How Magnifi Can Enhance Client Portfolios
What if you had a simple-to-use, advanced tool that guided you in giving every client portfolio an edge in an evidenced-based and systematic way? With Magnifi’s Enhancer feature, you do.
Magnifi’s Enhancer tool allows advisors to adjust existing accounts either at the fund level or by comparing them with model portfolios based on user-specified factors.
How Magnifi Answers Common Investment Management Questions
For investment firms, a robust client list means success in many ways. Your firm has put in the work, stood by its commitment to diligently managing client portfolios, and continually prioritizes helping clients achieve their investment goals no matter the market.
Discovery
As a financial advisor, your job is to get specific when it comes to knowing each client’s financial goals and where to put each client’s money in order to achieve those goals. After all, if individual investors had your nuanced expertise and arsenal of investing tools, why would they entrust their wealth to an advisor?
An Investors Guide to Yield
The greater the risk, the greater the reward, as the old adage goes. When it comes to yield funds, that’s mostly true. High-yield assets are for investors looking to make income from buying and holding their investments. While investor taste for risk has mostly declined with the market’s volatility, high-yield funds remain an option for those investors steadfast enough to weather the market swings.
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Everything Investors Need to Know About Actively Managed ETFs
Over the past 20 years, ETFs have become an increasingly popular alternative to traditional mutual funds. They’re easy to access, trade like stocks and available to all investors no matter how much they want to invest at any one time. And, while passively managed ETFs have become increasingly popular as an investment tool, there’s more to the ETF asset class than just passive funds.
ETFs simply aren’t one-size-fits-all.
How to Build Client Portfolios in a Time of Uncertainty
One by one over the years you met new clients, shook their hands, and they entrusted your firm with their investments. Slowly, word got around and your portfolio grew. In January of 2020, before the world was upended by the COVID-19 pandemic, years of progress and growth seemed like the norm.
All was well.
Building a Reliable Retirement Income Stream
What will life be like in the days, months, and years after you retire? A lot of that depends on the income that you have after you stop working. That’s right, there’s more than one income stream that all near and far future retirees should cultivate, starting now.