Brinker Capital at FSI OneVoice 2016 in Orlando

Noreen D. BeamanNoreen D. Beaman, Chief Executive Officer, Brinker Capital

For the third year, Brinker Capital is proud to be a Premier Sponsor of the Financial Services Institute and at the 2016 OneVoice conference in Orlando, Florida next week. This annual gathering is so valuable to us and our strategic partner firms by giving the opportunity to network and learn about the latest within our industry.

During the past few years, we have seen an evolution within the financial services industry. Advisors are now working with third-party providers who integrate their portfolios, practices and reporting. They are no longer simply just offering investment recommendations but changing the conversation with clients and how they deliver investment advice. In addition, they must keep abreast of regulatory changes that are happening within the industry and determine how their practices may be affected.

Brinker Capital understands these changes, and challenges, and is committed to creating a meaningful experience for both advisors and investors, regardless of how our products are accessed. To help our advisors, we work with industry leaders, law firms and custodians to identify how the latest fiduciary rule may impact their business and how we can best serve clients. We are focused on providing advisors with the tools, technology and resources to have more effective conversations with clients and help them embrace goals-based wealth management.

For nearly 30 years Brinker Capital has been committed to being the best strategic partner to financial advisors by bringing accountability, dependability and innovation to every aspect of our business. I am honored to be a part of this year’s Women are from Venus: The Changing Demographics of Women in the Industry and as Clients panel and look forward to an exciting discussion.

Looking forward to connecting with many of you in Orlando!

Brinker Capital, Inc., a Registered Investment Advisor

Investment Insights Podcast – April 1, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded March 31, 2014):

  • What we like: CBS’s “60 Minutes” segment on high-frequency trading; traders may have an unfair advantage on trade execution, so regulators looking into it
  • What we don’t like: Inflammatory aspect of segment saying all of Wall Street is rigged, but that isn’t the case; millisecond in time in trade execution doesn’t impact all types of investing; even with high-frequency traders, today we’re trading cheaper, better, and faster
  • What we are doing about it: Spread trades across custodians, brokers, etc.; try not to limit our trades to any one, specific entity; pleased with our order execution, but look forward to regulators taking a hard look at high-frequency traders

Click the play icon below to launch the audio recording.

The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.