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 293

Assets Investing Investments Portfolio 293

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 261

Wealth Management Asset Allocation Management Retail 261

The Big Picture

MARCH 28, 2025

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.

Government 246

Government Asset Allocation Wealth Management Assets 246

Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

Portfolio 276

Portfolio Investing Investments Assets 276

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 245

Assets Clients Portfolio Asset Allocation 245

The Big Picture

AUGUST 13, 2022

This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.

Management 307

Management Assets Portfolio 307

Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

Portfolio 278

Portfolio Financial Advisor Assets 278

Nerd's Eye View

JANUARY 7, 2025

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.

Investing 240

Investing Investments Clients Risk Tolerance 240

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Nerd's Eye View

DECEMBER 18, 2024

For investment management services, documenting the entire client engagement – such as onboarding, reviewing and recommending portfolio adjustments in line with collected suitability information, opening and funding accounts, conducting periodic reviews, and rebalancing – can help clearly evidence the services provided.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

Abnormal Returns

MARCH 10, 2025

(citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients. abnormalreturns.com)

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

Portfolio 256

Portfolio Assets Management 256

The Big Picture

DECEMBER 30, 2024

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. Asset allocation determines the rate of return. Never up, never in.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

Wealth Management

SEPTEMBER 22, 2022

Morgan Asset Management's Jed Laskowitz details how ETFs can help advisors develop long-term portfolio strategies, regardless of market conditions.

Portfolio 269

Portfolio Assets Management Marketing 269

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 282

Portfolio Marketing Marketing Assets 282

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

Management 230

Management Investing Investments Portfolio Management 230

Wealth Management

APRIL 28, 2023

While much capital stalled earlier this year, those with liquidity and friendly relationships with their lenders can strike while the iron is hot and acquire value-add assets for their single-family portfolios.

Portfolio 289

Portfolio Assets 289

Abnormal Returns

JUNE 18, 2024

(caia.org) How much in taxes have private equity fund managers avoided through carried interest? mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. ft.com) Research Does it matter what time zone your stocks trade in? insights.finominal.com) How macroeconomic announcements affect fixed income markets.

Assets 261

Assets Taxes Portfolio Management 261

The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. She also covers all sectors in Africa.

Investments 173

Investments Investing Portfolio Management Consulting 173

Wealth Management

NOVEMBER 14, 2024

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

Portfolio 250

Portfolio Assets Management 250

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 Marketing 173

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 251

Portfolio Marketing Marketing Assets 251

Wealth Management

AUGUST 13, 2024

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

Assets 267

Assets Portfolio Management 267

Wealth Management

APRIL 5, 2024

Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.

Investing 242

Investing Investments Financial Advisor Assets 242

Nerd's Eye View

NOVEMBER 19, 2024

Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. My guest on today's podcast is Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities.

Portfolio 162

Portfolio Management Assets Banking 162

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 244

Financial Planning Assets Management Planning 244

Wealth Management

FEBRUARY 14, 2023

Investments like real estate and other private markets can generally weather difficult market conditions better than their more liquid counterparts and, over the long run, have historically provided higher returns and lower volatility.

Assets 288

Assets Portfolio Investing Investments 288

The Big Picture

FEBRUARY 7, 2025

This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. billion in assets under management. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments.

Startup 173

Startup Portfolio Management Management Portfolio 173

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investing Investments Wealth Management 200

Wealth Management

NOVEMBER 15, 2022

Flourish Financial's Ben Cruikshank discusses how advisors should get a solid understanding of crypto in order to fully give clients holistic advice.

Assets 245

Assets Portfolio Clients 245

Wealth Management

JUNE 26, 2024

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

Assets 208

Assets Clients Marketing Marketing 208

Wealth Management

FEBRUARY 3, 2025

Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.

Assets 184

Assets Consulting Management Portfolio 184

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. What is a concentrated stock position?

Management 66

Management Taxes Estate Planning Asset Allocation 66

Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Investing 258

Investing Investments Portfolio Assets 258

Abnormal Returns

JULY 21, 2024

abnormalreturns.com) Top clicks this week Seven reasons you may want to venture away from the market portfolio. humbledollar.com) Rebalance your portfolio to tame risk, not to increase returns. riabiz.com) Asset managers are seeing falling profitability. (abnormalreturns.com) A lifetime subscription is anything but.

Portfolio 310

Portfolio Banking Assets Management 310