Displaying items by tag: ai

[Webinar] Embrace the Role of Risk Manager with Hedged Equity Solutions

Wednesday, April 27, 2022 at 3 PM ET 

On the heels of the first Fed rate hike since 2018 and a slowing post-pandemic economic expansion, many clients are finding the mantra "keep calm" hard to follow. These times of uncertainty are a great opportunity for financial advisors to strengthen existing relationships and win new clients. But how do you get prospects off the sidelines, keep clients invested and manage risk without limiting upside potential?

Magnifi by TIFIN is excited to be joined by Swan Global Investments and Advisor Resource Council for a virtual panel presented by WealthManagement.com. Join our upcoming webinar for a discussion about:

  • Risk drivers and opportunities in the current market environment
  • Fed policy and the impact on balanced portfolios
  • Embracing the role of risk manager as a competitive advantage 
  • How AI-powered technology is transforming investing


Register at WealthManagement.com


Marc Odo

Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP® is responsible for helping clients and prospects gain a detailed understanding of Swan’s Defined Risk Strategy, including how it fits into an overall investment strategy. His responsibilities also include producing most of Swan’s thought leadership content.

Prior to joining Swan, Odo was Director of Research for 11 years at Zephyr Associates, a leading provider of investment analysis software. He was responsible for developing next generation risk analytics. Prior to that he was a portfolio manager with Accessor Capital Management, a mutual fund company; and part of the investment analytics team at Pacific Portfolio Consulting, an RIA catering to high net worth individuals and ERISA plans. In both positions, Odo was the resident Zephyr expert. He graduated from the University of Washington in 1996.

Jean Paul Lagarde

Jean Paul founded Advisor Resource Council (ARC) Asset Management in 2015 where he leverages expertise in portfolio construction and options contracts to reshape the risk/reward of equity market exposure. ARC manages equity and fixed income SMA strategies that combine the power of artificial intelligence with the intuition of fundamental analysis in the pursuit of better risk-adjusted returns.

Prior to ARC, Jean Paul served as a senior analyst for an RIA/Hedge Fund, as well as a sell-side analyst and institutional salesperson advising clients on their equity holdings.

Jean Paul holds a bachelor’s degree in economics and a master’s degree in business administration from the University of Dallas.

Matt Barley

Matt Barley, RICP® is Director of Advisor Sales at Magnifi by TIFIN. Prior to joining Magnifi in 2020, Matt spent more than a decade in the financial services industry. He was previously a registered representative and investment advisor at Securities America. Before that, he was an advisory consultant at National Planning Holdings and a wholesaler for Jackson National Life.

Matt holds a bachelor's degree in business administration from University of Colorado Boulder - Leeds School of Business, and is a Retirement Income Certified Professional®.

Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Published in Wealth Management
Wednesday, 15 September 2021 19:26

How to Scale Client Service Without the Overhead

Artificial Intelligence is being adopted across the financial industry. In a recent poll by the World Economic Forum, executives at 151 leading financial institutions were asked questions about the prospects of AI in their business. 77% expect AI to be a critical part of their business in the next two years and 64% expect to be mass adopters. Magnifi can bring this cutting-edge technology to your financial institution. Adopters of Magnifi’s products will utilize machine learning techniques that can optimize portfolios for their clients across risk, return, themes, fees, and other factors. AI’s wide adoption is being utilized to lower high labor costs, or even better, to augment current labor for more productivity. Finally, Magnifi delivers all of this with a simple set of tools that are easy for advisors to interact with to deliver their clients the best product possible.

Published in Wealth Management
Tuesday, 14 September 2021 18:43

Become an AI-powered Financial Advisor

Artificial Intelligence is one of the fastest-growing segments of technology, and while most people think of AI as a computer listening to their conversations to send them advertisements it’s growing just as rapidly in the world of finance. In 2019, AI and machine learning was a $6.67 billion dollar segment of the financial world according to a study by Mordor Intelligence. That number is expected to more than triple by 2025 as the projection is $22.6 billion. Additionally, Business Insider pins the savings to financial institutions and banks by AI at $447 billion in the next two years. Magnifi can bring these powerful tools to your advising team to put research insights, analytics, and custom solutions for your clients at your fingertips. Magnifi uses natural language intelligence that can filter thousands of investment opportunities to provide the best opportunities to your clients, and these features are as simple to use as a Google search.

Published in Wealth Management
Saturday, 11 September 2021 08:15

Is This Sector the Next Big Boom Town?

(Silicon Valley)

Finding growth stocks seems difficult with many of the tech giants at their peak, but robotics and artificial intelligence is the route many investors are peering down in order to hit the next big growth company. The biggest ETFs in the space are ARK Autonomous Technology Robotics ETF (ARKQ), Global X Robotics & Artificial intelligence ETF (BOTZ), Robo Global Robotics and Automation Index ETF (ROBO), iShares Robotics and Artificial Intelligence Multisector ETF (IRBO), and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). Cathie Wood’s ARKQ has outperformed this year in large part due to a bet on TESLA, but the ROBO ETF has outperformed the SPY over the last 5 years. Intuitive Surgical and Nvidia are the only stocks held by all five ETFs, and Chinese tech underpins most of these ETFs, which could be worrisome as regulation is erratic lately. However, Wall Street has the highest upside with most of the Chinese companies, with Alibaba Group and Baidu Inc. leading the way with over 60% appreciation anticipated. In the U.S. its TuSimple Holdings and PTC Inc. that have the largest consensus upside.

FINSUM: These robotics stocks are some of the best bets to be staples in the Nasdaq in the next decade, and should be part of your momentum portfolio.

Published in Eq: Tech

Magnifi’s Artificial intelligence is changing the way small financial advisors can interact with their client’s portfolios. They provide a wide variety of tools and services that can build a more diverse, robust, and optimized portfolio to suit your client’s needs. From the simple search features that allow investors to gauge the history of funds and stocks to more sophisticated tools like leverage selection that navigate the risk of a customized portfolio, Magnifi gives advisors options that allow them to compete with larger investment teams. Additionally, customizing portfolios is easier and quicker which allows advisors to draw in more clientele, all the while providing the personal experience a small financial team can offer. Finally, Magnifi seamlessly integrates with other leading custodians and optimizes the clients' experience. All of these features solve problems larger firms make hires to fix!

Published in Wealth Management
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