In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes Joe Mallen, CEO of Modelist, to discuss the evolving landscape of wealth management.
They explore the importance of aligning investment solutions to client objectives at scale, offering customized investment portfolios, and leveraging technology for efficiency and transparency. Joe shares insights on the advantages of utilizing platform models, the significance of brand identity, and how financial advisors can better manage market uncertainties with tailored solutions. Tune in for an in-depth conversation on enhancing client experiences and the future of wealth management.
00:00 Introduction and Welcome
00:33 The Importance of Enhanced Client Experience
01:13 Introducing Joe Mallen and Modelist
04:42 The Evolution of Model Portfolios
09:00 Customization in Model Portfolios
13:55 Scalability and Technology in Financial Advisory
17:05 Considerations for Incorporating Model Portfolios
23:26 Benefits of Model Portfolios for Aggregators
26:13 Engaging Younger Generations with Model Portfolios
28:07 Leveraging Model Portfolios in Uncertain Markets
31:54 Conclusion and Contact Information
For more insights from Ryan Nauman and to explore how Zephyr can transform your financial advisory practice, visit the Zephyr website, or reach out directly at [email protected]. Whether you’re focused on asset allocation, performance, manager due diligence, risk management or portfolio analytics Zephyr is equipped to help you navigate the evolving landscape of wealth management.
Learn more about Modelist here.
The following podcast episode features an interview with the CEO of Modelist Inc. The views and opinions expressed are those of the participants and do not constitute investment advice. Modelist Inc. does not provide services directly to retail clients; the firm offers investment models exclusively to registered investment advisers. This content is for informational purposes only and should not be relied upon as a recommendation or endorsement of any specific investment strategy.