Wealth Management

AUGUST 8, 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 LPL Financial IBD More Top Executives Exit Atria in Wake of LPL Integration More Top Executives Exit Atria in Wake of LPL Integration by Diana Britton (..)

Estate Planning

The Big Picture

JUNE 24, 2025

Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years.

Management

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investments

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

Wealth Management

JUNE 20, 2025

Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estate planning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.

Wealth Management

Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. When people enter something into the system, we want it so that they only have to enter it once. Otherwise, it will be an absolute nightmare over time, particularly as you grow in scale.

Wealth Management

Wealth Management

JUNE 10, 2025

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.

Wealth Management

The Big Picture

JUNE 30, 2025

As promiosed, here is the full video of the conversation The panelists on the Emerging Managers Panel were: Matthew Cherwin: Co-Founder & CIO, Marek Capital Management Imran Khan: Founder & CIO, Proem Asset Management Matt Jozoff: Co-CEO & Portfolio Manager, Trevally Capital Hear from new and emerging fund leaders on the opportunities and (..)

Management

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention.

Wealth Management

Abnormal Returns

JULY 21, 2025

youtube.com) Investing RIAs are bypassing investments in venture capital for private debt and equity. finfluential.substack.com) A review of "The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy" by Phillip Toews. You should be.

Wealth Management

Wealth Management

AUGUST 5, 2025

Andrew Corn August 5, 2025 2 Min Read Maximusnd/iStock/Getty Images Plus For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. And, How will innovation originate, issuers of new investment products to advisors?

Financial Advice

WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. What is self-investing, and what are its pros and cons?

Financial Advisor

Advisor Perspectives

JUNE 24, 2025

CEFs stand out due to their fixed capital structure, allowing portfolio managers to focus on long-term investment strategies without the need to manage daily inflows and outflows.

Investments

Wealth Management

AUGUST 6, 2025

Alex Ortolani , Senior Reporter , WealthManagement.com August 6, 2025 5 Min Read Larry Milton Mergers and acquisitions and advisor recruiting have stayed strong this summer in the registered investment advisor and broker/dealer space. Sanctuary Wealth has backing from Azimut, an Italian asset manager, and Kennedy Lewis Investment Management.

Estate Planning

Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management. His insights are particularly valuable for investors trying to navigate today’s complex market environment.

Investments

Abnormal Returns

MARCH 31, 2025

(open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs.

Wealth Management

The Big Picture

FEBRUARY 7, 2025

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. All of our earlier podcasts on your favorite pod hosts can be found here.

Startup

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement

Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, There’s so much going on as far as investment in that space, and firms like Addepar and Orion competing. I have a handful of stories like that.

Wealth Management

Don Connelly & Associates

NOVEMBER 11, 2024

Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions. AI tools can sift through massive datasets, analyze market trends, and generate investment strategies, all at a fraction of the cost and time it would take a human advisor.

Financial Advising

The Big Picture

JULY 4, 2025

 This week, I speak with Kate Moore , chief investment officer at Citi Wealth. The firm focuses on Macro trends, and manages (or advises on) $15.7B Previously, he was Chief Investment Strategist at Merrill Lynch from 1988-2009. She also holds a degree in political and social thought from the University of Virginia.

Wealth Management

Validea

DECEMBER 17, 2024

Whether you’re a professional investor or managing your personal portfolio, this episode offers important insights into how to think about markets and risk in a systematic way.

Portfolio Management

The Big Picture

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Taxes

A Wealth of Common Sense

JULY 17, 2025

A Wealth of Common Sense --> A Wealth of Common Sense Home About Invest with Ben My Books Animal Spirits Podcast Speaking --> CFA or CFP? Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management.

CFP

Advisor Perspectives

MAY 23, 2025

How should your clients adjust behavior and investments? Investors should always be attuned to inflation risk, but it seems pronounced in this moment.

Portfolio Management

Yardley Wealth Management

AUGUST 20, 2024

Understanding Market Volatility: Before diving into strategies for staying disciplined, it’s essential to understand what market volatility is and how it can impact your investments. It’s important to recognize that market volatility is a natural part of investing and not necessarily a cause for alarm.

Financial Planning

Abnormal Returns

NOVEMBER 15, 2024

capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments. (advisoranalyst.com) Ted Seides talks with Scott Bessent who is the CEO and CIO of Key Square Group. fs.blog) Dan Lefkovitz and Christine Benz talk muni bonds with Jim Murphy and Charlie Hill of T. Rowe Price.

Portfolio

International College of Financial Planning

JULY 9, 2025

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP

Trade Brains

JULY 31, 2025

Synopsis : Mid East Portfolio Management Ltd reported an exceptional Q1 FY26 performance, with a sharp rise in revenues and profitability. Cr, the shares of Mid East Portfolio Management Ltd are currently valued at Rs. are their own, and not that of the website or its management. With market capitalization of Rs.

Portfolio Management

Validea

FEBRUARY 8, 2025

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.

Portfolio

Validea

FEBRUARY 14, 2025

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.

Management

Wealth Management

AUGUST 12, 2025

12, 2025) 11 Investment Must Reads for This Week (Aug. However, within the municipal bond market, AMT-designated bonds are quietly offering one of the most attractive opportunities in today’s investment-grade sector. investment income tax). Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors.

Marketing

Steve Sanduski

DECEMBER 11, 2024

After all, youve invested years building trust with these individuals. Investing Analogy In investing, we always talk about the importance of diversificationnot putting all your eggs in one basket. Objection: I’m worried that my investments will be handled differently. Response: I understand your concern.

Financial Advisor

WiserAdvisor

JUNE 16, 2025

While you are busy earning, investing, and scaling your income, it is easy to overlook the importance of protecting what you have already built. With the right high-net-worth investing strategies, you can keep your wealth intact without turning your life upside down. Making sure it lasts, not just your lifetime but also after you.

Wealth Management

Validea

DECEMBER 20, 2024

” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

Risk Management

Advisor Perspectives

JUNE 6, 2025

Kristofer Kraus, portfolio manager and co-lead of PIMCO’s asset-based finance business, charts the nuances behind the overall resilience of U.S. consumers – and explains how these insights shape lending and investment strategies.

Portfolio Management

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner