Putting Highly Appreciated Assets to Work for Good Causes
Wealth Management
MAY 14, 2025
Advisors can better serve wealthy clients through strategic charitable giving of appreciated assets, from real estate to business interests.
Morningstar: 'Fee War' Among Asset Managers Plateaus
Wealth Management
MAY 14, 2025
Morningstar's annual fund fee study found average fees dropped only 2 basis points in 2024.
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F.L.Putnam Adds 3 Firms Totaling $1.25B in Managed Assets
Wealth Management
JULY 25, 2024
The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9
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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.
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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.
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.
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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.
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Three Asset Managers Partner to Offer Custom ETF Models
Wealth Management
NOVEMBER 7, 2024
Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.
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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.
Greatest Wealth Transfer in History Will Create Brand Challenges for Wealth Managers
Wealth Management
OCTOBER 10, 2024
Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected in wealth management brands today.
What To Do When Gifts To Minors No Longer Fit: Adjusting UTMAs, 529 Plans, And Trusts When Family Goals Don’t Align
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.
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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.
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.
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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.
Comparing ETF Returns Across Key Asset Classes
Wealth Management
SEPTEMBER 26, 2024
The ETFs in this gallery are top funds for key asset classes, such as large-cap equities, small-cap equities, emerging markets, bond strategies and bitcoin.
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Private Equity Faces Pockets of Distress for Long-Held Assets
Wealth Management
JANUARY 16, 2025
Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. More than 100 continuation funds were raised between 2019 and 2021.
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A Spectacularly Underappreciated 15 Years
The Big Picture
APRIL 28, 2025
the 1990 near-recession, a presidential impeachment, the Thai Baht crisis, the Russian Ruble default, Long-Term Capital Management collapse, and more. Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. It takes a while to change behavior.
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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
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Transcript: John Montgomery, Bridgeway Capital Management
The Big Picture
MAY 20, 2025
The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm.
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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny
Nerd's Eye View
DECEMBER 18, 2024
For investment management services, documenting the entire client engagement – such as onboarding, reviewing and recommending portfolio adjustments in line with collected suitability information, opening and funding accounts, conducting periodic reviews, and rebalancing – can help clearly evidence the services provided.
Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
Empower’s Wealth Unit Grows Assets 29% on 401(k) Rollover Capture
Wealth Management
FEBRUARY 7, 2025
Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.
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Weekend Reading For Financial Planners (May 10–11)
Nerd's Eye View
MAY 9, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.
Analysts: Commonwealth Is a Higher Quality Asset for LPL
Wealth Management
MARCH 31, 2025
Equity analysts see the Commonwealth deal as a win for LPL, saying the higher price tag would make sense given the quality of the asset.
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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
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Gold: A Strategic Asset in a Post-Election Economic and Political Landscape
Wealth Management
NOVEMBER 26, 2024
No single asset can promise complete security, but gold has a proven track record of maintaining its value in times of economic turbulence.
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2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets
Wealth Management
DECEMBER 26, 2024
Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins approach to digital assets would be one of the most important legacies hell leave should he be confirmed.
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Monday links: the right balance
Abnormal Returns
OCTOBER 28, 2024
on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. (cnbc.com) But don't expect a ton of liquidity. sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. theblock.co) HFT firms want speed, at any cost.
MiB: Lisa Shalett, CIO Morgan Stanley
The Big Picture
APRIL 4, 2025
This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. We discuss the philosophy of managing billions of dollars in assets and wealth management today. He was recently appointed to the Harvard Management Company Board.
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Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy
Wealth Management
NOVEMBER 6, 2024
As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.
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MiB: Colin Camerer on Neuroeconomics
The Big Picture
NOVEMBER 15, 2024
He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.
Unlocking the Power of Complex Assets and Legacy Gifts in Philanthropy
Wealth Management
NOVEMBER 6, 2024
As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.
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Apollo Assets Reach $733 Billion, Boosted by Wealth Clients
Wealth Management
NOVEMBER 5, 2024
Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.
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Weekend Reading For Financial Planners (March 22–23)
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
Wealth Management
SEPTEMBER 30, 2024
Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains
Nerd's Eye View
MARCH 12, 2025
While the gains signal portfolio growth, they also create challenges for ongoing management. Once a portfolio becomes 'locked up', i.e., unable to be managed without triggering capital gains, investors' options become limited. Charitably inclined investors can donate appreciated securities and avoid gains on the sale.
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SEC, FINRA Rescind Statement on Broker/Dealer Crypto Custody
Wealth Management
MAY 16, 2025
The move was accompanied by a set of FAQs on how to custody digital assets, and marked the latest step in the commissions effort to significantly reform its previous approach to cryptocurrencies.
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Adviser links: estate uncertainty
Abnormal Returns
MARCH 10, 2025
(citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients. abnormalreturns.com)
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Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
Wealth Management
OCTOBER 7, 2024
Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans
MiB: Mike Freno, Barings Chairman and CEO
The Big Picture
JANUARY 24, 2025
The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. Over 20 years with the firm, Freno has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets.
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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. Asset allocation determines the rate of return. Better to be safe than sorry.
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6 Ways to Manage Concentrated Stock Positions
Darrow Wealth Management
MARCH 13, 2025
If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. Options Contracts: Utilizing options like cashless collars, covered calls, and protective puts to manage risk or generate income.
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Modern Wealth Adds $570M AUM In Two Deals
Wealth Management
MAY 21, 2024
The acquisitions of Wealth Management Solutions and Autumn Wind Asset Management represent Modern Wealth’s seventh and eighth transactions and bring its assets to over $3.7
The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell
Wealth Management
APRIL 26, 2024
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
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