Zephyr Asset and Wealth Management Software in The News

Adjusted for Risk: Navigating Wealth Trends with Andrew Sternlight

Ryan Nauman and Andrew Sternlight discuss the shift in investment strategies from private markets to more selective and agile alternatives, the challenges and opportunities presented by emerging markets, and the importance of continuous education for financial advisors.

Adjusted for Risk: Investment Strategies for the Modern Market with Brad Roth

Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.

Adjusted for Risk: Exploring Mid-Cap Investment Strategies with Kirk McDonald

Kirk McDonald discusses the characteristics of successful mid-cap companies, the challenges faced by mid-cap managers, and why mid-caps might be poised for success in the current economic environment.

Building a Self-Sustaining Financial Advisory Practice with Jason Smith

Jason Smith, the founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management shares insights in creating a self-sustaining, scalable financial advisory practice, emphasizing the importance of a documented financial planning process, building an ensemble practice and the cultural and operational shifts required to sustain high performance.

Navigating Investment Risks with Brian Jacobs from Aptus Capital Advisors

Ryan Nauman welcomes Brian Jacobs, the investment strategist at Aptus Capital Advisors to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time.

Real Estate Dynamics and Family Office Strategies with Ronald Diamond

As the keynote speaker for the upcoming IMN Real Estate Family Office and Private Wealth Conference, Ronald Diamond provides a preview of his talk, highlighting the $124 trillion wealth transfer from baby boomers and its impact on how companies are financed and the challenges and opportunities for family offices, especially when investing in real estate.

Adjusted for Risk: In-Depth with David Armstrong - The Future of Investment Conferences and Wealth Management Trends

Host Ryan Nauman interviews David Armstrong of Wealth Management.com about the upcoming Wealth Management Edge conference, changes in the wealth management conference landscape, and key industry trends.

The Role of Financial Advisors in Estate Planning

David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.

Adjusted for Risk: Mastering Customization - Joe Mallen on the Future of Model Portfolios

In this episode of Zephyr's Adjusted for Risk Podcast, host Ryan Nauman is joined by Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management and the increasing importance of customizable model portfolios. The episode highlights the importance of transparency, proactive communication, and adaptability in modern wealth management practices

Adjusted for Risk - Crypto as an Asset Class: An Expert's Perspective on Crypto Investment Strategies

Ryan Nauman welcomes Martin Leinweber of MarketVector Indexes to discuss Bitcoin's performance in 2025, Bitcoin's correlation with macro factors since 2020, the role of cryptocurrencies as an asset class, and their impact on asset allocations.

What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty

Behavioral economics offers hope for helping clients navigate turbulent waters and stay focused on their long-term financial plan.

From Private Markets to Professional Sports

Ryan Nauman and CAZ Investments' Christopher Zook highlight the advantages of diversifying portfolios with private assets, such as lower correlation and reduced volatility, which can enhance long-term returns and client retention.

Adjusted for Risk on Location: Investment Insights - The Power of Free Cash Flow

Host Ryan Nauman discusses investment strategies with Michael Mack, a client portfolio manager at Victory Capital Management. The conversation delves into the significance of free cash flow as a factor in investment management, the importance of sector adaptability, the contrast between value and growth investments, and the relevance of quality in portfolio construction.

Adjusted for Risk: Holistic Wealth Strategy - The Essential Role of Insurance

Howard Sharfman, Senior Managing Director at NFP Insurance Solutions joins Ryan Nauman to cover the different roles insurance can play in creating a comprehensive financial plan, the correct tax treatment of life insurance, the integration of annuities into investment portfolios and the overall impact of insurance products on financial security.

Adjusted for Risk on Location: From Mutual Funds to ETFs: Discussing the Industry Transformation

Victory Capital's Mannik Dhillon joins Ryan Nauman to discuss the rise of ETFs and the shift from mutual funds, the necessity of understanding investment strategies, the ongoing consolidation within the industry and the importance of diversification across investment processes and vehicles,

Can Annuities Help Your Clients Prepare for Retirement?

The underfunded and underutilized retirement savings options and the fact that Americans are living longer than ever is the perfect storm for a retirement crisis and presents a risk to retirees: Longevity risk, or the risk of outliving your money.

Adjusted for Risk: The Modern Financial Advisor; Efficiency, Personalization, and Growth

Adam Grealish and Ryan Nauman discuss how technology enhances client experience and operational efficiency for financial advisors by automating tasks like account opening and portfolio rebalancing, and the rising trend of personalized investment strategies such as direct indexing.

Adjusted for Risk on Location: Building a Strong Portfolio: ETFs, SMAs, and More

The conversation highlights the benefits of active management in small-cap and fixed income markets and the evolution of ETFs in modern investment portfolios. The episode also covers how investment professionals can leverage both ETFs and SMAs to achieve better investment outcomes for their clients.

Re-evaluating Investment Risk in Today's Market: Perspectives with Joy Yang

Ryan Nauman and Joy Yang delve into the importance of robust diversification and understanding risk, especially during turbulent market conditions.

Adjusted for Risk on Location: Connecting Solutions to Plans with Horizon Investment's Clark Allen

Ryan and Clark discuss the importance of connecting investment solutions to financial plans to meet clients' goals, focusing on outcome-based investment strategies, and managing risk.