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Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.
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.
But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.
He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Investment capital becomes a perishable commodity if not handled properly.
This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. She also worked as JPMorgan Asset Management equity research associate for US Tech. Favorite Books The post MiB: Christine Phillpotts, Ariel Investments appeared first on The Big Picture.
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.
The demand for assets that fit ESG goals is growing. But both asset managers and RIAs need to choose products that are alpha drivers, and not “concessions.”
Measures of asset growth add considerable explanatory power to asset pricing models, but wait, there’s a twist. Rethinking Asset Growth in Asset Pricing Models was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk.
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. I know ETFs today are the apple pie of investing. Are you crypto-curious?
The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.
Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.
alphaarchitect.com) The high quality anomaly shows up across asset classes. advisorperspectives.com) A history of quant investing and the state of the factor zoo. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. Factors Timing returns factors is tempting, but difficult in practice.
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
Several asset managers made moves to bolster their products targeting the private wealth channel. These are among the investment must reads we found this week for wealth advisors. After nearly four months of steady outflows, Grayscale’s Bitcoin ETF broke its losing streak and posted its first net inflows since January.
investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.
Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.
Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.
Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.
Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.
Several investment managers are exploring how to overcome obstacles such as limited liquidity in order to package private assets into ETFs. Are covered call ETFs a good investment, asks barchart. These are among the investment must reads we found this week for wealth advisors.
Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. These are among the investment must reads we found this week for wealth advisors. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.
BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors.
based firm The Investment Group, with about $9 billion in managed assets supporting approximately 240 advisors. LPL is acquiring the Bedminster, N.J-based
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
The push to develop products for the wealth channel has raised concerns about how asset managers are selecting investments for these funds vs. their traditional vehicles, reports Pitchbook. These are among the investment must reads we found this week for wealth advisors.
Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform.
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. These are among the investment must reads we found this week for wealth advisors. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds.
Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.
Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.
He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.
BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire. These are among the investment must reads we found this week for wealth advisors.
BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.
is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w
Blackstone’s spot Bitcoin ETF reached $10 billion in assets faster than any other ETF. These are among the investment must reads we found this week for wealth advisors. PIMCO has filed for its first mutual fund to ETF conversion on a mutual fund focused on mortgage-backed securities.
alphaarchitect.com) Secondary PE investments are a necessary part of the system. (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. caia.org) How much in taxes have private equity fund managers avoided through carried interest?
Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must reads we found this week for wealth advisors. The IMF raised red flags about the growing private credit market.
The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.
Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.
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