Schwab’s annual IMPACT conference brought thousands in the RIA industry to a three-day invite-only event in Philadelphia to connect and learn. Among this year’s participants was Pat Farrell, President and Chief Operating Officer at Sound Income Group, a financial services firm that includes the RIA Sound Income Strategies. He was among the group of first-time …
To David Scranton, CEO of Sound Income Group, “the real magic” is “the ability to get competitive returns with less risk.” Scranton, in an interview with ThinkAdvisor, argues that “adding a little bit of the riskier assets to a conservative portfolio can help increase your returns but lower your volatility and risk.” That’s been Scranton’s …
How Adding Riskier Assets Can Lower Portfolio Risk Read More »
We are extremely pleased to present the recent achievements of industry leaders and pioneers being recognized in our third-annual LUMINARIES awards program. The Class of 2023 Firm Finalists in Executive Leadership are featured here. Other slideshows highlight the accomplishments of finalists in Community Impact, Financial and Investment Innovation — which is a new category this …
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 2 Read More »
Sound Income Group, a diversified financial services company based in Fort Lauderdale, Florida, has announced that Barry C. Wheeles, Director of Business Development at its affiliate Sound Income Strategies, will be leading roundtable discussions on income investing. Sound Income Strategies is an SEC-registered RIA with approximately $2 billion in total assets under management. The roundtable …
Barry C. Wheeles of Sound Income Strategies to Also Lead Roundtable Read More »
FORT LAUDERDALE, Fla., Sept. 13, 2023 /PRNewswire/ — Sound Income Strategies, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2 billion in assets under management, today announced its Sound Enhanced Fixed Income ETF (FXED) topped Morningstar’s ranking of 137 similar funds based on total returns as of June 30, 2023. According to Morningstar, the FXED ETF managed by Sound Income …
Sound Income Strategies’ Fxed ETF Performance Ranked No. 1 in Peer Group by Morningstar Read More »
By Patrick Ferrell October 2, 2023 https://www.advisorhub.com/resources/advisorhub-qa-with-patrick-ferrell-president-ceo-sound-income-group/ The financial services industry is faced with several tipping points from both an operations and client perspective. There’s a massive wealth transfer taking place over the next 20 years coupled with an aging advisor population set to retire and fewer next-generation advisors filling in the gap and providing …
AdvisorHub Q&A with Patrick Farrell, President/CEO, Sound Income Group Read More »
Fort Lauderdale, Florida-based RIA Sound Income Strategies announced its Sound Equity Income ETF (DIVY) ranked in the top 4% of Morningstar’s 1,229 U.S. large value funds, based on total returns as of year-end 2022. The firm has over $2 billion in assets under management and is part of Sound Income Group, a 2022 WSR Wealth Exemplar Award winner in …
Income-First Strategy Leads Among Large Value Funds Read More »
Sound Income Strategies recently announced the outperformance of its Sound Equity Income ETF (DIVY), which ranked near the top of Morningstar’s 1,200+ U.S. Large Value Funds category, as of December 31, 2022. According to a press release issued by the firm, the ETF’s top 4% performance comes on the heels of a 2021 that saw …
Sound Income Strategies’ ETF Ranks in Top 4% of its Morningstar Category Read More »
Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, especially in the world of packaged products such as mutual funds and ETFs. This is especially so given the dominance of passive management, with an emphasis on indexed equity investments and capital appreciation. …
Weathering Market Turbulence Is Paramount HAVING THE LASTING memory of the recently closed books for 2022, what a rough year it was for so many investors! But it doesn’t need to stop there. Is it time for a new income strategy? Stocks and bonds were both down in 2022, which is rare. It’s only happened …
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