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13 01, 2025

How Maximize Your Marketing Efforts for Better ROI

By |2025-01-13T15:42:38-05:00January 13th, 2025|Blog|

The financial planning and wealth management industry is competitive, and marketing is a crucial part of standing out and growing your practice. With countless strategies and tools available, how do you ensure your efforts drive results? The key isn’t in flashy digital tactics but in the foundational work every business must master — [...]

26 12, 2024

Episode 15: Music Royalty Investment Strategies | with Michael Baker

By |2025-01-07T10:20:44-05:00December 26th, 2024|Podcasts, Video|

In this conversation, Joe Pochodyniak and Michael Baker discuss the innovative landscape of music royalties and the investment strategies employed by ICM Asset Management. They explore the business model of acquiring music catalogs, the longevity and stability of music assets, the evolution of music rights management, and the emerging [...]

12 12, 2024

Episode 14: Brain Un-Drain | With Bruce Croxon

By |2024-12-12T09:40:11-05:00December 12th, 2024|Podcasts, Video|

In this conversation, Joe Pochodyniak interviews Bruce Croxon, managing partner of Round 13 Capital, discussing the current landscape of Canadian technology investments, the focus on software as a service, and the challenges and opportunities within the market. They explore the importance of government policies in fostering innovation and the need for a [...]

28 11, 2024

Episode 13: Navigating Inflation, Leadership, and Global Risks | With Dr. Horace “Woody” Brock

By |2024-12-18T10:06:42-05:00November 28th, 2024|Podcasts, Video|

  In this conversation, Woody Brock discusses the complexities of inflation, the role of the Federal Reserve, and the impact of technology on economic trends. He emphasizes that inflation is primarily driven by changes in the prices of goods and services on Main Street, rather than monetary policy alone. Brock also explores [...]

26 11, 2024

MacNicol & Associates Celebrates Canadian Hedge Fund Industry Awards Recognition

By |2024-12-18T10:07:27-05:00November 26th, 2024|In the News|

Gaining Four Prestigious Accolades Miami, Florida – MacNicol & Associates Asset Management, a leader in alternative investment solutions, is proud to reaffirm its commitment to South Florida as a key region for its growth and client engagement efforts. The firm’s established presence in South Florida reflects its dedication to providing innovative portfolio strategies [...]

20 11, 2024

The Tech Advantage: Using Technology to Strengthen Client Relationships

By |2024-12-18T10:09:40-05:00November 20th, 2024|Blog|

Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study (2022), 61% of clients expect to use both digital and offline channels to access financial services. Clients today anticipate greater accessibility, faster responses, and an intuitive experience that allows them to stay connected and informed on their finances. But this [...]

14 11, 2024

Episode 12: The Power of Diverse Perspectives | With Tammy Buss

By |2024-11-13T10:18:33-05:00November 14th, 2024|Podcasts, Video|

The conversation delves into the complexities of perspectives and opinions, examining how they shape our understanding and interactions. It highlights the importance of diverse viewpoints and the potential conflicts that arise from differing opinions, ultimately emphasizing the need for effective communication and resolution strategies. Chapters 00:00 Introduction to Business Succession [...]

4 11, 2024

Balanced Portfolios Are Failing Investors: Why a New Strategy Is Essential in Today’s Market

By |2024-11-04T16:13:30-05:00November 4th, 2024|Blog, In the News|

Miami, Florida – The traditional balanced portfolio, long touted as a reliable strategy for investors, is no longer delivering the expected returns. Recent market conditions—marked by rising inflation, economic uncertainty, and ongoing volatility—have exposed significant flaws in the widely accepted “60/40” portfolio model of stock and bond allocations. Investors seeking security and steady growth are [...]

17 10, 2024

Episode 10: Music Royalties | With Michael Baker

By |2024-10-17T16:11:32-04:00October 17th, 2024|Podcasts, Video|

This webinar explores the investment potential of music royalties as an alternative asset class. Michael Baker from ICM Asset Management discusses the mechanics of music royalties, the impact of streaming on the music industry, and the unique investment strategies employed to acquire music catalogs. The conversation also addresses the risks [...]

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