The Big Picture

FEBRUARY 14, 2025

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 worked as JPMorgan Asset Management equity research associate for US Tech.

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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?

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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.

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Wealth Management

MAY 28, 2025

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

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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.

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The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. billion in assets under management. billion in assets under management. By John Kimelman Barron’s May 01, 2025 The post Steering Clients Away From Investing Mistakes appeared first on The Big Picture. Check it out here.

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Wealth Management

JUNE 5, 2025

VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.

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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.

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The Big Picture

MARCH 25, 2025

Todays guest is Barry Ritholtz, Chairman, and CIO of Ritholtz Wealth Management, which manages over $5.7 His latest book, How Not to Invest, offers a blueprint to help you make better decisions and achieve financial success. billion for 3,900 families. ” Full transcript here. appeared first on The Big Picture.

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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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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.

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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.

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The Big Picture

MAY 26, 2025

I had a great conversation with Eric Balchunas and Joel Weber on Trillions : In investing, there are many rules. But if youve been around money and especially if youve been around a lot of money managing other peoples money, say you know that people make a lot of mistakes, too.

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Abnormal Returns

MAY 22, 2025

novelinvestor.com) What to invest in when everything looks unattractive? propublica.org) Fund management Most new ETFs are solutions in search of a problem. morningstar.com) Traditional asset managers are teaming up with alternatives providers. podcasts.apple.com) Strategy Investors learn the wrong lessons from bull markets.

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Wealth Management

MARCH 25, 2025

The RIA aggregator will offer both in-house and third-party investment strategies on the platform, which will be led by former Vestmark product lead Lauren Yeaton Hunt.

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Wealth Management

MARCH 11, 2025

In this Adjusted for Risk podcast episode, Mount Lucas Management's Jerry Prior discusses investing in managed futures.

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The Big Picture

MARCH 13, 2025

market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. They unpack why diversification is both boring and sexy, whether the U.S.

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. He is the chief investment officer at Bitwise Asset Management, the firm manages over 10 billion in client assets in crypto.

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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.

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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.

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The Big Picture

MAY 16, 2025

This week, I speak with John Montgomery , CEO, Founder and Portfolio Manager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfolio management, and mentoring.

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Wealth Management

MARCH 11, 2025

RSM, the middle market consultancy and accounting firm, will integrate Arch into its family office data management platform.

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Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

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The Big Picture

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. Manage Your Own Behavior 3. It yielded 78,600 hits. He had patient investors who gave him space to prove himself.

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Wealth Management

FEBRUARY 24, 2025

Hightower's Robert Picard unravels the shifting dynamics of private markets and their role in contemporary investment portfolios.

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Wealth Management

OCTOBER 22, 2024

Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

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Wealth Management

MARCH 11, 2025

Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures. During this very informative and fun conversation.,

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The Big Picture

APRIL 10, 2025

Here’s Pete’s description: Check out StandUpwithPete.com to learn more How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them T he GREAT Barry Ritholtz whohas spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors.

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Wealth Management

NOVEMBER 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. These are among the investment must reads we found this week for wealth advisors. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.

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Wealth Management

OCTOBER 29, 2024

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. These are among the investment must reads we found this week for wealth advisors. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.

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The Big Picture

MARCH 30, 2025

Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

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Wealth Management

MAY 28, 2025

Host Ryan Nauman interviews David Armstrong of WealthManagement.com about the upcoming Wealth Management EDGE conference, changes in the wealth management conference landscape and key industry trends.

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Abnormal Returns

OCTOBER 24, 2024

awealthofcommonsense.com) Cash was never meant to be a long-term investment. blogs.cfainstitute.org) Now is a good time to be selling a private credit asset management firm. on.ft.com) How Lime Rock Management profited from holding onto its stake in CrownRock for some 17 years.

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Wealth Management

MARCH 17, 2025

Apollo's Stephanie Drescher details the innovations making private investments more accessible to advisors and their clients.

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The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

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Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

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Wealth Management

JANUARY 13, 2025

Sandalwood Securities' Marty Gross discusses the importance of setting realistic expectations for the different types of alternative investments.

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