Jack Sharry


Recent Posts

The Problems with Robos and Other Uncoordinated Strategies

2/26/20 4:57 PM / by Jack Sharry posted in Digital Advice, Householding

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Clients come to advisors seeking strategies to maximize the probability of achieving their goals. In working with their advisors, they wish to evaluate trade-offs, understand risks, and see how their investments will work to achieve their goals in a simple, intuitive manner.

While digital investment advice platforms (a.k.a. "robo advisors”) rose to prominence by addressing an improved digital experience, they fail to fill the void of many elements, along with other uncoordinated strategies.

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The Elements of a Smart-Householding Strategy

2/13/20 9:48 AM / by Jack Sharry posted in Advisors, Householding

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Smart-householding is the art of creating an actionable investment plan based on the aggregated view of all accounts within a household. When an advisor uses smart-householding, they can reduce costs, manage risk, and increase tax-efficiencies of all of the accounts. We have examined why householding is important at a high-level (as it relates to devising investment strategies that result in the most optimal outcomes for investors), but let’s take a look as to why it’s the most optimal method of planning for advisors.

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Account Aggregation vs. Smart-Householding: Going beyond a view to action

1/7/20 8:30 AM / by Jack Sharry posted in Advisors, Financial Planning, Householding

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Improved financial outcomes are what investors want and need when it comes to their household portfolio. However, some think simply aggregating the multiple accounts found in most households will help clients improve the chances of achieving their objectives.

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What is householding?

12/10/19 12:35 PM / by Jack Sharry posted in Advisors, Financial Planning, Householding

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Have you been hearing the latest buzz about "household-level portfolio management"? You may be wondering – What is it? How do you do it? And, why does it matter?

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Setting the Standard: LifeYield Wins 2019 Solutions Provider of the Year

10/17/19 10:35 AM / by Jack Sharry posted in Announcements

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We are proud to announce we received the top prize from the prestigious Money Management Institute (MMI)/Barron’s Industry Awards as “Solutions Provider of the Year” for LifeYield Income Advantage®!

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A disruptive look at the confluence of digital and human advice

9/27/19 10:05 AM / by Jack Sharry posted in Advisors, Digital Advice, Financial Planning

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Earlier this year, industry leader Steve Gresham and I engaged with InvestmentNews to host roundtable conversations with the architects, builders and champions of tech-enabled platforms that are powering the future of financial advice.

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Closing the gap between perception and reality in financial planning

9/26/19 4:14 PM / by Jack Sharry posted in Digital Advice, Financial Planning

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The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million for Advizr.

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Digital plus human equals the future of advice

8/12/19 12:30 PM / by Jack Sharry posted in Advisors, Digital Advice

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Speculation about the future of advice will never end, and with good reason: The future is unpredictable. But when the conversation about the future focuses solely on technology and the disruptions that will emerge as a result, we lose sight of the common thread that weaves through investing's past, present and, yes, future: people.

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