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 279

Portfolio Investing Investments Assets 279

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 278

Portfolio Assets Management 278

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 291

Portfolio Assets 291

Wealth Management

SEPTEMBER 12, 2024

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

Portfolio 265

Portfolio Marketing Marketing Assets 265

Wealth Management

APRIL 21, 2024

Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.

Assets 261

Assets Management Portfolio Management Portfolio 261

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 252

Assets Clients Marketing Marketing 252

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 279

Portfolio Assets Management Marketing 279

Wealth Management

AUGUST 1, 2022

Sales of individual assets were up in the first half of the year, according to MSCI Real Assets. But portfolio transactions are becoming less common.

Assets 261

Assets Investing Investments Sales 261

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 291

Assets Portfolio Investing Investments 291

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 290

Wealth Management Asset Allocation Management Retail 290

Abnormal Returns

JUNE 18, 2024

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. morningstar.com) Not every ESG measure moves in the same direction, return-wise. papers.ssrn.com) Bitcoin is volatile.

Assets 261

Assets Taxes Portfolio Management 261

Wealth Management

NOVEMBER 14, 2024

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

Portfolio 264

Portfolio Assets Management 264

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 246

Assets Portfolio Clients 246

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.

Assets 278

Assets Financial Advising Media Economy 278

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 265

Wealth Management Management Asset Allocation Portfolio 265

Wealth Management

FEBRUARY 11, 2025

The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.

Portfolio 230

Portfolio Assets 230

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 265

Wealth Management Asset Allocation Management Retail 265

Wealth Management

FEBRUARY 23, 2024

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

Assets 284

Assets Financial Advisor Portfolio Investing 284

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 291

Portfolio Education Clients Investing 291

Wealth Management

AUGUST 13, 2024

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

Assets 279

Assets Portfolio Management 279

Wealth Management

AUGUST 2, 2022

billion in assets, brings to Mariner its client roster of community banks and credit unions. Heber Fuger Wendin Investment Advisors, with $8.6

Portfolio 246

Portfolio Investment Advisor Banking Assets 246

Wealth Management

DECEMBER 18, 2024

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

Assets 255

Assets Portfolio Marketing Marketing 255

Wealth Management

SEPTEMBER 27, 2022

There’s a limited time in the life cycle of an asset class where it’s financially advantageous to buy in. For self-storage real estate, that time is now—but not for long.

Portfolio 265

Portfolio Investing Investments Assets 265

Wealth Management

APRIL 5, 2024

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

Investing 274

Investing Investments Financial Advisor Assets 274

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 282

Financial Planning Assets Management Planning 282

Wealth Management

MARCH 17, 2023

Clients moved money from two Schwab Value Advantage Money funds, which had a combined $195 billion of assets as of March 15, representing the largest redemptions in at least six months.

Government 235

Government Clients Portfolio Assets 235

Calculated Risk

MAY 29, 2024

Asset Quality Metrics Remained Generally Favorable With the Exception of Material Deterioration in Credit Card and Commercial Real Estate (CRE) Portfolios: Loans that were 90 days or more past due or in nonaccrual status increased to 0.91 Total assets held by problem banks rose $15.8 billion to $82.1 Problem banks represent 1.4

Numbers 312

Numbers Banking Insurance Assets 312

Abnormal Returns

MAY 19, 2024

Top clicks this week Three assets that don't diversify your portfolio as well as you think. awealthofcommonsense.com) Risk-on assets have failed to outperform in 2024. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon.

Math 298

Math Assets Portfolio Marketing 298

Wealth Management

JANUARY 6, 2025

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

Investments 265

Investments Investing Portfolio Assets 265

Wealth Management

JUNE 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Investing 286

Investing Investments Portfolio Assets 286

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

Wealth Management

SEPTEMBER 18, 2023

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.

Investments 313

Investments Investing Portfolio Assets 313

Wealth Management

FEBRUARY 3, 2025

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

Assets 201

Assets Consulting Management Portfolio 201

Wealth Management

NOVEMBER 26, 2023

It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios.

Portfolio 306

Portfolio Assets 306

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

Asset Allocation 304

Asset Allocation Financial Planning Portfolio Assets 304

Wealth Management

JULY 10, 2023

Advisors Asset Management's CIO Cliff Corso provides his investment outlook for the remainder of 2023.

Portfolio 264

Portfolio Assets Management Investing 264