425 episodes

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

Gaining Perspective Advisor Perspectives

    • Business
    • 4.1 • 21 Ratings

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

    The Power of Options-Overlay Strategies

    The Power of Options-Overlay Strategies

    On March 8 of this year, BlackRock announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, LLC, a leading provider of customized option overlay strategies in U.S. wealth markets – a move that builds on BlackRock’s minority investment in SpiderRock, made in 2021, and reinforces BlackRock’s commitment to personalized separately managed accounts.

    Led by President and Chief Investment Officer Eric Metz, SpiderRock Advisors is a Chicago-based asset management firm focused on providing customized option overlay strategies to investors. The company excels in innovating options strategies, making them a vital asset class for institutions and advisors. By combining technology with comprehensive derivative management expertise, SpiderRock Advisors is committed to making it easy for financial advisors and institutions to add option overlay strategies to their portfolios. SpiderRock Advisors manages approximately $5 billion.
    Show Resources
    Press release (March 8, 2024): BlackRock to Acquire SpiderRock Advisors- https://ir.blackrock.com/news-and-events/press-releases/press-releases-details/2024/BlackRock-to-Acquire-SpiderRock-Advisors/default.aspx
    Web site: www.spiderrock.com- http://www.spiderrock.com/

    • 14 min
    How to Position Fixed Income as the Fed Eases

    How to Position Fixed Income as the Fed Eases

    Investors are choosing bonds in record numbers – in 2023, global bond ETFs gathered an annual record of over $300 billion in flows with iShares leading with $113 billion. My guest today will explain why this will continue, as many investors are still significantly underweight to fixed income, with a 22% average allocation. You will hear why investors need to step out of cash and move faster into fixed income because, historically, the market has priced in rate actions long before they occur.
    Show ResourcesHere are some links to learn more about Steve and BlackRock:
    BlackRock Flexible Income ETF (BINC)BlackRock Total Return ETF (BRTR)iShares iBonds ETFsiShares High Yield Systematic Bond ETF (HYDB)iShares Core U.S. Aggregate Bond ETF (AGG)iShares Core Total USD Bond Market ETF (IUSB)iShares Broad USD High Yield Corporate Bond ETF (USHY)iShares J.P. Morgan Broad USD Emerging Markets Bond ETF (BEMB)BlackRock AAA CLO ETF (CLOA)

    • 23 min
    The SEC’s Proposed Liquidity Rule is a Threat to Clients’ Retirement

    The SEC’s Proposed Liquidity Rule is a Threat to Clients’ Retirement

    The easiest new client to get is the one that you don’t lose. Focusing on client retention is the key to the success of any business – whether you are an RIA or FA with 300 clients, or a mutual fund manager with 300,000 or three million shareholders. What are the lessons learned from past periods of stock and bond market stress applicable to client retention? How can regulators, watching the mutual fund industry and the advisory profession – so important to the national’s retirement savings – benefit from these lessons?
    Show ResourcesHere are some links to learn more about Avi and his work:
    A like to the latest study: https://www.linkedin.com/feed/update/urn:li:activity:7174395341968920576/ 2015 study: https://static1.squarespace.com/static/579505b4b8a79baa23c97c61/t/65b51ddbba4ee864a636622b/1706368477762/Strategic+Insight+Study+-+Mutual+Funds+and+Systemic+Risk%2C+March+2015+%28FSOC+Submission+Docket+2014-0001%29.pdfAvi's LinkedIn page: https://www.linkedin.com/in/avinachmany/Avi's personal web site: https://www.avinachmany.com/
    VettaFi’s Fixed Income symposium is happening on April 18th and brings the experts and thought leaders straight to you. Hear the insights you need to succeed in 2024. Register for free at etftrends.com/webcasts/fixed-income-symposium-2024

    • 28 min
    Is It Time to Back Away from Big Tech?

    Is It Time to Back Away from Big Tech?

    The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Finally, we will address the complexities advisors face in investment management, client growth, and retention.
    Show Resources
    Here are some links to learn more about Jeremy and Wisdom Tree Financial:
    Jeremy Schwartz | ETFs (Exchange Traded Funds) & ETF Investments from WisdomTree- https://www.wisdomtree.com/investments/jeremy-schwartz2024 Economic Outlook & Market Signals | WisdomTree- https://www.wisdomtree.com/investments/strategies/on-the-markets

    • 24 min
    Transitioning for the Next Generation of Advisors and Clients

    Transitioning for the Next Generation of Advisors and Clients

    The impending retirement wave poses a critical challenge to the advisory profession. Nearly 40% of advisors plan to retire in the next decade. My guest today will explain why the profession is at an inflection point and proactive planning is essential for continued success. We will delve into best practices to transition to the next generation of advisors and investors, strategies for recruiting junior advisors, and how to appeal to emerging investor demographics and scaling engagement models to navigate a shrinking advisor pool.
    Show Resources
    Here are some links to learn more about Matt and AssetMark:
    AssetMark web site- https://www.assetmark.com/Matt Matrisian, MBA | LinkedIn- https://www.linkedin.com/in/matt-matrisian/Matt Matrisian's previoius podcast in 2023- https://www.advisorperspectives.com/podcasts/2022/03/23/how-top-advisory-firms-and-finding-and-retaining-the-best-employees

    • 31 min
    What Explains the Outperformance of Loans?

    What Explains the Outperformance of Loans?

    Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury note is just under 3.9%. That is about 100 basis points less than it was a few months ago. Fed policy is uncertain, inflation has not been fully controlled, and fiscal deficits loom as a long-term risk for yields to go higher.
    Those factors argue in favor of an allocation to floating-rate notes. My guest today will help us explore this asset class, its opportunities and its risks.
    Show Resources:Here are some links to learn more about EVLN and Eaton Vance
    Eaton Vance Floating-Rate ETF - https://www.eatonvance.com/im/en-us/financial-advisor/product-and-performance/etfs/fixed-income/.ev.html/ev?cid=bn:etf2:vettafi:launchaccel:podcast:na:na:na All Eaton Vance ETFs- https://www.eatonvance.com/etfs.php?cid=bn:etf2:vettafi:launchaccel:podcast:na:na:na 

    • 14 min

Customer Reviews

4.1 out of 5
21 Ratings

21 Ratings

FA1987123 ,

Quick episodes with insights for financial advisors

Bob Huebscher asks insightful questions for our industry.

Jsmtwo ,

Awful plugging

The May 22nd. episode was awful and pathetic. Please tell your guest it was the most egregious and terrible plugging of his bogus aoftware. Awful. Simply awful.

Auntbeckles ,

A great podcast!

Advisor Perspectives is one of my favorite publishers. I’m really enjoying their podcasts. They have a diverse group of guests on the show.

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