Key Highlights

 [00:01 – 06:16] How Registered Investment Advisors Offer Clients More Choices

• Registered investment advisors (RIAs) offer clients holistic, integrated investment management services
• The RIA model evolved in the 1980s and 1990s to address the growing demand for personalized service
• The incentives of a RIA should be the driver of decision making

[06:17 – 18:00] RIAs Advise Clients on the Pros and Cons of Private Equity

• Why there are people who approach us who are really interested in running their own transaction
• Why private equity is entering the retirement account space, but clients may not be happy with the experience
• Private equity owners are looking for ways to save costs and increase profits, which could disrupt funds within the industry
• Clients should ask their wealth manager about their ownership structure and capitalization, as any question could be on the table during a transaction 

[15:44 – 22:21] Real Estate Sponsors Remain Stable Amidst Uncertainty

• There has been an increase in 1031 investors, a reduction in retirement account investment, and a decrease in purchase price from early in the year
• The market is challenging and the value proposition for sponsors is harder to prove
• The Fed wants rates to increase slower but terminal value will be higher than anticipated earlier

[22:22 – 31:51] Alternative Investments: A Guide to Keeping Clients Safe in a Volatile Market

• There is a lot of volatility in the stock and bond markets, which is keeping many people up at night
• There is a general feeling of angst among investors in the current market conditions, with many questioning why this downturn is happening and how long it will last
• All we can do is reinforce the plan that has contemplate situations like this

[31:52 – 34:38] How to Profit from Market Volatility

• There is a lot of change happening in the wealth management industry, with millennials becoming more involved in holistic planning
• There is a shift from baby boomer to millennial planning, with robo advisors becoming more prevalent
• There are opportunities for businesses to come in and automate parts of their planning process, bringing peace of mind to clients

 [34:39 – 36:55] Closing Segment

Additional Links:

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/