Zephyr Asset and Wealth Management Software in The News

Revisiting Tracks in The Sand

Discover how returns-based style analysis (RBSA) helps financial advisors build diversified portfolios by analyzing fund behavior rather than holdings, ensuring optimal asset allocation and manager selection for client success

Adjusted for Risk: Why 2026 Is A "Prove It" Year for Many AI Stocks

Sal Esposito of Zacks Investment Management on why equity markets may be in an AI “prove it” year that refocuses stock selection on fundamentals.

Adjusted for Risk: Rethinking Bonds: Bonds Carry More Risk Than Stocks in Next 2 - 3 Years

Edison Byzyka on how he defines investment risk, key risks in overestimating AI CapEx, concentrated markets, and is it time to rethink bonds.

Adjusted for Risk: Where to Find Portfolio Stability During Market Uncertainty?

Sal Gilbertie shares how grains trade near cost of production with limited historical downside, provide low-correlation diversification and potential alpha.

Adjusted for Risk: Rethinking Risk: Why Smart Asset Allocation in Emerging Markets Matters

VanEck's Ed Lopez on why longer-term fundamentals like improving fiscal positions, central bank credibility, attractive valuations and de-dollarization trends support increased EM allocations.

Adjusted for Risk: Unlocking the Secrets to Profitable Farmland Investment Strategies

Homestead Capital’s David Chan covers U.S. farmland investing, covering equity vs credit approaches, permanent vs row crops, return drivers, inflation-hedging and diversification benefits.

Adjusted for Risk: Mastering Confidence in a Male-Dominated Industry

Kara Pagliuca of WE discusses the industry's progress and remaining gaps in representation, confidence, and intentional hiring as women’s wealth and influence in investing grows.

Adjusted for Risk: Tokenization & ETFs: The End of Traditional Market Barriers?

VettaFi's Roxanna Islam on key ETF trends including spot Bitcoin ETFs, options-based income and defined outcome/buffer ETFs, private investments and tokenization.

Adjusted for Risk: Unlocking the Potential of Alternative Real Estate Investments

Argosy Real Estate Partners co-CEO David Butler covers lower middle-market real estate investing and current themes including a post-2022 pricing reset, improving debt-market liquidity, selective contrarian office and discounted multifamily opportunities.

When Giants Dominate: Understanding Market Concentration and Its Historical Impact

Explore how eras of extreme market concentration—from the Nifty Fifty and Dot-Com bubble to today’s Mega Tech/Magnificent 7—have historically preceded volatility and discover the different strategies advisors can use to manage the risks.

Adjusted for Risk: Why do Humans Struggle at Picking Stocks?

Ryan Nauman interviews 3AI founder/CEO Jacob Ayres-Thomson about using machine learning to generate alpha, why active managers often underperform, and how AI can reduce the analysis bottleneck while still complementing human judgment.

Adjusted for Risk: How To Prepare For Equity Selloffs And Manage Risk

XFUNDS CEO David Nicholas on preparing for a potential equity selloff after a strong multi-year run by emphasizing diversification and drawdown risk over volatility.

Adjusted for Risk: Is This the Future of Risk Management in ETFs? Understanding Autocallable Innovation

GraniteShares' Will Rhind discusses ETF innovation and the rise of autocallable ETFs and how they deliver high yield with defined downside protection.

Adjusted for Risk: Mike Khouw on Options for Income and Risk Management

YieldMax ETFs strategist and CNBC contributor Mike Khouw discusses option overlay strategies, including single-stock option income ETFs and what they mean for advisors and investors

Financial Literacy Month: Empowering Individuals to Take Control of Their Finances

Financial Literacy Month emphasizes the importance of budgeting, building credit, investing, and avoiding debt, while highlighting Zephyr's efforts to empower individuals with innovative financial education resources

Adjusted for Risk: Building Wealth through Knowledge - Alexis Rosenblum Discusses Community Initiatives

Alexis Rosenblum discusses Capital Group's Community Wealth Council, which pairs nonprofit leaders with pro bono financial advisor mentors to address barriers to wealth-building.

Adjusted for Risk: A Conversation with Shannon Rosic - Trends Shaping Wealth Management

Ryan Nauman sits down with Shannon Rosic for a conversation about Wealth Management Edge and key wealth management trends including AI, personalization and the advisor experience.

Adjusted for Risk: Independent vs. Consolidators - Defining Wealth Management's Future

Ryan Nauman interviews Pete McGratty of Verdence about the evolution of wealth management from wirehouses toward independent RIAs, arguing the industry is entering a third phase.

Adjusted for Risk: Aapryl and Zephyr: Elevating Investment Decisions with Data-Driven Insights

Hear why allocators should move from backward-looking performance reporting to skill-based analytics that separate market/style exposure from repeatable manager skill.

Deciphering Risk in Private Credit Markets

Christopher Getter of Simplify Asset Management discusses the recent scrutiny of private credit, arguing concerns are warranted while suggesting some liquid alternatives.