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Adviser links: sitting in the middle

Abnormal Returns

finfluential.substack.com) A review of "The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy" by Phillip Toews. thinkadvisor.com) Advisers Ben Carlson, "People skills are more important in wealth management than numbers." kitces.com) How optimism affects planning for retirement.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

They sent you out to clients very early on in your career, and you also got people management skills pretty early on. And as a result, I got hired away by one of Anderson’s clients, which was Aetna. It’s, you know, just well-known quality firm, strong results, impressive client roster.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Tell us a little bit about the impact of that on running an asset management business. 00:16:42 [Speaker Changed] So high active share.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

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From Policy to Portfolio: The Economic Impact of Tariffs

Bell Investment Advisors

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison. Slide 4: U.S.

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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

00:16:33 [Speaker Changed] So I’m, I’m hinting at a question that’s gonna come a little later, but my general sense is, you know, developed mature economies have fairly efficient markets, very hard to generate alpha because markets are so efficient. Which really raises an interesting question.

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The Latest In Financial #AdvisorTech (October 2023)

Nerd's Eye View

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly