YDF's News
Vance on ETF.com: The Slings & Arrows Facing Advisors
Barse expects more consolidation in the RIA space, and more private equity taking minority stakes in RIAs.
“I think that wave will continue and gain momentum as the average advisor in this country matures toward the right-hand side of the age bell curve, and people want succession planning, “ he said. “There’s never been a better time to sell than right now. And sellers are getting very handsome premiums, terms and conditions.”
Vance in InvestmentNews: Advisers Should Aspire to the Endowment Investment Model
Vance Barse, founder of Your Dedicated Fiduciary, pointed out that diversification has never been easier with the advent and steady influx of customized exchange-traded fund strategies.
Vance in CityWire: Advisors Recap Their Best and Worst Client Meetings
“The worst meeting I’ve had was when a couple was referred to me given a very large dollar amount of concentrated stock in the estate. The husband started belittling the wife in front of me, telling her, ‘You brought absolutely nothing into this marriage. Our net worth has been me, all me!’ I promptly closed the meeting and sent them on their way, ending with, ‘We don’t do that here.’”
Tax Smart Investing – Vance on CNBC.com: When It Comes to Investing, It’s Not Just How Much You Make, It’s What You Keep After Taxes
The coronavirus pandemic that has pummeled the stock and bond markets has led many investors to take a closer look at their investment portfolios. While investors are urged to avoid changing their long-term investment strategy during corrections and bear markets, these selloffs can actually create an opportunity to enhance long-term portfolio objectives.
Vance in CityWire: Beating the Lockdown Blues: What Advisors are Watching and Reading
“Given the Fed’s recent rounds of truly unprecedented monetary stimulus, I’ve been re-reading Danielle DiMartino’s Fed Up, which should be required reading for all stewards of capital.”
Vance in ThinkAdvisor: Unemployment Benefits Expansion: What Advisors Should Know
“The unprecedented situation in which we’ve found ourselves is replete with opportunities for financial advisors to show value to clients in ways that enhance the comprehensive financial planning process.”
Vance in ThinkAdvisor Cover Story: Portfolio Directions for Uncertain Times
“There is an increased interest in historically non-correlated alternative investments as evidenced by the standing-room-only breakout session that I hosted at the Inside ETFs Conference,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary®, affiliated with Commonwealth Financial Network.
Vance in Wealth Management: What To Do With $1,000? Advisors Debate Government Stimulus Checks
Indeed, the possibility of Yang payments presents an opportunity for financial advisors to “show value that does not involve dollar signs,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, in San Diego.
Vance in CityWire: Share the Love: Five Advisors on Showing Clients Appreciation
“We live in a world seemingly driven by technology, but clients still deeply value the human connection. There’s no shortage of ways to show clients that you care. Here are some that have resonated with the families I serve.”