Wealth Management

JUNE 28, 2024

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

Wealth Management 236

Wealth Management Management Assets Portfolio 236

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.

Portfolio Management 225

Portfolio Management Portfolio Management Investments 225

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 261

Wealth Management Asset Allocation Management Retail 261

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.,

Portfolio 201

Portfolio Management Portfolio Management Investing 201

Wealth Management

JULY 30, 2024

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

Portfolio 312

Portfolio Numbers 312

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.

Portfolio 334

Portfolio Risk Tolerance Investing Investments 334

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.

Portfolio 276

Portfolio Investing Investments Assets 276

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

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.

Portfolio 301

Portfolio Clients 301

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.

Investing 240

Investing Investments Clients Risk Tolerance 240

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.

Management 258

Management Portfolio Management Portfolio Clients 258

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.

Portfolio 278

Portfolio Financial Advisor Assets 278

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 298

Accounting Portfolio Clients 298

Wealth Management

SEPTEMBER 25, 2024

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

Portfolio 298

Portfolio Taxes Management 298

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government 246

Government Asset Allocation Wealth Management Assets 246

Wealth Management

MARCH 11, 2025

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

Management 192

Management Investing Investments Portfolio 192

Wealth Management

MARCH 26, 2025

BlackRock set up the model portfolios with publicly traded stocks and bonds alongside more complex private equity and credit funds and will possibly include other alternatives at some point.

Portfolio 237

Portfolio 237

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

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

Abnormal Returns

OCTOBER 25, 2023

vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees. (theinformation.com) Why Apple ($AAPL) isn't at the forefront of AI. daringfireball.net) The iTunes brand was once a big deal for Apple ($AAPL).

Portfolio 277

Portfolio Financial Advising Economy Media 277

Wealth Management

SEPTEMBER 12, 2024

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

Portfolio 282

Portfolio Marketing Marketing Assets 282

Wealth Management

JANUARY 14, 2025

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

Portfolio 270

Portfolio Marketing Marketing 270

Wealth Management

APRIL 16, 2024

AlphaSimplex's Katy Kaminski describes how the firm uses data to measure where the markets are moving.

Portfolio 296

Portfolio Management Investing Investments 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 237

Portfolio Investments Investing 237

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

Wealth Management

OCTOBER 10, 2024

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

Wealth Management 261

Wealth Management Management Marketing Marketing 261

Wealth Management

OCTOBER 28, 2024

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

Portfolio 275

Portfolio Investments Investing 275

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

Startup Portfolio Marketing Marketing 230

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 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 291

Portfolio Risk Management Taxes Management 291

Wealth Management

NOVEMBER 14, 2024

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

Portfolio 250

Portfolio Assets Management 250

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.

Media 195

Media Retail Economy Management 195

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 293

Portfolio Management Investments Investing 293

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.

Investments 173

Investments Investing Portfolio Management Consulting 173

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.

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

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 161

Estate Planning Portfolio Management Communication Planning 161

Wealth Management

SEPTEMBER 12, 2024

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

Portfolio 251

Portfolio Marketing Marketing Assets 251