Bloomberg Businessweek
Day Two, Part Two from Future Proof Festival
Sep 18, 2024
Peter Mallouk, CEO at Creative Planning, specializes in advising high-net clients and discusses the evolving landscape of wealth management. Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, dives into the Fed's impending rate decision, highlighting its impact on investments. Jan van Eck, CEO of VanEck, shares insights on direct indexing and tokenization, showcasing innovative strategies for managing wealth. The conversation balances optimism with caution, emphasizing the need for emotional management in uncertain financial climates.
26:38
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Quick takeaways
- MassMutual's innovative wealth management model empowers independent advisors with extensive resources, enhancing their ability to provide tailored client advice.
- Creative Planning's significant asset growth highlights the increasing demand for personalized financial strategies among high-net-worth individuals with complex needs.
Deep dives
MassMutual's Wealth Management Commitment
MassMutual emphasizes a unique approach to wealth management that balances independence for financial advisors with robust company support. This model is designed to empower advisors to operate freely while equipped with the necessary resources to enhance their practice. By doing so, advisors can provide tailored advice to clients while ensuring proper compensation for their services. MassMutual's commitment fosters an entrepreneurial spirit and positions them as a leader in the wealth management sector.
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