This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
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 covers all sectors in Africa.
173 
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. open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
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.
287 
Abnormal Returns
JANUARY 5, 2025
axios.com) Strategy Don't let dividends take the wheel of your portfolio. Fire the consultants. Markets The 2020s has seen nothing but big market moves. awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. downtownjoshbrown.com) Or your expectations for the Fed. ft.com) Centerview Partners is uniquely profitable.
146 
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.
192 
Abnormal Returns
JULY 22, 2024
standarddeviationspod.com) Michael Kitces talks with Christi Van Rite who is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. kitces.com) Despite the hype, alternatives are a small part of adviser portfolios. (fa-mag.com)
263 
Wealth Management
FEBRUARY 3, 2025
Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.
184 
Trade Brains
NOVEMBER 6, 2024
These companies manage profitable real estate portfolios across various sectors. Portfolio Diversification: Through REITs, investors gain exposure to various property types. Diversification across multiple REITs is crucial to minimise risk and build a resilient portfolio that can withstand market fluctuations. What are REITs?
98 
The Big Picture
SEPTEMBER 28, 2022
What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. Portfolio. Asset Economy. Inflation. Federal Reserve. Corporate Earnings. Volatility. Interest Rates. Elections.
342 
Trade Brains
SEPTEMBER 22, 2023
Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. Business process outsourcing (BPO) services, software solutions, and IT consulting are all offered by Wipro Ltd (Wipro). Market Cap (Cr) 47,415 EPS (Rs) 38.09
Nerd's Eye View
NOVEMBER 14, 2023
In this episode, we talk in-depth about why Eric intentionally built his Financial Prosperity Index to cover 100 different questions where the client is scored across 9 different domains and then receives an aggregate weighted score and a letter grade (with identified areas of improvement to lift their grade higher), why Eric has found that even prospective (..)
Abnormal Returns
AUGUST 9, 2023
axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs. washingtonpost.com) The earlier adopter era for EVs is over.
Trade Brains
SEPTEMBER 17, 2023
Since its conception in 1998, Group Landmark Cars has grown to become India’s premier dealer for high-end and luxury vehicles.Landmark offers after-sales service, pre-sales consultation, roadside assistance, insurance, and easy financing options. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!
Nerd's Eye View
NOVEMBER 29, 2022
What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
246 
Integrity Financial Planning
DECEMBER 11, 2023
If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. 1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well. Some think that wasn’t by accident.
97 
Trade Brains
NOVEMBER 11, 2023
Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. The post Top Indian Stocks Held By Vanguard Group – Portfolio Analysis appeared first on Trade Brains. ZEE5 is its over-the-top (OTT) platform. ROE (%) 32.3
Nerd's Eye View
OCTOBER 2, 2023
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly
246 
Nerd's Eye View
DECEMBER 8, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)
Trade Brains
SEPTEMBER 28, 2023
Landmark Cars offers after-sales service, pre-sales consultant, roadside assistance, insurance, and easy financing options. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.
Nerd's Eye View
JANUARY 13, 2025
Building on the back of our popular Advisor Technology Map and Directory, in 2025, we'll also be developing a new Advisor Services Map to make it easier to find whatever consultants, coaches, outsourcing partners, or other solutions advicers may be seeking (and like our AdvisorTech Map, will be openly available to the entire advicer community).
147 
The Big Picture
AUGUST 9, 2024
Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”
Trade Brains
OCTOBER 29, 2024
Adani Enterprises accumulated revenue primarily from its diversified portfolio, with the infrastructure segment contributing 45% and the integrated resources segment adding 35% in Q2 FY25. Please consult your investment advisor before investing. percent YOY, from Rs. 19,546 crore in Q2 FY24 to Rs. 22,608 crore in Q2 FY25.
105 
Carson Wealth
JANUARY 8, 2025
One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. Accountability and Progress Tracking Regular consultations with a financial advisor can help provide accountability, helping you stay on track with your financial plan.
Sara Grillo
MAY 9, 2022
Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Nobody is going to want to unwind a portfolio of 500 stocks.
72 
The Big Picture
JUNE 24, 2023
That setup plus the mistaken belief that Portfolio Insurance would offer protection from losses, was the perfect up parallel. She previously worked at Goldman Sachs and Boston Consulting Group, and holds degrees from the University of Pennsylvania and Harvard Business School.
217 
The Big Picture
FEBRUARY 25, 2023
Today, they have 1,800 employees worldwide serving 800 institutional clients, and their wholly owned portfolio company employ 250,000 people. At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. The firm has invested $195 billion since 1996. Capital Advisors.
37 
Trade Brains
NOVEMBER 3, 2024
These companies deliver exceptional financial performance while maintaining robust credit portfolios. Bajaj Finance’s comprehensive product portfolio caters to diverse customer segments, strengthening its market presence. Their risk assessment expertise contributes to portfolio quality management. Do you hold it?
The Big Picture
JANUARY 24, 2024
He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. After-tax equity returns from your non-tax-exempt portfolios. So the benefit of a mutual funder and ETF is that you’re getting a diversified portfolio and professional oversight.
246 
Good Financial Cents
FEBRUARY 16, 2023
Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork. Now that you have a better understanding of artwork investing as a whole, let’s discuss adding art to your investment portfolio.
84 
Nerd's Eye View
MARCH 13, 2023
However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)
245 
Zoe Financial
JANUARY 28, 2025
A diversified portfolio of investments held for several years has historically proven to provide greater returns than those who try to jump in and out of the market at what they believe are the lows and highs. Once you do this, it should become clear that the goal is not to beat the market but to reach or exceed your personal goals.
98 
The Chicago Financial Planner
FEBRUARY 8, 2023
You should consult with the Social Security Administration, or a tax or financial advisor who is well-versed on Social Security regarding your specific situation. 8 Portfolio Rebalancing Tips Will my Social Security be Taxed? Your situation may differ. Approaching retirement and want another opinion on where you stand?
291 
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 
Trade Brains
DECEMBER 1, 2023
Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. Best Mukul Agrawal Portfolio Stocks Now let us take a look at some of the best stocks held by this Ace Investor.
Darrow Wealth Management
MARCH 13, 2025
A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.
66 
Nerd's Eye View
APRIL 9, 2024
What's unique about Andrew, though, is how his firm has been able to triple its AUM in the past 4 years while offering a high-touch client experience by adopting the approach of the management consulting clients he specializes in, first assessing how many new staff members they can hire and then train properly in order to, as Andrew says, increase (..)
Trade Brains
OCTOBER 29, 2024
Power Firms that are Ready for Future Mining Demand Tata Power’s extensive renewable energy portfolio could serve future crypto mining operations seeking sustainable power solutions. JSW Energy’s expanding renewable portfolio presents another promising option for mining operations. appeared first on Trade Brains.
52 
Harness Wealth
JANUARY 29, 2025
This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation. PA and NJ, for instance, dont allow carryovers.
52 
Fortune Financial
OCTOBER 14, 2024
It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. market is closer to 40%, higher than the tech bubble peak weighting.
131 
Nerd's Eye View
JULY 16, 2024
Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M Welcome everyone! Welcome to the 394th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Christi Van Rite.
130 
Carson Wealth
JULY 3, 2024
Consulting a tax advisor or attorney can help develop strategies for minimizing tax liability and staying compliant. Consulting a financial advisor can help you optimize your retirement plan based on your financial goals. There are investment solutions that help minimize the tax implication while aligning with portfolio goals.
Tobias Financial
MARCH 11, 2025
Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Professional advisors should be consulted before implementing any of the options presented. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.
52 
Inside Information
JANUARY 31, 2025
In one of my periodic e-messages to my mailing list (more than 8,000 advisors currently) I repeated a complaint that I constantly hear from Joel Bruckenstein and other leading tech consultants. My take is that its become too easy for the software companies and consultants to complain about slow tech adoption in the advisor marketplace.
International College of Financial Planning
NOVEMBER 18, 2024
However, everything started to change when I moved into IT consultancy. Later, when I transitioned into business and management consulting (for Healthcare/Pharma, MedTech, Biotech), I was constantly discussing industries, companies, and their financial performance.
52
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content