Zephyr Financial Services Software

Ready to elevate your practice? Join Zephyr at Wealth Management EDGE, the leading event for advisor growth. 📅: June 9-11, 2026 📍:The Boca Raton Resort — Boca Raton, FL Register today and save 20% with code Zephyr2026 --> spr.ly/6010BBck6u #WealthManagement

Join the next Zephyr training session: Essentials for Transitioning to Zephyr from StyleADVISOR ⏰7-7:45pm BST Sign up today: spr.ly/6011BBcVwl #Zephyr

Want to see Zephyr in action? Join the next training session: Comprehensive Performance & Portfolio Optimization 🗓️ Tuesday, April 21, 2026 ⏰ 4pm-4:45pm Sign up today: spr.ly/6011B64EyJ #Zephyr

Zephyr PSN Outlook for 2026 eBook is now available! Take a read today: spr.ly/6014B64IKk #Zephyr #PSN #SMAs

Announcing this quarter’s PSN Top Guns winners 🏆 Earning a Top Guns award is a mark of excellence across separate accounts, managed accounts and managed ETF strategies Check out the full list of winners here: spr.ly/6010B6d86m #Zephyr #PSN #TopGuns

Zero-commission annuities are changing the conversation. Ryan Nauman speaks with David Lau of DPL Financial Partners about how they’re reshaping retirement income strategies and the modern advisory model: spr.ly/6012B6unZE #Zephyr

Is the American Dream evolving? Check out the latest Adjusted for Risk podcast where Ryan Nauman speaks with Beth Lawlor of U.S. Bank: spr.ly/6016B6uV4K #Zephyr

On the latest episode of Adjusted for Risk Podcast 🎙️ Ryan Nauman talks with Scott Ladner of Horizon Investments about goals-based investing—and why it’s time to move beyond style boxes. Tune in: spr.ly/6012hAB1r #Zephyr #AdjustedforRisk

Welcome back to Zephyr's Adjusted for Risk podcast! Check out this recent episode with Matt Matrisian, President of Signature Estate & Investment Advisors: spr.ly/6014h5YkA #AdjustedforRisk #Zephyr

The A to Zephyr Podcasts fourth episode, "How to Stand Out with Enhanced Personalization," is now live! Listen here: lnkd.in/eftws8-X . For more information on this podcast click here: lnkd.in/em5K2iPu

Join us at FinovateSpring, fintech’s premier meeting place for decision-makers, and save 20% with discount code FKV2476ZPW. Learn more and save here - shorturl.at/ehC79

Check out Nick Williams’ recent article in @wealth_mgmt where he discusses the trends, we see continuing to develop in 2024 which may make it the year of the separately managed account: #SMAs" target="_blank" rel="nofollow noopener">bit.ly/41Dslk0#SMAs #marketoutlook

@LkTahoeBadger appeared on @BloombergRadio'Daybreak Asia' & discussed what the #Fed may do next & his outlook for the #market. Ryan highlights that we need the Fed to become more stable & clearer in its messaging. For more, see Ryan's appearance here: bit.ly/4awbO5x

@LkTahoeBadger appeared on @BloombergRadio 'Daybreak Asia' & discussed his #market outlook. Ryan highlights that there's still going to be a spike in issuance moving forward, which should support higher yields. For more, see Ryan's appearance here: bit.ly/3SPjNo6

New era of the Adjusted for Risk podcast is upon us! Don't forget to smash the subscribe button! youtube.com/channel/UCWVI9…

In his recent @FAMagazine piece, @LkTahoeBadger discusses why separately managed accounts (SMAS) can be an ideal #investment vehicle for any type of investor & how #SMAs can be an advisor's ally. For more, read Ryan's full article below: bit.ly/3RsT00b

.@LkTahoeBadger discussed with @NPetallides on @SchwabNetwork the markets & where he's seeing opportunities, & highlights how separately managed accounts are an optimal investment vehicle for #investors seeking alternatives allocations: bit.ly/3R2PGs9

Chris Volpe was featured in Private Wealth @FAMagazinediscussing why #SMAs have become increasingly popular, the benefits they offer to retail investors & how we help #advisors identify which SMAs to invest in. Check out the full Q+A below: bit.ly/47sL04K

Judi Galst, Associate Director, Private Clients at @HenleyPartners, came on the Adjusted for Risk podcast to discuss the increasing demand from Americans to invest in foreign passports to help diversify their mobility options. youtube.com/watch?v=6L3Kpf…

Get ready for the second half of 2023 with this great episode of the Adjusted for Risk podcast!