Aberdeen Standard
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DNA Behavior & Maximum Impact Partners
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AIG Private Client
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With ongoing market uncertainty and unprecedented monetary policy, investors are starting to explore precious metals as an essential investment solution. Stan Kiang, Director of Strategic Accounts at Aberdeen Standard Investments joins Alliance Talks to who will discuss why precious metals may be a strategic, long-term hold as a critical component of a well-balanced investment portfolio.
Investing – Assets
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DNA Behavior’s platform provides a tool to capture natural behavior insights and is used by advisors all around the world. Leon Morales, Managing Director at DNA Behavior and John Lotka from Maximum Impact Partners walk us through how this tool is uniquely helps advisors serving private clients.
FWA Members can take a free Financial DNA Assessment.
Technology – Culture
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Steve Poux, Global the Head of Risk Management Services and Loss Prevention at AIG and Tom reflect on the challenges and opportunities facing family wealth clients during the pandemic.
Risk Management
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TriState Capital Bank
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Federated Hermes
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Syntax
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TriState Capital Bank, long time partner of the Family Wealth Alliance, has special expertise working with financial advisors who serve private families. The TriState team joins Tom to share their perspective on the family office industry and how it all fits in the context of the banking market and the economy.
Banking
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In this Alliance Talks episode, Martin Jarzebowski, Director of Responsible Investing at Federated Hermes and Tom dig in and discussing ESG in investing, both what we are seeing now in the market and what trends we may see in the future.
Martin's Forbes article can be accessed here.
Responsible Investing
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Climate change is an increasingly critical area of interest for investors, but many of the popular ex-fossil fuel funds on the market miss out on significant sources of fossil fuel risk. In this video, Maggie Bolas talks about how Syntax's Affinity data can create comprehensive fossil fuel screens and build targeted clean energy portfolios.
Investing
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Loss Prevention Technology
AIG Private Client Group |
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Datafaction
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Insights From The Voice of the Client Survey
Clearwater Capital Partners
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Steve Poux, Head of Risk Management Services and Loss Prevention at AIG Private Client Group, joins Alliance Talks to discuss the loss prevention technology that every homeowner should know about. For more information, contact Steve at stephen.poux@aig.com.
Risk Management – Technology
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The pandemic accelerated many firms of adoption of cloud-based technologies, going paperless and providing a digital experience for their clients. Mark Wickersham, Vice President of Marketing and Business Development at Datafaction, shares technology solutions that help family offices on bill pay accounting, and what family offices should keep in mind when making this digital shift.
Technology
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John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients.
For more information, please visit ccpwealth.com or contact Katie Berganske at kate.berganske@ccpwealth.com
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Change and Disruption Innovation
Clearwater Capital Partners
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What Advisors Should Know About Proactive Memorial & Funeral Planning
LHT Consulting Group
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Unlocking Assets for Charitable Good
Schwab Charitable
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"The pace of change has never moved faster than it is today and will never again move this slowly", Brian Wesbury. John Chapman, Melissa Dailey-Newman and Tyler Beachler of Clearwater Capital Partners join this episode of Alliance Talks to discuss how their firm is responding to and leading change in the family wealth space.
For more information, please visit ccpwealth.com or contact Katie Berganske at katie.berganske@ccpwealth.com
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“It’s kind of like the elephant in the room - something no one wants to talk about.” Funeral and memorial discussions can be difficult, but communication and preparation are crucial. Bob Boetticher from LHT Consulting joined Alliance Talks to discuss why advisors should be proactive with these important conversations. |
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How can you maximize your impact on the causes that mean the most to you? Eric Joranson and Chris Boyce of Schwab Charitable joined Alliance Talks to explore how non-cash assets can have big effects on your giving strategies.
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AI & Wearable Tech in Healthcare
Scientica Ventures presented by Syntax Advisors
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Cultivating a Culture of Leadership
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AI is disrupting healthcare as we know it and Harry Glorikian explores this topic in his new book, The Future You. To get in touch with Harry, you can contact Bridget Albertson at b.albertson@scientiavc.com. To learn more about Syntax Advisors contact Jonathon Sweet at j.sweet@syntaxadvisors.com.
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Kristen Maple, Chief Impact Office at Lord Abbett joins Rachel in this Alliance Talks to discuss her firm's journey to creating an incredible culture of leadership development and purpose across their organization. This is one you won't want to miss!
For more information on this topic please visit “About Us” at Lordabbett.com
or contact Bruce Gover at Bgover@lordabbett.com or Jared Belasco at Jbelasco@lordabbett.com directly. |
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