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Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & PortfolioManager, Trevally Capital I did this same panel with different managers each of the past two years.
Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)
Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.
Alex Ortolani , Senior Reporter June 25, 2025 6 Min Read Montis Financial CEO John Yanchek (left) and Chief Operating Officer Judy Weeden John Yanchek: We like to joke that there is original Montis Financial and Montis 2.0, which is when Tucker {Donahoe} and I bought the company.
Alex Ortolani , Senior Reporter , WealthManagement.com July 10, 2025 5 Min Read Wealthspire Head of Advisory Technology Channing Olson I came to Wealthspire Advisors from their Private Ocean Acquisition about three years ago. I was leading operations at Private Ocean and took on the role of head of M&A integration for Wealthspire.
Use Separately Managed Accounts (SMAs). Unlike mutual funds, SMAs are customized portfoliosmanaged directly for you. Implementing these high-net-worth strategies in 2025 can protect your money as well as peace of mind. The post 2025 Wealth Preservation Strategies first appeared on WiserAdvisor - Blog.
If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfoliomanagement, fund analysis, rebalancing, etc. As of January 31st, 2025, the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%. versus 1.1% for US bonds (AGG). Source: J.P.
Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025. We have a great deal of participation in high ticket size products like PortfolioManagement Services (PMS) & Alternative Investment Funds (AIF).
Portfoliomanagers frequently incorporate these securities into income-oriented strategies because of their proven payment history, although historical results don’t ensure continued dividend growth or stock appreciation. CVX CHEVRON CORP $147.98 $258,480 17.0 GWW WW GRAINGER INC $1,035.28 $49,734 26.4
Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management. But I was looking exclusively for portfoliomanagement roles. I was working in the institutional investment management space, not wealth management.
on June 9, 2025. However, on July 15, 2025, the stock broke through the strong resistance level of Rs. on June 5, 2025. However, on July 15, 2025, the stock broke through the strong resistance level of Rs. However, on July 16, 2025, the stock broke through the strong resistance level of Rs. 5,275 on June 9, 2025.
in March 2025 and has declined roughly 25 percent over the past year. It also provides SEBI-registered discretionary PortfolioManagement Services with five unique portfolios tailored to different investor needs. hit in July 2024. The stock briefly touched a 52-week low of Rs 60.80
February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. What percentage of your portfolio should be allocated? At the Money: Are Hedge Fund Right For You? Investors have lots of questions when allocating to this trading asset class, including how much capital do you need?
I can see the dip last August being one that most people forget about but I don't think that will be the case with the Q1 into April 2025 event. Maybe you trim a little for risk management but that is different than getting out completely.
360 ONE’s “The Reserve” platform shows impressive AUM growth from ₹85 crore in Dec 2024 to ₹1,500 crore by June 2025, supported by 250+ clients, 30+ RMs, and 6 locations. are their own, and not that of the website or its management.
Founded in 2008 (originally as IIFL Wealth Management), it specializes in financial services such as wealth management, asset management, portfoliomanagement, corporate treasury solutions, and lending. The transaction, reported on June 27, 2025, amounted to a total value of Rs. 1,170 per share. 8 per share.
Stay up to date with market insights from our PortfolioManager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.
Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Right now, your clients dont just need portfoliomanagement; they need perspective.
As of 2025, the number of billionaires worldwide has surpassed 3,000 people, with their total net worth more than $16 trillion. Even in 2025, many of the world’s richest people are portfoliomanagers, stock traders, or financial firm founders. But all industries are not fertile soil for generating wealth.
On 5th June 2025, Shefali Chintan Parikh (Navnit Trust), part of the Promoter Group of EFC (I) Limited, disposed of an entire stake of 75,000 shares (0.08 On 5th June 2025, BNP Paribas India Holding Private Limited, part of the Promoter Group, disposed of its entire stake of 14.35 per equity share, down nearly 2.15 lakh shares (0.51
Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). Back in September, eight members projected 2025 policy rates below the median.
From today (27th June 2025), four new stocks are available for trading in the futures and options (F&O) segment on Indian exchanges. Increases Market Interest: Stocks in the F&O segment attract more attention from institutional investors, traders, and arbitrageurs who use derivatives for hedging, speculation, and portfoliomanagement.
As of June 30, 2025, UTI MF’s quarterly average AUM (QAAUM) stood at Rs. About the Company UTI Asset Management Company Ltd is one of India’s oldest and most respected asset managers. It serves as the Investment Manager to UTI Mutual Fund and is also registered as a PortfolioManager with SEBI. percent, 1.18
I’m hoping I’ll make it through 2025. It’s also why as soon as January one passed this year, that’s why I made them a gift for 2025. 01:04:39 [Speaker Changed] I think it was the Journal of PortfolioManagement. But, you know, the cancer is, you know, is it my blood? That’s exactly right.
Our client portfoliomanagers explain how we deliver an outstanding client experience. Campbell: We think about the transparency and risk management and the ability for us to understand security level detail on a daily basis in a strategy and being able to proactively communicate that to a client.
You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. And so when we, you know, kind of came into January of 2025, we were starting to talk to folks about, look at where the dollar is versus virtually every other currency super strong. I do not believe that.
recorded in the same quarter in the previous year, 2025. With a market capitalization of Rs. crores, the shares of R R Financial Consultants Limited hit a 2 percent upper circuit of Rs. per share on Wednesday, up from its previous closing price of Rs. per share. As compared to Q4 FY25, the net profit has increased by 39.23 percent, from Rs.
From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell PortfolioManager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. Slide 13: 2025: U.S.
First of all, my, some of my co-portfoliomanagers will bristle if you refer to us as a factor based firm. 00:37:05 [Speaker Changed] Well, well as we’ve seen in year to date in 2025, the, the mag seven have become the lag seven. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop?
Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again. Is a Roth Conversion Worth It for All Clients?
So our analysts and our firm are as important as our portfoliomanagers. 00:24:18 It’s not necessarily as track to portfoliomanagement. Certainly Q1, 2025 Europe is dramatically outperforming the us. Every team has the, has the ability to seek alpha in its own way.
The Atlantic ) Super Bowl 2025: How the Eagles dominated the Chiefs, Patrick Mahomes : Complete and utter dominance. ESPN ) Be sure to check out our Masters in Business interview this weekend with Christine Phillpotts , PortfolioManager at Ariel Investments. She manages Ariels Emerging Markets Value strategies.
It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfoliomanagement. On March 18th, 2025. And there was really nothing off the shelf that suited our needs. This is key. I’ve done that a few times.
National, July 18, 2025: DSP Mutual Fund (DSP MF) today launched Endurance SIF, a new investment platform built for experienced investors that fills the gap between traditional mutual funds and personalized portfoliomanagement.
A Dash for Cash Instead, the rise in rates is likely due to portfoliomanagers at hedge funds liquidating positions. Lower growth expectations, or even a recession, should ordinarily lead one to expect the Fed to cut rates (and markets expect five cuts now in 2025).
When financial planners, wealth managers, and portfoliomanagers change firms, they want their clie nts to follow them. 15, 2022, and July 22, 2025. But clients don’t fall in line as easily as ducklings following their mother. Your letter should be about your client first , then you and your new firm.
Not only do the aerial employees, a majority of aerial employees, compensation is tied to stock, it’s also tied to the performance of you, the strategies you’re responsible for managing. And so this is literally an active conversation now as we enter 2025. Like at some point we just need to, to do it.
Welcome to the June 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. And it gives us a batting average so we can understand is a portfoliomanager winning more ideas than they lose. Their models do really well.
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