Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Given the title, I was at first worried, but her talk was fascinating.

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Wealth Management

JUNE 10, 2025

The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business. on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients.

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The Big Picture

MARCH 18, 2025

What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions? Emotional Decision-Making : We make spontaneous decisions for reasons unrelated to our portfolios. Cognitive Deficits : You’re human unfortunately, that hurts your portfolio.

Investments 314

Investments Investing Math Media 314

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. The rise of agentic AI changes that completely.

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Wealth Management

JUNE 30, 2025

Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. We believe that this integration will further strengthen our competitive advantage by building deeply personalized client portfolios, focusing on what is unique to each client.

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Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system. We couldn’t do that necessarily with eMoney.

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Wealth Management

JULY 17, 2025

Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors. The firm was created by co-founders Anthony Minopoli and Innovative CPA Group founders Charlie Smith and Lauren Shugrue.

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Wealth Management

JULY 1, 2025

The RIA serves high-net-worth individuals and families in Northern California with portfolios exceeding $10 million in assets. Advisors who come under the legacy division maintain their brand, while leveraging Steward’s scale, resources and operational support.

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Wealth Management Estate Planning Clients Planning 178

Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, The screens are simple, clean and raising the most important things to my eyes.’ I have a handful of stories like that. again, is about looking at the full technology stack.

Wealth Management 153

Wealth Management Estate Planning Clients Planning 153

The Big Picture

MAY 21, 2025

That guy who wrote, Sorry, Steve: Heres Why Apple Stores Wont Work , I wonder what the rest of his portfolio looks like… Finance seems to encourage this kind of forecasting. Apple no longer breaks out the specifics of its stores in its quarterly reports, but estimates of store revenue are about $2.4 billion per month.

Retail 202

Retail Media Electronics Investments 202

Wealth Management

JUNE 12, 2025

John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat. Small-cap equities and emerging markets, however, are areas where active management makes sense, she said. She’s also a big believer of active in real estate and preferred securities.

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Investing Caffeine

MAY 1, 2025

sell more ads, subscriptions, newspapers, and magazines. The Dow bottomed shortly after the magazine was released and the market rebounded +61% in less than two years. Dot-Com Bubble: The Hottest Market Ever (2000) In March 2000, at the peak of the tech bubble, Money magazine ran a cover story: How to Invest in the Hottest Market Ever.

Media 52

Media Economy Investments Investing 52

The Big Picture

JANUARY 21, 2025

You, you grow up in, in London, you graduate Cambridge and you start at Euro Money Magazine in, in London. And that’s when I decided to move to New York City and I joined Forbes Magazine as a glorified fact checker and immediately doubled my salary moving from London. Let, let’s get a little background for you.

Investments 144

Investments Investing Retirement Management 144

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

Estate Planning 153

Estate Planning Wealth Management Valuation Planning 153

The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. RELX earned 16 percent, but the other three did poorly. . “History is on our side,” he said. “We will bury you.” trillion.

Management 106

Management Marketing Marketing Economics 106

The Big Picture

NOVEMBER 28, 2024

The Plain Simple Life ) • Buffett’s Life Advice May Be More Valuable Than His Portfolio : The Oracle of Omaha’s latest letter shares his insight on how to leave behind a strong family and a lasting legacy.

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Communication Food Government Portfolio 130

The Big Picture

FEBRUARY 14, 2025

New York Magazine ) How Spain’s economy became the envy of Europe : The tourism industry’s post-COVID expansion is a major reason why the eurozone’s fourth-biggest economy has been easily outgrowing the likes of Germany, France, Italy, and the United Kingdom, posting an increase in GDP of 3.2% last year.

Economy 144

Economy Wealth Management Portfolio Management Management 144

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

Estate Planning 210

Estate Planning Wealth Management Assets Fiduciary Duty 210

Wealth Management

JUNE 24, 2025

By buying and selling options on the underlying portfolio, like a structured product, these ETFs promise to let investors realize market gains while still getting protection when they fall. Even institutional investors are buffing up their portfolios. In a recent report, BlackRock projected the space will reach $650 billion by 2030.

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Marketing Marketing Wealth Management Estate Planning 184

Wealth Management

JULY 24, 2025

Pooling the assets from the different SMAs into an ETF vehicle means the advisor now only has to manage a single portfolio vs. hundreds of accounts. An ETF allows the advisor to rebalance their portfolio tax-free. Another advantage is tax efficiency.

Wealth Management 218

Wealth Management Estate Planning Compliance Clients 218

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

Estate Planning 197

Estate Planning Wealth Management Taxes Planning 197

Wealth Management

JULY 21, 2025

Coverage areas include SMAs, ETFs, model portfolios and alternative investing. About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast.

Planning 153

Planning Wealth Management Estate Planning Retirement Planning 153

The Big Picture

NOVEMBER 23, 2024

New York Times Magazine ) • Wall Street Math Wizards Are Decoding Private-Market Returns : A small band of quants is shining a light into the shadowy world of unlisted assets. He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Wired ) • Ozempic Could Crush the Junk Food Industry.

Food 157

Food Math Media Assets 157

Wealth Management

JULY 23, 2025

Private Equity Is Coming to 401(k) Plans: Will You Be Ready?

Estate Planning 167

Estate Planning Wealth Management Retirement Planning Retirement 167

Tobias Financial

JUNE 23, 2025

Our Wealth Advisor Franklin Gay, CFP®, EA , recently shared his perspective in a Financial Advisor Magazine , where he addressed some of the concerns that individuals are navigating today. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy.

Economics 52

Economics Financial Advisor Retirement Retirement Planning 52

Abnormal Returns

MARCH 24, 2024

abnormalreturns.com) Top clicks this week Ten things to know about building a diversified portfolio. hbr.org) Why you can ignore all the magazine cover commentary. Also on the site What is wrong with this picture? How your charitable intentions can get co-opted after you are gone. spyglass.org) AI is coming for every company you own.

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Commission Numbers Portfolio Marketing 306

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution.

Engineering 322

Engineering Portfolio Assets Management 322

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. A wide range of musicians are heading back to the studio to retrace the past and reclaim ownership of their work. ( “This is worrying news for the planet.” Then he blew up on TikTok. (

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

Trade Brains

FEBRUARY 20, 2024

Best Stock Market Magazines : Investing in the stock market is quite an intimidating task. Magazines covering the Stock Market & other businesses do a good job of performing extensive research on stocks or sectors that they choose to cover. The Magazine also posts its brief on conversations with the market players and company CEOs.

Marketing 59

Marketing Marketing Startup Education 59

The Big Picture

FEBRUARY 3, 2024

Quanta Magazine ) Be sure to check out our Masters in Business next week with Tom Hancock , Grantham, Mayer & Otterloo ‘s head of the Focused Equity team and Quality Strategies. He is the portfolio manager for the Quality Fund ( GQETX ). The theory makes testable predictions that physicists are investigating now.

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Portfolio Management Economics Retail Manufacturing 284

The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Quanta Magazine ). Bloomberg ). Wall Street Journal ). • Morningstar ). Institutional Investor ).

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Asset Allocation Media Management Portfolio 144

The Big Picture

JUNE 1, 2024

Knowable Magazine ) • The Bulwark: How could it be wrong when it feels so center-right? He also serves as the lead portfolio manager for multi-sector & derivative-based strategies. They accomplished this feat by getting extraordinary results out of ordinary people. Wired ) • 50 things I know. His podcast is “ The Sherman Show.”

Asset Allocation 176

Asset Allocation Portfolio Management Assets Management 176

The Big Picture

MAY 15, 2023

It’s incredibly difficult to construct a portfolio of stocks in a way that beats the competition. Quanta Magazine ) • Using job postings to quantify remote work : The COVID pandemic initiated a rapid, enduring, and largely unprecedented shift to remote work. TKer ) • The Debt Ceiling Dispute Raises the Risks for ‘Risk-Free’ U.S.

Math 144

Math Insurance Portfolio Management 144

The Big Picture

OCTOBER 12, 2023

Los Angeles Times ) • How Private Equity Firms Can Protect ‘Treasure Trove’ From Digital Threats : With risks everywhere, responsibility for cybersecurity can be shared between financial services firms and their portfolio companies. Plain-spoken and cinema-star handsome, his fashion fantasy world is sweeping, uncomplicated and bubblegum.

Ethics 130

Ethics Economy Financial Services Economics 130

Risk Management Guru

APRIL 21, 2020

Why portfolio diversification is for the ignorant investor. Forbes , Forbes Magazine, 25 July 2018, [link]. The post Why Portfolio Diversification is for the Ignorant Investor appeared first on Risk Management Guru. We hope you enjoy Ricardo’s essay as much as we did. Financial Post. Why Canadian Mutual Funds Underperform.”

Portfolio 52

Portfolio Risk Management Management Commission 52

The Irrelevant Investor

DECEMBER 31, 2017

By Tony Isola There are no serious professionals who change their portfolio allocations based on magazine cover indicators. By Michael Mauboussin Why is it harder to be certified as a hairdresser than a financial advisor?

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Advertising Financial Advisor Portfolio 52

The Big Picture

SEPTEMBER 19, 2023

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. So how do you go from coming out of Booth School in University of Chicago to getting named c I O magazines? That sounds great, but I only have spots in my portfolio for a Cape Cod. Top 40 under 40. Right, right.

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