The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
Revolutionizing Portfolio Management with Hyper-Personalization
Wealth Management
NOVEMBER 12, 2024
At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.
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Book of Secrets on the Month-End Close
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Trending Sources
Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios
Wealth Management
MAY 15, 2024
Often the most accessible investment choices deliver the best returns, according to portfolio managers.
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$7.5B Americana Adds Managing Partner to International Unit
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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Adjusted for Risk: The Impact Managed Futures Have on Investment Portfolios During Volatile Times
Wealth Management
MARCH 11, 2025
Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures. During this very informative and fun conversation.,
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Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust
Wealth Management
APRIL 21, 2024
Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.
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MiB: Colin Camerer on Neuroeconomics
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.
HUB International Buys $1B+ Bridgecreek Investment Management
Wealth Management
NOVEMBER 10, 2022
Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.
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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)
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 (..)
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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects
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.
MiB: Christine Phillpotts, Ariel Investments
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.
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Adviser links: estate uncertainty
Abnormal Returns
MARCH 10, 2025
citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. riabiz.com) This money manager's ETF business was built on entertaining clients. Advisortech The CFP Board has released guidelines for using AI. wealthmanagement.com) The number of cash balance plans are on the rise.
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MiB: Marta Norton, Morningstar Investment Management
The Big Picture
OCTOBER 22, 2022
This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.
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AssetBook Launches Valian Communications App
Wealth Management
SEPTEMBER 22, 2022
Valian complements the firm's established Pulse portfolio management and reporting platform.
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Arthur Zeikel’s Investing Rules
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. and served as Chairman of the Board. No system works all of the time.
Investing 147
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Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year
Wealth Management
SEPTEMBER 5, 2024
Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.
BNY Mellon’s Pershing X Upgrades Wove Platform
Wealth Management
JUNE 4, 2024
The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.
Rockefeller Joins Muni ETF Boom With Three High-Yield Funds
Wealth Management
AUGUST 15, 2024
The products, which will be managed by a trio of portfolio managers who joined earlier this year from Invesco Ltd., will focus on lower-rated bonds.
MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’
The Big Picture
FEBRUARY 7, 2025
This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. billion in assets under management. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments.
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Active ETFs Boom as State Street Eyes Record $260B Inflow
Wealth Management
JUNE 6, 2024
Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.
J.P. Morgan to Pay $150M to Settle Slew of SEC Charges
Wealth Management
NOVEMBER 1, 2024
In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.
Procyon: Institutional Due Diligence With a Private Wealth Overlay
Wealth Management
APRIL 8, 2024
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.
MiB: Andrew Slimmon, Morgan Stanley Investment Management
The Big Picture
FEBRUARY 23, 2024
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)
Nerd's Eye View
JANUARY 6, 2025
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)
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Apex Continues To Make Moves To Compete With Big Three Custodians
Wealth Management
MARCH 13, 2024
Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.
The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.
Strategic Investing Unleashed: Fidelity's Wide Net and Opportunistic Credit Mastery
Wealth Management
DECEMBER 4, 2023
Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.
MiB: Brian Hurst, ClearAlpha
The Big Picture
JANUARY 10, 2025
Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfolio manager, researcher, head of trading, and the firm’s first non-founding Partner. As a senior portfolio manager, he was in charge of over $15 billion in hedge fund assets.
Advyzon To Rollout New Platform For UHNW Clients
Wealth Management
NOVEMBER 19, 2024
Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.
Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled
Wealth Management
DECEMBER 6, 2023
Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.
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Research links: keeping things simple
Abnormal Returns
SEPTEMBER 26, 2023
Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.
MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager
The Big Picture
DECEMBER 9, 2023
He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.
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Bonds Are Becoming More Volatile Than Stocks by Most on Record
Wealth Management
OCTOBER 13, 2023
“Volatility is off the chart,” said Ben Emons, a senior portfolio manager at NewEdge Wealth. People are trading bonds like stocks.”
Navigating Opportunities in Direct Lending: Insights from Therese Icuss
Wealth Management
DECEMBER 5, 2023
Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.
Research links: an attractive business model
Abnormal Returns
OCTOBER 10, 2023
msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?
MiB: Armen Panossian, Oaktree Capital Management
The Big Picture
SEPTEMBER 23, 2023
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.
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Strategic Stock Selection: Unveiling a Mosaic Approach to Long-Term Value Investing
Wealth Management
DECEMBER 5, 2023
Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.
Investing 264
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Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm
Wealth Management
NOVEMBER 30, 2022
He'll no longer serve as portfolio manager of SARK and more than two dozen other funds. Matthew Tuttle's ETF lineup was acquired by AXS Investments.
AI in Focus: Unlocking Innovation, Growth, and Investment Insights
Wealth Management
JANUARY 13, 2025
Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.
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Secfi Launches RIA, Targets Startup Employees
Wealth Management
SEPTEMBER 29, 2022
The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.
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MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James
The Big Picture
JANUARY 3, 2025
Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.
What is Innovation in the Mid-Cap Space
Wealth Management
JANUARY 15, 2024
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
Research links: tracking performance
Abnormal Returns
DECEMBER 5, 2023
Active management Active investing has a tax problem. alphaarchitect.com) Why the active management space may be bigger than currently measured. papers.ssrn.com) Replication Managed futures strategies are ripe for replication. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets.
Stock Picking is Not the Same Thing as Portfolio Management
A Wealth of Common Sense
FEBRUARY 16, 2024
Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.
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