Tag Archives: #FinancialProfessionals

Episode 179 – Direct Indexing Demystified: Personalized Wealth Strategies with Dave Gordon

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

David Gordon is the Senior Vice President of Direct Indexing at Vestmark: a wealthtech firm that provides portfolio management solutions and outsourced services to financial professionals.

In this podcast, Dave and Doug discuss how advisors can use tax management methods to attract and retain clients, ultimately helping them grow their businesses.

They also discussed:

  • Tax management’s role in client support and advisor-client retention.
  • The importance of tax efficiency for differentiating advisor services.
  • Both the challenges and benefits of separately managed accounts (SMAs) for RIAs.
  • Direct indexing: concept, advantages, and performance.
  • Personalization through direct indexing for tailored tax outcomes.
  • The scale challenges in implementing tax-efficient strategies.
  • Vestmark’s software support for tax-efficient strategies, especially for smaller RIAs.

 

Resources: 

Vestmark

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Episode 167 – Integrating Protection Products with Tim Seifert

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Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group.

In this podcast, Tim and Doug discuss the conversation around annuities as well as education surrounding financial protective products.

They also discussed:

  • What advisors can do to help pre-retiree clients best plan to avoid future regret
  • The trends Lincoln and the financial professionals they work with have seen in terms of demographics 
  • Why Advisors are great on the accumulation portion of managing their client’s assets but have issues with decumulation
  • Educating advisors on the importance of having a decumulation strategy as a part of their plan
  • The value Lincoln Financial brings to financial professionals and consumers with its suite of protection-first products
  • How the industry can move forward to help consumers achieve their goal of protection 

 

Resources: 

Lincoln Financial Group

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Episode 166 – Financial Vulnerability to Financial Security with Anne Aldrich

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Anne Aldrich is the Head of Research for the Alliance for Lifetime Income, an organization creating awareness and educating Americans about the value and importance of having protected lifetime income in retirement.

In this podcast, Anne unpacks the research and studies the Alliance for Lifetime Income has been following, bringing insights into how both financial professionals and consumers can prepare and become secure in their retirement protection plans.

They also discussed:

  • The Protected Retirement Income and Planning study and what it reveals about the changing views on the security of retirement
  • The difference between the views of investors and advisors relating to retirement income protection
  • The opportunity for financial professionals to clarify the purpose and alternatives within the retirement planning process with their clients
  • Advisor’s appreciation for the role that annuities can play in their client’s portfolio
  • The 6040 portfolio and if financial professionals are open to change regarding that standard
  • The economic shocks and other factors that are creating uneasiness about people’s retirement savings lasting their lifetime
  • The “Peak 65” phenomenon of the US approaching the greatest surge of new retirees in history 
  • What the data uncovers about the preparedness of financial professionals and consumers for the retirement wave

 

Resources: 

Alliance for Lifetime Income

 

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