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MiB: Christine Phillpotts, Ariel Investments

The Big Picture

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.

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MiB: Colin Camerer on Neuroeconomics

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

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MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’ 

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Naomi Win Orion Wealth Management EDGE WealthTech Our Technology Columnists Takeaways from Wealth Management EDGE Tech Takeaways from Wealth Management EDGE Jun 20, 2025 WealthTech The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish The WealthStack Podcast: The Future of Personalized Portfolio Management with (..)

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MiB: Kate Moore, Citi Wealth CIO

The Big Picture

We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

He reminded attendees that saving their data, their daily downloads, can serve as an insurance policy of sorts for their performance data, a good reminder in light of Morningstar’s February announcement that it is shutting down Office and its consequences for many advisors.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.