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.

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Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Abnormal Returns

MARCH 15, 2024

podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. joincolossus.com) Barry Ritholtz talks with Mark Wiedman, head of global client business at investing giant Blackrock ($BLK).

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Portfolio Management Portfolio Clients Investing 217

Abnormal Returns

JULY 31, 2023

investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. financial-planning.com) How younger advisers can better connect with young clients. (riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front.

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Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

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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.

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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.

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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.

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SEI

APRIL 17, 2024

Part one: 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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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.

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WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

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Advisor Perspectives

APRIL 25, 2024

Advisors can save time and minimize errors by using trading and rebalancing tools, portfolio management and CRM systems to manage accounts. Today’s technology-driven landscape makes it easier than ever for RIAs to embrace automation across their tech stack and supercharge their businesses.

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Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

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Advisor Perspectives

MARCH 27, 2024

Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Advisor Perspectives

MARCH 27, 2024

Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.

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Portfolio Management Portfolio Clients Management 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.

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Financial Planning Clients Planning Asset Allocation 75

Advisor Perspectives

DECEMBER 27, 2023

With the S&P 500 hitting the lowest levels since last June, I thought it would be great to talk to Ranger Alternative about how advisors should be incorporating a hedge in clients' portfolios regardless of the market environment. HDGE is an actively managed ETF rooted in forensic accounting and technical analysis.

Portfolio Management 59

Portfolio Management Marketing Marketing Portfolio 59

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. Q: Can you describe your investment process?

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Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Advisor Perspectives

JUNE 12, 2023

A key question advisors will face from clients is whether a recession is likely and if so, what to do about it. The widespread pessimism among consumers and investors adds another layer of complexity to portfolio management.

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Portfolio Management Portfolio Clients Management 98

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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Banking Portfolio Management Economics Portfolio 40

The Big Picture

APRIL 8, 2023

” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables. The average portfolio manager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis.

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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.

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SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

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Economics Portfolio Management Portfolio Clients 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?

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Clients Financial Advisor Consulting Portfolio 98

Abnormal Returns

MAY 22, 2023

(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.

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Financial Advising Estate Planning Wealth Management Compliance 130

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

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Estate Planning Media Clients Wealth Management 225

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

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Portfolio Management Taxes Clients 61

Advisor Perspectives

JANUARY 16, 2024

Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, and provided diversification to more traditional portfolios.

Assets 59

Assets Portfolio Management Portfolio Economics 59

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.

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Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

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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.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

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.

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Investing Investments Portfolio Management Portfolio 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.,

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Financial Planner Certified Financial Planner Financial Planning CFP 180

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.

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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 […].

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Portfolio Management Investing Investments Portfolio 52

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. My guest, Courtney Wolf, joins me today to talk about why to deploy cash and use tax-loss harvesting via active fixed income ETFs.

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