Zephyr Asset and Wealth Management Software in The News

Adjusted for Risk: A Deep Dive into Fixed Income with DoubleLine's Jeffrey Sherman

Ryan Nauman interviews DoubleLine Deputy CIO Jeffrey Sherman about the macro backdrop, positioning in fixed income, and suggesting investors may not own enough gold as central-bank demand supports it.

Adjusted for Risk: Confidence in Crisis - Reshaping the American Dream

Ryan Nauman interviews Beth Lawlor, President of Private Wealth Management at U.S. Bank, about the U.S. Bank 2025 Wealth Report, highlighting a “confidence gap” where Americans feel capable day-to-day but uncertain about long-term goals like homeownership and retirement amid constant, high-velocity news and shifting life timelines. Beth also share insights on how advisors can restore confidence

Adjusted for Risk: A New Era of Annuities: Insights from David Lau of DPL Financial Partner

Ryan Nauman interviews David Lau, founder and CEO of DPL Financial Partners, about modern, commission-free annuities designed to align with fee-based and fee-only advisory models and integrate into advisor workflows.

The Pot of Gold: Gold’s Role in Investment Portfolios

Is it time to include gold in your client's investment portfolios after strong investment performance in recent years, driven by factors like economic uncertainty, geopolitical tensions, and central bank demand.

Adjusted for Risk: Navigating AI Disruption - Insights from Jed Ellerbroek

Ryan Nauman and Jed Ellerbroek discuss how rapid AI deployment is driving investor skittishness, selloffs in firms feared to be disrupted, and the potential flight to relative “safe haven” or beneficiary areas such as materials, industrials, trucking, and construction equipment.

Adjusted for Risk: From Risk to Resilience: The Future of Real Estate and Insurance

Ryan Nauman previews SuperReturn North America with speakers Pete Walther and Hunter Maats, focusing on how rising climate impacts are making insurance a central driver of real estate pricing, liquidity, affordability, and portfolio underwriting—summed up as “insurability equals investability.

Adjusted for Risk: Exploring Goals-Based Investment Strategies

Ryan Nauman and Scott Ladner discuss how investment management has evolved beyond the nine style box toward goals-based portfolio construction and clearer client communication.

Adjusted for Risk: The World of GP Stakes and Private Markets with Christopher Zook

CAZ Investment's Christopher Zook explains the concept of GP stakes, how GP stakes help wealth advisors differentiate their offerings, emphasizing the stable cash flows and lower correlation to public markets, making them an attractive investment.

Adjusted for Risk: Navigating ETF Share Classes

Ryan Nauman and Kip Meadows discuss the popular trend of ETF share classes and how ETF share classes have revolutionized the financial market since 2025, the benefits and challenges associated with this strategy for financial advisors and their clients, and the operational hurdles involved.

Adjusted for Risk: Market Resilience and Investment Innovation with Brent Coggins

Ryan Nauman and Brent Coggins discuss the resilience of equities, stretched valuations, the stability of precious metals, and the rise of innovative investment products.

The Challenges of Generating Alpha in Today’s Complex Market Environment

The article examines the difficulties financial advisors encounter in locating alpha amidst market efficiency, concentration, and technological disruption, while proposing solutions to navigate these challenges.

Adjusted for Risk: Transforming Client Relationships through Financial Advice

NorthRock Partners’ Todd Moser discusses the evolving landscape of financial planning while emphasizing the importance of aligning advice with their clients' values and incorporating a fiduciary mindset into practice.

Adjusted for Risk: Beyond Traditional Risk Metrics: The Future of Investment Risk

In this episode of Zephyr's Adjusted for Risk Podcast, hosted by Ryan Nauman, industry experts Vickie Lewin and David Hatfield from Amplify discuss the importance of managing investment risk amid soaring financial markets in 2025 and beyond and stress the necessity of consistent risk conversations.

Adjusted for Risk: Examining the AI Bubble - Opportunities and Risks Ahead

Ryan Nauman and Jim Besaw discuss the investment outlook for 2026, focusing on whether the AI-driven market surge is sustainable.

Adjusted for Risk: AI's Impact on Marketing Strategies in Wealth Management

Ryan Nauman and Joe Anthony discuss how AI tools are transforming content generation, digital marketing, and SEO, pushing wealth and asset management firms to adapt their tactics.

Adjusted for Risk: Investment Strategies & Technology in Private Markets

Ryan Nauman and Matt Malone explore various private market access vehicles such as tender offer funds, interval funds, co-investing, and direct investing, the importance of qualitative due diligence in selecting private market managers.

Adjusted for Risk: Future-Proofing Your Financial Advisory Business

Zephyr's Ryan Nauman and Advisory Services Network's Tom Prescott discuss wealth management M&A trends, selling practices, private equity impact and AI's role in financial advising.

Adjusted for Risk: Commodities to Know - Rare Earths in Your Portfolios

Ryan Nauman and VanEck's Andrew Musgraves discuss the burgeoning interest in rare earth metals, their role in investment portfolios, China’s dominance in the rare earth market, and the measures other countries are taking to diversify supply chains.

Adjusted for Risk: Matt Matrisian on M&A and Organic Growth in Wealth Management

Ryan Nauman sits down with Matt Matrisian to discuss trends in wealth management, the importance of organic growth, private equity's role in M&A, improving firm valuations and the important steps to implementing AI.

Adjusted for Risk: The Evolving World of Asset Management: Boutique Firms, ETFs, and Private Markets

Ryan Nauman and Greg Stumm discuss the evolving landscape of the asset management space, the impact these changes have on financial advisors and boutique asset managers, and the democratization of private markets and how retail investors can benefit from access to these investment opportunities.