The Big Picture

JANUARY 3, 2025

She also earned a spot as one of the Twenty Trailblazing Women in Private Equity in 2023. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Portfolio Management 162

Portfolio Management Assets Management Economics 162

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. visualcapitalist.com) Long technology, short utilities was the trade in 2023. morningstar.com) A look at different variants of the 60/40 portfolio. visualcapitalist.com) Strategy How to read all those market and economic forecasts.

Financial Advising 272

Financial Advising Media Economy Economics 272

The Big Picture

JANUARY 12, 2024

 This week, we speak with Cathy Marcus , co-chief executive officer and global chief operating officer of PGIM Real Estate , which manages over $200 billion in assets. She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Startup 298

Startup Portfolio Management Assets Valuation 298

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. morningstar.com) Achieving these three portfolio goals simultaneously is tough. Alternatives Private market access funds are all the rage.

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Initially I joined to help them manage their equity portfolio. With no further ado, my discussion with simplifies Mike Green.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

AUGUST 30, 2023

Whatever phrase you select, the persistent gap between investors’ performance and the assets they hold is a substantial drag on returns. In this report, we dig into these nuances and explore how differences in the timing of cash flows, sequence of returns, and asset size can impact this gap. Jeffrey Ptak, Amy C.

Assets 243

Assets Investing Investments Taxes 243

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Triple-levered anything can wreck your portfolio. capitalspectator.com) The drop in bond yields reversed a lot of market trends. wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space.

Media 276

Media Financial Advising Retail Economy 276

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

Abnormal Returns

FEBRUARY 12, 2024

trillion in assets. kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. kitces.com) How direct indexing can be used in bond portfolios. (kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." standarddeviationspod.com) The biz Fidelity now oversees some $12.6

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. The long-term portfolio growth trajectory clients can expect when implementing a dollar-cost averaging strategy.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. capitalspectator.com) The U.S. stock market is on a five-month winning streak. ft.com) Markets What investors got wrong about the stock market's rally year-to-date.

Financial Advising 246

Financial Advising Retail Media Economy 246

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Crores as of November 23, 2023.

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Abnormal Returns

MAY 11, 2023

Markets What's the best asset to hold during a recession? ft.com) Softbank continues to mark down its Vision Fund portfolio. news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. morningstar.com) If you invest in stocks there are going to be extended periods of poor performance.

Financial Advising 244

Financial Advising Media Economy Portfolio 244

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

Abnormal Returns

FEBRUARY 13, 2023

mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. etf.com) Things to keep in mind when direct indexing a client's portfolio. tonyisola.com) Advisers RIAs continue to take share of IRA assets. riaintel.com) RIA organizations are lining up against the SEC's proposed outsourcing rule.

Clients 245

Clients Retirement Financial Services Taxes 245

The Big Picture

NOVEMBER 27, 2023

Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. 24, 2023 _ 1: In particular, why average outperforms over the long run; Sommers credits not making errors (via Charlie Ellis’ “Winning the Loser’s Game”) but the nuance and math are fascinating. It’s utterly laughable.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Alpha Architect

JANUARY 19, 2024

Antonello Cirulli and Patrick Walker, authors of the December 2023 study “Outperforming Equal Weighting,” examined whether equally weighted portfolios could be enhanced by avoiding negative exposure to some of the most prominent factor anomalies documented in asset pricing literature.

Portfolio 98

Portfolio Assets Investing Investments 98

The Big Picture

APRIL 6, 2023

RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Is that a thing in March 2023? Active portfolio management strategy? Really, Covid 19 uncertainties ?

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

Portfolio 98

Portfolio CFP Distribution Financial Services 98

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 147

Assets Management Investing Investments 147

The Big Picture

MARCH 3, 2023

My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

MAY 5, 2023

From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence. Yesterday (May 4) it looked like this the odds of a pause were over 98.9%

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 189

Financial Planner Clients Compliance Numbers 189

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 299

Assets Clients Investing Investments 299

Good Financial Cents

FEBRUARY 16, 2023

Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. However, there are many other asset classes that should be considered too. Alternative assets refers to non-traditional investments , such as artwork, farmland and even precious metals. trillion asset class.

Portfolio 84

Portfolio Investing Investments Assets 84

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. So what does all this mean for today’s investor as we head into 2023. S&P 500 2 Years. The good news is that you have choices. 60-40 is reborn.

Risk Management 98

Risk Management Portfolio Management Valuation 98

The Big Picture

DECEMBER 12, 2022

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Has private equity avoided the asset-price crash? Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. New York Times ). • Economist ).

Math 306

Math Economy Communication Economics 306

Random Roger's Retirement Planning

JUNE 27, 2024

Taylor Pearson and Jason Buck from Mutiny Funds and managers of The Cockroach Portfolio had a short podcast about sequences of returns that is worth listening to. I'm sure I project that onto client portfolios. Luck can trickle into portfolio results in a bunch of different ways. It's an interesting thought exercise.

Assets 95

Assets Portfolio Clients Taxes 95

Abnormal Returns

MAY 14, 2023

businesswire.com) Top clicks this week What's the best asset to hold during a recession? morningstar.com) The 60/40 portfolio is flawed, but you need an alternative. humbledollar.com) Some lessons from the 2023 Berkshire Hathaway ($BRK.A) financialmechanic.com) Concentrated portfolios come with a lot of psychological stress.

Math 162

Math Portfolio Retirement Banking 162

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. feld.com) 2023 is going to be a year or reckoning for the startup space. awealthofcommonsense.com) The Dow lead the major indices in 2022. axios.com) U.S.

Startup 242

Startup Valuation Financial Advising Distribution 242

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

Investing 296

Investing Investments Valuation Portfolio 296

Random Roger's Retirement Planning

APRIL 19, 2024

The basic summary is that they blended together a bunch of asset classes, of which only gold had negative correlation to US large cap, and that blend lagged in 2023. Also, 2023 it noteworthy. Both portfolios have higher standard deviations than the Trinity Replication but much higher returns. We say that repeatedly here.

Portfolio 93

Portfolio Accounting Clients Marketing 93