Wealth Management

AUGUST 8, 2024

In recent earnings calls, both alternative asset managers provided updates on their respective products as they plan to enter an increasingly crowded playing field.

Retail 312

Retail Assets Planning Management 312

Wealth Management

NOVEMBER 14, 2024

The alternative asset manager is launching its first interval fund and serving as a core independent manager on another as it looks to develop new products.

Retail 299

Retail Marketing Marketing Assets 299

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 289

Wealth Management Asset Allocation Management Retail 289

The Big Picture

APRIL 4, 2025

Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. Her current reading is here ; A transcript of our conversation is available here Tuesday.

Asset Allocation 130

Asset Allocation Wealth Management Assets Retail 130

Wealth Management

SEPTEMBER 24, 2024

Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.

Retail 294

Retail Assets Investments Investing 294

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 264

Wealth Management Asset Allocation Management Retail 264

Wealth Management

JUNE 12, 2024

Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities. The chief investment officers for T.

Retail 306

Retail Assets Marketing Marketing 306

The Big Picture

NOVEMBER 27, 2024

It should contain enough risk assets—primarily stocks—to benefit from the expansion of the economy and gains in corporate earnings. I think about this when I see the torrent of forecasts this time of year: Price targets for the S&P, inflation forecasts, and most LOL of all, NRF Black Friday retail predictions. Count your blessings.

Economy 200

Economy Retail Portfolio Assets 200

Wealth Management

JANUARY 16, 2025

Sagard Holdings will target Canadian accredited investors with at least C$1 million ($695,000) in financial assets or more than C$200,000 in annual income

Retail 241

Retail Assets 241

Wealth Management

JUNE 24, 2024

Year-to-date through May, fundraising for alternative assets available to the retail channel reached $47.56 billion, according to Robert A. Stanger & Co.

Retail 162

Retail Assets 162

Wealth Management

AUGUST 14, 2023

Schwab’s attrition amounts to about 4% of Ameritrade revenue prior to the deal, or around 1% of combined total client assets as of the end of last year.

Retail 246

Retail Assets Clients 246

Wealth Management

MAY 26, 2023

billion joint venture focused on retail assets. Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 These are some must reads from around the real estate investment world heading into the weekend.

Retail 299

Retail Assets Investments Investing 299

Abnormal Returns

DECEMBER 5, 2024

axios.com) Fund management BlackRock ($BLK) will soon oversee almost $600 billion of alternative assets. finance.yahoo.com) Why Bridgewater Associates is teaming with SSGA to target retail investors. (sherwood.news) Palantir ($PLTR) did not. riabiz.com) ESPN Do Disney+ users really want ESPN content in their feeds?

Retail 182

Retail Media Economy Sales 182

Abnormal Returns

MAY 21, 2024

morningstar.com) Retail A look at the performance of Seeking Alpha stock recommendations. papers.ssrn.com) Retail traders pay attention to analyst revisions. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' papers.ssrn.com) Are 'fallen angels' still an opportunity?

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

Abnormal Returns

SEPTEMBER 22, 2024

ft.com) Are money market fund assets a bond substitute or stock substitute? Hedge funds or retail traders? (collabfund.com) No matter how you spin the numbers, day trading is a losing proposition. morningstar.com) Paying for stuff is getting complicated. sherwood.news) Buying the dip isn't easy, or particularly profitable.

Retail 303

Retail Numbers Assets Marketing 303

Calculated Risk

OCTOBER 9, 2023

During the sector’s ongoing revolution, retail clusters have been shifting towards service-centric and experience-oriented uses. As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood

Retail 286

Retail Sales Assets Investing 286

Abnormal Returns

DECEMBER 10, 2024

ft.com) Every asset manager's annual outlook reads the same. bloomberg.com) Retail Vinted wants to become the Amazon of secondhand. agglomerations.substack.com) Earlier on Abnormal Returns Research links: retail order flow. (bilello.blog) The stock market is up big in 2024, but these stocks are down big.

Retail 147

Retail Economy Media Assets 147

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investing 246

Investing Investments Retail Assets 246

Wealth Management

JANUARY 5, 2024

Retail investors have been piling into money funds since the Federal Reserve began one of the most-aggressive tightening cycles in decades in 2022.

Assets 194

Assets Retail Marketing Marketing 194

Wealth Management

SEPTEMBER 6, 2022

Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.

Retail 264

Retail Portfolio Assets Clients 264

Calculated Risk

JANUARY 1, 2023

From Moody’s Analytics Senior Economist Lu Chen and economist Xiaodi Li: Apartment struck a balance, Office demand plummeted, and Retail remains flat Corporate profits squeezed under macroeconomic uncertainties and flexible work arrangements weakened office demand and continued to transform the sector’s fundamental. in Q4 2022, up from 11.1%

Retail 363

Retail Assets Investing Investments 363

Abnormal Returns

DECEMBER 19, 2023

alphaarchitect.com) The high quality anomaly shows up across asset classes. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. quantpedia.com) Retail attention is a mixed blessing for stocks. Factors Timing returns factors is tempting, but difficult in practice. papers.ssrn.com)

Investing 289

Investing Investments Valuation Retail 289

Wealth Management

OCTOBER 15, 2023

The volume of distressed asset sales remains muted and Bisnow looked at why that is the case. Bloomberg reported that Netflix is planning to open physical retail stores. These are among the must reads from the real estate investment world to kick off the new week.

Retail 264

Retail Sales Assets Planning 264

Calculated Risk

JANUARY 15, 2025

Financial service providers reported modest growth in lending and little change in asset quality overall, though lenders and community organizations voiced concerns about delinquencies among small businesses and lower-income households. Truck freight volumes, however, were down.

Economics 162

Economics Manufacturing Nonprofit Transportation 162

Abnormal Returns

DECEMBER 12, 2023

institutionalinvestor.com) Alternative assets The institutionalization of alternative assets has backfired for most investors. alphaarchitect.com) The results are not great for retail option trading returns. papers.ssrn.com) Does cross-sectional asset pricing matter for the macroeconomy? aswathdamodaran.blogspot.com)

Portfolio Management 263

Portfolio Management Retail Assets Portfolio 263

Abnormal Returns

MARCH 11, 2024

ft.com) Are current money market mutual fund assets all that unusual? ft.com) Retail Why retailers aren't talking about theft as much this year. Markets It shouldn't be surprising that technology dominates the S&P 500. morningstar.com) Crypto BlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM.

Retail 264

Retail Media Banking Assets 264

Abnormal Returns

FEBRUARY 26, 2024

kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. morningstar.com) Alts managers are gearing up to get in front of retail investors. advisorperspectives.com) A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.'

Wealth Management 290

Wealth Management Financial Services Retail Insurance 290

Nerd's Eye View

JANUARY 31, 2023

Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households.

Clients 246

Clients Retail Financial Advisor Recruitment 246

Calculated Risk

OCTOBER 5, 2022

From Moody’s Analytics Senior Economist Lu Chen: Office continues its bumpy ride, and Retail remains flat Office vacancy has been persistently stuck at over 18% since early 2021 , a consequence of excess inventories and strains on companies’ expansion plans. Reis also reported that office effective rents increased 0.4% this quarter.

Retail 314

Retail Economics Assets Planning 314

Abnormal Returns

SEPTEMBER 17, 2024

mailchi.mp) Retail Who underdiversifies the most? klementoninvesting.substack.com) People trade crypto and traditional assets differently. (caia.org) It's easier to forecast correlations and volatility than returns. acadian-asset.com) What people focus on when looking at price charts. Yes and no.

Retail 264

Retail Media Accounting Assets 264

Abnormal Returns

OCTOBER 15, 2024

riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. institutionalinvestor.com) Retail Walgreens ($WBA) is closing some 1,200 stores. (behaviouralinvestment.com) Alternatives Charles Schwab ($SCHW) views alternatives as a (big) opportunity. npr.org) True Value Hardware is in bankruptcy.

Financial Advising 283

Financial Advising Retail Media Government 283

The Big Picture

NOVEMBER 26, 2024

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. How can investors get exposure to the space? Are you crypto-curious? Matt Hougan : Yeah.

Investing 147

Investing Investments Assets Retail 147

Random Roger's Retirement Planning

FEBRUARY 8, 2025

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. Another snippet from Barron's was the suggestion from Thad Davis of Aureus Asset Management to allocate 7% of a portfolio to private credit to get a 7% spread over SOFR which works out to 11-12%.

Assets 52

Assets Engineering Food Communication 52

Abnormal Returns

MARCH 13, 2024

(nytimes.com) Private equity shops are turning into one-stop alternative asset providers. theatlantic.com) Retail Privately-owned Publix is putting other grocery chains to shame. semafor.com) 18% of DFA's AUM is now in ETFs. riabiz.com) AI What flavor of AI should your company buy? wsj.com) How AI is making industrial robots smarter.

Financial Advising 316

Financial Advising Valuation Retail Media 316

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 173

Assets Management Portfolio Marketing 173

Abnormal Returns

MARCH 20, 2025

newyorker.com) Tesla Retail investors are buying the dip in Tesla ($TSLA). johnwallstreet.com) Venture capital Balyasny Asset Management is launching a dedicated venture capital vehicle. (noahpinion.blog) Everything Is Tuberculosis by John Green is 'earnest and empathetic.'

Startup 130

Startup Media Retail Economy 130

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Financial media The financial media lapped up stories of "organized retail crime." capitalspectator.com) The drop in bond yields reversed a lot of market trends. wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space.

Media 276

Media Financial Advising Retail Economy 276