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 Management Asset Allocation Portfolio 256

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 270

Wealth Management Investing Investments Management 270

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 260

Wealth Management Asset Allocation Management Retail 260

Wealth Management

MARCH 17, 2025

Apollo's Stephanie Drescher details the innovations making private investments more accessible to advisors and their clients.

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Wealth Management Investing Investments Management 233

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.

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Wealth Management Financial Services Education Insurance 321

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. Even in India, many firms use algorithms to suggest investment options and portfolio allocation.

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Wealth Management Management Asset Allocation Investing 52

Wealth Management

OCTOBER 10, 2024

Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

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Wealth Management Management Marketing Marketing 258

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.

Investing 287

Investing Investments Wealth Advisor Startup 287

Wealth Management

FEBRUARY 24, 2025

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

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Wealth Management Investing Investments Management 233

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

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.

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Investing Investments Wealth Advisor Wealth Management 264

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 230

Wealth Management Investing Investments Management 230

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.

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Insurance Wealth Management Management Distribution 230

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.

Asset Allocation 130

Asset Allocation Wealth Management Assets Retail 130

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.

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Wealth Management Consulting Management Clients 264

Wealth Management

JANUARY 10, 2025

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

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Wealth Management Management Planning Investing 263

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 272

Management Wealth Management Investing Investments 272

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.

Investing 209

Investing Investments Wealth Management Management 209

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.

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Wealth Management Management Investing Investments 245

Wealth Management

SEPTEMBER 17, 2024

Jim Rourke and Michael Liu were named co-heads of private client partnership development, which links Bank of America’s global corporate and investment bank, Merrill wealth management and the Private Bank.

Banking 218

Banking Wealth Management Investing Investments 218

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 Startup 124

Abnormal Returns

APRIL 4, 2025

Money management Shane Parrish talks with Brookfield CEO Bruce Flatt. fs.blog) Barry Ritholtz talks with Lisa Shalett, Chief Investment Officer at Morgan Stanley. bloomberg.com) Meb Faber talks with Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.

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Wealth Management Economics Management Investing 147

Wealth Management

FEBRUARY 12, 2025

Ares' Brendan McCurdy discusses how financial advisors navigate the complexities of private equity, private credit, real estate and infrastructure.

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Wealth Management Financial Advisor Management Investing 176

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

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.

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Wealth Management Financial Advising Wealth Advisor Valuation 162

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.

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Wealth Management Portfolio Management Investing 229

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?

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Wealth Management Estate Planning Clients Management 277

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.

Investing 295

Investing Investments Wealth Advisor Sales 295

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 257

Wealth Management Consulting Management Investing 257

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.

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Investing Investments Wealth Advisor Planning 300

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

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.

Investing 284

Investing Investments Wealth Advisor Marketing 284

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.

Investing 269

Investing Investments Wealth Advisor Clients 269

Abnormal Returns

SEPTEMBER 16, 2024

thinkadvisor.com) Investing William Bernstein on the challenges for investors nearing retirement. investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. (standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons.

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Wealth Management Startup CFP Retirement 278

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.

Investing 285

Investing Investments Valuation 285

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.

Investing 274

Investing Investments Wealth Advisor Management 274

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