Zachary Schweiss, CFP®

“What do you even do (for advisors)?” I had this question from a financial planning advisor. Glidepath does three things: 1. Provide a great portfolio management service 2. Provide amazing and responsive advisor/customer service 3. Be a trusted collaborative partner to financial planning advisors allowing them to: A. Optimize the economics of their practices (keep 100% of their fees, no grid, no flat fees). B. Elevate competitive position (if they aren't IIROC & discretionary already) C. Free up time to focus on marketing, clients or family E. Take compliance off their plate F. Future proof their practice G. Enhance their Mental Health (alleviate pressures downloaded on them by dealerships, regulations etc). Etc…. #outsourcing #financialplanning #wealthadvisors #portfoliomanagement #customerservice

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With all the talk in the news about potential rate cuts – or a lack thereof – I wanted to share some recent commentary from Michael Plage and Ford O’Neil, two Fidelity fixed income portfolio managers, about their thoughts on fixed income for the rest of 2024. Want to learn more about Fidelity’s fixed income capabilities? Check out this link: https://bit.ly/3JGeIIL

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Many of the advisors I work with are focused on what might be next for the Fed. Our May Advisor Outlook looks at how markets have repriced meaningfully since the start of the year, and discusses how advisors might want to position portfolios differently whether they expect the Fed to hold, cut, or hike rates in 2024. Many investors across BlackRock expect that the Fed will hold rates through September as a base case, which may benefit short & intermediate-term bonds, higher-yielding “plus” fixed income sectors, quality stocks and alternative strategies. Check out the full outlook to explore insights for how you can align your portfolios with the current market conditions: https://lnkd.in/edQt5HpS. For Professional Investors Only

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Learn how our multi-asset team thinks about addressing the hurdles that have prevented widespread adoption of personalized investment solutions to date.

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Current conditions suggest an opportunity to lock in municipal bond yields at levels not seen in years. Learn where the First Eagle High Yield Municipal Credit Team is uncovering value through fundamental research. https://bit.ly/3WRLCxU

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Did you know that according to Fidelity's 2023 Family Office Investment Study, nearly half of family offices include direct indexing investments in their portfolio? There’s some great data to sort through in this survey, from portfolio construction strategy to alternative investments and more. Take a look! https://bit.ly/3K56ABL

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When it comes to offering investment options clients can feel confident in, Fidelity has you covered—with solutions like Fidelity Model Portfolios that benefit from our long history of managing risk-based portfolios. Our model portfolios are a great example of how we use our deep research and investment resources to help your clients meet their goals. Check out how they can aid in portfolio management while giving you more time to deepen client relationships. https://bit.ly/3wrK2rM #advisors #modelportfolios

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Have you seen our latest Wealth Planning Trends? The services financial professionals offer clients have become more commoditized, which can make it harder to stand out from the crowd. Our wealth strategists developed this resource to help advisors differentiate themselves from peers and provide on-going value beyond asset allocations and portfolio management. To see what's inside, visit here▶ https://bit.ly/44y7YX0 #JHI #JanusHenderson #BrighterFutureTogether #US #WealthManagement #PracticeManagement Investing involves risk #InvestingInvolvesRisk

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Quality Over Quantity: A Winning Strategy in Financial Advising Understanding the limitations of time and the increased demands of high-net-worth clients with complex needs, these advisors focus on maintaining a manageable client base. The magic number? Approximately 200 families or households per advisor. This strategic approach not only allows for deeper client engagement but also highlights the growing trend of forming teams to efficiently handle the demands of the profession. It's a testament to the idea that in financial advising, sometimes less is more when it comes to client quantity, allowing for greater quality in service and outcomes. #FinancialAdvising #ClientManagement #QualityOverQuantity

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Have you seen our latest Wealth Planning Trends? The services financial professionals offer clients have become more commoditized, which can make it harder to stand out from the crowd. Our wealth strategists developed this resource to help advisors differentiate themselves from peers and provide on-going value beyond asset allocations and portfolio management. To see what's inside, visit here▶ https://bit.ly/44y7YX0 #JHI #JanusHenderson #BrighterFutureTogether #US #WealthManagement #PracticeManagement Investing involves risk #InvestingInvolvesRisk

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Friday's Financial Forecast- Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period. Learn more with this 6 minute read

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Hello Aravind, sorry I am on the sell side commenting and not a HNW investor intrigued by your important focus on fees and investor alignment. I have seen this theme from you before first hand in Edmonton last year at the IAFP, hope to see you again this year. We agree generally with your view on fees but I think you should consider the fees not disclosed and not required to be disclosed; 2-4% borrower fees. This is generally the unknown unknown for most advisors. The OM's will state that the manager can receive fees for originating loans or mortgages but I am yet to see anywhere, where those fees are actually shown. This is a monumental conflict of interest that is the epicentre of dislocation between investor interests and the manager's interests. It is all one single cost to the borrower but as the OM states, the borrower origination, commitment, extension, exit and etc. fees are all paid by the borrower and not by the investors so who needs to know. Wait what? A basic assessment of credit risk is how much a borrower is willing to pay for a loan.  As an advisor, if you do not know how much the borrower is paying for the loan, you will not know how risky the credit/mortgage fund is. Keep up the great work. Cheers.

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In the latest edition of Research Viewpoints, Oppenheimer Asset Management’s Consulting and Alternative Investment teams share their view that while mega-cap stocks appear extended, there may be opportunities in what they find to be reasonably valued segments like large cap value, small cap equities, core fixed income, and diversifying strategies. Read about this and more in our latest edition.

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