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

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 Investing Investments 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

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 245

Portfolio Management Portfolio Management Investing 245

Abnormal Returns

MARCH 17, 2025

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your business. podcasts.apple.com) Advisortech Trust & Will raised another round of capital.

Portfolio 147

Portfolio Wealth Management Clients Management 147

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 279

Portfolio Investing Investments Assets 279

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

Abnormal Returns

NOVEMBER 27, 2024

Podcasts Peter Lazaroff talks with Jason Zweig about neuroeconomics and the future of finance. peterlazaroff.com) Christine Benz and Amy Arnott and talk with Mark Berg about helping your kids financially. morningstar.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."

Portfolio 147

Portfolio Financial Planning Estate Planning Planning 147

A Wealth of Common Sense

NOVEMBER 17, 2024

People are terrible at self-regulation and self-awareness when it comes to eating. One study asked people how much bread they ate after leaving an Italian restaurant. Nearly one-third of the diners couldn’t recall how much they had. And 12% of the people who ate bread denied having eaten any at all.

Portfolio 131

Portfolio Food 131

Nerd's Eye View

JANUARY 7, 2025

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

Investing 240

Investing Investments Clients Risk Tolerance 240

Wealth Management

APRIL 6, 2025

Amplify ETF, CEO, Christian Magoon shares some insights about the role ETFs, including black swan ETFs, can play in investment portfolios to help reduce investment risk during times of heightened market volatility.

Portfolio 228

Portfolio Investing Investments Marketing 228

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 230

Portfolio 230

Wealth Management

JANUARY 3, 2025

Atlas Financial Advisors falsely claimed Morningstar had verified and validated the hypothetical performance of its proprietary Portfolio Shield strategies,according to the SEC. It is the Commission's latest enforcement action stemming from recently implemented RIA marketing rules.

Portfolio 264

Portfolio Commission Financial Advisor Marketing 264

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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Portfolio Management Portfolio Management Investing 238

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 299

Portfolio Taxes Management 299

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 289

Wealth Management Asset Allocation Management Retail 289

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

Wealth Management Management Asset Allocation Portfolio 264

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

Wealth Management

JANUARY 27, 2025

A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also significantly increased risk concentration.

Portfolio 269

Portfolio 269

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

Wealth Management Asset Allocation Management Retail 264

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Financial Planner 246

Financial Planner Certification CFP Education 246

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

The Big Picture

MARCH 28, 2025

She leads the development of all asset allocation models, global investment due diligence and portfolio analytics, and oversees the Global Investment Committee’s models and Outsourced Chief Investment Office mandates.

Government 289

Government Asset Allocation Wealth Management Assets 289

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

Tobias Financial

APRIL 14, 2025

Seeing your portfolio fluctuate can trigger an emotional response, and the instinct may be to make immediate changes. Rather than reacting to short-term volatility, now is a great time to take a step back and review your investment portfolio. During times like these, its natural to feel uneasy.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

The Big Picture

DECEMBER 19, 2024

” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. Speculator whispered to the Investor, “Why hold for decades? Leverage and options can make you rich overnight.” This was the fall of the first Bull Market.

Startup 230

Startup Portfolio Marketing Marketing 230

Wealth Management

MARCH 11, 2025

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

Management 278

Management Investing Investments Portfolio 278

The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Most investors underestimate the stress of a high-risk portfolio on the way down.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

Abnormal Returns

APRIL 8, 2025

mrzepczynski.blogspot.com) Are researchers building portfolios all wrong? papers.ssrn.com) Portfolio rebalancing The benefits of portfolio rebalancing are overstated. roberthuebscher.substack.com) Your portfolio rebalancing frequency doesn't matter all that much. Quant stuff The case for simple models using more data.

Portfolio 147

Portfolio Retirement Economics Assets 147

Wealth Management

DECEMBER 25, 2024

iCapitals Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.

Portfolio 279

Portfolio 279

Calculated Risk

DECEMBER 23, 2024

Ginnie Mae loans in forbearance increased by 5 basis points to 1.11%, and the forbearance share for portfolio loans and private-label securities (PLS) decreased 1 basis point to 0.42%. That is compared to 11 basis points for Fannie Mae and Freddie Mac Loans, and portfolio and PLS loans, respectively.

Portfolio 147

Portfolio Government Planning Numbers 147

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

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 173

Estate Planning Portfolio Management Communication Planning 173

Abnormal Returns

NOVEMBER 5, 2024

klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. caia.org) How to use trading volume to optimize portfolio construction. Where is the evidence that it is fundamentally changing the stock market? on.ft.com) 'Peak ETF' is nowhere on the horizon, especially overseas.

Portfolio 162

Portfolio Economics Investing Investments 162

Calculated Risk

APRIL 28, 2023

Click on graph for larger image By vintage , for loans made in 2004 or earlier (1% of portfolio), 1.93% are seriously delinquent (down from 2.04% in February). So, Fannie is still working through a few poor performing loans from the bubble years.

Portfolio 358

Portfolio 358

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 Clients 246

The Big Picture

JANUARY 15, 2025

What percentage of your portfolio should be allocated? To help us unpack all of this and what it means for your portfolio, let’s bring in Ted Seides, who began his career at the Yale University Investments Office under the legendary David Swensen. Is this for 5 million portfolios or 50 million portfolios?

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Portfolio Assets Investments Investing 147