The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023
Wealth Management
DECEMBER 14, 2022
The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.
Revolutionizing Portfolio Management with Hyper-Personalization
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.
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Podcast links: resilient portfolios
Abnormal Returns
NOVEMBER 15, 2024
(podcasts.apple.com) Pierre Daillie and Adam Butler talk with Larry Swedroe about the importance of building resilient and hyper-diversified portfolios. capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments.
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Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios
Wealth Management
MAY 15, 2024
Often the most accessible investment choices deliver the best returns, according to portfolio managers.
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MiB: Colin Camerer on Neuroeconomics
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.
Adjusted for Risk: The Impact Managed Futures Have on Investment Portfolios During Volatile Times
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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MiB: Christine Phillpotts, Ariel Investments
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.
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Adviser links: estate uncertainty
Abnormal Returns
MARCH 10, 2025
citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. Advisortech The CFP Board has released guidelines for using AI. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves.
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Arthur Zeikel’s Investing Rules
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.
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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects
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.
AssetBook Launches Valian Communications App
Wealth Management
SEPTEMBER 22, 2022
Valian complements the firm's established Pulse portfolio management and reporting platform.
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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)
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 (..)
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Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year
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.
BNY Mellon’s Pershing X Upgrades Wove Platform
Wealth Management
JUNE 4, 2024
The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.
Rockefeller Joins Muni ETF Boom With Three High-Yield Funds
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.
Active ETFs Boom as State Street Eyes Record $260B Inflow
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.
J.P. Morgan to Pay $150M to Settle Slew of SEC Charges
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.
Procyon: Institutional Due Diligence With a Private Wealth Overlay
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.
Apex Continues To Make Moves To Compete With Big Three Custodians
Wealth Management
MARCH 13, 2024
Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.
$7.5B Americana Adds Managing Partner to International Unit
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.
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The Most Important Part of Portfolio Management
Random Roger's Retirement Planning
JUNE 14, 2024
With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. 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.
Strategic Investing Unleashed: Fidelity's Wide Net and Opportunistic Credit Mastery
Wealth Management
DECEMBER 4, 2023
Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.
Advyzon To Rollout New Platform For UHNW Clients
Wealth Management
NOVEMBER 19, 2024
Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.
Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust
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.
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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)
Nerd's Eye View
JANUARY 6, 2025
FINNY AI, an AI-powered prospecting tool, has raised $4.2
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MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’
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.
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Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled
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.
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Strategic Stock Selection: Unveiling a Mosaic Approach to Long-Term Value Investing
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.
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Research links: keeping things simple
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.
MiB: Brian Hurst, ClearAlpha
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.
Navigating Opportunities in Direct Lending: Insights from Therese Icuss
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.
Bonds Are Becoming More Volatile Than Stocks by Most on Record
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.”
HUB International Buys $1B+ Bridgecreek Investment Management
Wealth Management
NOVEMBER 10, 2022
Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.
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Research links: an attractive business model
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? morningstar.com) The case for overlaying managed futures to an equity portfolio.
Research links: better behavior
Abnormal Returns
APRIL 16, 2024
Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. insights.finominal.com) Global macro hedge funds are mid.
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Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm
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.
Secfi Launches RIA, Targets Startup Employees
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.
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Top clicks this week on Abnormal Returns
Abnormal Returns
SEPTEMBER 3, 2023
Top clicks this week How (and where) to hold cash in your portfolio. morningstar.com) Do you need commodities in your portfolio? theverge.com) The story of a portfolio manager holding onto Credit Suisse stock too long. humbledollar.com) Why are mortgage rates so high? The cracks are showing.
AI in Focus: Unlocking Innovation, Growth, and Investment Insights
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.
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What is Innovation in the Mid-Cap Space
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.
At The Money: Concentrated Portfolios
The Big Picture
MAY 8, 2024
APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.
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Stock Picking is Not the Same Thing as Portfolio Management
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.
Research links: saving for the future
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?
The Outlook for Growth Stocks in 2023
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.
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