Bradley Hancock

#FinancialProfessionals: Managing concentration risk and generating income in an unstable rate environment are two of the biggest challenges facing your clients today. We recently launched Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA), which uses an options strategy designed to limit volatility and provide consistent monthly income. The new ETF is built on the foundation of RSP’s equal-weight strategy to address concentration risk with an added advantage: income. Learn more about RSPA and how it can potentially help your clients: https://ow.ly/6VGZ30sFxKB

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How and when did Morgan Stanley’s management team see the opportunity to change the game in terms of risk within wealth management?   Unsurprisingly, it was tech that helped them lead the way.   Listen to this meaningful conversation between Chris Scott-Hansen, Managing Director, Associate Director of Consulting Group, Head of Trading & Managed Solutions, Morgan Stanley, and my colleague, Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin. Hear the full conversation: https://1blk.co/3vJoIOf #TechIsNeverDone #AladdinIsNeverDone

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Investor anxiety on the rise? Historically, we've seen increased market volatility leading up to Election Day in the last eight cycles, as tracked by the CBOE Volatility Index (VIX). However, there's a silver lining, volatility often cools down after the election and during the two-month period leading to Inauguration Day. Key takeaway: Election-year volatility is often temporary. Patience and discipline remain critical for navigating uncertain times. #Investing #Volatility #ElectionYear #MarketTrends

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It‘s exciting to see Broadridge's President, Chris Perry, leading an engaging discussion at the Tiburon CEO Summit, exploring the future of WealthTech M&A, alongside industry leaders. They shared insights into:  · Emerging trends influencing M&A  · The role of AI in wealth tech  · Consolidation · Actionable strategies to raise capital, or prepare for acquisition Thank you to Tiburon for hosting this discussion!  #WealthTech #MergersAndAcquisitions #CEOInsights #WealthManagement 

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“We navigated all of that while standing up and building a new and independent company.” Chief Marketing Officer Kelly O'Brien Vives reflects on building a business during an interesting time for the industry. Watch now. https://lnkd.in/g5BdJu98 #WeAreAllspring

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Rate cuts are good for markets, right? But are they better for large-caps or small-caps? Or for growth or value? Or bonds or stocks? Global Head of Multi-Asset and CIO Sébastien Page shows how the answers aren’t as easy as you might think. https://trowe.com/3XbPt7x

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In today’s investing landscape, financial advisors are facing key decisions on whether to outsource investment management or use a third-party manager for their investment process and the portfolios they offer to their clients. In my latest blog post, Kara Dombroski, CIMA® and I tackle this question and dive into the benefits of outsourcing investment management for financial advisors. Here's a quick summary of the key takeaways: + Time Savings: Free up an average of 8.4 hours per week on investment management. + Improved Client Satisfaction: Strengthen relationships and increase client retention with specialized expertise. + Reduced Costs: Over 50% of advisors report decreased operating costs, with many seeing savings of 5% or more. At WisdomTree, we offer comprehensive support for advisors looking to streamline their investment processes. Whether you prefer to build your own portfolios or leverage our Model Portfolio Investment Team, we've got you covered. Advisors, check out the blog for more on how our Portfolio Solutions Program can help advisors looking to outsource their investment process.

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In case you missed my discussion with Frank Holland on CNBC Worldwide Exchange, check out the interview here to see why “dispersion” is my word of the day. We’ve also just passed the two-year anniversary of the current #bullmarket and I remain optimistic going forward. I believe there are plenty of opportunities in the more #cyclical parts of the market and #smallcaps, and I expect earnings season will reinforce the strong fundamental picture. Raymond James Investment Management https://lnkd.in/e2DC3Nn6

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Great insights from Paul Heffernan & Henry Glynn sharing their expertise for asset managers on some of the key benefits of a UCITS ETF and the common questions they receive from managers evaluating this space.

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New opportunities are emerging across the credit spectrum as traditional funding sources retreat. From corporate credit to asset-based credit, Group CIO Dan Ivascyn explains how we’re identifying potentially attractive, resilient investments in the latest View From the Investment Committee → https://bit.ly/44ooUPQ

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When fundamental value creation becomes the largest driver of performance, investors may want to go where it’s always mattered most. Learn why we believe the U.S. middle market will continue to provide an attractive opportunity set versus large and mega cap managers in this new article. https://bit.ly/4cvujHe #PrivateEquity #MiddleMarket

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We think the Harbor Commodity All-Weather Strategy ETF (HGER) represents a compelling long-term opportunity that may help to reduce the aggregate volatility of 60/40 portfolios and add a potential source of differentiated returns looking ahead. 

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🌍𝗞𝗲𝘆 𝗧𝗿𝗲𝗻𝗱𝘀 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗶𝗻 𝟮𝟬𝟮𝟰 📊 The latest insights from the UBS 𝘎𝘭𝘰𝘣𝘢𝘭 𝘍𝘢𝘮𝘪𝘭𝘺 𝘖𝘧𝘧𝘪𝘤𝘦 𝘙𝘦𝘱𝘰𝘳𝘵 2024 reveal fascinating shifts in how wealth is managed globally: 𝟭. 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗜𝘀 𝗕𝗮𝗰𝗸 ⚖️ After years of favoring equities, portfolios are seeing increased allocations to developed market fixed income, driven by elevated bond yields and moderating inflation. This marks a renewed focus on stability alongside growth. 𝟮. 𝗔𝗰𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗚𝗮𝗶𝗻𝗶𝗻𝗴 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺 🎯 Nearly 40% of family offices are prioritizing active management to enhance diversification, reflecting the opportunities created by market volatility and uneven economic growth. 𝟯. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗥𝗲𝗺𝗮𝗶𝗻 𝗖𝗲𝗻𝘁𝗿𝗮𝗹 💼 Alternative investments, including private markets, continue to play a significant role, providing diversification and access to unique returns. With family offices often being long-term investors, private equity, venture capital, and real estate remain key allocations, particularly for capturing growth and innovation in specific sectors. 𝟰. 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝘃𝗲 𝗔𝗜: 𝗧𝗵𝗲 𝗡𝗲𝘅𝘁 𝗕𝗶𝗴 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗵𝗲𝗺𝗲 🤖 Generative AI has emerged as the top area of focus, with 78% of family offices planning to invest in the next 2-3 years. This transformative technology is reshaping industries, and its potential for innovation is hard to ignore. 𝟱. 𝗟𝗼𝗻𝗴-𝗧𝗲𝗿𝗺 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗟𝗼𝗼𝗺 🌎 While geopolitical tensions dominate short-term concerns, climate change and high debt levels are top priorities over the next five years. This highlights the need for resilient strategies that account for both immediate risks and future uncertainties. 𝟲. 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗧𝗮𝗸𝗲𝘀 𝗖𝗲𝗻𝘁𝗲𝗿 𝗦𝘁𝗮𝗴𝗲 🌱 Over half of family offices are integrating sustainability into their investment and operational strategies. However, there’s a growing demand for better tools and analytics to measure the real impact of these efforts. 💡 These trends underscore a careful balancing act: embracing innovation while maintaining stability and preparing for long-term challenges. Family offices are leading the way, and their strategies provide valuable insights for navigating today’s complex landscape. #WealthManagement #FamilyOffice #Investing #PrivateMarkets #GenerativeAI #Sustainability

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The Key Question in Institutional Sales: Are You Raising the Bar or Just Filling a Seat? 🔑 I’ve been reflecting on what truly separates high performers from the rest in institutional sales — and it’s not just about closing deals. Ask yourself: ✔️ Do you possess exceptional ability, or are you just meeting expectations? ✔️ Are you admired for your strategic insight, or are you just another “yes person”? ✔️ Will your presence raise the effectiveness of the team, or are you blending into the background? In my experience: 👊🏻 High-impact professionals don’t just ‘fit in’ — they elevate the team, bringing new ideas, sharp strategies, and a relentless focus on outcomes. 👇 Mediocre contributors can close deals, but they don’t move the needle for the broader organization. 👍 Exceptional talent isn’t always about being the loudest in the room; it’s about having the vision, work ethic, and foresight to drive real change. So, the question is: Are you contributing to the growth and success of your firm, or are you merely filling a role? What traits make someone an elite institutional salesperson? 👇👇👇 #InstitutionalSales #SalesExcellence #Leadership #Performance #GrowthMindset #Talent #SalesStrategy #BusinessGrowth

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