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

Abnormal Returns

SEPTEMBER 24, 2024

sherwood.news) Retail Online retailers are cutting back on discounts. bonddad.blogspot.com) Earlier on Abnormal Returns The investment world was a different place when Josh Brown started writing. (riskofruinpod.substack.com) Crypto You can now trade options on BlackRock’s iShares Bitcoin Trust ($IBIT).

Investing 261

Investing Investments Financial Advising Retail 261

Abnormal Returns

DECEMBER 19, 2023

advisorperspectives.com) A history of quant investing and the state of the factor zoo. advisorperspectives.com) Can you use alternative measures to invest across countries? quantpedia.com) Retail attention is a mixed blessing for stocks. Factors Timing returns factors is tempting, but difficult in practice. papers.ssrn.com)

Investing 284

Investing Investments Valuation Retail 284

Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.

Clients 227

Clients Estate Planning Wealth Management Planning 227

The Big Picture

MAY 21, 2025

This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” Not just BusinessWeek, but many naysayers laughed off the inevitable failure of Apples push into retail. They are among the top-tier retailers and the fastest to reach a billion dollars in annual sales.

Retail 202

Retail Media Electronics Investments 202

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

FEBRUARY 27, 2024

Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found this week for wealth advisors. Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A.

Investing 258

Investing Investments Wealth Advisor Retail 258

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. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 144

Investing Investments Assets Retail 144

Wealth Management

OCTOBER 18, 2022

Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.

Retail 328

Retail Investing Investments Management 328

Calculated Risk

JULY 7, 2024

decline in April, retail sales in May were only up by 0.1%, not meeting the anticipated 0.3% This approach involves large retail chains offering a limited selection of their products in more compact locations. Both asking and effective rents experienced a marginal increase of 0.2% and $19.07 per square foot respectively. and $19.07

Retail 182

Retail Sales Planning Investments 182

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

Wealth Management

SEPTEMBER 28, 2022

Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.

Retail 290

Retail Investing Investments 290

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investing 246

Investing Investments Retail Assets 246

Abnormal Returns

OCTOBER 7, 2024

wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in. (ft.com) Pfizer ($PFE) has an activist in Starboard Value. wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). bloomberg.com) Jane Street Jane Street is seeing extraordinary profits on the back of the ETF boom.

Investing 273

Investing Investments Financial Advising Retail 273

Wealth Management

SEPTEMBER 24, 2024

Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.

Retail 273

Retail Assets Investments Investing 273

Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.

Investing 98

Investing Investments Distribution Portfolio 98

Calculated Risk

APRIL 9, 2024

During the holiday season, consumer activity was robust but as expected, decelerated in January as retailers reduced their expenditures at the start of the year. However, February marked a resurgence in consumer spending, with retail sales climbing by 0.6%. Asking rents rose slightly by 0.2% increase to $18.98

Retail 173

Retail Sales Investments Investing 173

Wealth Management

AUGUST 20, 2024

The challenge from sports betting should be met with better, more innovative financial solutions for retail investors.

Retail 249

Retail Investing Investments 249

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. bonddad.blogspot.com) Why falling retail sales aren't all bad. (ft.com) Startups How unicorns are dealing with the decline in valuations. Those stakes are set to change hands. theinformation.com) The bloom is off the 'passion economy' rose?

Investing 246

Investing Investments Startup Financial Advising 246

Wealth Management

AUGUST 1, 2024

The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.

Assets 321

Assets Retail Management Investments 321

Wealth Management

MAY 25, 2023

Investment sales in the sector have been impacted by the same volatile forces as other commercial real estate assets, but potential long-term returns remain attractive.

Assets 279

Assets Retail Sales Investments 279

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.

Media 190

Media Economy Retail Management 190

Wealth Management

DECEMBER 19, 2022

Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.

Portfolio 260

Portfolio Retail Investing Investments 260

Wealth Management

MAY 30, 2024

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

Retail 271

Retail Assets Distribution Planning 271

Abnormal Returns

APRIL 29, 2025

Quant stuff A curated list of the best finance and investment blogs, tools, and webpages broken down by category. papers.ssrn.com) Retail How subpenny trades identify retail trades. papers.ssrn.com) The risk of investing with a solo manager is real. on.ft.com) Fund flow volatility highlights bad investor behavior.

Retail 144

Retail Government Portfolio Investments 144

The Big Picture

APRIL 4, 2025

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. He was recently appointed to the Harvard Management Company Board.

Asset Allocation 144

Asset Allocation Wealth Management Assets Retail 144

Calculated Risk

FEBRUARY 14, 2025

Feb 14th] emphasis added From Goldman: Following this mornings retail sales and industrial production reports, we lowered our Q1 GDP tracking estimate by 0.3pp to +2.0% (quarter-over-quarter annualized) and our Q1 domestic final sales forecast by 0.1pp to +2.2%. From BofA: Next week, we will initiate our 1Q GDP tracker. percent on February 7.

Retail 162

Retail Sales Investments Investing 162

Calculated Risk

OCTOBER 6, 2024

vacancy rate for the retail sector, dropping to 10.3% These results were propelled by robust performance in online purchases and core retail sales, excluding automobiles, gasoline, building materials, and food services, alongside a decline in the unemployment rate following four consecutive monthly increases. this quarter.

Retail 147

Retail Food Sales Investments 147

Abnormal Returns

JUNE 23, 2025

(awealthofcommonsense.com) Don't mix politics and investing. ft.com) Why you should expect more retail-focused alternative investment offerings. klementoninvesting.substack.com) Crypto Add ProCap Financial to the Bitcoin Treasury scene. cnbc.com) If every major company issues their own stablecoin, chaos could ensue.

Valuation 157

Valuation Retail Media Economy 157

Wealth Management

JUNE 12, 2024

The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.

Retail 305

Retail Assets Marketing Marketing 305

Calculated Risk

NOVEMBER 15, 2024

From BofA: Next week, we will initiate our 4Q GDP tracker after the October retail sales print today and October industrial production, housing starts, existing home sales and September business inventories will impact our 3Q and 4Q tracking estimate. Nov 15th estimate]

Retail 147

Retail Sales Investments Investing 147

Abnormal Returns

DECEMBER 10, 2024

sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements. bloomberg.com) Retail Vinted wants to become the Amazon of secondhand.

Retail 144

Retail Economy Media Assets 144

Wealth Management

JUNE 13, 2023

Retail investors’ beliefs regarding gold investments are contradictory to the empirical evidence.

Retail 290

Retail Investments Investing 290

Abnormal Returns

AUGUST 6, 2024

Retail Using LLMs to identify retail trader strategies. alphaarchitect.com) Analysts Why are all-start investment analysts influential? papers.ssrn.com) A look at the value, or lack thereof, of WallStreetBets stock picks. papers.ssrn.com) Can LLMs replace the average human analyst?

Retail 273

Retail Accounting Taxes Economics 273

Calculated Risk

OCTOBER 9, 2023

During the sector’s ongoing revolution, retail clusters have been shifting towards service-centric and experience-oriented uses. As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood

Retail 286

Retail Sales Assets Investments 286

Wealth Management

NOVEMBER 21, 2023

Japan’s government pension fund is investing $1 billion in funds managed by Brookfield and Blackstone, reported Bisnow. Private investors have been increasingly focusing on retail real estate in recent months, according to JLL. These are among today’s must reads from around the commercial real estate industry.

Retail 303

Retail Government Management Investments 303

Wealth Management

MAY 26, 2023

billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend. Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6

Retail 299

Retail Assets Investments Investing 299