Zephyr Asset and Wealth Management Software in The News

Adjusted for Risk: Evolving Energy - The Future of Investment in AI and Electricity

Tortoise Capital's Rob Thummel explains why the energy sector remains underappreciated despite its immense importance and diverse investment opportunities, from energy infrastructure to data centers supporting AI.

Ghostbusting Your Portfolio: A Survival Guide to Investment Scares

This comprehensive resource explores the haunting history of investment disasters while providing wealth managers with essential risk assessment tools to protect client portfolios.

Adjusted for Risk: Building Relationships and Teams in Wealth Management: A Conversation with Beth Lawlor

Ryan Nauman welcomes Beth Lawlor as Beth offers insights on team building, emphasizing the importance of a balanced and culturally cohesive team with diverse skillsets, and the value of career mapping for new talent.

Adjusted for Risk: Navigating Today's Fixed Income Market

Ryan Nauman and Eric Lutton share insights into the fixed income market, discussing potential opportunities and risks, and the current volatility in bond yields, credit spreads, and interest rates.

Adjusted for Risk: Cockroaches in the Credit Market to Bad Bank Loans

Ryan Nauman and Sean Kelly-Rand discuss a turbulent week in the markets, including Jamie Dimon's cockroaches comment, news on bankruptcies, issues with regional banks, and the overall health of private credit.

Adjusted for Risk: Redefining Retirement - Human-Centric Planning with Frank Legan

Ryan Nauman and Frank Legan, a financial advisor at SEIA, discuss the evolving landscape of retirement planning, emphasizing a human-centric approach that prioritizes clients’ personal values, goals, and well-being over purely numerical strategies.

Exploring the World of Alternatives III: The Strategic Role of Alternative Investments in Modern Portfolio Construction

Discover how alternative investments transform modern portfolio construction for financial advisors. Learn strategic asset allocation guidelines, risk-adjusted return enhancement, and implementation considerations for REITs, private equity, and commodities. Essential insights for advisors seeking diversification beyond traditional 60/40 portfolios in today's volatile market environment.

Adjusted for Risk: Investment, Innovation, and the Next Gen Advisor

Zephyr's Ryan Nauman and Nate Lenz, co-founder and CEO of Concurrent, discuss the evolution within the wealth management industry, focusing on the rise of next-generation financial advisors, the importance of technology adoption, and the need for efficient practices and infrastructure.

Adjusted for Risk: Financial Strategies for the Great Wealth Transfer with Kassi Hyde

Ryan Nauman and Kassi Hyde discuss how financial advisors can adapt to the shift in asset ownership by fostering stronger relationships with female clients through holistic planning and tailored communication by understanding clients' needs, and integrating strategies that address both investment and insurance aspects.

Adjusted for Risk: Finding Alpha - Diversification and Private Markets Explored

Ryan Nauman and Kurt Nye discuss the challenges and importance of building diversified investment portfolios, particularly in the context of concentrated market performance, and the evolving landscape of private and public markets.

Adjusted for Risk: Jay Hatfield on Fed Policies and Economic Dynamics

Jay Hatfield on Fed Policies and Economic Dynamics

Adjusted for Risk: Strategies for Advisors in the Age of the Great Wealth Transfer

Zephyr's Ryan Nauman and Capital Group's Wassan Kasey share insights and statistics from Capital Group’s 'Understanding Female Investors Survey', which includes the implications of the greatest wealth transfer in history and the fact that women are set to inherit the majority of financial assets.

Adjusted for Risk: Navigating Tech in Wealth Management with Cerulli's Michael Rose

Zephyr's Ryan Nauman and Cerulli Associates' Michael Rose discuss the evolving relationship between financial advisors and technology, the impact of technology and AI on the wealth management industry and the importance of integration within tech stacks.

Exploring the World of Alternatives II: Maximizing Alternative Investments Across Macroeconomic Environments

This article examines how various alternative investments perform during different macroeconomic environments, highlighting their essential role in modern portfolio construction.

Adjusted for Risk: Grant Cardone - A New Era of Real Estate and Bitcoin Investment

Zephyr's Ryan Nauman interviews Grant Cardone, founder and CEO of Cardone Capital. Cardone shares insights on why multifamily real estate is a resilient and profitable investment, the drawbacks of holding cash, the benefits of generating passive income and Cardone's innovative approach of combining real estate with Bitcoin for diversified investment portfolios.

Adjusted for Risk: Bridging the Confidence Gap in Women's Investing

Zephyr's Ryan Nauman and Focus Partner Wealth's Leslie Thompson discuss the increasing role of women in controlling financial assets and the opportunities and challenges it brings for financial advisors.

Adjusted for Risk: Retirement Planning and Financial Wellness with Jania Stout

Ryan Nauman and Jania Stout discuss the importance of financial advisors guiding clients from employer-based 401(k) plans to wealth management and the emerging opportunity for integrating private markets into 401(k) plans, emphasizing due diligence and fiduciary responsibility.

Adjusted for Risk: From Cash to Fixed Income - Strategies for Financial Advisors

Zephyr's Ryan Nauman speaks with Mike Sanders, Head of Fixed Income and Portfolio Manager at Madison Investments, about the current fixed income market. They discuss the impact of macroeconomic uncertainties, the role of the Federal Reserve, and the importance of active management in fixed income portfolios.

Adjusted for Risk: The Importance of Holistic Financial Planning in Turbulent Times

Zephyr's Ryan Nauman and Prosperity Capital Advisor's Dave Alison discuss the importance of adopting a holistic approach to wealth management, emphasizing the integration of financial planning, asset management, tax management, protection planning, and legacy planning to provide long-term benefits for clients.

Adjusted for Risk: The Case for Boutique Asset Managers

Zephyr's Ryan Nauman and Pacific Asset Management's Seb Stewart discuss the benefits of boutique asset managers, the competitive advantage of technology in asset management, and the challenges boutiques face, such as costs, distribution, and succession planning.