Abnormal Returns

FEBRUARY 21, 2024

morningstar.com) People work in retirement for any number of reasons. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. wsj.com) An increasing number of retirees feel 'trapped' in their Medicare Advantage plans. Rowe Price about non-financial considerations in retirement.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

JUNE 2, 2023

(insideradio.com) The number of songs uploaded to streaming services just keep increasing. bloomberg.com) Christine Benz and Jeff Ptak talk with Joel Tillinghast about his biggest investing mistake, the implications of AI for portfolio management, and how private equity affects investors in public securities.

Portfolio Management 277

Portfolio Management Management Numbers Portfolio 277

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 189

Financial Planner Clients Compliance Numbers 189

The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Are all answered in our conversation.

Taxes 147

Taxes Portfolio Management Investments 147

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households.

Clients 244

Clients Financial Advisor Financial Planning Planning 244

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g.,

Financial Planner 245

Financial Planner Retirement Estate Planning Clients 245

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Nerd's Eye View

APRIL 23, 2024

What's unique about Tyson, though, is how he has developed a planning process he calls their "Total Relationship" approach, which puts an emphasis on determining a client's near-term lump sum spending needs like a new car purchase or a big vacation, and ensuring the portfolio is built around having sufficient cash available for those goals, which Tyson (..)

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Random Roger's Retirement Planning

AUGUST 17, 2023

The title tells you the author's conclusion, Why Your Portfolio Should Hold Way More Than 30 Stocks. This article obviously favors more stocks but an interesting thing not said was at what number would it make sense to just flip from individual holdings to mutual funds and ETFs. Not too many I'd say. I've been lucky.

Numbers 75

Numbers Portfolio Math Portfolio Management 75

Abnormal Returns

MARCH 21, 2023

(theinformation.com) Fund management Are pension funds finally tiring of private equity? wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. frontofficesports.com) By the numbers: which countries like baseball the most.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.

Assets 299

Assets Clients Investing Investments 299

Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. Meaning Diversification of an investment portfolio refers to investing money into different asset classes like shares, bonds, mutual funds, etc.

Portfolio 69

Portfolio Investing Investments Assets 69

Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

Clients 130

Clients Insurance Coverage Portfolio Management Numbers 130

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication. ” The book is a hilarious deep dive into the many characters and scammers that have beset crypto.

Advertising 130

Advertising Portfolio Management Economy Communication 130

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? I am in that camp and I guess I am surprised that the number isn't much higher.

Retirement 98

Retirement Numbers Portfolio Portfolio Management 98

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Portfolio rebalancing: Selling underperforming assets helps investors maintain an optimal asset allocation. What are the drawbacks of tax-loss harvesting?

Taxes 52

Taxes Assets Sales Portfolio 52

The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

Investing 162

Investing Investments Portfolio Valuation 162

The Big Picture

JANUARY 21, 2025

You, you went and you interviewed some star manager, usually a man, and you would have a couple paragraphs about their investment philosophy and strategy. You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. And a, a number of things happened.

Investments 147

Investments Investing Management Retirement 147

The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. And to the credit of the portfolio manager that I was working with Josh Fisher, we were actually up that year.

Healthcare 162

Healthcare Portfolio Management Investments 162

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. Fortunately, our process for managing multiasset sustainable portfolios was built to handle exactly these kinds of complex, overarching, intersectional issues.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

JULY 19, 2023

The Guardian ) • The ‘QAnon Shaman’ and other Capitol rioters who regret pleading guilty : A growing number of Capitol rioters have gone back on their guilty pleas and apologies – including one of the most recognisable faces from 6 January. ( Rival app Threads now has 150 million users, according to some estimates. (

Advertising 130

Advertising Portfolio Management Sales Retail 130

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.

Portfolio 52

Portfolio Clients Investments Investing 52

Advisor Perspectives

JANUARY 30, 2024

This naïve formulation, DoubleLine Portfolio Manager Ken Shinoda argues, overlooks the interplay of home prices and mortgage costs with housing supply and demand dynamics. Conventional thinking holds that higher interest rates mean lower home prices – or the corollary, lower rates mean higher prices.

Numbers 40

Numbers Portfolio Management Portfolio Marketing 40

The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. They do a number of things at Diamond Hill that many other investment shops don’t. So, so you’ve held analyst roles and a number of asset managers. 00:16:33 [Speaker Changed] Exactly.

Investments 147

Investments Investing Management Valuation 147

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. Portfolio Manager. . Tue, 05/31/2022 - 13:10. .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Accounting 80

Random Roger's Retirement Planning

JUNE 21, 2024

Looking at ISPY, we can add back about 4% in dividends to get a more accurate total return number. I think part of the process of ongoing portfolio management is to circle back to strategies, funds and correlation studies like we regularly do here.

Portfolio Management 98

Portfolio Management Taxes Accounting Portfolio 98