Wealth Management

SEPTEMBER 12, 2024

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

Portfolio 286

Portfolio Marketing Marketing Assets 286

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 278

Portfolio Investing Investments 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.

Investments 240

Investments Investing Clients Risk Tolerance 240

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

Wealth Management

SEPTEMBER 12, 2024

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

Portfolio 257

Portfolio Marketing Marketing Assets 257

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 264

Portfolio Assets Management 264

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 242

Assets Management Portfolio Management Portfolio 242

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

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 218

Assets Clients Marketing Marketing 218

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 289

Assets Portfolio Investing Investments 289

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 260

Assets Taxes Portfolio Management 260

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 280

Wealth Management Asset Allocation Management Retail 280

Wealth Management

NOVEMBER 14, 2024

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

Portfolio 257

Portfolio Assets Management 257

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 276

Assets Financial Advising Media Economy 276

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Read More.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

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 262

Wealth Management Management Asset Allocation Portfolio 262

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

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. Most investors underestimate the stress of a high-risk portfolio on the way down.

Investments 147

Investments Investing Risk Tolerance Portfolio Management 147

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 263

Wealth Management Asset Allocation Management Retail 263

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 289

Portfolio Education Clients Investments 289

Wealth Management

AUGUST 13, 2024

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

Assets 273

Assets Portfolio Management 273

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 Clients 246

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 258

Assets Financial Advisor Portfolio Investing 258

Calculated Risk

FEBRUARY 25, 2025

The aggregate return-on-assets ratio (ROA) increased 3 basis points to 1.12 Asset Quality Metrics Remained Generally Favorable, Though Weakness in Certain Portfolios Persisted Past-due and nonaccrual (PDNA) loans, or loans 30 or more days past due or in nonaccrual status, increased 7 basis points from the prior quarter to 1.60

Numbers 162

Numbers Banking Assets Portfolio 162

Abnormal Returns

APRIL 8, 2025

(mrzepczynski.blogspot.com) Are researchers building portfolios all wrong? papers.ssrn.com) Portfolio rebalancing The benefits of portfolio rebalancing are overstated. roberthuebscher.substack.com) Your portfolio rebalancing frequency doesn't matter all that much.

Portfolio 146

Portfolio Retirement Economics Assets 146

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 worked as JPMorgan Asset Management equity research associate for US Tech.

Investments 173

Investments Investing Portfolio Management Consulting 173

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. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. abnormalreturns.com)

Estate Planning 159

Estate Planning Retirement Planning CFP Portfolio Management 159

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

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

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 225

Assets Portfolio Marketing Marketing 225

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. It's about developing a dynamic spending plan (e.g.,

Retirement 147

Retirement Clients Retirement Planning Marketing 147

Wealth Management

MARCH 24, 2025

CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the companys recently launched RIA.

Wealth Management 260

Wealth Management Portfolio Assets Management 260

The Big Picture

NOVEMBER 27, 2024

Investors should consider this when they create a portfolio. It should contain enough risk assets—primarily stocks—to benefit from the expansion of the economy and gains in corporate earnings. And, we never know when that Boulder, which disrupts everything, will come along. However, it should not be so risky as to be problematic.

Economy 200

Economy Retail Portfolio Assets 200

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. Investors have lots of questions when allocating to these asset classes: How much capital do you need? What percentage of your portfolio should be allocated? How should investors approach these asset classes? or more challenging.

Portfolio 147

Portfolio Assets Investments Investing 147

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

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 254

Financial Planning Assets Management Planning 254

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 296

Math Assets Portfolio Marketing 296