Zephyr Asset and Wealth Management Software in The News

Adjusted for Risk: Navigating M&A - Integrating Investment Philosophies

Zephyr's Ryan Nauman and Wescott Financial Advisory's Mark McCarron discuss the process of merging investment philosophies during firm acquisitions including the importance of cultural fit, consistent strategic alignment, communication with clients, and the critical aspects of successful implementation.

Adjusted for Risk: Revolutionizing Diversification with Liquid Alternatives with Paisley Nardini

Ryan Nauman welcomes Paisley Nardini to discuss diversification challenges, the impact of increasing correlations, and the benefits of modern investment strategies including commodities, liquid alternatives, and actively managed futures.

Adjusted for Risk: The Rise of Private Credit and Its Impact on Investment Portfolios

Zephyr's Ryan Nauman and Nomura Capital Management's Robert Stark delve into the benefits of private credit, such as enhanced income generation, lower volatility, and diversification from traditional public markets.

Adjusted for Risk: Exploring Alternative Investments - A Conversation with TCW's Jennifer Grancio

The discussion focuses on making alternative investments, specifically private credit, more accessible to retail investors, the importance of due diligence in uncertain economic conditions and the implications of higher interest rates on private credit.

Exploring the World of Alternatives IV: Expanding Opportunities for Financial Advisors

While access and implementation of alternative investments remain challenging, innovative vehicles such as interval funds, BDCs, alternative ETFs, and feeder funds are democratizing these strategies, enabling advisors to enhance portfolio construction and deliver superior risk-adjusted returns to their clients.

Adjusted for Risk: Living Longer - Financial Strategies for the New Era of Retirement

Sal Capizzi discusses the challenges and strategies in financial planning given the increasing lifespans of people and the evolution of retirement planning, including the decline of pension plans and the inadequacy of traditional age-based and 4% withdrawal rules.

Webinar: Navigating AI's impact on industries you may not see coming

As a financial advisor, understanding AI's transformative impact is no longer optional—it's essential for staying competitive and delivering maximum value to your clients. This webinar offers a unique opportunity to gain actionable insights into how AI technologies are creating new opportunities and challenges in key industries that may affect your clients' investment portfolios.

Building a Diversified Portfolio with Alternative Investments

Ryan Nauman and Richard Boghosian delve into the benefits of alternative investments for diversified portfolios, particularly for RIAs and family offices, and how technology can streamline the investment process to better serve clients.

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.