The levels of your clients’ cash holdings will likely go down… a little.
In 2022, the average affluent client held 16.3% of their investable assets in cash and short -term investments. You’re unlikely to see much of a change in average affluent client’s cash levels. Why? Cash is an important allocation for most clients.
SEC Chair Gary Gensler will step down on January 20, marking the end of a highly consequential tenure. His resignation opens the door for President-elect Donald Trump to appoint a new SEC chair, bringing the potential for significant shifts in financial regulation, particularly in the realms of traditional finance and cryptocurrencies.
Recent evaluations of prominent market forecasts from 2020 to 2023 reveal a stark reality: many predictions failed to align with actual market outcomes, often by significant margins. It's like trying to herd cats—nearly impossible and a bit chaotic.
Eckhardt and Dennis proved that trading could indeed be taught and successfully carried on once the traders learned to use rules and discipline to cut through the noise of emotions and intuition. Now advisors on the FPI platform can share the results with their clients.
Dynasty's Model Select program is a turnkey solution utilizing top-down portfolio construction, pairing quantitative signals with qualitative insights to build portfolios using passive and active strategies.
The Dynasty Connect Survey lays bare the reality that, emotionally, breaking up with a financial advisor is hard for many investors to do, even though, legally, making that switch is straightforward and can often be facilitated by the new advisor.
Columbia Threadneedle Investments, First Trust Direct Indexing, Innovator Capital Management, and Krilogy Portfolio Solutions added strategies spanning across multiple categories.
