Speaking at With Intelligence's Wealth Partnership Summer Retreat in Santa Monica, California
Founder & CIO, Ivan Illan, presented to the June 2025 retreat's Panel and Breakout discussions on current capital markets and economic conditions. "Partnership Retreats offer a unique balance between highly curated, industry-leading investment content and special experiential networking activities in which to cultivate meaningful and long-lasting relationships."
Speaking at Titan Investors Events This Autumn in Sonoma County, Minneapolis, & Newport Beach
Founder & CIO, Ivan Illan, contributed to three events in Fall 2024. "Titan Investors brings together asset allocators and investment managers to facilitate a productive dialogue about how to generate returns and mitigate risk for clients."
MoneyGeek Featured Expert
Read Ivan's latest expert contributions on MoneyGeek.
Why Advisors Are Turning To Customized Portfolios
"Advisors delve into the pros and cons as survey reveals what they believe is setting them apart from competitors." Article by Josh Welsh - Interviews with Alison Murray Burkett, Snowden Lane Partners and Ivan Illán, Aligne Wealth
AWAIM® CIO To Speak on A.I. at InvestmentNews RIA Activate in San Diego on November 12, 2024
The event will explore key themes, including the latest trends in wealth management and strategies for scaling growth. Across various expert-led sessions and networking opportunities, RIAs will gain actionable insights and develop best practice management strategies that will future-proof their firms, optimize client services, and enhance their bottom line.
Underlying Financials Across Market Caps May Reveal Opportunities
"With so much media attention directed toward companies with market capitalization significantly higher than $10 billion (e.g., S&P 500 constituents), it’s understandable that capital allocators and investors are challenged to adequately diversify their assets toward other market cap areas."
- Ivan Illan for Forbes, Published April 24, 2024
Impacts Of Credit Card Delinquencies On The Finance Industry At Large
"Credit card balances in the U.S. have ballooned to more than $1.13 trillion. After having spent most of the pandemic-era 'helicopter money', Americans are now carrying much higher debt to persist in their elevated consumption levels."
- Ivan Illan for Forbes, Published March 29, 2024
CIO Ivan Illan Speaks on Macro Trends & Outlook Panel at Titan Investors Los Angeles Exchange
SoCal based financial advisors, manager research analysts, and a suite of blue-chip fund managers sharing perspectives across diverse asset classes.
InvestmentNews 2023 Hot List Recognizes Ivan Illán In Top 100 Best and Brightest In The Business
"InvestmentNews narrowed the list down to 100 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months. From innovators at the forefront of change to leaders who are transforming the way the industry does business, this year’s Hot List represents the best the industry has to offer."
- InvestmentNews, Published December 12, 2023
Very few financial advisors actually manage money
"There’s a stark contrast between clients’ perceptions and the actual practices of many financial advisors. Here’s why transparency is needed now."
- Ivan Illan for Fast Company, Published December 15, 2023
For Decades Fed Funds Remained Higher Than The Inflation Rate
"Between November 1980 and November 2002, the Fed Funds Rate consistently exceeded the U.S. inflation rate."
- Ivan Illan for Forbes, Published December 11, 2023
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
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