Why Advisors Need an OCIO

Why Advisors Need
an OCIO

5 Questions Advisors should know about OCIO services If you flashback thirty years ago there were very few institutional investment strategists available for financial advisors. Typically, these advisors would create their own asset allocation from a group of mutual...
The Making of Union UMA  (S2 E25)

The Making of Union UMA
(S2 E25)

The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor’s frustrations for years, and we’ve built this solution with one principle in mind – your business matters:...
The Benefits of a TAMP (S2 E24)

The Benefits of a TAMP
(S2 E24)

Times change. Tech changes. Therefore, end-client expectations change. On this episode of the Conquer Risk podcast we discuss how that’s the basis for why TAMPs are changing the advisory world:  Prospecting becomes easier when you know your options Creating a great...
Random Pod Volume 02 (S2 E22)

Random Pod Volume 02
(S2 E22)

In the second volume of our quick hitters’ format, the Conquer Risk podcast tackles numerous headlines that could impact advisors including:   The S&P 500 crossing it’s 200 day moving average, does it matter? Tech companies are embracing WFH, who’s...
Market Cap Weighting: The Rich Get Richer? (S2 E20)

Market Cap Weighting: The Rich Get Richer? (S2 E20)

Many individual companies are struggling and the economy is still (mostly) closed, so why is the S&P 500 fairing much better? We break down what’s behind this big question on the Conquer Risk podcast: What is market Cap Indexing? What’s the story with the S&P...