Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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The Big Picture

APRIL 4, 2025

Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models.

Asset Allocation 146

Asset Allocation Wealth Management Assets Retail 146

A Wealth of Common Sense

SEPTEMBER 5, 2023

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance.

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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.

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Wealth Management Asset Allocation Management Retail 289

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Financial Planner Asset Allocation Clients Commission 246

Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

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Asset Allocation Financial Planning Portfolio Assets 303

Abnormal Returns

FEBRUARY 18, 2025

herbgreenberg.com) A round-up of recent research papers on asset allocation including 'Asset Allocation Mandates and Price Reactions to New Information.' Quant stuff Some financial-focused AI tools worth checking out. capitalspectator.com) Some recent academic papers including 'The Cross-Section of Corporate Bond Returns.'

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Wealth Management

MAY 19, 2023

Education on key asset allocation strategies is necessary to get clients ready for their golden years.

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Clients Asset Allocation Retirement Education 290

A Wealth of Common Sense

APRIL 13, 2023

A reader asks: I’m a 30 year old living in Brooklyn making $175/year. I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years.

Asset Allocation 129

Asset Allocation Accounting Assets 129

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

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

Abnormal Returns

JUNE 12, 2024

podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. awealthofcommonsense.com) Why asset allocation matters. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough.

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Asset Allocation Financial Advisor Estate Planning Retirement 261

Wealth Management

DECEMBER 11, 2023

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

Asset Allocation 279

Asset Allocation Portfolio Assets 279

Wealth Management

MARCH 28, 2023

A look at how financial advisors should go about incorporating hedging in their asset allocations.

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Asset Allocation Financial Advisor Assets 264

Wealth Management

MAY 22, 2023

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

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Asset Allocation Assets Clients 264

Abnormal Returns

FEBRUARY 26, 2025

tonyisola.com) Age is just one factor when it comes to your asset allocation. (whitecoatinvestor.com) Carl Richards talks minimalism, wealth and happiness with Joshua Becker. podcasts.apple.com) Investing Targeted apathy as an investment philosophy. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio.

Asset Allocation 157

Asset Allocation Retirement Financial Planning Accounting 157

Abnormal Returns

NOVEMBER 5, 2023

humbledollar.com) There's nothing magic about asset allocation. Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Be wary shifting too much of your money into bonds. obliviousinvestor.com) Money market returns look good.almost too good.

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Asset Allocation Sales Assets Investing 301

Abnormal Returns

DECEMBER 10, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. (tker.co) The more room you can put between yourself and your investments, the better. yield-to-maturity.beehiiv.com) It's easy to load up on cash, harder to put it to work. humbledollar.com) Why investors are attracted to low probability games.

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Asset Allocation Assets Investing Investments 300

Abnormal Returns

OCTOBER 1, 2024

blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' Foerster’s new book "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor." bpsandpieces.com)

Asset Allocation 284

Asset Allocation Management Assets Planning 284

Abnormal Returns

NOVEMBER 19, 2023

ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio.

Asset Allocation 298

Asset Allocation Assets Portfolio Management 298

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point. awealthofcommonsense.com) Brett Steenbarger, "Over time, unique returns cannot come from consensus thinking."

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

JULY 30, 2024

Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. man.com) Risk parity is a solution in search of a problem. rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. alphaarchitect.com) How fund flows can drive stock returns.

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Asset Allocation Portfolio Assets Investing 255

The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Wealth Management

OCTOBER 17, 2023

Monday, November 06, 2023 | 2:00 PM ET

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Asset Allocation Assets Marketing Marketing 162

Abnormal Returns

MAY 21, 2024

papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. capitalspectator.com)

Asset Allocation 259

Asset Allocation Retail Media Financial Market 259

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. insights.finominal.com) Global macro hedge funds are mid.

Asset Allocation 271

Asset Allocation Portfolio Management Portfolio Assets 271

The Big Picture

DECEMBER 30, 2024

Asset allocation determines the rate of return. Better to be safe than sorry. Never up, never in. Most investors underestimate the stress of a high-risk portfolio on the way down. Dont put all your eggs in one basket. Stocks beat bonds over time. Never overreach for yield. Remember, leverage works both ways.

Investments 146

Investments Investing Risk Tolerance Portfolio Management 146

Abnormal Returns

AUGUST 9, 2022

mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. (papers.ssrn.com) Research Is it possible to identify when momentum crashes are more likely to happen? alphaarchitect.com) Why does trend following work better in a high inflation regime?

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Asset Allocation Accounting Portfolio Assets 240

Abnormal Returns

AUGUST 27, 2023

ritholtz.com) Asset allocation is not a science. Top clicks this week Better investing comes from better decision making. obliviousinvestor.com) It's hard to overstate the sea change that has occurred with interest rates. theirrelevantinvestor.com) Quant strategies are not free from human input.

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Asset Allocation Media Retirement Assets 244

Nerd's Eye View

MARCH 12, 2025

Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.

Taxes 147

Taxes Portfolio Asset Allocation Assets 147

The Big Picture

SEPTEMBER 16, 2023

We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators. She earned her finance MBA in econometrics and statistics from the University of Chicago.

Assets 304

Assets Management Asset Allocation Risk Management 304

The Big Picture

JUNE 15, 2023

Some of the more fascinating data points from the report: – 2022 featured record-high plan participation rate of 83%, driven in large part by wider adoption of automatic enrollment; – From 2006 to 2022, automatic enrollment has tripled; – 41% of all plans offered planning & advice; Larger plans with more than 5,000 employees, (..)

Planning 287

Planning Asset Allocation Management Assets 287

Abnormal Returns

NOVEMBER 16, 2023

Active management Why asset allocators usually fail when it comes to manager selection. investmentecosystem.com) When does conviction turn into arrogance? flyoverstocks.com) Finance The London Stock Exchange Group is 'no longer particularly about London — or about trading stocks.'

Asset Allocation 261

Asset Allocation Financial Advising Insurance Communication 261

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. Strategy Passive investors don't change relative prices. bloomberg.com) A good outcome doesn't necessarily mean it was a good decision.

Asset Allocation 284

Asset Allocation Financial Advising Startup Assets 284

Abnormal Returns

JULY 3, 2024

humbledollar.com) Why age is not the be-all-end-all for asset allocation decisions. (sherwood.news) Investing Every generation learns the lessons of the markets their own way. awealthofcommonsense.com) The case for consolidating all your investments in one place. obliviousinvestor.com) How to rebalance your portfolio.

Asset Allocation 269

Asset Allocation Retirement Portfolio Assets 269

The Chicago Financial Planner

FEBRUARY 3, 2022

Investors who are well-diversified may be hurt but generally not to the extent of those who are highly allocated to stocks. Review your asset allocation . If you haven’t done so recently, perhaps it is time to review your asset allocation and make some adjustments. Go shopping .

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Asset Allocation Financial Planner Marketing Marketing 190

Abnormal Returns

NOVEMBER 3, 2023

joincolossus.com) Rick Ferri talks TIPS and asset allocation with William Bernstein. (tim.blog) Finance Paul Ollinger talks with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Making Better Financial Decisions." open.spotify.com) Eric Golden talks return stacking with Corey Hoffstein.

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Asset Allocation Economy Assets Management 272