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17 04, 2025

Episode 24: Phishing: The Anatomy of a Cyber Attack | With Roman Zubrytsky

By |2025-04-15T10:46:08-04:00April 17th, 2025|Podcasts, Video|

In this podcast episode, Dave MacNicol and cybersecurity expert Roman Zubrytsky discuss the critical importance of cybersecurity in today's digital landscape. They explore the tactics used by cyber criminals, including phishing scams and social engineering, and outline the phases of a cyber attack. Roman emphasizes the need for organizations to implement robust [...]

14 04, 2025

MacNicol & Associates Highlights Landmark Acquisition by ICM Crescendo Music Royalty Fund

By |2025-04-14T16:22:35-04:00April 14th, 2025|In the News|

Mariah Carey’s “All I Want for Christmas Is You” TORONTO, Canada, April 4, 2025 (EZ Newswire) -- MacNicol & Associates Asset Management (MAAM) is pleased to spotlight a landmark addition to the ICM Crescendo Music Royalty Fund, a partner within MacNicol’s Alternative Trust. The fund has officially acquired rights to Mariah Carey’s iconic holiday [...]

3 04, 2025

Episode 23: Executor Choices: Personal vs. Corporate | with Ian Hull

By |2025-04-08T10:28:44-04:00April 3rd, 2025|Podcasts, Video|

In this podcast episode, Ian Hull, a seasoned estate planning lawyer, discusses the intricacies of estate planning, including the importance of updating wills, choosing executors, and understanding powers of attorney. He emphasizes the need for organization and communication among advisors, as well as the impact of family dynamics on estate planning. The conversation [...]

3 04, 2025

Liberation Day

By |2025-04-03T11:09:52-04:00April 3rd, 2025|Blog|

All eyes were on President Trump and his cabinet on Wednesday as pending tariffs were to be announced. We have seen what could come over the last few months, yet no analyst had an inside scoop. Just a day before ‘Liberation Day’, there were rumors that Trump was being forced to soften his tariffs [...]

1 04, 2025

Episode 22: Sector Performance: Insights and Implications

By |2025-04-01T14:07:45-04:00April 1st, 2025|Podcasts, Video|

This conversation provides a comprehensive overview of the current state of the real estate market, focusing on the Crossroads Square property in Jacksonville, Florida. It discusses tenant changes, financial implications, market analysis, and sector performance, while also touching on global market insights, emerging markets, and government spending. The discussion highlights the importance [...]

31 03, 2025

Capacity Design Framework to Balance Prospecting and Client Serving

By |2025-03-31T13:22:35-04:00March 31st, 2025|Blog|

For seasoned advisors who’ve already built a solid book, the next level of growth doesn’t come from more hustle. It comes from architecture — deliberately engineering your practice to scale without eroding the high-touch service your reputation is built on. If you're feeling the tension between nurturing new opportunities and serving existing clients with [...]

20 03, 2025

Episode 21: Market Trends in Logistics and E-commerce

By |2025-03-20T11:44:52-04:00March 20th, 2025|Podcasts, Video|

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

6 03, 2025

Episode 20: The Role of Trusts in Estate Planning

By |2025-03-06T11:38:49-05:00March 6th, 2025|Podcasts, Video|

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

24 02, 2025

How to Build a Strong Referral Network

By |2025-02-24T14:31:31-05:00February 24th, 2025|Blog|

Referrals have long been a cornerstone of growth for financial professionals. Unlike cold leads or digital advertising, referrals come with built-in trust, leading to higher-quality prospects, shorter sales cycles, and stronger client relationships. Source: Kitces Report: How Financial Planners Actually Market Their Services (2024) Yet, many struggle with how to ask for [...]

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