AWAIM®
U.S. SEC Registered Investment Adviser & Hong Kong SFC Type 9 Asset Manager
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Capital markets and economic perspectives from Ivan Illan - Forbes thought leader; Amazon’s No.1 Bestselling Financial Services Dummies Author; Member, CFA Institute; Accredited Investment Fiduciary (AIF®); Certified Fund Specialist (CFS®); Ordinary Member (MHKSI), Hong Kong Securities and Investment Institute; Member, American Economic Association; and, Member (MCSI), Chartered Institute of Securities & Investment. Regulatory Disclosures: Investment management services offered to U.S. investors through Aligne Wealth Advisors Investment Management (AWAIM®), a U.S. SEC-registered investment adviser CRD#: 321735 / SEC#: 801-125833. AWAIM (HK) LIMITED 瞻盛財富有限公司 Central Entity No.: BWA579 Licensed by the Hong Kong Securities and Futures Commission (SFC) to conduct Type 9 (Asset Management) regulated activity for non-U.S. investors.
“Deep Economic Thoughts” Podcast by Ivan Illán
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“Deep Economic Thoughts” Podcast by Ivan Illán
Investing Podcast · Forbes thought leader and bestselling Dummies author, Ivan Illan, shares timely capital markets and economic perspectives for sophisticated investors and financial advisors alike.
“The Human Alpha: Why The Next Investment Edge Is Qualitative Data” — Ivan Illán, Forbes
“The Human Alpha: Why The Next Investment Edge Is Qualitative Data” — Ivan Illán, Forbes
AI tools are becoming an essential microscope for the modern investor, allowing us to quantify the unquantifiable and detect signals in the noise that others miss.
AWAIM® Expands Global Investment Capabilities with SFC License for Hong Kong Operations
AWAIM® Expands Global Investment Capabilities with SFC License for Hong Kong Operations
/PRNewswire-PRWeb/ -- Aligne Wealth Advisors Investment Management (AWAIM), a U.S. Securities and Exchange Commission (SEC) registered investment adviser,...
Global Macro Research Highlights
Global Macro Research Highlights
Proprietary global macroeconomic and capital markets research highlights curated by AWAIM® Founder & Chief Investment Officer, Ivan Illan, AIF, CFS
AWAIM Research Cited by U.S. Congressional Research Service
AWAIM Research Cited by U.S. Congressional Research Service
Informing the legislative debate since 1914. CRS Report prepared for Members and Committees of the U.S. Congress.
AWAIM WEBSITE — For U.S. Investors Only
AWAIM WEBSITE — For U.S. Investors Only
Independently audited, alpha-seeking portfolio performance led by Forbes thought leader and bestselling author, Ivan Illan. The AWAIM® ACGM Total Portfolio Solutions Suite™ is available to RIAs and independent financial advisors supporting practice operations and growth.
AWAIM (HK) LIMITED 瞻盛財富有限公司 WEBSITE — For Non-U.S. Investors
AWAIM (HK) LIMITED 瞻盛財富有限公司 WEBSITE — For Non-U.S. Investors
We equip professional investors with tactical, multi-asset allocation strategies, powered by our proprietary global macro framework. Global macro expertise delivering consistent, risk-aware returns since 2016.
In The News
CIO Hang Seng Privatisation Comments
CIO Hang Seng Privatisation Comments
Three ways the disruptions of 2020 will permanently change global investment - The World Financial Review
Three ways the disruptions of 2020 will permanently change global investment - The World Financial Review
By Ivan Illán The global economic disruptions of 2020 were not unprecedented, but they were very different from the market disruptions of 2007 for example because nobody saw it coming […]
online.wsj.com
online.wsj.com
Slowly embracing the AI revolution
Slowly embracing the AI revolution
Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.
Why advisors are turning to customized portfolios
Why advisors are turning to customized portfolios
Advisors delve into the pros and cons as survey reveals what they believe is setting them apart from competitors.
Proactive Advisor Magazine: CIO’s Cover Story
Proactive Advisor Magazine: CIO’s Cover Story
Advisor Ivan Illan’s broad experience, coursework, and research have helped him acquire the intellectual capital, knowledge, and skills to serve clients well.
InvestmentNews Hot List 2024
InvestmentNews Hot List 2024
Celebrating the top financial professionals in the US who have helped shape and innovate the industry over the past 12 months
“Very few financial advisors actually manage money” by Ivan Illán in FastCompany
“Very few financial advisors actually manage money” by Ivan Illán in FastCompany
There's a stark contrast between clients' perceptions and the actual practices of many financial advisors. Here's why transparency is needed now.
Financial Planning Magazine Interview On SEC’s Proposed Outsourcing Rule
Financial Planning Magazine Interview On SEC’s Proposed Outsourcing Rule
Some think planners need to be more forthcoming about how much of their investing work is being entrusted to third parties.
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Request Fact Sheets: ACGM Total Portfolio Solutions Suite™
Request Fact Sheets: ACGM Total Portfolio Solutions Suite™
Progressing through the economic cycle can be challenging. The uncertainty that accompanies changing financial conditions can also be paralyzing. This is why at AWAIM® we produce quarterly capital markets and economic research reports, where we diligently and clearly state...
Shop Ivan’s Book: “Success As A Financial Advisor For Dummies”
Shop Ivan’s Book: “Success As A Financial Advisor For Dummies”
Amazon.com: Success as a Financial Advisor For Dummies (For Dummies (Business & Personal Finance)): 9781119504108: Illan, Ivan M.: Books
Shop Ivan’s Book: “How To Hire (Or Fire) Your Financial Advisor”
Shop Ivan’s Book: “How To Hire (Or Fire) Your Financial Advisor”
U.S. SEC Investment Adviser Public Disclosure: Form CRS, Latest ADV, & Part 2 Brochure
U.S. SEC Investment Adviser Public Disclosure: Form CRS, Latest ADV, & Part 2 Brochure
HKSFC - Public Register of Licensed Persons and Registered Institutions
HKSFC - Public Register of Licensed Persons and Registered Institutions
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