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Wealth Management
JANUARY 9, 2025
Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.
264 
Wealth Management
SEPTEMBER 12, 2024
The IBD has launched a new tech consulting service, as well as other business solutions related to investment management and talent.
272
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The Big Picture
FEBRUARY 14, 2025
This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Favorite Books The post MiB: Christine Phillpotts, Ariel Investments appeared first on The Big Picture. She also covers all sectors in Africa.
174 
Wealth Management
APRIL 29, 2023
USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.
264 
Wealth Management
SEPTEMBER 12, 2024
The IBD has launched a new tech consulting service, as well as other business solutions related to investment management and talent.
255 
The Big Picture
APRIL 28, 2023
Today, I am interviewing Peter Borish, one of the legends of trading & investing: Founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation; he was Director of Research for 10 years. He has been an IFM Trustee since 1991.
279 
Abnormal Returns
OCTOBER 28, 2024
youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. riabiz.com) Why XYPN felt they needed to launch Sapphire.
271 
Wealth Management
MARCH 11, 2025
RSM, the middle market consultancy and accounting firm, will integrate Arch into its family office data management platform.
276 
Midstream Marketing
OCTOBER 31, 2024
Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. Financial marketing consultants provide many services. Financial marketing consultants provide many services.
52 
Trade Brains
NOVEMBER 6, 2024
The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.
98 
Wealth Management
OCTOBER 6, 2023
Vice President of Portfolio Consulting Gary Quinzel likes large-cap developed international equities, value stocks and is implementing a barbell strategy for both U.S. Treasuries and municipal bonds.
290 
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
Abnormal Returns
FEBRUARY 16, 2025
wired.com) Too many people confuse speculation for investing. ritholtz.com) Why investors need to consult primary sources. (awealthofcommonsense.com) Want to hedge inflation? Buy stocks. axios.com) The Tesla ($TSLA) backlash is real. awealthofcommonsense.com) Why gold traders are shipping bullion from London to New York.
176 
Abnormal Returns
MARCH 31, 2025
podcasts.apple.com) Bogumil Baranowski talks family money dynamics with Emily Bouchrad, founder of Blended Families Flourishing and Bouchard Bespoke Consulting. riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs. wealthmanagement.com) There are three different flavors of PE investment.
Wealth Management
OCTOBER 29, 2024
Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.
278 
The Big Picture
JUNE 24, 2023
This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.
217 
Wealth Management
SEPTEMBER 27, 2024
Listen as Marissa Herr, Head of Technology Consulting at Fidelity Investments, share insights on her firm’s dedication to enhancing the client experience.
Wealth Management
DECEMBER 12, 2024
Chicago-based Hightowers investment in Dechtman Wealth Management is the firms sixth this year and follows its majority stake in institutional consulting firm NEPC several months ago.
The Big Picture
APRIL 15, 2023
Baratta, who joined the firm in 1998, is also a member of the board of directors and serves on multiple management committees, as well as the firm’s investment committees. We also discuss how Private Equity has developed over the past three decades from a small $50 billion alternative to a massive multi-trillion dollar investment sector.
285 
Wealth Management
JANUARY 31, 2025
Summit Financial's investment in Genex Consulting represents the firm's first of the year.
246 
Abnormal Returns
JANUARY 13, 2025
(morningstar.com) Michael Kitces talks sustainability with Peter Krull, the Director of Sustainable Investing of Earth Equity Advisors. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. kitces.com) Custodians Charles Schwab ($SCHW) has cut its cash sweep rate to 0.05%.
Abnormal Returns
APRIL 25, 2024
axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds. (bloomberg.com) Rubrik ($RBRK) is now public.
261 
Wealth Management
DECEMBER 5, 2023
Mike Bailey, consultant at Fidelity Technologies Corporation, shares insights into private equity's superior performance, market differentiation, and diversification benefits.
203 
Wealth Management
FEBRUARY 3, 2025
Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.
200 
The Big Picture
NOVEMBER 27, 2024
Michael serves as a consulting editor at the Journal of International Business and at Management and Organization Review. Be sure to check out our Masters in Business next week with Tony Kim, Head of Technology Investing, Fundamental Active Equity at Blackrock. All of our earlier podcasts on your favorite pod hosts can be found here.
130 
The Big Picture
DECEMBER 17, 2022
This week, we speak with Robert Koenigsberger , the managing partner and chief investment officer of Gramercy Funds Management. A dedicated emerging markets investment manager, Gramercy Funds Management — which Koenigsberger founded in 1998 — now has more than $5 billion dollars in assets under management.
282 
Abnormal Returns
JANUARY 8, 2024
Podcasts Michael Kitces talks adviser well-being with Stevyn Guinnip who is the founder of Grow Wellthy, a health and wellness consulting firm. podcasts.apple.com) Career Why it's so important to invest in the next generation of advisers.
Wealth Management
APRIL 14, 2023
OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.
MainStreet Financial Planning
NOVEMBER 8, 2024
Harvest Tax Losses If you have investments that have declined in value, consider selling them to offset capital gains from other investments—a strategy known as tax-loss harvesting. Consult with a tax professional to navigate the complexities and avoid wash-sale rules.
97 
Nerd's Eye View
APRIL 7, 2025
This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)
130 
The Big Picture
SEPTEMBER 28, 2022
Consider this tweet I bookmarked back in August; This updated version , via Mindfulenough , gave me the idea to turn it into something investment-related. You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals.
342 
Tobias Financial
MARCH 16, 2025
As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.
52 
The Big Picture
APRIL 22, 2023
This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.
300 
Zoe Financial
JANUARY 28, 2025
What do these mean, and which is a sounder investment strategy? Weve simplified the differences between time in the market and market timing to explain the best investing strategies for investors. 2 Investing Is An Emotional Rollercoaster When it comes to investments, company stock prices and markets fluctuate wildly on a daily basis.
98 
Trade Brains
NOVEMBER 6, 2024
However, investors should consider both technical indicators and fundamental analysis before making investment decisions. Written By: Dipangshu Kundu Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.
98 
Nerd's Eye View
FEBRUARY 11, 2025
David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.
163 
Nerd's Eye View
APRIL 10, 2023
Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.
Nerd's Eye View
NOVEMBER 14, 2023
What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)
The Big Picture
APRIL 3, 2023
The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs). Its an amazing collection of charts and data. The asset value peak was $33.6 trillion (USD) in 2021; that’s down only slightly to $31.4 trillion as of the end of 2022.
313 
Wealth Management
MARCH 5, 2025
Carolinas Investment Consulting will be Captrusts second Charlotte location.
147 
Trade Brains
OCTOBER 29, 2024
Written By Fazal Ul Vahab C H Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks.
105 
The Big Picture
AUGUST 26, 2023
This week, we speak with Vanguard’s chief investment officer Greg Davis. He has more than 25 years of investment management experience. Be sure to check out our Masters in Business next week with Jonathan Miller, CEO of Miller Samuel , a real estate appraisal and consulting firm he co-founded in 1986.
Mish Talk
NOVEMBER 29, 2022
Cost of Owning "Nationally, it cost $888 a month more to buy an entry-level single-family home than to rent it, according to September data from John Burns Real Estate Consulting. Image courtesy of John Burns Real Estate Consulting. The crash is in transactions, not price. The Current Housing Cycle Landscape 1-3 Year Housing Outlook.
285 
Trade Brains
OCTOBER 31, 2024
per equity share Also read… Pharma stock down by more than 3% after promoter sells stake worth ₹3000 Cr SPS Finquest Limited SPS Finquest Limited was incorporated in 1996 and is a non-deposit-taking, non-systemically important NBFC, primarily offering loans and investment services. Investing in equities poses a risk of financial losses.
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