Wealth Management

APRIL 21, 2024

Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.

Assets 260

Assets Management Portfolio Management Portfolio 260

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

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 299

Assets Investments Investing Portfolio 299

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

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 289

Government Asset Allocation Wealth Management Assets 289

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 170

Assets Consulting Clients Portfolio 170

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 244

Assets Clients Portfolio Asset Allocation 244

The Big Picture

AUGUST 13, 2022

This week, we speak with Kenneth Tropin, chairman and founder of Graham Capital Management , a multi-strategy quantitative hedge fund with $18 billion in assets under management. The fund has flourished, and evolved multiple quantitative strategies, now running 19 separate portfolios across a variety of asset classes.

Management 307

Management Assets Portfolio 307

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.

Investments 238

Investments Investing Clients Risk Tolerance 238

Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

Portfolio 276

Portfolio Assets Management 276

Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

Portfolio 297

Portfolio Financial Advisor Assets 297

Nerd's Eye View

JUNE 3, 2025

Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.

Clients 239

Clients Risk Tolerance Financial Advisor Assets 239

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.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

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.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

Portfolio 279

Portfolio Investments Investing Assets 279

Nerd's Eye View

NOVEMBER 22, 2024

Further, amidst grumbling from some firms, incoming CEO Rick Wurster reiterated a pledge that Schwab (which offers its own direct wealth management services) will not seek to compete for clients with RIAs on its platform, seeing opportunities to pursue prospective clients currently unserved by either group.

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

Wealth Management

SEPTEMBER 22, 2022

Morgan Asset Management's Jed Laskowitz details how ETFs can help advisors develop long-term portfolio strategies, regardless of market conditions.

Portfolio 278

Portfolio Assets Management Marketing 278

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 290

Portfolio Marketing Marketing Assets 290

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. Never up, never in.

Investments 147

Investments Investing Risk Tolerance Portfolio Management 147

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. See also Lazy Portfolios rolling returns.

Risk Management 331

Risk Management Management Marketing Marketing 331

Wealth Management

NOVEMBER 14, 2024

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

Portfolio 264

Portfolio Assets Management 264

The Big Picture

MAY 30, 2025

Be sure to check out our Masters in Business next week with Bryon Lake , Goldman Sachs Asset Management Chief Transformation Officer. He designs portfolio solutions and extend Goldman Sachs Asset Managements suite of investment strategies to the worlds leading institutional investors and wealth management clients.

Wealth Management 173

Wealth Management Assets Management Portfolio 173

Wealth Management

APRIL 28, 2023

While much capital stalled earlier this year, those with liquidity and friendly relationships with their lenders can strike while the iron is hot and acquire value-add assets for their single-family portfolios.

Portfolio 290

Portfolio Assets 290

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 264

Portfolio Marketing Marketing Assets 264

Abnormal Returns

JUNE 18, 2024

(caia.org) How much in taxes have private equity fund managers avoided through carried interest? mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. ft.com) Research Does it matter what time zone your stocks trade in? insights.finominal.com) How macroeconomic announcements affect fixed income markets.

Assets 261

Assets Taxes Portfolio Management 261

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 covers all sectors in Africa.

Investments 173

Investments Investing Portfolio Management Consulting 173

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 280

Financial Planning Assets Management Planning 280

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)

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

Assets 248

Assets Clients Marketing Marketing 248

Nerd's Eye View

MARCH 28, 2025

Read More.

Financial Planner 220

Financial Planner Retirement Retirement Planning Clients 220

Wealth Management

AUGUST 13, 2024

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

Assets 278

Assets Portfolio Management 278

The Big Picture

MAY 20, 2025

The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm.

Management 130

Management Numbers Transportation Accounting 130

Wealth Management

APRIL 5, 2024

Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.

Investments 272

Investments Investing Financial Advisor Assets 272

Nerd's Eye View

DECEMBER 4, 2024

For firms with high-net-worth clientele, one way to do this is to offer alternative investments, such as private equity, private debt, or hedge funds, which may offer clients the ability to invest in a more diverse range of assets. generally those with over $200,000 of income or $1 million in net worth) are allowed to invest in private funds.

Clients 215

Clients Financial Advice Investments Investing 215

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. So if you have a large portion of your wealth tied to a single stock, here are six options to manage it. What is a concentrated stock position?

Management 83

Management Taxes Estate Planning Asset Allocation 83

Wealth Management

FEBRUARY 14, 2023

Investments like real estate and other private markets can generally weather difficult market conditions better than their more liquid counterparts and, over the long run, have historically provided higher returns and lower volatility.

Assets 290

Assets Portfolio Investments Investing 290

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 244

Clients Financial Advisor Business Planning Taxes 244