Assets, Investing and Management - Financial Advisor Source

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets

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11 Investment Must Reads for This Week (June 17, 2025)

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

Investing Investments Financial Advisor Assets

VanEck Launches ETF That Will Invest in Alternative Asset Managers

Wealth Management

JUNE 5, 2025

VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.

Assets

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Webinars

Protect What Matters: Rethinking Finance Ops In A Digital World

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

14 Investment Must Reads for This Week (July 1, 2025)

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

Investing Investments Financial Advisor Assets

What Are the Best Asset Classes for Active Management?

Wealth Management

JUNE 12, 2025

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 thumbnail M&A Why RIA Buyers Prioritize Firms with Engaged G2 Leadership Why RIA Buyers Prioritize Firms with Engaged G2 Leadership by Alex (..)

Assets

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RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets

Wealth Management

JUNE 12, 2025

RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.

Wealth Management

Wealth Management Assets Management Investments

Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

JUNE 10, 2025

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 (..)

Wealth Management

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Partners Group Hires Chief Investment Strategist for Private Wealth from iCapital

Wealth Management

JUNE 2, 2025

Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.

Investing

Investing Investments Retirement Assets

Private Market Asset Managers See RIA Channel As 'Fastest Growing Pool'

Wealth Management

JUNE 11, 2025

Private market investment providers believe the potential is great, but RIAs are still sorting through how to offer the alternative investments, according to a panel at Wealth Management EDGE.

Management

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

JUNE 20, 2025

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 handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management

Wealth Management Management Financial Advisor Clients

Bloomberg Hedge Fund & Alternative Manager Forum 2025

The Big Picture

JUNE 24, 2025

Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years. I am looking forward to this conversation.

Management

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Seven Investment Must Reads for This Week (June 10, 2025)

Wealth Management

JUNE 10, 2025

Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. These are among the investment must reads we found this week for financial advisors. Congress seems set to open the private markets to retail investors next year, reports Barron’s.

Investing

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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

JULY 2, 2025

The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt, according to a Tuesday filing with the Securities and Exchange Commission. trillion US exchange-traded fund arena.

Planning

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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

Investing

Investing Investments Clients Risk Tolerance

Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

JUNE 30, 2025

by Fred Barstein Jun 30, 2025 4 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

Management

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Arthur Zeikel’s Investing Rules

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. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Investment capital becomes a perishable commodity if not handled properly.

Investing

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Scenes from Day 2 of Wealth Management EDGE

Wealth Management

JUNE 11, 2025

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 Joey Corsica & SpotMyPhotos Industry News & Trends Scenes from Day 2 of Wealth Management EDGE Scenes from Day 2 of Wealth Management EDGE (..)

Wealth Management

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Calamos Wealth Management: Portfolio Construction With an Asset Manager Parent

Wealth Management

JUNE 28, 2024

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

Wealth Management

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Video: Bloomberg Hedge Fund/Alt Fund Manager

The Big Picture

JUNE 30, 2025

Last week, I moderated an amazing panel of emerging Hedge Fund & Alternative Managers at the Bloomberg 2025 Forum. The post Video: Bloomberg Hedge Fund/Alt Fund Manager appeared first on The Big Picture.

Management

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Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

JULY 1, 2025

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 Margaret Jarocki EP Wealth Career Moves $32.6B EP Wealth Hires Integrations Head From Captrust $32.6B

Wealth Management

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Private Assets Front and Center at Morningstar Investment Conference

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

JUNE 20, 2025

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 handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management

Wealth Management Management Financial Advisor Estate Planning

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 worked as JPMorgan Asset Management equity research associate for US Tech.

Investing

Investing Investments Portfolio Management Portfolio

MiB: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

JUNE 27, 2025

This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. We discuss the business of reinsurance, managing risk, her career path and more. She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important.

Investing

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Recognizing Emotionally Invested Team Members And Nurturing “Emotional Ownership” For A More Resilient Firm

Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investing

Investing Investments Distribution Accounting

Wealth Management Invest: Trends in Retail Investor Portfolio Construction

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

Wealth Management Asset Allocation Management Retail

Eight Investment Must Reads for This Week (June 3, 2025)

Wealth Management

JUNE 3, 2025

CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.

Investing

Investing Investments Retirement Planning Financial Advisor

Steering Clients Away From Investing Mistakes

The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. billion in assets under management. billion in assets under management. By John Kimelman Barron’s May 01, 2025 The post Steering Clients Away From Investing Mistakes appeared first on The Big Picture.

Clients

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning

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Wealth Management Invest: Trends in Advisor Portfolio Construction

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

Wealth Management Management Asset Allocation Portfolio

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

JUNE 26, 2025

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 businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

Financial Advisor

Financial Advisor Wealth Management Estate Planning Recruitment

MiB: Michael Lewis on ‘Who is Government’

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government

Government Asset Allocation Wealth Management Assets

Wealth Management Invest: Trends in Retail Advisor Portfolio Construction

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

Wealth Management Asset Allocation Management Retail

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

JUNE 26, 2025

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 businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

Clients

Clients Estate Planning Wealth Management Planning

FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029

Wealth Management

JANUARY 30, 2025

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.

Wealth Management

Wealth Management Assets Management Investments

Cerulli: JVs Between Traditional Asset Managers, Alts Providers Are On the Rise

Wealth Management

AUGUST 1, 2024

The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.

Assets

Assets Retail Management Investments

Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

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

Financial Advice Financial Advisor Financial Planning Planning

Investing Behavioral Hacks

The Big Picture

NOVEMBER 15, 2023

Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk.

Investing

Investing Investments Portfolio Economics

Wall Street's Love for Alternative Assets Isn't a Good Deal for Clients, Expert Warns

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

Assets Consulting Clients Portfolio

Three Asset Managers Partner to Offer Custom ETF Models

Wealth Management

NOVEMBER 7, 2024

and international equities and alternative investments. Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S.

Assets

Assets Management Investments Investing

Santander Reorganizes Leadership Roles at Wealth Management Unit

Wealth Management

OCTOBER 7, 2024

Santander will combine its alternative investments and investment platforms units, which will be integrated into asset management.

Wealth Management

Wealth Management Management Assets Investments

Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio

Portfolio Assets Management Investments

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

JUNE 17, 2025

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 Advisor Sentiment Index May 2025 RIA Edge Advisor Sentiment Index: Advisors’ Market Outlook Improves Advisor Sentiment Index: Advisors’ Market Outlook (..)

Wealth Management

Wealth Management Estate Planning Compliance Planning

Steward Partners Acquires $1.1B Bay Area Firm

Wealth Management

JULY 1, 2025

Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

Wealth Management

Wealth Management Estate Planning Clients Planning

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

11 Investment Must Reads for This Week (June 17, 2025)

Webinars

Trending Sources

VanEck Launches ETF That Will Invest in Alternative Asset Managers

Webinars

14 Investment Must Reads for This Week (July 1, 2025)

What Are the Best Asset Classes for Active Management?

RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets

Takeaways From Day 1 of Wealth Management EDGE

Partners Group Hires Chief Investment Strategist for Private Wealth from iCapital

Private Market Asset Managers See RIA Channel As 'Fastest Growing Pool'

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Bloomberg Hedge Fund & Alternative Manager Forum 2025

Seven Investment Must Reads for This Week (June 10, 2025)

Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Arthur Zeikel’s Investing Rules

Scenes from Day 2 of Wealth Management EDGE

Calamos Wealth Management: Portfolio Construction With an Asset Manager Parent

Video: Bloomberg Hedge Fund/Alt Fund Manager

Raymond James Adds $1.1B New York Team From Ameriprise

Private Assets Front and Center at Morningstar Investment Conference

Our Technology Columnist's Takeaways from Wealth Management EDGE

MiB: Christine Phillpotts, Ariel Investments

MiB: Velina Peneva, Swiss Re Chief Investment Officer

Recognizing Emotionally Invested Team Members And Nurturing “Emotional Ownership” For A More Resilient Firm

Wealth Management Invest: Trends in Retail Investor Portfolio Construction

Eight Investment Must Reads for This Week (June 3, 2025)

Steering Clients Away From Investing Mistakes

The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management Invest: Trends in Advisor Portfolio Construction

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

MiB: Michael Lewis on ‘Who is Government’

Wealth Management Invest: Trends in Retail Advisor Portfolio Construction

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

FUSE: Wealth Manager Alternative Assets to Hit $3T by 2029

Cerulli: JVs Between Traditional Asset Managers, Alts Providers Are On the Rise

Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Investing Behavioral Hacks

Wall Street's Love for Alternative Assets Isn't a Good Deal for Clients, Expert Warns

Three Asset Managers Partner to Offer Custom ETF Models

Santander Reorganizes Leadership Roles at Wealth Management Unit

Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Steward Partners Acquires $1.1B Bay Area Firm

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