Viewpoints | Advyzon

It’s official: ETFs dethrone mutual funds

ETFs are officially a more popular investment vehicle among financial advisors than mutual funds. At least, that’s what data from the more than 1,200 advisors who use Advyzon for performance reports shows.
Written by Advyzon Team

Alternatives get less alternative

Advyzon's Asset Allocation study shows advisors allocated nearly 400% more in alts at the end of 2022 compared to previous years. Are we seeing a trend appear or was 2022 just an anomaly year?
Written by Advyzon Team

Tax returns: Are you seizing the opportunity?

Now that tax season is over, we can put that aside until it comes up again, right? Incorrect! There's an opportunity now to get those tax returns and start planning a strategy for your clients around how they're going to minimize what they pay to the government. And they will thank you for it.
Written by Advyzon Team

Can your tech stack help with succession planning?

As a business owner, particularly as a financial planner, are you prepared for the "what-ifs" of your firm and clients? The best way to reassure yourself and your clients of a potential succession is to make sure you have the technology to do this seamlessly.
Written by Advyzon Team

Outsourced CIOs: How aligned do you need to be?

Say you're an advisor whose favorite part of the job isn't managing investments. Or maybe you enjoy the investing side, but it takes time away from working on other parts of your business. This is where partnering with a TAMP - like Advyzon Investment Management (AIM) - can work in your favor.
Written by Advyzon Team