Abnormal Returns

MARCH 17, 2025

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Practice management Why 'more AUM' may not always be better for your business. podcasts.apple.com) Advisortech Trust & Will raised another round of capital.

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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

JULY 30, 2024

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

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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

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The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

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Wealth Management

MARCH 11, 2025

In this Adjusted for Risk podcast episode, Mount Lucas Management's Jerry Prior discusses investing in managed futures.

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Wealth Management

JULY 30, 2024

A new survey from Cerulli Associates found model portfolio providers are increasingly focused on offering custom options to keep their clients loyal.

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Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

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Wealth Management

AUGUST 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

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Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

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The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306

Assets Management Asset Allocation Risk Management 306

Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households.

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Investments Investing Clients Risk Tolerance 240

Wealth Management

SEPTEMBER 21, 2023

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

Accounting 299

Accounting Portfolio Clients 299

Wealth Management

SEPTEMBER 25, 2024

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

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Portfolio Taxes Management 299

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 287

Nerd's Eye View

DECEMBER 18, 2024

For investment management services, documenting the entire client engagement – such as onboarding, reviewing and recommending portfolio adjustments in line with collected suitability information, opening and funding accounts, conducting periodic reviews, and rebalancing – can help clearly evidence the services provided.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 290

Portfolio Marketing Marketing Assets 290

Wealth Management

OCTOBER 15, 2024

The firm will now offer advisory services and customizable model portfolios for alternative investments.

Portfolio 280

Portfolio Investments Investing 280

Wealth Management

APRIL 15, 2024

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

Wealth Management 296

Wealth Management Investments Investing Management 296

Wealth Management

NOVEMBER 15, 2024

Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.

Portfolio 246

Portfolio Investments Investing 246

Wealth Management

JANUARY 14, 2025

Joe DeVico, BlackRock's co-head of wealth advisory, discusses the explosion in interest in model portfolios.

Portfolio 278

Portfolio Marketing Marketing 278

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning 234

Financial Planning Sales Planning Retirement 234

Wealth Management

FEBRUARY 15, 2024

You owe it to your clients to prevent these hidden factors of market volatility, portfolio construction, fees and taxes from decimating their wealth.

Management 280

Management Taxes Portfolio Clients 280

Wealth Management

NOVEMBER 14, 2024

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

Portfolio 264

Portfolio Assets Management 264

Wealth Management

NOVEMBER 13, 2023

The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.

Portfolio 311

Portfolio Management Investments Investing 311

Wealth Management

OCTOBER 28, 2024

See how advisors are combining active and passive strategies for optimal portfolio results.

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Portfolio Investing Investments 279

Wealth Management

SEPTEMBER 4, 2024

Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.

Portfolio 298

Portfolio Risk Management Taxes Management 298

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Abnormal Returns

MARCH 17, 2025

(sherwood.news) Finance Daniel Davies, "The essence of managing an investment banking franchise is that the biggest driver of success is the capacity to bear pain." finance.yahoo.com) Expect to see alternatives managers talking more openly about their funds. on.ft.com) Robinhood ($HOOD) is teaming with Kalshi on sports markets.

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Media Retail Economy Management 195

Wealth Management

FEBRUARY 19, 2025

The target allocation and target risk portfolios include a mix of active and passive proprietary and third-party ETFs.

Portfolio 254

Portfolio 254

The Big Picture

DECEMBER 19, 2024

The Trader then created the Broker to manage the trades and the Investor to allocate capital. ” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. He created the first Bull Market, and optimism spread across the Exchange.

Startup 230

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The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Most investors underestimate the stress of a high-risk portfolio on the way down.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 264

Portfolio Marketing Marketing Assets 264

Wealth Management

MARCH 12, 2025

Meanwhile, SMarX and BondBloxx rolled out portfolios designed around duration, credit and equity exposure. Capital Group unveiled eight models built from its active ETFs.

Portfolio 217

Portfolio 217

Nerd's Eye View

MARCH 3, 2025

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

Estate Planning 164

Estate Planning Portfolio Management Communication Planning 164

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.

Investing 173

Investing Investments Portfolio Management Consulting 173

Wealth Management

MAY 20, 2024

WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.

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