Wealth Management

OCTOBER 21, 2024

StepStone Private Wealth's CEO details how and why the company uses semi-liquid evergreen funds over other private market investment vehicles.

Wealth Management 289

Wealth Management Investments Investing Management 289

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 Management Asset Allocation Portfolio 264

Wealth Management

FEBRUARY 24, 2025

Hightower's Robert Picard unravels the shifting dynamics of private markets and their role in contemporary investment portfolios.

Wealth Management 272

Wealth Management Investments Investing Management 272

The Big Picture

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

Investments 147

Investments Investing Wealth Management Numbers 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 264

Wealth Management Asset Allocation Management Retail 264

The Big Picture

JANUARY 17, 2025

He discusses how he became a financial journalist, and eventually Director of Financial Education for Citi Personal Wealth Management. The global financial services firm manages $431 billion and is owned by insurance giant Msss Mutual. He explains why Dying is hard work.

Wealth Management 321

Wealth Management Financial Services Education Insurance 321

Wealth Management

OCTOBER 7, 2024

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

Wealth Management 278

Wealth Management Management Assets Investments 278

Wealth Management

JUNE 11, 2024

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. These are among the investment must reads we found this week for wealth advisors.

Investments 288

Investments Investing Wealth Advisor Wealth Management 288

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

Investments 290

Investments Investing Wealth Advisor Startup 290

Wealth Management

DECEMBER 17, 2024

Opto Investments, a private markets platform for wealth management firms, has launched Planner, a new tool to simplify the private markets investing process.

Investments 254

Investments Investing Wealth Management Management 254

Wealth Management

NOVEMBER 14, 2024

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.

Insurance 246

Insurance Wealth Management Management Distribution 246

Abnormal Returns

MARCH 31, 2025

(open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs.

Wealth Management 147

Wealth Management Financial Advice Portfolio Management Consulting 147

Wealth Management

JANUARY 10, 2025

A survey conducted in October by Ocorian found higher-for-longer rates are impacting investment hold period expectations.

Wealth Management 278

Wealth Management Management Planning Investments 278

Wealth Management

SEPTEMBER 16, 2024

Called Alts Bridge, the platform will integrate with BNY’s existing wealth management and technology platforms for advisors and intermediaries.

Management 289

Management Wealth Management Investments Investing 289

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 264

Wealth Management Consulting Management Clients 264

Wealth Management

OCTOBER 15, 2024

Listen as Nona Rosa, Director of Practice Management at Avantax as she highlights the firm’s dedication to investing in talent through an innovative coaching program.

Wealth Management 263

Wealth Management Management Investments Investing 263

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.

Wealth Management 246

Wealth Management Assets Management Investments 246

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." kitces.com) 11 reasons prospects reach out to a financial planner.

Clients 124

Clients Wealth Management Financial Planner Financial Planning 124

Wealth Management

MARCH 19, 2025

Syntax is making waves in the wealth management space with its newly launched portfolio creation tool, now actively used by over 110 investment professionals.

Wealth Management 260

Wealth Management Portfolio Management Investments 260

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) 9 questions for Bob Veres about future of wealth management.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

The Big Picture

MARCH 22, 2025

On this episode of Live from The Compound, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release “How Not to Invest” The post The Compound: How Not to Invest appeared first on The Big Picture.

Investments 147

Investments Investing Wealth Management Management 147

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.

Wealth Management 264

Wealth Management Consulting Management Investments 264

Wealth Management

AUGUST 6, 2024

The unwinding of a popular carry trade borrowing in yen and investing in other currencies is a culprit in the increased market volatility. These are among the investment must reads we found this week for wealth advisors.

Investments 289

Investments Investing Wealth Advisor Clients 289

Wealth Management

JUNE 18, 2024

Blackrock’s Chief Investment Officer reported that while hedge funds and brokerages have dipped into spot bitcoin ETFs, RIAs have been slower to embrace them. Morgan Stanley is adding more manager-traded SMAs to its UMA platform, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investments 297

Investments Investing Wealth Advisor Management 297

Wealth Management

APRIL 16, 2024

KKR logged $3 billion in sales in products aimed for the private wealth channel—up from $400 million in sales per quarter in 2022. These are among the investment must reads we found this week for wealth advisors. Morningstar published an explainer on the growing world of interval funds.

Investments 299

Investments Investing Wealth Advisor Sales 299

Abnormal Returns

SEPTEMBER 23, 2024

wealthmanagement.com) Why GV invested in Wealth.com. 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?

Wealth Management 277

Wealth Management Estate Planning Clients Management 277

Wealth Management

APRIL 30, 2024

These are among the investment must reads we found this week for wealth advisors. After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment.

Investments 297

Investments Investing Wealth Advisor Marketing 297

Wealth Management

JULY 16, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. Fortune profiled nine executives in the burgeoning private credit arena.

Investments 306

Investments Investing Wealth Advisor Planning 306

Wealth Management

MARCH 25, 2025

The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.

Investment Advisor 256

Investment Advisor Accounting Investments Investing 256

Wealth Management

MAY 28, 2024

Impact investment funds perform as well as regular private market funds in delivering returns, according to Preqin research. These are among the investment must reads we found this week for wealth advisors. JPMorgan predicts Ethereum ETFs will start trading within the next six months.

Investments 290

Investments Investing Wealth Advisor Marketing 290

Wealth Management

JULY 23, 2024

Genstar Capital is making a majority investment in Docupace. FTV Capital took a majority stake in the company in 2020 and will remain a minority investor.

Investments 289

Investments Investing 289

Wealth Management

MARCH 18, 2025

These are among the investment must reads we found this week for wealth advisors. Morningstar profiled the 15 funds that have lost the most value for shareholders over the past decade. Recent market volatility has perked new interest among investors and advisors in buffer ETFs.

Wealth Advisor 289

Wealth Advisor Investments Investing Marketing 289

Abnormal Returns

FEBRUARY 24, 2025

citywire.com) The biz Joe Duran's Rise Growth Partners made another investment. citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business. (kitces.com) Morningstar Why Morningstar ($MORN) is getting out of the RIA software business. riabiz.com) Career Why career paths matter.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

Wealth Management

SEPTEMBER 3, 2024

These are among the investment must reads we found this week for wealth advisors. YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. ETF.com has published a guide to leveraged ETFs.

Investments 296

Investments Investing Wealth Advisor 296

Wealth Management

JUNE 4, 2024

These are among the investment must reads we found this week for wealth advisors. Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. Morningstar explored how investors should consider allocating to private equity.

Investments 295

Investments Investing Wealth Advisor 295

Wealth Management

JUNE 18, 2024

Fisher Investments’ $12.75 billion valuation does not set a new benchmark for RIAs, but given the size, scope and buyer, it marks an inflection point for the industry overall, observers say.

Investments 290

Investments Investing Valuation 290

Abnormal Returns

APRIL 29, 2024

(rationalreminder.libsyn.com) The biz Goldman Sachs ($GS) is getting out of the robo-business by selling its Marcus Invest to Betterment. downtownjoshbrown.com) Ritholtz Wealth Management continues to grow without acquisitions. investmentnews.com) AssetMark was just sold to GTCR.

Communication 278

Communication Wealth Management Management Assets 278