Award-winning financial services software, enabling wealth managers and advisors to fully manage client goals and create powerful investor experiences.
Joined August 2014
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Ready to elevate your practice? Join Zephyr at Wealth Management EDGE, the leading event for advisor growth.
📅: June 9-11, 2026
📍:The Boca Raton Resort — Boca Raton, FL
Register today and save 20% with code Zephyr2026 --> spr.ly/6010BBck6u
#WealthManagement
Join the next Zephyr training session: Essentials for Transitioning to Zephyr from StyleADVISOR
⏰7-7:45pm BST
Sign up today: spr.ly/6011BBcVwl
#Zephyr
Want to see Zephyr in action?
Join the next training session: Comprehensive Performance & Portfolio Optimization
🗓️ Tuesday, April 21, 2026
⏰ 4pm-4:45pm
Sign up today: spr.ly/6011B64EyJ
#Zephyr
Zephyr PSN Outlook for 2026 eBook is now available!
Take a read today: spr.ly/6014B64IKk
#Zephyr #PSN #SMAs
Announcing this quarter’s PSN Top Guns winners 🏆
Earning a Top Guns award is a mark of excellence across separate accounts, managed accounts and managed ETF strategies
Check out the full list of winners here: spr.ly/6010B6d86m
#Zephyr #PSN #TopGuns
Zero-commission annuities are changing the conversation.
Ryan Nauman speaks with David Lau of DPL Financial Partners about how they’re reshaping retirement income strategies and the modern advisory model: spr.ly/6012B6unZE
#Zephyr
Is the American Dream evolving?
Check out the latest Adjusted for Risk podcast where Ryan Nauman speaks with Beth Lawlor of U.S. Bank: spr.ly/6016B6uV4K
#Zephyr
On the latest episode of Adjusted for Risk Podcast 🎙️
Ryan Nauman talks with Scott Ladner of Horizon Investments about goals-based investing—and why it’s time to move beyond style boxes. Tune in: spr.ly/6012hAB1r
#Zephyr #AdjustedforRisk
Welcome back to Zephyr's Adjusted for Risk podcast! Check out this recent episode with Matt Matrisian, President of Signature Estate & Investment Advisors: spr.ly/6014h5YkA
#AdjustedforRisk #Zephyr
The A to Zephyr Podcasts fourth episode, "How to Stand Out with Enhanced Personalization," is now live! Listen here: lnkd.in/eftws8-X . For more information on this podcast click here: lnkd.in/em5K2iPu
Join us at FinovateSpring, fintech’s premier meeting place for decision-makers, and save 20% with discount code FKV2476ZPW. Learn more and save here - shorturl.at/ehC79
Check out Nick Williams’ recent article in @wealth_mgmt where he discusses the trends, we see continuing to develop in 2024 which may make it the year of the separately managed account: bit.ly/41Dslk0#SMAs #marketoutlook
New era of the Adjusted for Risk podcast is upon us! Don't forget to smash the subscribe button!
youtube.com/channel/UCWVI9Uh…
In his recent @FAMagazine piece, @LkTahoeBadger discusses why separately managed accounts (SMAS) can be an ideal #investment vehicle for any type of investor & how #SMAs can be an advisor's ally. For more, read Ryan's full article below: bit.ly/3RsT00b
.@LkTahoeBadger discussed with @NPetallides on @SchwabNetwork the markets & where he's seeing opportunities, & highlights how separately managed accounts are an optimal investment vehicle for #investors seeking alternatives allocations: bit.ly/3R2PGs9
Chris Volpe was featured in Private Wealth @FAMagazinediscussing why #SMAs have become increasingly popular, the benefits they offer to retail investors & how we help #advisors identify which SMAs to invest in. Check out the full Q+A below: bit.ly/47sL04K
Judi Galst, Associate Director, Private Clients at @HenleyPartners, came on the Adjusted for Risk podcast to discuss the increasing demand from Americans to invest in foreign passports to help diversify their mobility options.
youtube.com/watch?v=6L3KpfCH…
Get ready for the second half of 2023 with this great episode of the Adjusted for Risk podcast!
It was so much fun the first time, @RevisorGroup 's Landon Jones and Ethan Dunbar decided to run it back. Check out our latest Adjusted for Risk podcast.
youtube.com/watch?v=IbbwGx3w…
Fantastic insights to help financial advisors prepare for the second half of 2023.
Host @LkTahoeBadger is joined by @aamlive CIO Cliff Corso to provide his investment outlook for the remainder of 2023, as well as his thoughts on the current technology rally, the biggest risks to the strong equity performance and more!
Watch the episode: bit.ly/3NCT3mc
In this episode of Adjusted for Risk, host
@LkTahoeBadger is joined by Charles Smith, partner, Wealth & Asset Management Consulting at
@EYnews, to discuss everything from technology stacks to client acquisition strategies.
youtube.com/watch?v=oJlgha7M…
