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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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4 Stocks in focus after promoters offload stake worth up to ₹12.41 Cr; Are you holding any?

Trade Brains

It offers stock broking, mutual funds, insurance, portfolio management, and online trading, serving clients across India, the Middle East, and other. On 5th June 2025, BNP Paribas India Holding Private Limited, part of the Promoter Group, disposed of its entire stake of 14.35 lakh shares (0.51 percent) at an average price of Rs.

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Transcript: Jonathan Clements

The Big Picture

00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. When did you set that up and you’re still, you’re still running that and publishing yourself with a, a group of other people? That’s exactly right.

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2024 Forecasting Follies

The Better Letter

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. When Sam Bankman-Fried was at Jane Street Capital (before he became famous for FTX and convicted of fraud), he built a system to get the 2016 U.S.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

My colleague Eric Unis wrote a column called the Vanguard Effect way back in 2016. You know, this guy isn’t gonna be rattled by a market sell off or a crisis. And that’s, that’s really fascinating. That was almost 10 years ago.

Clients 130
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MiB: Michael Rockefeller, Woodline Partners

The Big Picture

Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. His regular publications include the Monthly Chart Portfolio of Global Markets, Sectors and Stocks on the Move.

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MiB: Armen Panossian, Oaktree Capital Management

The Big Picture

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.