Zephyr Financial Services Software
@ZephyrInforma
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Award-winning financial services software, enabling wealth managers and advisors to fully manage client goals and create powerful investor experiences.
Joined August 2014
The A to Zephyr Podcasts fourth episode, "How to Stand Out with Enhanced Personalization," is now live! Listen here: https://t.co/VystGuFFw3 . For more information on this podcast click here: https://t.co/F88MerNnNh
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Join us at FinovateSpring, fintech’s premier meeting place for decision-makers, and save 20% with discount code FKV2476ZPW. Learn more and save here - https://t.co/JhJQeMPsKR
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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: https://t.co/kngZTLK4Bc
#marketoutlook
bluetoad.com
2024 Is Shaping Up to Be the Year of the SMA For any investor or advisor, maintaining a well- balanced portfolio with appropriate allocations is always …
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New era of the Adjusted for Risk podcast is upon us! Don't forget to smash the subscribe button! https://t.co/mV8JwxKzAX
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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:
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.@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:
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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:
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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. https://t.co/QCWqXKQprE
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Get ready for the second half of 2023 with this great episode of the Adjusted for Risk podcast!
It was so much fun the first time, @RevisorGroup 's Landon Jones and Ethan Dunbar decided to run it back. Check out our latest Adjusted for Risk podcast. https://t.co/dyFxxnsurM
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Fantastic insights to help financial advisors prepare for the second half of 2023.
Host @LkTahoeBadger is joined by @aamlive CIO Cliff Corso to provide his investment outlook for the remainder of 2023, as well as his thoughts on the current technology rally, the biggest risks to the strong equity performance and more! Watch the episode: https://t.co/DC9fzF7Ysh
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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. https://t.co/nMbDRWKQiO
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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: https://t.co/DjROeoXnJq
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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: https://t.co/Lzjf1bFVma
#investors
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Thank you Wealth Management Edge for having me be part of this great panel! It was a fantastic discussion! #InvestmentFuseUSA
"This year the US Economy has seen inflation rates reach a multi-decade high rising above 8%. Under these uncertain conditions, it has never been more important for financial advisors to help their clients continue to grow their money through new and innovative approaches."
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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:
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One thing I wish I knew when I started investing is_______________.
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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?
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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:
reuters.com
The latest international Jamie McGeever news and views from Reuters - one of the world's largest news agencies
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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:
fa-mag.com
An advisor's “reproposal" toward current clients is just as vital as initial proposals for prospects.
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Why aren’t young people buying houses? The answer, according to a recent survey, is simple: money. https://t.co/Wuha5XpvBe
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