Wealth Management

SEPTEMBER 22, 2022

Valian complements the firm's established Pulse portfolio management and reporting platform.

Communication 356

Communication Portfolio Management Portfolio Management 356

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.

Portfolio Management 316

Portfolio Management Portfolio Management Marketing 316

Wealth Management

JUNE 4, 2024

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

Portfolio Management 305

Portfolio Management Portfolio Clients Management 305

Wealth Management

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio 299

Portfolio Management Portfolio Management Investing 299

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. He was an adjunct professor at NYU STern School of Business.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

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.

Portfolio Management 294

Portfolio Management Portfolio Management 294

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.

Portfolio Management 294

Portfolio Management Portfolio Management 294

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.

Portfolio Management 288

Portfolio Management Portfolio Clients Management 288

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.

Portfolio Management 286

Portfolio Management Portfolio Clients Management 286

Wealth Management

MARCH 13, 2024

Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.

Portfolio Management 296

Portfolio Management Portfolio Management 296

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 277

Management Portfolio Management Portfolio Clients 277

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

DECEMBER 4, 2023

Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.

Portfolio Management 289

Portfolio Management Investing Investments Portfolio 289

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.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Wealth Management

NOVEMBER 19, 2024

Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.

Portfolio Management 259

Portfolio Management Clients Portfolio Management 259

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.

Assets 260

Assets Management Portfolio Management Portfolio 260

The Big Picture

FEBRUARY 7, 2025

Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Startup 173

Startup Portfolio Management Management Portfolio 173

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.

Investing 279

Investing Investments Portfolio Management Portfolio 279

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.

Portfolio Management 258

Portfolio Management Portfolio Management Assets 258

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.

Portfolio Management 147

Portfolio Management Risk Management Education Portfolio 147

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.”

Portfolio Management 269

Portfolio Management Portfolio Management 269

Wealth Management

NOVEMBER 10, 2022

Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.

Management 264

Management Portfolio Management Investing Investments 264

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

Investing Investments Portfolio Management Portfolio 264

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.

Portfolio Management 264

Portfolio Management Portfolio Management Investing 264

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.

Startup 264

Startup Portfolio Management Portfolio Planning 264

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.

Investing 244

Investing Investments Portfolio Management Portfolio 244

Abnormal Returns

OCTOBER 10, 2023

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns.

Portfolio Management 264

Portfolio Management Startup Portfolio Management 264

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.

Portfolio Management 263

Portfolio Management Portfolio Clients Management 263

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.

Portfolio Management 263

Portfolio Management Portfolio Management Investing 263

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.

Portfolio Management 133

Portfolio Management Retirement Planning Portfolio Management 133

Abnormal Returns

FEBRUARY 4, 2025

ft.com) How people talked about portfolio management in the 19th century. (priceactionlab.com) Public pension funds are undeperforming any reasonable benchmark. blogs.cfainstitute.org) Do floor traders still add value to markets?

Portfolio Management 147

Portfolio Management Economics Portfolio Management 147

Abnormal Returns

APRIL 16, 2024

blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. (wisdomtree.com) What happens to the stock market on days before holidays. papers.ssrn.com) How a stock's price affects its risk profile. capitalspectator.com) A link to "The Cockroach Approach" by Taylor Pearson with Jason Buck.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Wealth Management

MARCH 12, 2023

Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.

Portfolio Management 246

Portfolio Management Portfolio Management Investing 246

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 (..)

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Abnormal Returns

NOVEMBER 15, 2024

capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. (advisoranalyst.com) Ted Seides talks with Scott Bessent who is the CEO and CIO of Key Square Group. fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T. Rowe Price.

Portfolio 147

Portfolio Portfolio Management Management Investing 147

The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

Abnormal Returns

SEPTEMBER 3, 2023

theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. (humbledollar.com) Why are mortgage rates so high? awealthofcommonsense.com) Google ($GOOGL) has dominated seemingly forever. The cracks are showing. morningstar.com) Is illiquidity a feature or a bug?

Portfolio Management 277

Portfolio Management Retirement Portfolio Management 277