The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. But past performance of asset classes should be well understood. Past performance is not a guarantee of future results. Of course it isn’t. Things change.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

Advisor Perspectives

FEBRUARY 16, 2024

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. Has cash reached a tipping point?

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Investing Investments Portfolio Management Portfolio 52

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. What is asset management? is referred to as asset management.

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Management Assets Investing Investments 52

Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Before founding the Firm, Soo Chuen was a Partner and Managing Director at Deccan Value Advisors.

Investing 67

Investing Investments Portfolio Management Portfolio 67

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 220

Financial Advisor Investing Investments Financial Advice 220

The Big Picture

DECEMBER 9, 2023

 This week, we speak with investing legend Joel Tillinghast. He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. He observes that when you make investing mistakes, “ You’ve got to be cruel to yourself so you don’t do it again.”

Management 180

Management Portfolio Management Investing Investments 180

The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets.

Portfolio Management 158

Portfolio Management Portfolio Assets Management 158

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Advisors, meanwhile, are facing constraints while grappling with a volatile market, and their relationships with clients are being tested.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. Such a panoramic financial perspective empowers users to make informed financial decisions.

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Investing Investments Investment Advisor Budgeting 52

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

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Management Portfolio Management Portfolio Assets 245

Advisor Perspectives

JANUARY 4, 2024

Themes ETFs, a new ETF sponsor, offers products that seek to provide investors with a way to own the opportunities that are shaping the future and moving markets, with expense ratios 40% cheaper than the average charged by competitor funds.

Investing 64

Investing Investments Portfolio Management Distribution 64

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

Wealth Management 158

Wealth Management Media Portfolio Management Retail 158

Discipline Funds

FEBRUARY 21, 2023

The problem with investing is that these time horizons involve uncertainty because we do not know the time horizons over which certain instruments exist and protect us. Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process.

Asset Allocation 52

Asset Allocation Investing Investments Portfolio Management 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

Investing 110

Investing Investments Marketing Marketing 110

The Big Picture

DECEMBER 30, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns.

Portfolio Management 130

Portfolio Management Management Distribution Portfolio 130

International College of Financial Planning

JUNE 14, 2023

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. Investment advice can be delivered online or offline channels.

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Investment Advisor Investing Investments Certification 52

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Meb Faber Research

OCTOBER 10, 2022

Rodrigo Gordillo and Corey Hoffstein – Return Stacking: Strategies for Overcoming a Low Return Environment (The Best Investment Writing Volume 6) Authors: Corey Hoffstein is a co-founder of and Chief Investment Officer at Newfound Research.

Investing 52

Investing Investments Portfolio Management Portfolio 52

The Big Picture

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. We also discussed active management versus indexing: “If you are an active manager, your job is to have a diversified portfolio and think about risk-adjusted returns.

Portfolio Management 158

Portfolio Management Management Distribution Portfolio 158

International College of Financial Planning

MARCH 13, 2023

Mutual funds have become a popular investment for individuals looking to grow their wealth and achieve their financial goals. A fund manager oversees the pool of funds from multiple investors and allocates the funds to different assets.

Investing 52

Investing Investments Financial Planner Risk Tolerance 52

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 150

Wealth Management Portfolio Management Management Investment Advisor 150

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 206

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 206

Validea

FEBRUARY 10, 2023

say four top money managers who were interviewed by Bloomberg. Opportunities are cropping up in Europe, Japan and emerging markets, though each manager had different ideas of where they would put the hypothetical $10,000 Bloomberg gave them to work with. for those investors wanting to take the ETF route.

Investing 59

Investing Investments Valuation Wealth Advisor 59

The Big Picture

JANUARY 13, 2024

NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally. dollar, it would reshape the global economy and geopolitical landscape.

Portfolio Management 150

Portfolio Management Economy Economics Portfolio 150

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We are long-term investors with our capital invested alongside yours. We are deeply committed to sustainable investing.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We are long-term investors with our capital invested alongside yours.

Investing 52

Investing Investments Portfolio Management Portfolio 52

WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

Retirement 52

Retirement Portfolio Investing Investments 52

Carson Wealth

JANUARY 2, 2024

The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S. The year 2022 was painful across asset classes (sorry to bring it up!),

Marketing 89

Marketing Marketing Economy Manufacturing 89

Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world. When macro conditions are uncertain, a banker’s approach to valuation can help.

Marketing 52

Marketing Marketing Asset Allocation Clients 52

Meb Faber Research

JUNE 7, 2023

Episode #484: Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking Guest: Rodrigo Gordillo is President of and a Portfolio Manager at ReSolve Asset Management Global.

Portfolio Management 55

Portfolio Management Risk Management Portfolio Management 55

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households.

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Clients Financial Advisor Financial Planning Portfolio Management 193

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. National Endowment for the Humantiies ) Be sure to check out our Masters in Business this week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

The Big Picture

JULY 19, 2023

Teddy ) • Jerome Powell’s Prized Labor Market Is Back. The Federal Reserve chair spent the early pandemic bemoaning the loss of a strong job market. The Guardian ) • Vivek Ramaswamy’s investment firm dials back anti-woke rhetoric. My mid-week morning train WFH reads: • Is Rolex a Non-Profit? Can He Keep It?

Advertising 130

Advertising Portfolio Management Sales Retail 130

Meb Faber Research

JUNE 21, 2023

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.

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Asset Allocation Portfolio Management Portfolio Assets 52