Wealth Management

JULY 1, 2025

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled compared to other asset classes, according to PitchBook.

Investing

Wealth Management

JUNE 4, 2025

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.

Assets

Wealth Management

JULY 30, 2025

Zephyr's Ryan Nauman and VanEck's David Schassler discuss the transformative potential of AI, the implications of fiscal policies on asset prices, and the importance of diversified portfolios, including stocks, bonds, real assets, and digital assets like Bitcoin.

Portfolio

Wealth Management

JULY 21, 2025

billion in managed assets and bringing its 2025 deal count to 11. Summit Financial acquires four new advisory teams across the US, adding $1.2

Assets

Wealth Management

JUNE 17, 2025

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.

Investing

Nerd's Eye View

FEBRUARY 26, 2025

However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly. In these cases, parents may wish to adjust how gifted assets are structured to better align with their family's long-term goals. Read More.

Planning

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Financial Planner

Nerd's Eye View

JUNE 16, 2025

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

Financial Advice

The Big Picture

MAY 29, 2025

But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try.

Portfolio

Nerd's Eye View

AUGUST 5, 2025

Michelle is a principal of California Financial Advisors, an RIA based in San Ramon, California, that oversees $2 billion in assets under management for approximately 1,500 client households. My guest on today's podcast is Michelle Perry Higgins.

Clients

Wealth Management

JUNE 6, 2025

State Street survey reveals growing retail investor appetite for alternative assets, with private equity expected to benefit most from market democratization.

Retail

The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. Asset allocation determines the rate of return. When this was originally published in 1995, Arthur Zeikel was president of Merrill Lynch Asset Management in New Jersey.

Investing

Calculated Risk

MARCH 4, 2025

The reason, of course, is that the Federal Reserve funded the bulk of these long-term fixed rate assets with increases in interest-bearing very short-term liabilities mainly depository institution deposits (reserves) and repos --with interest rates tied to the federal funds rate. release, and is available in the FRED database.

Assets

Wealth Management

JULY 2, 2025

But it faces stiff competition: just last week, JPMorgan Asset Management — which ranks as the fastest-growing asset manager — launched its first active high-yield ETF with a $2 billion investment from a mystery anchor. Active is 10% of ETF assets now — lots of room to grow.” Junk-bond ETFs have attracted roughly $11.6

Planning

Validea

OCTOBER 28, 2024

We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.

Asset Allocation

Nerd's Eye View

NOVEMBER 19, 2024

Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. My guest on today's podcast is Anjali Jariwala.

Clients

Advisor Perspectives

JULY 7, 2025

stocks are no longer the best-performing asset class this year. Gold and foreign stocks are the best performers.

Assets

Wealth Management

JUNE 11, 2025

in assets, led by Goldman Sachs alumni and industry veterans. Dynasty Financial Partners adds Anchyra Partners, an Atlanta-based team managing $2.6B

Assets

Wealth Management

JULY 8, 2025

The move nearly doubles the number of institutional, no transaction fee (INTF) funds available through Schwab’s platform to approximately 2,000 from 58 asset managers. Related: Morningstar: Fee War Among Asset Managers Plateaus Previously, the program included about 1,200 funds from 25 managers.

Wealth Management

Wealth Management

JUNE 12, 2025

The asset manager, known for its low fees and prior experience with dual shares, could be a formidable competitor if the SEC approves a hybrid structure for actively managed mutual funds.

Assets

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Retirement Planning

Nerd's Eye View

JANUARY 9, 2025

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

Financial Advice

Calculated Risk

JUNE 12, 2025

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) The third graph shows household real estate assets and mortgage debt as a percent of GDP. The first graph shows Households and Nonprofit net worth as a percent of GDP. Net worth decreased $1.6 trillion in Q1. Mortgage debt is up $2.78

Nonprofit

Nerd's Eye View

JUNE 24, 2025

Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households.

Tax Planning

Nerd's Eye View

DECEMBER 9, 2024

Team members who feel a sense of emotional ownership can be a tremendous asset to the firm, driving productivity, innovation, and leadership. However, it's important to recognize that not all team members will share this mindset – and that's not necessarily a bad thing.

Investing

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

Wealth Management

JUNE 25, 2025

RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.

Asset Allocation

Wealth Management

AUGUST 6, 2025

Sanctuary Wealth Affiliate mForce Launches $400M RIA Sanctuary Wealth, a Miami-based hybrid registered investment advisor with about $50 billion in assets , announced Tuesday that its mFORCE Capital partner firm is launching a new RIA from a team formerly with Truist Investment Services. The firm oversees about $400 million in client assets.

Estate Planning

Nerd's Eye View

DECEMBER 18, 2024

The review should also include updating the plan to account for significant changes and seasonal "to-dos", assessing any advised assets that aren't under the firm's direct management, and responding to other financial planning questions that arise throughout the year.

Financial Planning

Wealth Management

JUNE 4, 2025

A Morningstar analyst discusses whether financial advisors will reap benefits from investing in vehicles that combine public and private assets.

Financial Advisor

Wealth Management

AUGUST 4, 2025

David Bodamer , Editorial Director , WealthManagement.com August 4, 2025 3 Min Read GeoWealth, a Chicago-based turnkey asset management platform, raised $38 million in Series C funding led by Apollo. Morgan Asset Management also participated in the Series C funding. 4, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

Wealth Management

JULY 18, 2025

SEI, the financial technology and turnkey asset manager, is set to buy a majority stake in Stratos’ RIA and broker/dealer, providing it with a national network for its offerings.

Assets

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. Investors have lots of questions when allocating to these asset classes: How much capital do you need? How should investors approach these asset classes? What sort of return expectations should investors have for these different asset classes?

Portfolio

Wealth Management

AUGUST 1, 2025

This new partnership with some of the largest asset managers in the country, including an alts exposure is unique and will enable firms to improve operational efficiency without forgoing portfolio complexity. It will now service three verticals: wealth, bank and trust, and asset servicing.

Estate Planning