Traditional Investment Solutions Transforming As Macro Conditions Change

Investment Solutions Providers Are Under Greater Pressure To Use New Strategies And Technologies The economy continues to face significant headwinds, in terms of supply chain disruptions and talent shortages in certain sectors while waves of job cuts are happening in others, together with continued inflationary trends that are only starting to show some signs of […]

Ways to Leverage AI in Financial Services Marketing

AI-enabled technologies have not taken over, but they are starting to move into client-facing, front-of-the-house roles. Erika Wilson and Richard Hanna | Apr 04, 2023 The role of artificial intelligence in the financial services industry has evolved dramatically since its initial adoption decades ago to automate data entry. AI-enabled technologies have vaulted from the back-office operations […]

Income-First Strategy Leads Among Large Value Funds

Fort Lauderdale, Florida-based RIA Sound Income Strategies announced its Sound Equity Income ETF (DIVY) ranked in the top 4% of Morningstar’s 1,229 U.S. large value funds, based on total returns as of year-end 2022. The firm has over $2 billion in assets under management and is part of Sound Income Group, a 2022 WSR Wealth Exemplar Award winner in […]

Sound Income Strategies’ ETF Ranks in Top 4% of its Morningstar Category

Sound Income Strategies recently announced the outperformance of its Sound Equity Income ETF (DIVY), which ranked near the top of Morningstar’s 1,200+ U.S. Large Value Funds category, as of December 31, 2022. According to a press release issued by the firm, the ETF’s top 4% performance comes on the heels of a 2021 that saw […]

Sound Income Group Introduces Pioneering AI Course for Financial Advisors

FORT LAUDERDALE, Fla., March 31, 2023 /PRNewswire/ — Sound Income Group, a Fort Lauderdale, Florida-based, diversified financial services company, today announced it launched a course to help financial advisors leverage artificial intelligence (AI) to drive efficiency, productivity and growth. “Artificial Intelligence for Financial Advisors” is a course for financial professionals associated with our Sound Income Strategies and Advisors Academy […]

When Income is the Primary Focus

Weathering Market Turbulence Is Paramount HAVING THE LASTING memory of the recently closed books for 2022, what a rough year it was for so many investors! But it doesn’t need to stop there. Is it time for a new income strategy? Stocks and bonds were both down in 2022, which is rare. It’s only happened […]

Should I bond investors ‘Twist’ again like they did last summer?

Now that I bond mania has eased along with the rate of inflation, last year’s investors need to decide if they want to continue with their I bond commitment, increase it or look elsewhere for yield. Last year’s frenzied stampede into Series I bonds was reminiscent of the early 1960s dance craze to Chubby Checker’s […]

Nationwide study shows pandemic impact on retirement expectations

Over two-thirds of non-retired investors say they may continue working after they retire. Post-retirement life may never look the same post-pandemic. According to Nationwide’s eighth annual Advisor Authority survey, market turmoil and the soaring cost of living have forced more investors to consider working after their “retirement.” The study showed that more than two-thirds (69%) […]

FSI OneVoice 2023: Industry Leaders Q&A Videos

We’re On The Scene At FSI OneVoice With Quick Insights From Independent Wealth Management Industry Leaders At this year’s FSI OneVoice in Palm Desert, California, I’m speaking with industry leaders about why they are attending the Financial Services Institute’s annual conference and what they aim to get out of it. We will post more videos here throughout […]