Building Client Loyalty through Personalized Relationships
"It’s one thing to be an active manager but quite another thing to package your active management into a program that’s easily digestible for clients,” Illán says. “Our clients demonstrate their loyalty by sharing our content with others. They become almost like disciples. We never need to ask for referrals—they refer us to family and friends on their own."
The Dark Side Of Recent Jobs Growth
“If you’ve heard about the January jobs report released by the Bureau of Labor Statistics, it was likely accompanied with some positive cheer. Payrolls increased by 517,000 to start the year, which was significantly higher than the monthly figures seen since August 2022. But don’t get too excited."
Advisors Divided on SEC's Proposed Outsourcing Rule
“Ivan Illan, the founder and chief investment officer at Los Angeles-based firm Aligne Wealth Advisors Investment Management, said one little secret in the planning industry is that many advisors devote the bulk of their time to maintaining relationships with current clients and trying to bring in new ones. The actual work of investing is outsourced to services like turnkey asset management programs, third-party firms that provide various asset-management services in return for fees. If the SEC's proposed outsourcing rule requires advisors to be more forthcoming about how they operate, Illan said, so much the better."
Bond Maturation And Business Spending: Critical Economic Issues For 2023
“Instead, paying close attention to basic economic data and their shared risks could significantly impact how prepared your finances may be on a forward-looking basis. Two issues that are of heightened concern include a wave of corporate bonds maturing in 2023 and a potentially correlated dramatic shift in business spending.” - Ivan Illán
The Unexpected Gift Of Currency Devaluation
“Taking advantage of currency devaluation for operational savings need not be a thing reserved for sophisticated multinational corporations who may be more eager to identify a foreign acquisition target rather than a domestic one.” - Ivan Illán
Treasury Bonds Now Pay More Than What Global Stocks Have Returned Across Over 2 Decades
“[During our research], we stumbled across one perspective that is surreal. Global stocks have returned substantially less than a 30-year U.S. Treasury bond since Dec. 31, 1997.” - Ivan Illán
Though Hard To See, International Stock Markets Are Finally Showing Low Correlation
“Though no one can have a perfectly clear vision of what comes next, it is prudent to familiarize yourself with the various and often obscured dynamics today that may impact investment values tomorrow.” - Ivan Illán
Advisor Interview with Ivan Illán for Proactive Advisor Magazine
Employing intellectual capital on behalf of clients by David Wismer
“Our ability as capital allocators drives our mission. …” - Ivan Illán
Higher Taxes On Corporations May Be The Proverbial Straw To Break Economy’s Back
“Both proposed taxes are not necessarily bad in the long-term, but the timing to institute them leaves something to be desired based on [these] three critical macroeconomic market dynamics.” - Ivan Illán
Understanding Why Financial Advisors Show Hypothetical Portfolio Performance History
"Most investors, regardless of their sophistication or experience, do not realize that most FAs do not even have a particular portfolio performance history that they are able to formally share with the public.” - Ivan Illán
Revisiting ‘Is Inflation Finally On The Horizon?’
“Inflation has become more virulent and obnoxious than most had imagined.” - Ivan Illán
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM®)
“LPL’s Hybrid RIA … allows us to communicate substantively with our clients, which is even more important given the shifting dynamic of capital markets.” - Ivan Illán