Beyond 60/40
Beyond 60/40
Podcast Description
Hosted bi-monthly by Chief Investment Strategist, Anastasia Amoroso, each episode of the Beyond 60/40 video series brings financial advisors the latest market news, thought-provoking interviews and insights with alternatives industry leaders. We will be inviting guests from fintech with the latest technology insights in the alternatives landscape. Beyond 60/40 is to take a deep dive into alternative investments. The show is devoted to investment ideas beyond traditional 60/40 stock and bonds, focusing on ideas such as; real estate, private equity tech and structured investments. Alternative investments have lived on the periphery of the global investment landscape, but in the last few years made their way into the mainstream. In just 15 years, alternatives have grown from 6% to 14%, making $13.4 trillion of the global market in 2018, and they're expected to grow between 18-24% by 2025. Because of this, there are often questions and education Beyond 60/40 is uniquely positioned to provide answers and insights.
Podcast Insights
Content Themes
This podcast dives into themes such as alternative investments, market analysis, fintech developments, and investment strategies. Specific episodes include discussions on the booming private credit market in the 2025 Market Outlook, the role of AI in investment management, and insights on commercial real estate in the context of current economic conditions.
Each episode of the Beyond 60/40 video series brings financial advisors the latest market news, thought-provoking interviews and insights with alternatives industry leaders. We will be inviting guests from fintech with the latest technology insights in the alternatives landscape.
Beyond 60/40 is to take a deep dive into alternative investments. The show is devoted to investment ideas beyond traditional 60/40 stock and bonds, focusing on ideas such as; real estate, private equity tech and structured investments. Alternative investments have lived on the periphery of the global investment landscape, but in the last few years made their way into the mainstream. In just 15 years, alternatives have grown from 6% to 14%, making $13.4 trillion of the global market in 2018, and they’re expected to grow between 18-24% by 2025. Because of this, there are often questions and education Beyond 60/40 is uniquely positioned to provide answers and insights.
The wealth management industry is undergoing rapid change—from advisor‑led M&A and rising investor interest to the growing role of technology and AI.
In this episode of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Shirl Penney, CEO and Founder of Dynasty Financial Partners, to discuss why it remains a bull market for advice, even amid market volatility. Shirl shares how Dynasty‑supported firms approach M&A differently, why valuations continue to rise, and what buyers are prioritizing as they become more selective.
The conversation also explores how AI and automation are reshaping wealth management, why human advisors remain essential, and how generational shifts in communication are influencing client engagement. Shirl explains why independence continues to accelerate across the industry—and why large, complex advisory teams increasingly see the independent model as the future.
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