Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

In his presentation at the FRA’s 8th Annual Managed Accounts Summit, Jack Sharry began with a quick review of changes in investor sentiments over the past thirty years. We’re at a point now where the baby boomers are looking towards an uncertain retirement, he stated.  After the market upheavals of the past few years, the As Executive VP of LifeYield believes that investors are looking for “true alpha” which is comfort, predictability and assurance. Investment alpha is elusive.

A Brief History of Retail Investing and Advice

Jack agreed with Cheryl Nash’s comments that we’re headed towards the UMH, which enables the advisor to look at the whole picture: