Wealth Management

A bad ending can ruin a movie or a TV series, just ask any Game of Thrones viewer. The same applies to any business including financial advisory practices. A great run can be marred by a messy and unorganized ending.

 

However, it’s easy to understand why an advisor laser-focused on building and operating a business may not put the same intensity or focus into succession planning. After all, there are many heavy decisions that have to be made, and each decision has major implications. So, it’s understandable why succession planning can be neglected.

 

Nevertheless, it’s clear that succession planning is essential. In the same way that financial planning increases the odds that someone can reach their retirement goals, succession planning can help you maximize the value of a practice, smooth the transition for clients, and give employees peace of mind.

 

While there are many elements to effective succession planning, the biggest ingredient is transparency throughout the process with clients, employees, and other stakeholders. This will prevent anyone from being surprised by the outcome and will also lead to more understanding especially as it’s likely that the succession plan could have multiple iterations depending on circumstances and developments. 


Finsum: Succession planning is essential for an advisor but an important key is transparency during the process.

 

When it comes to making clients happy, there is no substitute for a wide variety of offerings given that everyone has their own unique circumstances, priorities, risk tolerance levels, and goals. Ironically, the recent trend in wealth management over the past couple of decades has been the opposite with the rise of ubiquitous 60/40 portfolios and passive strategies.

 

However, the introduction and ongoing proliferation of direct indexing is an antidote and presents an opportunity for savvy advisors. In essence, direct indexing allows investors to recreate an index within a separately managed account by owning the actual individual stocks. This is now possible due to technology, lower commissions, and fractionalization of shares. 

 

The major benefit for clients and advisors is that these indexes can be customized as little or as much as clients desire. Thus, it retains the pros of passive investing, while allowing for personalization and the potential to harvest tax losses. 

 

For example, investors who have strong beliefs about climate change may look to eschew companies who are responsible for emissions or the production of fossil fuels. Instead, they may want to overweight stocks with high ESG scores. With direct indexing, an advisor can theoretically create custom products for each client, leading to greater satisfaction and success for both parties.


 

Finsum: Advisors should get comfortable with direct indexing given that it allows for personalized products that are more likely to appeal to an investor. 

 

One of the consequences of tighter monetary policy is that traditional sources of funding such as banks and public markets have dried up. This void has created an opportunity for private financing.

 

Pacific Investment Management Co. (PIMCO) is seeking to capitalize on these circumstances. Typically, PIMCO is known as a bond powerhouse but in recent years, its alternative segment has made some impressive strides. It sees opportunities to extend credit to companies in need of capital and has been coming up with creative strategies to facilitate this. This includes lending against assets and across the capital structure in addition to offering equity stakes for investors.

 

The firm is also increasing the number of portfolio managers who are dedicated to private credit and believes it can achieve private equity-like returns in the current environment. It also sees opportunity in the loan books of banks that are looking to shed risk and are focused on strengthening their balance sheets. 

 

It sees upside opportunity in segments like tourism, airlines, gaming, concerts, theme parks and rental properties. However, it’s looking to reduce exposure to banks given the combination of a slowing economy and an inverted yield curve. 


Finsum: PIMCO sees opportunity in private credit given that traditional sources of financing have become more difficult to access.

 

Contact Us

Newsletter

اشترك

Subscribe to our daily newsletter

Top