Stewart Foley, CFA

How can financial advisors ensure they’re measuring what really matters? In last week’s episode of “Planning & Beyond,” Sarah Fallaw, Ph.D. explores the crucial role of validity when assessing client risk tolerance. From understanding how clients make decisions to ensuring accurate portfolio management, this episode offers essential insights for advisors looking to improve their client relationships and financial strategies. Tune in now on Spotify and Apple Podcasts! Links down below. #PlanningAndBeyond #FinancialAdvising #ClientTrust #WealthManagement

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Ted Godbout writing for National Association of Plan Advisors suggests that in a volatile market environment, plan sponsors reportedly are making changes to their investment lineups, with sponsors more likely to add fixed income and inflation protection options than equity options.  Based on a survey of more than 140 plan sponsors, the study by @MFS Investment Management shows that the investment line up offered by plans ranks among the Top 3 areas of focus over the next 12 months for large, mid-size, and small plans alike. More than half of all plans (56%) say they intend to evaluate their investment line-up in the coming year, which ranks as the second-highest area of focus behind reviewing the implications of SECURE 2.0 and adopting appropriate provisions. Among small- and mid-sized plans, this figure is even higher, with 66% planning to review their investment options this year. “Plan participants have been adjusting their investment strategies not just because of inflation, but also due to concerns about market volatility, and plan sponsors are reassessing their investment line-ups accordingly,” explained @Jeri Savage, Lead Retirement Strategist at MFS. “But they are doing so in a holistic manner, as they are revisiting what retirement income and even advice should look like at the same time.” In fact, plan sponsors have already begun to adjust their offerings and are taking a fresh look at retirement income solutions and advice. Here are some of the key findings: https://lnkd.in/e8WbrBa7 #investments #investmentstrategy #401k #plansponsors 

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From the Blog: 3 Reasons Advisors Should Use a TAMP to Invest in UMAs https://bit.ly/49l4vNb

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💡 Data-driven decisions makes for better member outcomes 💡 Anyone else tired of hearing ‘delivering better outcomes’ banded about without a clear definition? We know that DC systems are awash with complex data, making it difficult for trustees to select the best retirement income strategy. Our scoring model uses Monte Carlo simulations to stress-test strategies, giving you clear, actionable insights. Learn more about our data-driven approach by getting in touch for a demo. #DCTrustees #RetirementIncome #DataAnalytics #InvestmentStrategies

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Attention #FinancialAdvisors and those using Nitrogen risk management - join us for an upcoming webinar on "Guarding Against Market Volatility: Exit Strategies for the Unknown Ahead". Adam Weisner, President and CEO of Sherman Portfolios will be giving us a live demonstration of what it looks like to be ready for #FinancialMarket shifts with Indicators and Signals built on patented research so you can be ready with an exit strategy of your own. Sign up now @ https://lnkd.in/gAtWwPDw #Investment #FinancialPlanning

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"📊 Markets appreciate clarity over specific outcomes," notes our latest advisor guide on post-election strategy. With the Dow passing 44,000 📈, successful advisors are focusing on strategic communication and thoughtful portfolio adjustments 💡. Full analysis: https://buff.ly/4evAUCx 🔗 #FinancialAdvisors #Investment #PracticeManagement #FinancialPlanning #FinTech #WealthManagement #FinancialServices

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#DonorAdvisedFunds should be a priority on every advisor’s mid-year agenda. Start conversations earlier for smoother planning and reasoned considerations. Here are four key DAF mid-year planning points for clients: https://bit.ly/3yCTitH

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Teaming is critical for advisors but they often go about it wrong. Here’s why, as well as how to be more successful. Beverly Flaxington #financialplanning #practicemanagement https://lnkd.in/ewH9YwQB

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Multi-Strategy funds have become more popular over the years. But what exactly is a multi- strategy fund and how does SWIB’s implementation of a multi-strategy portfolio benefit the overall investment strategy for the Wisconsin Retirement System (WRS)? In the newest episode of The SWIB Podcast, SWIB Senior Portfolio Manager Chase Nicholson, CFA, CIPM, explains what a multi-strategy portfolio is, why SWIB has the portfolio, and how that portfolio fits into the long-term investment strategy for the WRS. #WhySWIB #SWIBEdge https://lnkd.in/gxfnbNe

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🎙️ In this episode, Chase Nicholson, CFA, CIPM explains how a multi-strategy portfolio fits into the long-term investment strategy for the Wisconsin Retirement System. Check out The SWIB Podcast below.

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Solving Financial Advisors' Time-Consuming Pain Points with YBL.AI Co-Pilot: Be The Human Not The Machine Join us for an exclusive webinar on YBL.AI Co-Pilot, an advanced AI tool designed specifically for financial advisors. More than just a note taker, YBL.AI Co-Pilot (https://www.ybl.ai/) streamlines many of your time-consuming tasks, allowing you to focus on delivering value to your clients. This intuitive solution helps with everything from organizing client data to generating tailored reports and insights, freeing up your time for strategic decisions. Discover how YBL.AI can simplify your workflow, reduce administrative burden, and help you provide a better client experience. Don’t miss this opportunity to elevate your advisory practice! https://lnkd.in/gW-nfanq

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Swiss Re has provided insights into the current economic and financial risks, highlighting a contrast between strong fundamentals and ongoing market volatility, along with uncertainty surrounding interest rates. https://hubs.la/Q02LFGFH0

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Do your clients need a solution that combines growth potential and preservation? Learn more about how custom indices work and why they can help clients make steady progress toward their #financial goals from founder of The Index Standard, Laurence Black. https://ow.ly/YezZ50TeR5L

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Simplifying retirement planning is important for enhancing member success. Our latest article from our Institutional Solutions team discusses how keeping retirement plans simple can enhance member engagement and satisfaction. By focusing on these key elements, super funds can ensure that members are well-equipped to achieve better retirement outcomes. Read more > https://lnkd.in/gFKJWh4M #RetirementPlanning #Retirement #Retirewithconfidence Aaron Minney Simon Brinsmead Stephan Richartz

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Jeri Savage of MFS Investment Management highlights that the evaluation process for retirement income is broader than the typical process plan sponsors use. In this PLANSPONSOR article, MFS's research highlights the following as part of the diligence process for retirement income: > Identifying the Plan's preference for retired participants > Whether or not participants exit the Plan at retirement > What advice/services/solutions will the Plan offer > Product attributes and trade-offs of different guaranteed and non-guaranteed components, and > Will the Plan offer multiple solutions to support their participant base Folks like to say, "Retirement income is complicated," and they are not wrong. However, when is change for the better not hard at the onset? By taking a step back, being thoughtful, and looking at the bigger picture, what seems complicated now has a windfall of ease and simplicity. #retirementincome #401K https://lnkd.in/dzw4-3dY

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Read the latest article "When Navigating Windfalls Is a Rocky Road" on Rethinking65 that features Matthew Liebman, CFA®, CRPC®, CAIA® in a discussion on the benefits of how taking it slow, educating clients, and developing a strategy can ease the impact of client anxiety and exuberance when they encounter windfalls. https://bit.ly/4dx6OPx

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🔍 The FCA’s recent thematic review on retirement income advice provides essential insights to elevate your advice. Ensure your recommendations align with clients’ unique circumstances and retirement goals. To help break down the findings of the paper, you can listen to our webinar recording on this: https://ow.ly/EqWe50SI6Me

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