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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

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Top 10 Industries that Produced the Most Billionaires – Is Yours on the List?

Trade Brains

From hedge fund kings and private equity masters to investment bankers and wealth managers, the world of finance provides virtually unparalleled conditions for compound growth of capital. Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders.

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Transcript: Michael Carmen, Wellington

The Big Picture

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? And so we’ve built out over $20 billion hedge fund, liquid alt business.

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What is a Good Financial Advisor to Client Ratio?

WiserAdvisor

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. Evaluate your current commitments, including client meetings, research, portfolio management, and administrative tasks.

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

Please conduct your own diligence on any wealth manager you are considering hiring. His name is Ken carbo and its Liberty Capital Management up in Birmingham. Ryan Firth, CPA. Did I leave anyone off the list? Let me know. I also want to be clear that I am not recommending any of these advisors. CFA designation, correct.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

There’s just a ton of movement in wealth management, which I think is exciting and hopefully is good for investors. What advice would you give to a recent college grad interested in a career in wealth management or personal financial guidance? So there’s a whole succession planning. Our final two questions.

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Transcript: Julian Salisbury, GS

The Big Picture

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

Assets 299