Gaining Perspective

Advisor Perspectives
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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.

  1. The State of Journalism Serving the Advisory Profession

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    The State of Journalism Serving the Advisory Profession

    This is a bittersweet moment.  We are recording this on April 26, and April 30 will be my final day at VettaFi, after which I will no longer be associated with the Advisor Perspectives publication. This will be the final episode of the nearly 500 that I have hosted for the Gaining Perspective podcast. There is no better topic to discuss in this podcast than the state of journalism in the advisory profession.  “The profession of journalism exists, at its best, to inform and occasionally correct the record, to right a wrong, especially an awful thing that is wrong.” Those are not my words, but those of my guest today, who stands at the pinnacle of the journalism profession for advisors. Here are some links on this topic: Bob Veres’ Inside Information service - https://bobveres.com/ Bob Huebscher’s farewell article - https://www.advisorperspectives.com/articles/2024/04/23/farewell-robert-huebscher?topic=global-markets

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  2. The Power of Tax-Loss Harvesting

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    The Power of Tax-Loss Harvesting

    Tax-management strategies are crucial for clients, and they need today’s most sophisticated tools to relieve the tax burden for their clients. In this episode, my guest will dive into those strategies, such as tax-loss harvesting, and will explain how tax technology plays a significant role in driving value through smart, automated processes that find the right investment strategies for every client. We’ll also discuss why it’s important to deliver tax-loss harvesting with a purpose as well as some other hot topics affecting the advisory profession. Here are some links to learn more about Hiren and 55ip: 55ip – www.55-ip.comTax Harvest Indicator (as of Dec. 31, 2023) - https://info.55-ip.com/hubfs/Marketing%20Library/55ip_TaxHarvestIndicatorQ42023.pdfDISCLOSURE 55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://www.55-ip.com/email-disclaimer/. If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The results shown in these materials are for illustrative purposes only and do not represent actual investment decisions. The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes.

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  3. Why Invest in Small Caps Now

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    Why Invest in Small Caps Now

    My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies. Here are some links to learn more about Rayna and Polen Capital: www. Polencapital.com

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  4. A Unique Platform for Alternatives

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    A Unique Platform for Alternatives

    Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the role alternatives can play in asset allocation and how creating portfolios that complement traditional assets drive business growth. My guest today will discuss: How alternative investments benefit an RIA’s client’s portfolio and grow their business.Why access to alternatives is a given, and the focus should be on portfolio construction of alternatives with traditional assets.The unique demand among RIAs for different alternative investments, including private credit and infrastructure.Why semi-liquid alternatives funds may not be the best option for RIAs versus institutional offerings.Here is a link to learn more about Alan’s work and Crystal Capital Partners: Crystal Capital Partners

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  5. How RIAs Should Prepare for New Cybersecurity Regulations

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    How RIAs Should Prepare for New Cybersecurity Regulations

    The advisory profession is sitting on the precipice of major cyber-related regulation set to impact advisors of all sizes. But RIAs are not cybersecurity experts; many are not prepared for the requirements expected to be released by the SEC, and it could negatively impact their businesses. The cost of a cyber incident and reputational damage is further amplified given the deeply personal nature of an advisor-client relationship, which is rooted in trust. My guests today will share advisors’ top concerns regarding cybersecurity, what cyber regulation looks like in 2024, and how advisors can calm client fears about the protection of their data. Here are some links to learn more about Gabe, Mike and SEI: Overview of SEI's cybersecurity offeringsOverview of SEI's offerings for RIAsGabe Garcia and Shauna Mace on Emerging Trends in the RIA Profession (Nov 2022)

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  6. The Hidden Opportunity in “Secondaries”

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    The Hidden Opportunity in “Secondaries”

    Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” My guest today, Andrew Krei, will navigate through the complexities of this dynamic sector, highlighting its potential rewards for investors seeking alternative paths for capital growth. He will also discuss the trends and advantages that the secondaries market offers over traditional PE or VC investments.  Show Notes https://barrettupton.com/https://www.linkedin.com/company/barrett-upton-capital-partners/

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  7. How to Know if it’s Time for a New Custodian

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    How to Know if it’s Time for a New Custodian

    How can financial advisors navigate the changing custody landscape and keep up with the ongoing demands of their clients? My guest will discuss the keys to advisor success, including how technology is impacting the profession, advisors' biggest pain points, unique offerings that firms should consider for their clients, and how to find the right custodian who will help during times of transition and periods of uncertainty. This episode is for any advisor looking to differentiate themselves in the market, considering a new custodian, or going multi-custodial.  Here are some links to learn more about Mike and Axos Advisor Services: https://www.axosadvisorservices.com/https://www.linkedin.com/in/michael-watson-33222a1/

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  8. How to Give Retirees the Freedom to Spend

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    How to Give Retirees the Freedom to Spend

    Most clients have no idea what retirement failure means to them and how a given failure rate should influence their planning. My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. When saving for retirement it’s common for advisors to evaluate progress toward a savings goal and recommend course corrections to stay on track. Making course corrections after retirement means that the retiree must either spend less if investment returns are low or be able to spend more if markets rise. Clients need to understand how investment and longevity risk will affect their lifestyle as they make these adjustments to avoid running out of savings. The best way to understand how these risks might affect their lifestyle is through a visualization of spending paths. Visualizations are a powerful and accurate way to understand how spending more early in retirement, taking greater investment risk, and using an annuity change the course of possible lifestyle paths. Here are some links to learn more about Tamiko, Michael and IncomePath: www.incomepath.comhttps://www.linkedin.com/company/incomepathGiving Retirees the Freedom to Spend

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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.

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    Advisor Perspectives
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  • موقع البرنامج على الويب
    Gaining Perspective