Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

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Clients Investing Investments Risk Tolerance 240

Wealth Management

MAY 5, 2025

From the heads of mega-RIAs to solo practitioners, many wealth managers say outgoing Berkshire Hathaway CEO Warren Buffett has impacted their investing and management styles.

Investing 271

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Wealth Management

JUNE 16, 2025

Mercer Advisors' Don Calcagni discussed the latest investment vehicles transforming strategies, the ongoing active versus passive management debate and the nuances of private markets.

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Wealth Management Management Investing Investments 207

Wealth Management

JUNE 30, 2025

Morningstar Investment Conference highlights growing interest in private markets, with industry leaders addressing challenges and opportunities for wealth investors.

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Investing Investments Marketing Marketing 221

The Big Picture

NOVEMBER 18, 2024

I submitted the final manuscript for my new book, How Not to Invest , last week. It’s not easy to distill your entire investing philosophy into a single work. My trick was to sneak in the investing lesson by showing some really bad outcomes—not only in finance but in many other fields. What do you include? What do you leave out?

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Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investing 237

Investing Investments Distribution Accounting 237

Wealth Management

JUNE 2, 2025

Private asset manager Partners Group appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.

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Investing Investments Retirement Assets 269

The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.

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Investing Investments Risk Tolerance Portfolio Management 147

Wealth Management

JULY 2, 2025

Cetera launches its first alternative investments model, which will feature private equity, private credit and private real estate.

Investing 205

Investing Investments Planning 205

Wealth Management

JULY 8, 2025

BNY integrates iCapital with AltsBridge platform, attempting to streamline access to private market strategies and improve investment management.

Investing 179

Investing Investments Management Marketing 179

Wealth Management

MAY 13, 2025

These are among the investment must reads we found this week for financial advisors. Up to $30 billion in mutual fund marketing and distribution fees could be at risk if the SEC approves dual share classes. The Mag Seven stocks have regained momentum in recent weeks, but will that last?

Investing 236

Investing Investments Distribution Financial Advisor 236

Wealth Management

JUNE 17, 2025

The acquisition of Brooklyn Investment Group and its parent, Brooklyn Artificial Intelligence, will expand tax-advantaged and AI capabilities for the firm’s advisor clients.

Investing 194

Investing Investments Taxes Clients 194

Wealth Management

JUNE 10, 2025

These are among the investment must reads we found this week for financial advisors. Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters.

Investing 243

Investing Investments Retail Financial Advisor 243

The Big Picture

JUNE 18, 2025

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.

Investing 162

Investing Investments Wealth Management Numbers 162

The Big Picture

APRIL 19, 2025

Fun factoid: The sound of Batnick’s eye rolls as he heard the same story for the umpteenth time was always in the back of my head as I wrote the book… Source : How Not To Invest Like Buffett.

Investing 236

Investing Investments 236

Wealth Management

JUNE 23, 2025

Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.

Investing 179

Investing Investments Marketing Marketing 179

Wealth Management

JUNE 30, 2025

Zephyr's Ryan Nauman and CFRA's Aniket Ullal discuss the complexities of active ETFs, ETFs as a share class, debunking misconceptions, and the rise of complex products such as options-based and leveraged ETFs.

Investing 240

Investing Investments 240

The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Favorite Books The post MiB: Christine Phillpotts, Ariel Investments appeared first on The Big Picture. She also covers all sectors in Africa.

Investing 173

Investing Investments Portfolio Management Portfolio 173

The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investing 162

Investing Investments Management Engineering 162

Wealth Management

MAY 14, 2025

Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.

Retirement Planning 207

Retirement Planning Investing Investments Marketing 207

Wealth Management

JUNE 3, 2025

CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. These are among the investment must reads we found this week for financial advisors. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO.

Investing 214

Investing Investments Retirement Planning Financial Advisor 214

Wealth Management

MAY 28, 2025

Dolly Partons life and career offer valuable insights for long-term investors, emphasizing resilience, endurance and adaptability.

Investing 260

Investing Investments 260

Wealth Management

MAY 20, 2025

Fintech startup Seeds secures funding to develop technology that helps financial advisors create personalized investing experiences and streamline operations.

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Investing Investments Startup Financial Advisor 191

The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

Clients 147

Clients Investing Investments Wealth Advisor 147

Wealth Management

JULY 14, 2025

These are among the investment must-reads we found this week for financial advisors. Trying to pick winners among active mutual funds is a bad bet, according to Morningstar’s Jeffrey Ptak. ETFs raised more than $100 billion again in June, bringing the midyear total to $554 billion, according to ETFGI.

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Wealth Management

MAY 13, 2025

Alternative investments fintech iCapital has agreed to acquire Citi Global Alternatives, which manages over 180 alternatives funds globally.

Investing 179

Investing Investments Management 179

The Big Picture

MAY 27, 2025

Full transcript here Source: A Conversation With Barry Ritholtz (Paul Krugman, May 24, 2025) For more information about How Not to Invest and where to buy hardcovers, e-books, and audio versions, please see this. The post Fun with Bad Investing Ideas appeared first on The Big Picture.

Investing 162

Investing Investments 162

Wealth Management

JUNE 3, 2025

BNY Pershing head Jim Crowley said this years annual INSITE conference reflects the start of a transition to bringing more of the services of its parent bank to advisors.

Banking 257

Banking Investing Investments 257

The Big Picture

JUNE 27, 2025

This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm’s global investment committee.

Investing 130

Investing Investments Asset Allocation Wealth Management 130

Wealth Management

JUNE 16, 2025

Kirk McDonald discusses the characteristics of successful mid-cap companies, the challenges faced by mid-cap managers, and why mid-caps might be poised for success in the current economic environment.

Investing 214

Investing Investments Economics Management 214

Wealth Management

MAY 28, 2025

Garrett DAlessandro leads a team of City National Rochdale alumni at a new RIA and wealth platform for ultra-high-net-worth clients.

Investing 226

Investing Investments Clients 226

Wealth Management

JUNE 26, 2025

BlackRock's Rick Rieder discusses economic outlook and fixed income opportunities, while Vanguard's Salin Ramji highlights expansion into savings and advice at the Morningstar conference.

Investing 179

Investing Investments Economics 179

Wealth Management

JUNE 24, 2025

$3 billion AUM Compound Planning lures eight advisors, and Focus Financial, Apella and LPL’s affiliate RIA arm also make multi-million dollar additions.

Investing 194

Investing Investments Planning 194

Wealth Management

JUNE 5, 2025

Charli AI last week launched the Smart Deal Finder tool, designed to help identify and evaluate investment opportunities across both the public and private markets.

Investing 147

Investing Investments Marketing Marketing 147

Wealth Management

JULY 14, 2025

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

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Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Wealth Management

JULY 2, 2025

The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt, according to a Tuesday filing with the Securities and Exchange Commission. trillion US exchange-traded fund arena. trillion US exchange-traded fund arena.

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Planning Estate Planning Wealth Management Commission 270