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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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

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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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.

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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

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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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

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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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

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

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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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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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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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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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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The Big Picture

MAY 20, 2025

The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. And the firm is really a very interesting mix of quantitative value-based and factor-based investing. People ask how does that relate to investing? John Montgomery, he’s the founder of Bridgeway Capital, established in 1993.

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Wealth Management

MAY 13, 2024

Speakers at Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., discuss how investing strategies, including SMAs and how inflation and the Fed are impacting investing.

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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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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

MARCH 17, 2025

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

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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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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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Wealth Management

OCTOBER 1, 2024

Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.

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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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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

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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Wealth Management

NOVEMBER 5, 2024

BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors.

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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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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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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.

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Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

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Abnormal Returns

SEPTEMBER 18, 2024

Podcasts Peter Lazaroff talks with Rubin Miller about the complexities of investing. tonyisola.com) Investing shouldn't be exciting. peterlazaroff.com) Bogumil Baranowski talks with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." wapo.st) Older Americans are at-risk of rising rents.

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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.

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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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The Big Picture

APRIL 28, 2025

the 1990 near-recession, a presidential impeachment, the Thai Baht crisis, the Russian Ruble default, Long-Term Capital Management collapse, and more. Financial Repression was the rallying cry for underperforming managers. is not what risk managers call a rational trading day. It takes a while to change behavior.

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Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

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