Zephyr Asset and Wealth Management Software in The News

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.

Adjusted for Risk: The Shift to Independence in Wealth Management

Guest Brad Smithy, a founding partner and head of Wealth Management at Elevation Point, discusses the benefits and challenges of going independent, including improved technology, broader solutions for clients, and the critical importance of succession planning.

Adjusted for Risk: Growth Strategies at Gabelli Funds - A Conversation with John Belton

Gabelli's John Belton sits down with Ryan Nauman to discuss the current state of growth versus value investing, the dynamics in the tech sector, importance of fundamentals and the impact of economic conditions on investing in international markets.

Exploring the World of Alternatives

We explore what alternative investments are, their types, and their defining features, providing a comprehensive understanding of this dynamic asset class.

Adjusted for Risk: Balancing Risk and Opportunity in Modern Portfolios with David Schassler

Zephyr's Ryan Nauman and VanEck's David Schassler discuss the transformative potential of AI, the implications of fiscal policies on asset prices, and the importance of diversified portfolios, including stocks, bonds, real assets, and digital assets like Bitcoin.

Adjusted for Risk: DoubleLine's Cohen - We Like Shorter Duration and Up in Quality

Ryan Nauman and DoubleLine's Robert Cohen discuss the current macro environment, credit spreads, the importance of up-in-quality credit strategies and the global fixed income markets.

Adjusted for Risk: The Role of Duration in Investment Portfolios

CrossingBridge Advisors' David Sherman elaborates on the importance of protecting downside in investment portfolios and explains the concept of duration, its impact on investment strategies, the risk of low duration strategies, and the difference between duration and maturity.

Adjusted for Risk: The Future of Wealth Management with Jim Gold

Zephyr's Ryan Nauman and Steward Partners' Jim Gold discuss the evolution of wealth management, the role of RIAs, technology and private equity in the industry, and concludes with advice for financial advisors on building sustainable practices and adapting to industry changes.

Adjusted for Risk: Building Resilient Portfolios

Ryan Nauman and Barry Mandinach discuss the importance of having active and passive diversification, managing high concentration risks in portfolios, and uncovering truly differentiated active managers.

Adjusted for Risk: Revolutionizing Financial Advisory with AI

Zephyr's Ryan Nauman and Zock's Jim Hardeman discuss creating efficient processes for financial advisors through automated note-taking, email responses, form filling, and data entry.

Innovation in Wealth Management: Insights from Chris Volpe

Chris Volpe from Zephyr and host Matt Ackerman explore significant trends in the wealth management industry, highlighting the growing roles of alternative investments and AI.

Diversification is SO Back

The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

Adjusted for Risk: How Private Credit Is Reshaping Investment Strategies

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

Navigating Fixed Income in Uncertain Times with Noah Wise

Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.

Adjusted for Risk: Fundamental Investing in a Modern Era with Carlos Diez

Ryan Nauman and Carlos Diez discuss the opportunities in international markets, the undervalued potential of mid-cap stocks, and the importance of staying focused on quality companies for long-term gains.

Adjusted for Risk: The Art of Risk Management in Volatile Markets

Ryan Nauman and Dean Smith cover the changing landscape of fixed income investing, the impact of tariffs, the importance of managing drawdown risk, and adapting investment strategies to modern market conditions

Adjusted for Risk: Navigating Independence in Wealth Management

Zephyr's Ryan Nauman and Sound Income Group's Barry Wheeles discuss the significant trend in the wealth management industry towards independence and the challenges and opportunities it presents.