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Strategic Investment Group brings on co-CIO

Strategic Investment Group brings on co-CIO
pionline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pionline.com Daily Mail and Mail on Sunday newspapers.

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Retirement Industry People Moves

The Wagner Law Group acquires Idaho-based firm; Allianz Life names chief growth officer; K&L Gates LLP adds new partner to benefits, ESOPs and executive compensation practice; and more. ....

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Retirement Industry People Moves

Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more. ....

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Model Portfolios Can Help Financial Advisors Enhance Their Businesses

Model Portfolios Can Help Financial Advisors Enhance Their Businesses
April 14, 2021
Financial advisors seeking to enhance their business practices can consider outsourcing components of asset management through model portfolios.
In the recent webcast,
Decision Made: Why to Outsource Your Asset Management, Gracie Hynes, Vice President, Goldman Sachs Asset Management, argued that financial advisors can more efficiently manage their time and business practices through third party model portfolio strategies. Advisors are already spending nearly 1,000 hours per year on asset management activities while juggling many other roles and responsibilities.
However, when investors were asked why they choose to work with an advisor, 3% indicated that investment performance was the main reason, which was much less important than factors like service, reputation, and relationships. ....

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Decision Made: Why to Outsource Your Asset Management

Decision Made: Why to Outsource Your Asset Management
April 12, 2021
Financial advisors can turn to ETF strategies in an effort to capture the high returns that are so coveted by their clients. Yet financial advisors in the 21st century must balance asset management with a wide range of other responsibilities.
In the upcoming webcast,
Decision Made: Why to Outsource Your Asset Management, Gracie Hynes, Vice President, Goldman Sachs Asset Management; Christopher Lvoff, Managing Director and Senior Portfolio Manager, Goldman Sachs Asset Management; and Michael Darling, Vice President and Sales Manager, Goldman Sachs Asset Management, will highlight the potential benefits of outsourcing components of asset management through model portfolios. ....

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