Included in this issue:
— Join us at Bob Veres’ Insider’s Forum!
— Webinar Replay: Helping Advisors Build Better Portfolios and Cultivate Stronger Client Relationships
—Envestnet | MoneyGuide Integration: Partnership aimed at empowering more advisors to improve clients’ understanding of risk
— Insightful Article: How to talk about risk management to clients in a way they can understand
Join Us at Insider’s Forum
“Bob Veres’ Insider’s Forum conference is the real-world extension of Inside Information, a master study group, provider of newsletters and articles as well as a general “curator” of information found throughout the financial advisory profession. Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.”
Helping Advisors Build Better Portfolios and Cultivate Stronger Client Relationships
In July we hosted a webinar on the integration between CircleBlack’s wealth management platform and StratiFi’s risk analytics. The integration between our two technology companies allows advisors to easily streamline their tech stack and provides advisors with a holistic view of their practice as well as the risk in client portfolios.
Client Risk and Its Impact on a Financial Plan
On July 29th, 2021, we hosted a live webinar on how the MoneyGuide and StratiFi integration impacts financial planning and risk management. MoneyGuide’s leading financial planning software gives advisors the tools needed to help clients create a financial plan that is based on their own life goals. Through this partnership with StratiFi, risk analysis is now amplified within MoneyGuide’s software package.
New on the Blog: Understanding Volatility Risk
A volatility risk rating gives an idea of how vulnerable a portfolio is to systematic risk i.e. the risk inherent to the entire market or market segment. In other words, this is the go-to factor to look at when markets are turbulent.