Zephyr Financial Services Software @ZephyrInforma
Award-winning financial services software, enabling wealth managers and advisors to fully manage client goals and create powerful investor experiences. informaconnect.com/zephyr Joined August 2014-
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The A to Zephyr Podcasts fourth episode, "How to Stand Out with Enhanced Personalization," is now live! Listen here: lnkd.in/eftws8-X . For more information on this podcast click here: lnkd.in/em5K2iPu
Join us at FinovateSpring, fintech’s premier meeting place for decision-makers, and save 20% with discount code FKV2476ZPW. Learn more and save here - shorturl.at/ehC79
Check out Nick Williams’ recent article in @wealth_mgmt where he discusses the trends, we see continuing to develop in 2024 which may make it the year of the separately managed account: bit.ly/41Dslk0#SMAs #marketoutlook
New era of the Adjusted for Risk podcast is upon us! Don't forget to smash the subscribe button! youtube.com/channel/UCWVI9…
In his recent @FAMagazine piece, @LkTahoeBadger discusses why separately managed accounts (SMAS) can be an ideal #investment vehicle for any type of investor & how #SMAs can be an advisor's ally. For more, read Ryan's full article below: bit.ly/3RsT00b
.@LkTahoeBadger discussed with @NPetallides on @SchwabNetwork the markets & where he's seeing opportunities, & highlights how separately managed accounts are an optimal investment vehicle for #investors seeking alternatives allocations: bit.ly/3R2PGs9
Chris Volpe was featured in Private Wealth @FAMagazinediscussing why #SMAs have become increasingly popular, the benefits they offer to retail investors & how we help #advisors identify which SMAs to invest in. Check out the full Q+A below: bit.ly/47sL04K
Judi Galst, Associate Director, Private Clients at @HenleyPartners, came on the Adjusted for Risk podcast to discuss the increasing demand from Americans to invest in foreign passports to help diversify their mobility options. youtube.com/watch?v=6L3Kpf…
Get ready for the second half of 2023 with this great episode of the Adjusted for Risk podcast!
Get ready for the second half of 2023 with this great episode of the Adjusted for Risk podcast!
Fantastic insights to help financial advisors prepare for the second half of 2023.
Fantastic insights to help financial advisors prepare for the second half of 2023.
In this episode of Adjusted for Risk, host @LkTahoeBadger is joined by Charles Smith, partner, Wealth & Asset Management Consulting at @EYnews, to discuss everything from technology stacks to client acquisition strategies. youtube.com/watch?v=oJlgha…
We're pleased to announce the recipients of Zephyr's PSN Top Guns for Q3 2022, please see below! This list highlights top performing separate accounts, managed accounts & managed #ETF strategies & is an important reference for #investors & #assetmanagers: prn.to/3uicszA
Joined on @TradeTalks was Zephyr’s Market Strategist, Ryan Nauman @LkTahoeBadger, who shares with @JillMalandrino that he’s primarily focusing on companies that are resilient to an economic slowdown or #recession in 2023. Full interview below: bit.ly/3AW6xny #investors
Thank you Wealth Management Edge for having me be part of this great panel! It was a fantastic discussion! #InvestmentFuseUSA
Thank you Wealth Management Edge for having me be part of this great panel! It was a fantastic discussion! #InvestmentFuseUSA
Ryan Nauman @LkTahoeBadger recently appeared on @TDAmeritrade with @NPetallides, highlighting his expectations from the Fed in the next few meetings and what a hawkish Fed means for #markets. Check out Ryan’s full appearance below: bit.ly/3qjkvuk
One thing I wish I knew when I started investing is_______________.
Quite a heated #WallStreet debate on the prospects for a dovish #Fed pivot Those arguing for the #pivot (and, therefore, expect a sustainable rally due to peak rates) point to ISM, Australia, BoE, financial stability Those disagreeing focus on the late Fed, the labor market. You?
Zephyr's Market Strategist, Ryan Nauman @LkTahoeBadger, shares his outlook on the possible decline of #equity valuations as there is still a way to go, and the downward revisions are not done yet. Check out @ReutersJamie’s @Reuters article below: reut.rs/3rCtyH7
In his @FAMagazine article, Chris Volpe says now is the time for #advisors to implement a "reproposal” to clients & remind them why they sought you out. It’s also critical to be armed with #technology that provides real-time evidence to address concerns: bit.ly/3LRvqoG
Why aren’t young people buying houses? The answer, according to a recent survey, is simple: money. cnb.cx/3KRkdUD
EPFR | Fund Flows & A... @EPFR
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Stephanie Ann @stephanietrefPR
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ExchangiFi @ExchangiFi
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WEBs Investments Inc. @WEBsInv
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Exchange 2025 🔜 La... @exchangeETF
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VistaShares @VistaSharesX
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IMSS, LLC @IMSSllc
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Jess Bost, CFP® @lady__bost
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下辻 博司 @Simohiroshi
898 Followers 4K Following 2018年、様々な世界のニュースに対応して行ける様に頑張って行きます。。。。。。最近話題の仮想通貨よりも、為替を心から愛しているー先物トレーダーとして、日夜スキームUPを目指しています。。。。。
PRCInvestors @prcinvestors
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Blueprint Investment ... @Blueprint_IP
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Anthony Rifilato @Tone1870
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xDIGGYxOG @ohboyburitto
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Kessly @Kesslythrone
11 Followers 112 Following Kessly is a woman with the full circle. Within her is the power to create, nurture and transform positively. #Nutritionist.|| #Tutor
JM_Semper @JM_Semper
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Marc Zabicki @MarcZabicki
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EPFR | Fund Flows & A... @EPFR
3K Followers 192 Following EPFR offers financial institutions around the world an unparalleled understanding of how money is moving and why, through fund flows and asset allocation data.
Jill Malandrino @JillMalandrino
20K Followers 3K Following Global Markets Reporter @Nasdaq & Host @TradeTalks #CapitalMarkets #DigitalAssets #Web3 @RutgersU @RutgersCommInfo Grad @UMass Undergrad #PIC @DonaldKey
TradeTalks @TradeTalks
17K Followers 1K Following Where the voices of the market meet. @JillMalandrino hosts conversations with leaders on markets, technology, financial literacy, digital assets, and more.
Scott Bugbee @BugbeeScott
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UBS @UBS
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Merrill Lynch @MerrillLynch
531K Followers 371 Following Merrill Lynch provides timely stats and strategies to help you pursue your financial goals. Follow us to get started. Disclosures: https://t.co/yEFlVugjHu
Goldman Sachs @GoldmanSachs
1.1M Followers 11 Following Official account for Goldman Sachs. The latest insights, analysis, and news from across the firm. https://t.co/3FRVF3sdcC
Ray Hennessey @Hennesseyedit
11K Followers 4K Following CEO of @VocatusLLC. Former editor and news director @Entrepreneur, @FoxBusiness, @DowJones, @WSJ, @SmartMoney. Proud grad of @TCNJ, @SPPrep
David Armstrong @djamesarmstrong
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Lance Roberts @LanceRoberts
97K Followers 1K Following Chief Strategist https://t.co/pIhX6wyW68, Host: RealInvestment Show, Editor https://t.co/wmWaTk1TpO, PM for https://t.co/lf8aFSFI6i Newsletter Signup: https://t.co/qxJrsTVRHR
Mohamed A. El-Erian @elerianm
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BlackRock @BlackRock
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Ameriprise Financial @ameriprise
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Raymond James @RaymondJames
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MichaelKitces @MichaelKitces
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Karen Langley @karen_langley
6K Followers 1K Following @WSJ reporter covering the stock market & Berkshire Hathaway @Columbia_Biz MBA. Covered state capitols for @PittsburghPG and @ConMonitorNews. Go @NotreDame ☘️
J.P. Morgan @jpmorgan
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Morgan Stanley @MorganStanley
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Fidelity Investments @Fidelity
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Bob Keane @BobKeane3
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Schwab Network @SchwabNetwork
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FinTech TV @WatchFinTechTV
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Marc Zabicki @MarcZabicki
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Charles Schwab Corp @CharlesSchwab
166K Followers 198 Following Champions of investors and those who serve them. Support hours: 7 a.m.–7 p.m. CT or 24/7 at https://t.co/80htb56bW9. (Disclosures: https://t.co/DOAmQuAHLR)
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Ryan Nauman @LkTahoeBadger
435 Followers 2K Following Trying to make sense of investment markets as a Market strategist @ZephyrInforma, calls Lake Tahoe home & a very proud dad of 1.
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