Douglas Blake

According to NASAA, 70% of advisors manage just 2.8% of total assets ($115T as of 2022). Large advisors can afford more staff —SEC-registered advisors (> $100M in AUM) typically have around 25 representatives per RIA, compared to state-registered advisors with only 1-2 representatives per firm. However, smaller advisors hold a significant advantage: niche focus and personalization. At Veritas, we empower advisors to access their niche and foster relationships on a deeply personalized level. Our mission is to enable every advisor, regardless of size, to connect meaningfully with their clients and thrive in their specialization. #advisors #financialadvisors #finance #startup #fintech #growth #clientrelationships

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Ever wished you could find more time in the day for portfolio management, running your business, and spending more time with your clients?   Then you’ll want to register for Fidelity’s upcoming webinar, “Embracing investment evolution to advance your practice and serve client needs,” which will cover topics that can help investment professionals construct robust and personalized client portfolios in less time.   Register for your spot here: https://lnkd.in/eWwhvmA3

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“With over eight in 10 financial advisors expecting to increase allocations to alts by 2025, structured notes appear poised to increase in popularity, as found by the CAIS-Mercer Survey. Advisors can be well-positioned to reap the potential benefits of these strategies by doing research and understanding how they may fit into certain client portfolios." Read the latest insights on structured investment trends shared by Marc Premselaar: https://lnkd.in/geHjni5b #structuredinvestments #trends #financialadvisor

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How Can a GIPS® Compliant Wealth Manager help you? Read the full article: Can a GIPS® Compliant Financial Advisor Help You Invest with Less Stress? ▸ https://lttr.ai/AS6qh #GIPS

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Financial advisors - unlock #HNW client satisfaction with the power of #DonorAdvisedFunds (DAFs)! Learn how to help your clients navigate strategic charitable giving so they can support the causes that are important to them while also reaching their financial goals: https://bit.ly/41oAjvU #FinancialAdvisor #philanthropy

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Target date funds can be an advantageous solution within #retirementplans for many reasons. To name a few: they are simple, diversified, automatically rebalance, and adjust risk over time. With the immense popularity of #TDFs, however, employers should empower their employees with education on the complexities and nuances of these #investment vehicles. #targetdatefund #401k #403b #retirementplan #plansponsor #fiduciary #HR #HRbenefits #HRconsulting #HRexecs #HRinsights #CFO #SG401k Craig Stanley, CPA CPFA Lieren Timeus, CFP®, CPFA Colin Ragsdale, CPA CPFA Sarah DeLacey

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Would it surprise you to learn your large-cap index includes midcap and even smallcap stocks? #RussellRecon helps make sure there are no surprises. Are your clients getting the benefit of Russell? https://lseg.group/3R48gPI #RussellRecon2024 #RussellIndexes #YourIndexMatters

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“With all the news about assets and clients flowing to the RIA model, why do we not see ‘same store’ sales at much higher levels? I’d posit that the issue isn’t that advisors don’t know how to grow organically, but rather that many just don’t particularly care to do so.”   In a piece written by our co-founder and co-ceo Gary Roth, he explains why most advisors are not focusing on organic growth, citing three main culprits: the ability to maintain income by just treading water, the significant costs associated with growth, and the reliance on natural market expansions.    To learn more about Gary’s evaluation on why organic growth has fallen flat, read the full article in Citywire RIA. ⤵ https://lnkd.in/gaDBGQB8? #OrganicGrowth #RIAModel #WealthManagement

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Curious about streamlining your investment portfolio for spring? Crystal shares her professional insights on optimizing your holdings for efficiency and potential savings. Discover 15 helpful tips from advisors on decluttering your investments without missing a beat. From consolidating holdings to navigating tax-conscious decisions, Crystal's added guidance sets the stage for a productive portfolio cleanup. https://lnkd.in/geqPr4An

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How can plan sponsors with improved funded status help protect their gains from the liability of duration and rate curve exposure? MetLife Investment Management’s Fixed Income team explores the concept of a “shorter” long credit as a potential hedging alternative to traditional LDI strategies for closed and frozen plans. See our key findings in this groundbreaking white paper, A Shorter Long Credit.  https://lnkd.in/eKJf3xgK

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As retirement stretches beyond the traditional timeline due to increased life expectancies, the role you play as a financial advisor has never been more important. Our latest Visual Insights Newsletter, How Longevity Can Impact Retirement, starts the conversation with clients to redefine their golden years. Learn how you can transform their retirement into a period of growth, discovery and joy 👉 https://hubs.ly/Q02zrh0j0

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Understand how changing interest rates may impact fixed income investments and how to navigate these challenges effectively with our May 22 webinar. Don't miss out! #FixedIncome #Investing https://hubs.ly/Q02xrsV60

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🌟 Making The Leap to Independence 🌟 Gideon Drucker, CFP® AIF® ECA, President of Drucker Wealth, shares his journey of transforming our family-run 3rd generation firm into an independent RIA, unlocking new freedom and responsibility. "There's no such thing as 'This is the way it's always been done.'" - Gideon Drucker Read the full story by InvestmentNews to learn how Gideon embraced change to redefine the client experience and pave the way for a brighter future! #FinancialPlanning #WealthManagement #RIA

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Discover how coaching skills transformed Ian Richards' approach to financial advising. Learn why active listening and client empowerment are crucial in today's financial planning. #FinancialAdvising #CoachingSkills [Read more] https://lnkd.in/exN6rG75

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