Jon Russell

1 month ago | techcrunch.com | Ivan Mehta |Kyle Wiggers |Jon Russell |Natasha Lomas

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Aug 22, 2024 | insight.factset.com | Sean Ryan |Jon Russell |FactSet Insight

The proliferation of alternative investment options for wealth managers offers new avenues for diversification and enhancing risk-adjusted returns. It also introduces some risks that must be considered. The broadening of options beyond the traditional 60/40 portfolio is long overdue.

Jul 9, 2024 | insight.factset.com | Sean Ryan |Jon Russell |FactSet Insight

Wealth Management By Sean Ryan  |  July 9, 2024 We sat down with esteemed guest David DeVoe, Founder and CEO of DeVoe & Company, to discuss all things RIA in the wealth management sector. Hear strategic perspectives on growth across market cycles, M&A, valuations, scale, alternative assets, technology, private equity activity, and the evolving role of banks. Listen below.

Jun 27, 2024 | insight.factset.com | Jon Russell |Sean Ryan |FactSet Insight

The days of wealth managers making do with older technology, word-of-mouth referrals, or manual processes are fading. One reason: The transfer of wealth to a younger generation requires stepping beyond the traditional methods of prospecting, constructing portfolios, generating reports, and managing communications. In this article we discuss technology solutions for prospecting and proposal monitoring, both of which are key growth drivers.