The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Investment capital becomes a perishable commodity if not handled properly.

Investing 146

Investing Investments Risk Tolerance Portfolio Management 146

Wealth Management

JUNE 20, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 289

Wealth Management Asset Allocation Management Retail 289

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

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 covers all sectors in Africa.

Investing 170

Investing Investments Portfolio Management Consulting 170

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Portfolio 264

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.,

Portfolio 238

Portfolio Management Portfolio Management Investing 238

The Big Picture

MAY 29, 2025

The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try. But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? Africa , and Australia.

Portfolio 304

Portfolio Financial Planning Taxes Assets 304

Wealth Management

JUNE 28, 2024

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

Wealth Management 278

Wealth Management Management Assets Portfolio 278

Nerd's Eye View

JUNE 16, 2025

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

Financial Advice 233

Financial Advice Financial Advisor Financial Planning Planning 233

Wealth Management

MARCH 11, 2025

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

Management 278

Management Investing Investments Portfolio 278

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 147

Taxes Portfolio Asset Allocation Assets 147

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio 306

Portfolio Assets Management Investing 306

Wealth Management

JUNE 12, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all thumbnail M&A Why RIA Buyers Prioritize Firms with Engaged G2 Leadership Why RIA Buyers Prioritize Firms with Engaged G2 Leadership by Alex (..)

Assets 162

Assets Management Wealth Management Risk Management 162

Wealth Management

NOVEMBER 12, 2024

At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.

Portfolio Management 245

Portfolio Management Portfolio Management Investing 245

Wealth Management

APRIL 15, 2024

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

Wealth Management 296

Wealth Management Investing Investments Management 296

Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

Portfolio 279

Portfolio Investing Investments Assets 279

Abnormal Returns

NOVEMBER 15, 2024

(podcasts.apple.com) Pierre Daillie and Adam Butler talk with Larry Swedroe about the importance of building resilient and hyper-diversified portfolios. capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments.

Portfolio 144

Portfolio Portfolio Management Management Investing 144

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.

Management 159

Management Portfolio Management Transportation Engineering 159

The Big Picture

NOVEMBER 15, 2023

The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Manage all of the above toward your financial goals and plan. The post Investing Behavioral Hacks appeared first on The Big Picture.

Investing 344

Investing Investments Portfolio Economics 344

Wealth Management

MAY 20, 2024

WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.

Wealth Management 281

Wealth Management Investing Investments Management 281

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.

Government 286

Government Asset Allocation Wealth Management Assets 286

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. Own Broad Indexes as a Core Portion of your Portfolio Thats it!

Investing 295

Investing Investments Portfolio Planning 295

Wealth Management

JUNE 18, 2025

Global financial advisors prioritize private equity and credit in alternative investments, but struggle with assessing liquidity and portfolio impact, survey finds.

Financial Advisor 276

Financial Advisor Portfolio Investing Investments 276

Wealth Management

FEBRUARY 24, 2025

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

Wealth Management 272

Wealth Management Investing Investments Management 272

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.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

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 159

Investing Investments Management Engineering 159

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 299

Assets Investing Investments Portfolio 299

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 304

Assets Management Asset Allocation Retirement 304

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 315

Portfolio Management Economics Portfolio Assets 315

Wealth Management

OCTOBER 28, 2024

See how advisors are combining active and passive strategies for optimal portfolio results.

Portfolio 279

Portfolio Investing Investments 279

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning 235

Financial Planning Sales Planning Retirement 235

Wealth Management

JUNE 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Investing 285

Investing Investments Portfolio Assets 285

Wealth Management

JUNE 23, 2025

Philadelphia Union captain Alejandro Bedoya discusses his diversified investment portfolio and financial advice for fellow athletes in professional sports.

Financial Advice 214

Financial Advice Portfolio Investing Investments 214

Wealth Management

APRIL 23, 2025

Ryan Nauman and Zacks Investment Management's Sal Esposito touch on the evolution of ETFs, transparency in investments, the benefits of incorporating both SMAs and ETFs in portfolios and the role of research in investment management.

Portfolio 246

Portfolio Management Investing Investments 246

Wealth Management

MARCH 18, 2024

Franklin Templeton's Tony Davidow shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity and real estate in diversified portfolios.

Wealth Management 287

Wealth Management Management Investing Investments 287