predict the upcoming direction of equities or is the Super Bowl market indicator just fun and games?

The Holiday Investing Season - What You Need to Know About Investing During the Holidays

While the holiday shopping season corresponds to shopping, holiday parties and festivities, it can also be a good time for financial advisors to locate good investment opportunities for their clients. It also includes investment strategies like investment opportunities and the famed Santa Claus Rally.

Zephyr's Adjusted for Risk: Investing in AI Through Active ETFs

VistaShares' CEO, Adam Patti joins Ryan Nauman to discuss the benefits and growing popularity of active ETFs and the recent developments in artificial intelligence.

Reinforce Your Value with the Re-Proposal

During periods of market volatility, advisors should be asking themselves: how can we assure clients that we have their best interests at heart and are providing value they cannot get elsewhere? And when a client’s situation has changed, we should ask: how can we best navigate these conditions and still come out meeting the objectives?

Win More Clients with Captivating Proposals

The proposal is the first true touch point an advisor might have with a prospect and is the time to shine and demonstrate the value they can bring. So, it’s critical that advisors have a toolkit and strategy to highlight their strengths.

Inside SMAs

Managed accounts are one of the most popular investment vehicles to invest in either equities, bonds or even alternatives. Managed accounts have evolved over the years and come in different forms – mutual funds, ETFs and SMAs. Don't get left behind, catch-up on the latest SMA insights through Zephyr below.