News
September is historically a scary month for stocks. Why not "market time" it?
September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget “Beetlejuice, Beetlejuice, Beetlejuice.” For financial advisors and their clients, it’s “September, September, September” that seems to summon the market’s devilish spirit. With all due respect…
Sound Income Group Rebrands Consulting Unit
Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its consulting, coaching and marketing division to Sound Income Academy to better align with the focus of the broader organization. Founded as Advisors’ Academy in 2006, Sound Income…
Sound Income Group Sharpens Brand Focus with Relaunched Coaching Division
The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers. By Leo Almazora September 4, 2024 https://www.investmentnews.com/rias/sound-income-group-sharpens-brand-focus-with-relaunched-coaching-division/256992 Sound Income Group, a diversified financial services company in Florida, is making its support for income-focused advisors…
Sound Income Strategies' Co-CIO breaks down retail earnings picture
Eric Beyrich, Sound Income Strategies’ Co-CIO, joins ‘Fast Money’ to talk the retail sector and what to expect from next week’s earnings.
Adjusted for Risk: What's In Store for Income Investing With Rate Cuts Upcoming?
Sound Income Strategies founder and CEO David Scranton joins Zephyr Market Strategist Ryan Nauman to discuss all things income investing. During this engaging conversation, David shares his insight about uncovering value traps, what is driving the current rotation into value stocks and small caps, and his view on opportunities in fixed income.…
What happens if munis lose their tax exemption? Advisors weigh in.
Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can. By Gregg Greenberg July 23, 2024 https://www.investmentnews.com/investing/news/what-happens-if-munis-lose-their-tax-exemption-advisors-weigh-in-255618 Tax-free municipal bonds have traditionally been the cornerstones of high-net-worth investor portfolios. So what happens if those tax-free benefits go away? Wells Fargo & Co.’s head…
I Became Known As The Income Guy
Dave Scranton, founder of Sound Income Group, remembers the day he made a critical shift in his investment strategy. It was a move that would make Scranton a sought-after mentor in retirement income and lay the foundation for three businesses. “At the beginning of 1999, the stock market was at…
FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
https://dwealth.news/2024/07/fintech-views-leadership-101-is-mastery-of-digital-solutions-a-prerequisite FORT LAUDERDALE, FL. (July 11, 2024) – Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends beyond their subordinates: They must also effectively serve the needs of the financial advisors and wealth management firms…
Sound Income Strategies Marks the Completed Move of Its FXED and DIVY ETF Listings to the Floor of The New York Stock Exchange
Sound Enhanced Fixed Income ETF (FXED) consistently among top performers in its Morningstar category (US Fund Conservative Allocation) Fund has 5-star rating over 1- and 3-year time periods FORT LAUDERDALE, FL. (June 27, 2024) – Sound Income Strategies, an SEC-registered RIA with approximately $3 billion in total assets under management across…
WSR Honors CMO 10 – Top Wealth Management CMOs
WSR List Of CMO 10 – Top Wealth Management CMOs Recognizes Leaders From Dynasty, FusionIQ, Snappy Kraken, Edelman Financial Engines, iCapital, Haven Mark Partners, Sowell Management, FMG, AlTi Tiedemann Global And Sound Income Group. By Chris Latham June 25, 2024 https://wealthsolutionsreport.com/2024/06/25/wsr-honors-cmo-10-top-wealth-management-cmos/ Marketing is the often overlooked value-add for the wealth…
Sound Income Group Named a Top Workplace in South Florida By The Sun Sentinel
Firm Ranks No. 34 Among Small Businesses FORT LAUDERDALE, Florida, June 25, 2024 — Sound Income Group, a Fort Lauderdale, Florida-based, diversified financial services company whose affiliate Sound Income Strategies is an SEC-registered RIA with over $3 billion in total assets under management, is proud to announce it has been…
Looking at Investment Tools Through an Income Filter
Sound Income Strategies CEO David Scranton describes why growth might not be the only goal of clients nearing retirement.
Sound Income Strategies’ ETF Ends Year as a Top Performer
Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by Morningstar. Digital Wealth News has reported in the past that the firm utilizes a range of technology, including electronic communication through account dashboards, videos and artificial…
Sound Income Strategies' FXED ETF Maintains Top 1% Rating Among Peer Group by Morningstar
Year-to-Date and 1-Year Results Once Again Tops List of 140 Similar Funds FORT LAUDERDALE, FL, Dec. 6, 2023 — 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) maintained its…
Retirement Plan & Income Solutions Provider Of The Year: American Trust Retirement, Integrated Partners And Sound Income Group
The WSR Wealth Exemplar Awards Retirement Plan & Income Solutions Provider of the Year goes to the top three firms that advise on retirement plans under ERISA, support firms and professionals who support ERISA retirement plans and/or specialize in income solutions and strategies that financial advisors can align with their…
Sound Income Strategies Announces Successful Gips® Standards Verification
FORT LAUDERDALE, Fla., Jan. 29, 2024 /PRNewswire/ — Sound Income Strategies LLC, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm with more than $2.6 billion in assets under management as of Dec. 31, 2023, announced today that it has been verified for the periods from Nov. 1, 2015, through June 30, 2023. Verification provides assurance on a firm’s…
Avoiding Mental Traps When Investing
When the stock market tumbled into a bear market for the first 10 months of 2022, it marked the first downturn that many young investors had ever experienced. Meanwhile, many older investors suffered a decline in their retirement income as the bear market dragged on for much of the year.…
Will Tech Stocks Be Magnificent Again in 2024?
What a difference a year and a nickname make. The “Magnificent 7” conquered the investing landscape in 2023, more than doubling in value collectively. Like the “FANG,” “meme,” and “dotcom” crazes before it, what started as a cheeky moniker assigned to a handful of streaking stocks morphed into a must-own…
Sound Income Strategies' FXED ETF Performance Maintains Top 1% Rating Among Peer Group by Morningstar
Year-to-Date and 1-Year Results Once Again Tops List of 140 Similar Funds FORT LAUDERDALE, FL, Dec. 6, 2023 — 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) maintained…
How To Attract, Not Chase, Clients
By David Scranton, November 28, 2023, Financial Advisor Magazine I remember my early years as a financial advisor when I was pursuing clients by knocking on office doors at industrial parks. It was a tough way to generate business leads, but I was new to the industry and full of…
Q&A with Pat Farrell of Sound Income Group
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…
How Adding Riskier Assets Can Lower Portfolio Risk
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…
LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 2
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…
Barry C. Wheeles of Sound Income Strategies to Also Lead Roundtable
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…
Sound Income Strategies' Fxed ETF Performance Ranked No. 1 in Peer Group by Morningstar
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…
AdvisorHub Q&A with Patrick Farrell, President/CEO, Sound Income Group
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…
Income-First Strategy Leads Among Large Value Funds
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…
Sound Income Strategies’ ETF Ranks in Top 4% of its Morningstar Category
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…
Tech-Savvy, Income-Focused: Dave Scranton’s Sound Equity Income Strategies’ ETF Continues to Outperform
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…
When Income is the Primary Focus
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…