Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio 306

Portfolio Assets Management Investing 306

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 Investing Investments 280

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

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

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

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

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 238

Portfolio Management Portfolio Management Investing 238

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

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

Random Roger's Retirement Planning

MARCH 15, 2025

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Random Roger's Retirement Planning

MARCH 12, 2025

Let's dig in some more on Permanent Portfolio quadrant style. Next is the allocation for the United States Sovereign Wealth Fund ETF that I made up a few days ago and next to that is my most recent attempt from November to recreate the Cockroach Portfolio which is managed by Mutiny Funds. That is a very specialized type of result.

Portfolio 59

Portfolio Taxes Numbers Investing 59

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

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 Investing Investments 311

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

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

Portfolio 262

Portfolio Investing Investments Economics 262

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

SEPTEMBER 9, 2024

Supreme Court justices are allowed to hold individual stocks, but ethics rules deem they should disqualify from cases involving the companies.

Ethics 285

Ethics Portfolio 285

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

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 278

Wealth Management Management Assets Portfolio 278

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

Wealth Management

JUNE 25, 2024

A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.

Portfolio 289

Portfolio Financial Advisor Retail Clients 289

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

Wealth Management

FEBRUARY 11, 2025

The firm estimates that assets in custom models increased by nearly 50% between mid-2023 and late 2024.

Portfolio 229

Portfolio Assets 229

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

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 246

Management Investing Investments Portfolio 246

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

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 167

Estate Planning Portfolio Management Communication Planning 167

The Big Picture

MARCH 18, 2025

Emotional Decision-Making : We make spontaneous decisions for reasons unrelated to our portfolios. Cognitive Deficits : You’re human unfortunately, that hurts your portfolio. We mix politics with investing. We behave emotionally. We focus on outliers while ignoring the mundane.

Investing 317

Investing Investments Math Media 317

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