The Big Picture

APRIL 4, 2025

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today.

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Asset Allocation Wealth Management Assets Retail 130

Wealth Management

JANUARY 30, 2025

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.

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Wealth Management Assets Management Investing 190

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.

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Wealth Management Asset Allocation Management Retail 260

Truemind Capital

APRIL 4, 2025

It helped me learn about the possibilities of AI use in wealth management. Many wealth management outfitsin the US have started using AI in their operations and basic level of advice. However, there is a strong scope for AI to replace many wealth managers. appeared first on Investment Blog.

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Wealth Management Management Asset Allocation Investing 52

Darrow Wealth Management

JANUARY 16, 2025

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.

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Assets Estate Planning Taxes Wealth Management 98

Wealth Management

APRIL 26, 2024

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

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Wealth Management Estate Planning Planning Management 297

Wealth Management

APRIL 16, 2024

Merrill Wealth Management added around 7,300 net new clients during the first quarter, which was in line with the previous two quarters but down year-over-year.

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Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

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Wealth Management Management Sales Assets 256

Wealth Management

MAY 13, 2024

Advisors will be well-served to get comfortable with the asset class. About a quarter of Americans are already investing in crypto, according to one source.

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Wealth Management Management Assets Investing 251

Wealth Management

MAY 21, 2024

The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7

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Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

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Wealth Management Management Sales Assets 229

Nerd's Eye View

JANUARY 9, 2025

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

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Financial Advice Asset Allocation Clients Wealth Management 228

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.

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Assets Investing Investments Portfolio 291

Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."

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Clients Wealth Management Financial Planner Startup 124

Wealth Management

OCTOBER 8, 2024

Alternative investment platform iCapital doubled the volume of assets on its platform since December 2023.

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Assets Investing Investments 263

Wealth Management

MAY 29, 2024

FSI Wealth Management, a San Diego, Calif.-based based team with $215 million in assets, is joining LPL from Securities America, in the wake of Osaic's integration and rebranding efforts.

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Wealth Management Assets Management 285

Wealth Management

NOVEMBER 1, 2024

The asset manager has appointed a new global COO to support its wealth management alts business.

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Wealth Management Assets Management 275

Wealth Management

SEPTEMBER 12, 2024

Cetera-backed Wilde Wealth Management Group has brought on Drew Kliber, who managed $400 million in assets at UBS, as head of its W Family Office division.

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Recruitment Wealth Management Assets Management 280

Wealth Management

SEPTEMBER 5, 2024

The addition of Philadelphia-based Levy Wealth Management Group pushes WEG’s clients' assets to more than $90 billion.

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Wealth Management Assets Clients Management 275

Wealth Management

JUNE 11, 2024

An RIA’s level of satisfaction with a custodian is directly correlated with the proportion of assets held with them.

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Assets 264

Wealth Management

MAY 21, 2024

Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility. A new report from J.P.

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Wealth Management

SEPTEMBER 26, 2024

The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.

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Assets Marketing Marketing 247

Wealth Management

JUNE 3, 2024

Avior Wealth Management represents Constellation’s seventh deal since its inception, bringing its assets under management to about $110 billion.

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Wealth Management Assets Management 260

Wealth Management

JANUARY 16, 2025

Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. More than 100 continuation funds were raised between 2019 and 2021.

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Assets 267

Abnormal Returns

DECEMBER 16, 2024

youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. kitces.com) Vanguard All signs point to Vanguard bulking up its wealth management capabilities. thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking. marknewfield.substack.com)

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Wealth Management Financial Advising Retirement Planning CFP 130

Wealth Management

JULY 25, 2024

The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9

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Assets Management 257

Abnormal Returns

NOVEMBER 18, 2024

kitces.com) Tax planning and wealth management go hand-in-hand. wealthmanagement.com) Asset location isn't job number one, but it is a job. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life. justincastelli.io) Taxes Some speculation on what is next for the TCJA.

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Wealth Management Wealth Advisor Tax Planning Taxes 147

Wealth Management

MARCH 31, 2025

Equity analysts see the Commonwealth deal as a win for LPL, saying the higher price tag would make sense given the quality of the asset.

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Assets 216

Wealth Management

MARCH 19, 2024

Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

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Wealth Management Communication Assets Management 280

Abnormal Returns

SEPTEMBER 23, 2024

(kitces.com) It seems like everybody is jumping on the private assets bandwagon. on.ft.com) Industry groups are ramping up spending to attract people to wealth management. citywire.com) How Morton Wealth built a practice focused on nextgen clients. advisorperspectives.com) How do clients choose a wealth manager?

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Wealth Management Estate Planning Clients Management 277

Wealth Management

JANUARY 29, 2024

Some asset managers claim now might be a good moment to get more exciting returns. Historically, infrastructure had been prized for its “safety and stability.”

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Assets Management 276

Wealth Management

JANUARY 10, 2024

Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.

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Retirement Wealth Management Assets Management 275

Wealth Management

JANUARY 29, 2024

Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.

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Wealth Management Assets Clients Management 281

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

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Assets Clients 243

Abnormal Returns

OCTOBER 14, 2024

podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management. riabiz.com) Dynasty Financial Partners Dynasty Financial Partners just garnered an investment from Blackrock and JPMorgan Asset Management. (fa-mag.com)

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Estate Planning Financial Planner Wealth Management Retirement 279

Abnormal Returns

APRIL 29, 2024

Podcasts Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com) Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance."

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Communication Wealth Management Management Assets 278

Wealth Management

AUGUST 19, 2024

IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.

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