Zephyr Asset and Wealth Management Software in The News

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.

More Than a Hobby or Investment: How Sports Cards Unite a Family

A journey of sports card collecting as a nostalgic hobby turned family tradition, emphasizing its role in strengthening bonds, creating cherished memories, and its potential as an alternative investment.

Adjusted for Risk: David Albrycht on Fixed Income Strategies for 2026

Zephyr's Ryan Nauman and Newfleet Asset Management's David Albrycht look back at the strong bond market performance in 2025, and look ahead to 2026, where David predicts ongoing attractive yields, the importance of sector and issue selection and examines investment opportunities.

Adjusted for Risk: Financial Planning for College

Ryan Nauman and John Falb discuss the evolving landscape of higher education, including rising tuition costs, changes in federal loan programs, the increased flexibility in college admissions and financial aid options.

Adjusted for Risk: Navigating Financial Market Noise

Ryan Nauman and Ryan Patterson cover a range of topics including the resilience of equities amid volatility, the influence of AI on various market sectors, the importance of the US consumer in driving economic performance, and the role of fixed income in a diversified portfolio.

Adjusted for Risk: Exploring the Hypergrowth Investment Strategy

Ryan Nauman and Robert Zuccaro explore the concept of hypergrowth stocks, characterized by a sales growth of 40% or more, and how this asset class performs across various industries, not just technology.

Adjusted for Risk: Understanding Private Credit Risks in Uncertain Times

Ryan Nauman and Andrew Krei discuss the dynamic landscape of private markets including the recent surge in private market investments, particularly in private credit, and discuss concerns about potential risks and systemic impacts.

Adjusted for Risk: Creating Engaging Thought Leadership in Investment Management

Ryan Nauman and Chris Sullivan cover various aspects of thought leadership creation, from defining a brand's unique voice to choosing the right platforms for dissemination, including the emerging trends in AI and its implications for content creation, stressing the need for authenticity.

Adjusted for Risk: Private Equity and M&A in Wealth Management with John Bunch

Zephyr's Ryan Nauman and Allworth Financials' John Bunch discuss the importance of culture and scalability in successful M&A transactions, the role of private equity in the industry, and the impact of artificial intelligence on wealth management practices.

A Thanksgiving Feast of Market Gratitude: Celebrating 2025's Top-Performing Investment Champions

This Thanksgiving 2025, investors have abundant reasons for gratitude as the market served up exceptional returns across a diverse table of investments, from AI-driven technology champions like NVIDIA to surprising performers like utilities and the record-breaking gold rally.

Adjusted for Risk: Meb Faber - The Art of Diversifying in a High-Valuation Market

Ryan Nauman sits down with Meb Faber to discuss the historic performance of equities over the past 15 years, the potential challenges ahead due to high valuations and the opportunities of 351 exchanges.