Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)
Nerd's Eye View
JANUARY 6, 2025
FINNY AI, an AI-powered prospecting tool, has raised $4.2
MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America
The Big Picture
MAY 17, 2024
This week, we speak with Savita Subramanian , head of US Equity and Quantitative strategy at Bank of America. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.
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Webinars
How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Trending Sources
Research links: publication bias
Abnormal Returns
DECEMBER 6, 2022
papers.ssrn.com) How bad weather affects portfolio manager activity. papers.ssrn.com) How banks make money on leveraged loans. (mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.' caia.org) How much are investors willing to pay for ESG? papers.ssrn.com) What explains the funding gap for Black-led startups.
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Podcast links: dollar dominance
Abnormal Returns
JUNE 23, 2023
(acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). econofact.org) Joe Weisenthal and Tracy Alloway talk dollar dominance with Josh Younger a senior adviser at the Federal Reserve Bank of New York.
The 8 Highest-Paying Jobs in Major Banks for 2023
Good Financial Cents
JANUARY 11, 2023
A career in a major bank can be both rewarding and well-paying, with top positions garnering income of hundreds of thousands or even millions of dollars annually. For example, investment bankers are near the top of the list, often working for large investment banks like Goldman Sachs or Morgan Stanley. About the Banking Industry.
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MiB: Bill Dudley, NY Fed Chief
The Big Picture
FEBRUARY 16, 2024
This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. He describes that as a turning point in the banking crisis.
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MiB: Armen Panossian, Oaktree Capital Management
The Big Picture
SEPTEMBER 23, 2023
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.
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MiB: Michael Rockefeller, Woodline Partners
The Big Picture
DECEMBER 16, 2023
Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. His regular publications include the Monthly Chart Portfolio of Global Markets, Sectors and Stocks on the Move.
Tuesday links: risky office buildings
Abnormal Returns
MARCH 21, 2023
mr-stingy.com) Finance Banks may have to re-think deposit velocity going forward. bloomberg.com) Ten reasons why SVB failed including 'The whole banking system is a bizarre confidence trick.' riabiz.com) Josh Brown and Michael Batnick talk with Jesse Eisinger of ProPublica about Credit Suisse, regional banks, and insider trading.
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MiB: Joel Tillinghast, Fidelity’s Legendary Fund Manager
The Big Picture
DECEMBER 9, 2023
Before joining Fidelity in 1986, he served as a director of research and strategy at Bank of America Futures, a research economist at Drexel Burnham Lambert, and an analyst for the Value Line Investment Survey. ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.
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20% Upper Circuit: 13 Stocks that hit upper circuit today; Are you holding any?
Trade Brains
JUNE 9, 2025
Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions. They focus on creating personalized investment portfolios based on clients’ goals and risk tolerance.
Market Extra: Government bonds held at banks may be so-called ‘toxic asset’ of next financial crisis, fund manager says
MarketWatch
MARCH 14, 2023
Contagion fears triggered by the speedy collapse of two regional banks in less than a week is raising the risk of a crisis in confidence in U.S. Banks are one of the most prominent players in the financial market with a need to put capital in a safe place. billion across eight funds as of January. Crawford wrote in a note on Tuesday.
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Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
Nerd's Eye View
JUNE 2, 2025
Zoe Financial has announced a $29.6M
Adviser links: complex things
Abnormal Returns
MAY 22, 2023
advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. advisorperspectives.com) On the downside of being a bank-based adviser. wealthmanagement.com) Going solo Three questions to ask before launching a new advisory practice.
Equity Beat: In Consideration of the Macro
Brown Advisory
APRIL 21, 2023
But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.
Transcript: Kenneth Tropin
The Big Picture
AUGUST 16, 2022
We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. We’ve got central banks all over the world starting to move.
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10 Thursday AM Reads
The Big Picture
NOVEMBER 2, 2023
Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.
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130 : Schwab CEO says the company has ample liquidity: WSJ
MarketWatch
MARCH 24, 2023
Schwab could borrow from the Federal Home Loan Bank, issue certificates of deposit, or collect interest paid on its bond portfolio, he said. In the case of Charles Schwab, the bank is holding some bonds that are currently under water on paper. Seawolf Capital has disclosed it has a short position in Schwab.
Best Dividend Stocks Under Rs 50 To Add To Your Watchlist
Trade Brains
JUNE 11, 2023
It is also registered as a Systemically Important Non–Deposit taking Non-Banking Financial Company (NBFC – ND-SI) and Infrastructure Finance Company (NBFC- IFC) with the Reserve Bank of India (RBI). Later in 2017, it was established as a small finance bank in Bengaluru, Karnataka. CMP (in Rs.) Market Cap (Cr) Rs 1,024.28
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Why Wealth Management Isn’t What It Used to Be
International College of Financial Planning
JUNE 5, 2025
What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. If your client’s bank app feels smarter than your service, that’s a red flag. And young inheritors have told me they feel completely lost — even with ₹100 crore in the bank. Often fast.
Sticky inflation and stubborn central banks
SEI
APRIL 18, 2024
Part two: Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook in this two-part series.
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Thematic Investments Now Have Lower Fees
Advisor Perspectives
JANUARY 4, 2024
The offering at Themes ETFs spans both cutting-edge technologies and traditional industries, with targeted exposure ranging from generative artificial intelligence and cybersecurity to airlines and banks.
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The Advisory | June 2016 Insights on Markets and Investments
Brown Advisory
JUNE 2, 2016
By Brien White, Head of Washington Office, Portfolio Manager Profits, Not Vapor: Titans Emerge in Cloud Computing. By Maneesh Bajaj, CFA, Portfolio Manager and Emmy Mathews, CFA, Equity Research Analyst In Too Deep? By Maneesh Bajaj, CFA, Portfolio Manager and Emmy Mathews, CFA, Equity Research Analyst In Too Deep?
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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO
The Big Picture
APRIL 29, 2025
I, I said that to myself that if I left, it would not be for another insurance or bank owned asset manager. 00:18:39 [Speaker Changed] Yeah, it, it was, it was all around reputation and, and the history is that, that Jenison founded in 1969 was really one of the first independent institutional asset managers in those days.
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Transcript: Heather Brilliant, Diamond Hill
The Big Picture
SEPTEMBER 3, 2024
All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund. Heather Brilliant : I worked at Bank of America and, and they had a wonderful corporate finance training program.
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Transcript: Michael Rockefeller
The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. So after my experience in Baltimore, I, I wanted to pivot to finance and came back to school and applied to every major investment bank that did not go so well. And I didn’t have a background that banks wanted. No, no overlap.
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The Stimulus Package
Advisor Perspectives
SEPTEMBER 30, 2024
Portfolio Manager Andrew Mattock, CFA, assesses the key components of the growth measures announced by the central bank and financial regulators in terms of their potential impact on the economy and the Chinese equity market.
Aligning Your Digital Documentation Vault With Martha Underwood and Shella Sylla
NAIFA Advisor Today
MARCH 1, 2023
With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships. She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace.
10 Best Investment Companies in 2023
Good Financial Cents
FEBRUARY 15, 2023
Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Robo-advisors, in particular, have democratized investment management. But they also offer their Wealth Management service for investors with at least $100,000 to invest.
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Large cap stocks in which FIIs have increased their stake in Sep Qtr
Trade Brains
OCTOBER 23, 2024
HDFC AMC Limited HDFC Asset Management Company Limited is one of India’s largest mutual fund houses, established in 1999 as a joint venture between HDFC Limited and abrdn Investment Management. HDFC Bank Limited HDFC Bank Limited, headquartered in Mumbai, is India’s largest private sector bank by assets.
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What doors does having the CFA® designation open?
Sara Grillo
FEBRUARY 23, 2024
Are you looking for a portfolio management or equity research job? I have been a CFA® charterholder for a while and I have several resources that can help people who want to crack into portfolio management or equity research or who have done so and have quesitons. And that’s this week’s career tip!
2025 Wealth Preservation Strategies
WiserAdvisor
JUNE 16, 2025
Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? As a high-net-worth individual, you may have a comforting bank statement, but you are also dealing with bigger risks. Use Separately Managed Accounts (SMAs). One of their key advantages is tax efficiency.
Win By Picking Former Losers
Validea
MAY 15, 2023
Matthew Fine started in an entry-level position at Third Avenue Management in 2000 and worked is way up to portfolio manager of their flagship Third Avenue Value fund, overseeing its $900 million since 2017. over 3 and 5 years, respectively.
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6 Best Investing Websites For Beginners: Research And Analysis
Clever Girl Finance
SEPTEMBER 11, 2023
For instance, its robo-advisory service simplifies portfolio management, and the educational content helps beginners grasp trading basics. Merrill Edge Merrill Edge is the online brokerage of Bank of America. Preferred rewards program BofA members who enroll in preferred rewards get banking benefits (e.g.
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Why You Should Buy Junk Bonds Now
Validea
AUGUST 5, 2022
Loome puts the corporate bond default rate at 4%, and Bank of America estimated 3.4% But according to Bank of America, inflation can sometimes be beneficial to companies that issue debt, since it can bolster revenue and cash flow. in a recent note, according to the article.
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Becoming a SEBI Registered Investment Advisor: A Complete Guide
International College of Financial Planning
JUNE 14, 2023
It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.
Transcript: Cathy Marcus, PGIM Real Estate
The Big Picture
JANUARY 16, 2024
I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. ’cause eventually you were running that for a few Cathy Marcus : 00:05:56 [Speaker Changed] Years.
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Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)
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Moneyball – The Wall Street Edition
David Nelson
JULY 18, 2022
As an analyst and on the line portfolio manager I can tell you that estimate revision is one of the more successful factors in stock selection. Coming into the year the glass was half full as banks were expected to be a direct beneficiary of FOMC rate hikes to bring down inflation expectations. Data by Bloomberg.
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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place
Good Financial Cents
JUNE 11, 2023
In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. It will enable you to track your investment portfolio, as well as your banking and credit card activity while you’re on the go.
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5 Speculation Red Flags
Validea
AUGUST 12, 2022
Many speculations use their potential as an enticement to buy, banking on the expectation of future profits and the belief that investors will eventually be able to sell off at a higher price. Additionally, Rekenthaler advises not listening to portfolio managers who claim that “this time will be different.” A lack of cash.”
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Should I get a job at a big investment firm after college – or is a smaller one better?
Sara Grillo
APRIL 26, 2024
There was a huge cafeteria and I used to eat lunch frequently with people that I met from other areas of the bank. Are you looking for a portfolio management or equity research job? Also, big firms do tend to have more opportunity in terms of networking in-house. There you go – was that helpful?
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How to Invest $1 Million Dollars in Today’s Market (Without Blowing It)
Good Financial Cents
AUGUST 11, 2022
Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. You can get some fiercely competitive interest rates by opening your savings account or CD with an online bank like Capital One 360 and CIT Bank.
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