Majority of retirees are seeking Medicare guidance from financial advisors, says Healthpilot CEO
The majority of retirees are in health insurance plans that are wrong for them given their health and economic circumstances. The key for advisers is to help them get it right, says Dave Francis, CEO of Healthpilot.
Technology needs to meet clients where they’re comfortable
No matter the generation, technology needs to be accessible in order to provide the greatest value for clients, says Rose Palazzo, group head of Envestnet MoneyGuide.
Tax efficiency too often overlooked, underappreciated in favor of stockpicking
Tax efficiency should not take a backseat to stockpicking, says Dana D'Auria, co-chief investment officer at Envestnet. Advisers can add value by planning ahead for taxes, but they can't control the direction of the market.
Volatile markets highlight why annuities belong in a portfolio
Forget the strict 60/40 split, structured products and annuities have proven they belong in a portfolio, especially when markets grow volatile, says Jason Broder, CEO of SIMON Markets.
iCapital CEO: Wealthy investors seeking private credit, growth equity strategies
High net worth investors are seeking more opportunities in private markets, especially private credit and growth equity offerings, says Lawrence Calcano, chairman and CEO of iCapital.
Reduce bonds, lower risk to battle volatility, says BlackRock strategist
The market's recent volatility calls for a different style of stockpicking and a reduction in fixed income exposure, says Russ Koesterich, Global Allocation Selects portfolio manager at BlackRock.
As data improves more Wall Street firms finding AI opportunities
Wall Street firms are using AI and data analytics to improve investment results and limit risk. But the data has to be right, says Farouk Ferchichi, Group President, Envestnet Data and Analytics.
Annuity interest on the rise as markets getting choppy, says FIDx CEO
The market's volatility has increased investor interest in safe steady income streams like annuities and the fees are not exorbitant, says Rich Romano, CEO of FIDx.
Finding the top technologies for financial advisers on the move
For today’s advisors, wealth management is more than stocks and bonds; it also involves insurance and annuities. Bill Hunter, senior vice president at iPipeline, shares how wealth management firms can benefit from ditching paper and going digital.
More high net worth investors exploring alternatives for non-correlation, diversification
Wealthy investors are increasingly looking to alternatives for diversification, non-correlation and alpha generation, says Jerry Pascucci, head of Global Alternative Investment Solutions at UBS.
