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. The group considered the current market environment as it pertains to cash in client portfolios.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 229

Communication Portfolio Management Clients Tax Planning 229

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. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

The Big Picture

APRIL 8, 2023

His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. ” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables. He received his MBA and Ph.D.

Valuation 297

Valuation Numbers Insurance Portfolio Management 297

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 196

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 196

Abnormal Returns

JULY 31, 2023

investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. theatlantic.com) 2022 saw a jump in investment fraud. financial-planning.com) How younger advisers can better connect with young clients. riabiz.com) Savvy Wealth is pushing hard on the AI front.

Financial Planner 198

Financial Planner Estate Planning Portfolio Management Retirement 198

Nerd's Eye View

APRIL 9, 2024

Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households.

Financial Advisor 130

Financial Advisor Consulting Wealth Advisor Clients 130

WiserAdvisor

APRIL 12, 2024

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. The time and attention they can dedicate to each client is a significant contributor to their effectiveness.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Validea

AUGUST 23, 2023

Trying to predict how AI will transform the investment industry? Back then, computers offered more information to portfolio managers, gave financial advisors software to manage their business, and provided researchers with better analytics. The post How Will AI Transform Investing?

Investing 52

Investing Investments Portfolio Management Financial Advisor 52

Meb Faber Research

AUGUST 12, 2022

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

Assets 80

Assets Management Investing Investments 80

Validea

DECEMBER 30, 2022

Jeff is the manager of the Muhlenkamp Fund, which has managed client money for over three decades. We discuss his approach to finding undervalued securities and the portfolio management process he uses to manage the fund. In this episode, we speak with Jeff Muhlenkamp. Listen on Apple. Listen on Spotify.

Investing 72

Investing Investments Portfolio Management Management 72

Wealth Management

DECEMBER 5, 2023

Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.

Portfolio Management 97

Portfolio Management Portfolio Clients Management 97

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.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

AdvicePay

JULY 14, 2022

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. This post offers a framework for establishing an annual client service calendar that you can customize for the way you deliver financial planning services.

Financial Planning 75

Financial Planning Clients Planning Asset Allocation 75

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

Meb Faber Research

SEPTEMBER 2, 2022

Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6) Authors: Lawrence Kissko is a Client Portfolio Manager for Man AHL. He has […].

Portfolio Management 52

Portfolio Management Investing Investments 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

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 230

Estate Planning Media Clients Wealth Management 230

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households.

Estate Planning 236

Estate Planning Financial Advisor Financial Services Clients 236

Brown Advisory

NOVEMBER 15, 2023

As active managers in a highly competitive market, we believe we have two sources of alpha in our approach to investing: our long-term investment horizon and our disciplined focus on capital allocation.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Meb Faber Research

NOVEMBER 21, 2022

Robeco – The Cross-Section of Stock Returns before 1926 (and beyond) (The Best Investment Writing Volume 6) Authors: Guido Baltussen is Head of Robeco’s Factor Investing strategies and Co-head of the Quant Fixed Income team. Van Vliet is a Client Portfolio Manager at Robeco.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Abnormal Returns

MAY 22, 2023

riabiz.com) Why Bain Capital invested in CI Private Wealth. wealthmanagement.com) Carson Group and Trust & Will announced a new partnership (thinkadvisor.com) Direct indexing For what clients is direct indexing appropriate? advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

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

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.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Sara Grillo

AUGUST 15, 2022

In this podcast we don’t discuss the basics of direct indexing or talk about any of the direct indexing providers per se, but instead we focus on how to apply it to client portfolio management. Igor Smolyanskiy of Vilga Financial performs direct indexing for about 1/3 of his client base. What is direct indexing?

Clients 98

Clients Financial Advisor Consulting Portfolio 98

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. This is not virtue signalling – money talks!

Investing 52

Investing Investments Portfolio Management Portfolio 52

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

Investing 85

Investing Investments Education Accounting 85

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Nerd's Eye View

APRIL 11, 2023

Thomas is a Senior Partner for Signature Estate & Investment Advisors, an independent RIA based in Los Angeles, California, that oversees nearly $16 billion in assets under management, with $570 million of those assets being managed by Thomas' practice that serves more than 250 client households.

Financial Advisor 130

Financial Advisor Medical Financial Planning Clients 130

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investing 52

Investing Investments Portfolio Compliance 52

Brown Advisory

OCTOBER 31, 2020

Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results.

Investing 52

Investing Investments Portfolio Management Clients 52

Brown Advisory

OCTOBER 31, 2020

Global Leaders Investment Letter - Q3 2020. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Sat, 10/31/2020 - 09:50. Download the Letter. . .

Investing 52

Investing Investments Portfolio Management Clients 52

Nerd's Eye View

SEPTEMBER 19, 2022

Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and needs for products such as mutual funds or life insurance (which the advisor would then be ready to sell to the client). What’s notable, however, is that the most ‘productive’ (i.e.,

Financial Planner 186

Financial Planner Certified Financial Planner Financial Planning CFP 186

Advisor Perspectives

DECEMBER 21, 2023

This is often top of mind for advisors and their clients. Courtney is a muni portfolio manager at Capital Group and the principal investment officer for the firm’s active muni ETF, CGMU. With nearly two decades of muni investing experience, Coutney will offer her forecast for munis more broadly in 2024 as well.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52