Franchise News

Scranton to Moderate Fixed-Income Panel at Private Wealth Florida Forum After Successful Panel at Titan Investors RIA Retreat

Sound Income Group, a Fort Lauderdale, Florida-based, diversified financial services company with approximately $2 billion in total assets under advisement, today announced the firm's Founder and CEO, David Scranton, will moderate a fixed-income panel at the Markets Group's Private Wealth Florida Forum on March 16 in Palm Beach, Florida following a successful appearance at the Titan Investors RIA Retreat in Florida.

Mr. Scranton will lead a discussion on "Fixed Income: Trends Shaping Today's Landscape" with Daniel Johnedis, President & Chief Investment of Cratus Capital. The session will address whether the traditional 60/40 portfolio is still viable given rising inflation and interest rates.

"I look forward to discussing the correlations between stocks and bonds with Daniel and the impact of bond market on fixed-income portfolios," he said. "I'm honored to be among the presenters at this conference, which draws professionals from throughout the financial services industry."

The Private Wealth Florida Forum supports the state's private wealth investment industry by providing timely educational content to those who manage, advise, allocate to, or oversee private capital in Florida. The one-day event attracts private wealth managers to share information and insights on the future of fixed income, equities, private debt, infrastructure, technology, allocation plans and real assets investing.

Mr. Scranton also moderated a Feb. 1 panel on the global market outlooks at Titan Investors' Coral Gables RIA Retreat in Florida. He led a panel that included Larry Swedroe of Buckingham Wealth Advisors, Austin Room of Stansberry Asset Management, Dominic Ceci of Johson Financial Group and Saumen Chattopadhyay of OneDigital on best values in the fixed-income market, market opportunities and risks and what factors should be considered during portfolio construction this year.

Sound Income Group is comprised of three full-service firms offering marketing, coaching, practice management, investment services, and franchise opportunities for the financial community. It operates Retirement Income Source, a national network of Income Specialists who help clients establish steady streams of income; Advisors' Academy, a recruiting and marketing firm, and Sound Income Strategies, LLC, a registered RIA with more than $2 billion assets under management (AUM). Learn more at www.soundincomegroup.com.

Investment advisory services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.

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