The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ XXXXX insert transcript here XXXXX ~~~ The post Transcript: Mike Greene, Simplify Asset Management appeared first on The Big Picture.

Assets 130

Assets Management 130

Nerd's Eye View

AUGUST 7, 2024

Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.

Estate Planning 246

Estate Planning Taxes Assets Planning 246

Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight. behaviouralinvestment.com) International diversification is no panacea, but what's the alternative?

Assets 260

Assets Financial Advising Wealth Management Engineering 260

Abnormal Returns

OCTOBER 18, 2024

Companies Marc Rubenstein, "PayPal Holdings Inc is not a bank and doesn’t enjoy any of the protections that are afforded to banks." netinterest.co) Why CVS ($CVS) and Walgreen's ($WBA) are struggling. msnbc.com) There's Netflix ($NFLX) and everyone else. sherwood.news) Spirit Airlines kinda sucks, but you will miss it when it is gone.

Assets 276

Assets Financial Advising Communication Banking 276

Nerd's Eye View

MARCH 18, 2024

And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts. Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first.

Assets 246

Assets Media Professional Services Financial Advisor 246

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. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

Assets 167

Assets Management Portfolio Taxes 167

Nerd's Eye View

AUGUST 28, 2024

For advisors who want to advise on clients' 401(k) plan assets but who can't manage them directly, there have generally been 2 options. And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., Read More.

Assets 211

Assets Management Compliance Retirement Planning 211

Abnormal Returns

JUNE 18, 2024

AlphaSense AlphaSense is buying Tegus. bloomberg.com) What next for AlphaSense? mattober.co) Private equity As alts go, so go pension fund returns. papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. alphaarchitect.com) Secondary PE investments are a necessary part of the system.

Assets 260

Assets Taxes Portfolio Management 260

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

Assets 109

Assets Clients 109

The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Assets 167

Assets Management Valuation Investing 167

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

Assets 102

Assets Clients 102

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

Assets 97

Assets Clients 97

The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. ” Maria Vassalou’s favorite books and current reading The post MiB: Maria Vassalou, Goldman Sachs Asset Management appeared first on The Big Picture. .”

Assets 176

Assets Management Media Investing 176

Financial Symmetry

JUNE 10, 2024

This is called asset location, and Vanguard has found that it can save you up to 0.60% annually in … Continued The post Asset Location appeared first on Financial Symmetry, Inc. Did you know what account you place your investments in can make a meaningful difference in taxes over your investing lifetime?

Assets 64

Assets Taxes Accounting Investing 64

Wealth Management

NOVEMBER 6, 2024

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 105

Assets 105

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Notably, certain client assets have built-in creditor protection without the use of (often expensive) products or tools.

Education 245

Education Assets Clients Estate Planning 245

Wealth Management

OCTOBER 8, 2024

Alternative investment platform iCapital doubled the volume of assets on its platform since December 2023.

Assets 115

Assets Investing Investments 115

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting. wsj.com) Companies Why Epic's win against Google ($GOOGL) matters.

Assets 276

Assets Financial Advising Media Economy 276

Wealth Management

SEPTEMBER 26, 2024

The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.

Assets 110

Assets Marketing Marketing 110

Wealth Management

NOVEMBER 6, 2024

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 100

Assets 100

Abnormal Returns

NOVEMBER 5, 2023

Markets Small and mid-cap stocks have badly lagged large caps. awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. theirrelevantinvestor.com) Why you should avoid big investment shifts. humbledollar.com) Trading Brett Steenbarger, "The best traders evolve."

Assets 269

Assets Financial Advising Healthcare Economy 269

Abnormal Returns

OCTOBER 31, 2023

Strategy Money market returns look good.almost too good. wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Why it's easy to say you will buy when stocks 'go on sale.' behaviouralinvestment.com) Crypto Vanguard is opting out of the Bitcoin ETF race.

Assets 259

Assets Financial Advising Media Economy 259

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 119

Assets Investing Investments Portfolio 119

Advisor Perspectives

OCTOBER 28, 2024

Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.

Wealth Management 75

Wealth Management Assets Management Portfolio 75

Advisor Perspectives

AUGUST 27, 2024

Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund takes a risk-first approach while seeking to deliver a consistently attractive yield.

Assets 52

Assets 52

Nerd's Eye View

OCTOBER 1, 2024

Gaetano is a partner and senior financial advisor at Fountainhead Advisors, an RIA based in Warren, New Jersey, that oversees approximately $900 million in assets under management for 1,000 client households.

Assets 175

Assets Financial Advisor Insurance Clients 175

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 211

Assets Clients Portfolio Asset Allocation 211

Alpha Architect

MAY 19, 2023

I’ve received calls from clients inquiring about moving assets to gold. Gold as a Safe-Haven Asset was originally published at Alpha Architect. When I asked them why, three reasons dominated. Please read the Alpha Architect disclosures at your convenience.

Assets 137

Assets Clients Investing Investments 137

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets 237

Assets Financial Advisor Financial Planning Insurance 237

Wealth Management

SEPTEMBER 19, 2023

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

Assets 122

Assets Planning Government Accounting 122

Darrow Wealth Management

OCTOBER 1, 2024

Choosing whether to fund a trust with your assets is an important decision in the estate planning process. Here are three main reasons you may want to consider putting your assets in a trust. Funding a trust means retitling assets in the name of your trust. During your life, you can add, use, or remove assets in the trust.

Assets 93

Assets Estate Planning Distribution Fiduciary Duty 93

Wealth Management

JULY 25, 2024

The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9

Assets 114

Assets Management 114

MainStreet Financial Planning

NOVEMBER 14, 2024

Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Finkelstein Are you prepared for how your assets will pass to your loved ones? The essential documents for effective asset transfer, including trusts, wills, and powers of attorney.

Assets 52

Assets Planning Estate Planning CFP 52

Wealth Management

OCTOBER 17, 2024

The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.

Assets 115

Assets Taxes Management 115

Advisor Perspectives

NOVEMBER 5, 2024

In this article, we’ll remind you what listed real assets are, explain how they fit into an asset allocation, and help you understand why we believe now is an attractive time to invest in the asset class.

Assets 52

Assets Asset Allocation Investing Investments 52