Today’s investors expect more than stocks, bonds, and a diversified mutual fund. They want smarter strategies, greater control, and access to opportunities that outperform traditional markets. For Certified Financial Planners, this is an opportunity. Offering alternative investments enables you to: Attract sophisticated clients, Deliver more personalized portfolios, And stand out in a competitive advisory landscape. [...]
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 [...]
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 [...]
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 [...]
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 — [...]
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 [...]
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 [...]
We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds did not fare much better, the iShares Core U.S. Aggregate Bond ETF was down 13%. The safety that bonds were supposed [...]
MacNicol & Associates Asset Management is pleased to announce a transaction exit through its private equity fund, the MacNicol Emergence Fund.
The MacNicol Alternative Asset Trust earned a 1.4% investment return, net of fees, for the quarter ending September 30, 2023. The investment environment was defined by persistent inflation, resilient economic data, and rising interest rates across the United States and Canada. The fund was mainly higher due to strong private real estate and hedge fund returns. During the third quarter, the Trust realized two notable exit transactions, and made a number of new investments.
3323 NE 163 Street, PH-704
North Miami Beach, FL 33160
Tel: 305-210-3040
Toll Free: 1-866-367-3040
Email: info@macnicol.com
3080 Yonge Street, Suite 4076
Toronto, Ontario M4N 3N1
Tel: 416-367-3040
Toll Free: 1-866-367-3040
Email: info@macnicolasset.com
Welcome to MacNicol & Associates Asset Management. We offer professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.
