Wealth Management

JULY 30, 2024

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

Portfolio 330

Portfolio Numbers 330

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 Investments 238

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

MARCH 11, 2025

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

Management 278

Management Investments Investing Portfolio 278

Abnormal Returns

MARCH 17, 2025

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Practice management Why 'more AUM' may not always be better for your business. podcasts.apple.com) Advisortech Trust & Will raised another round of capital.

Portfolio 144

Portfolio Wealth Management Clients Management 144

Wealth Management

JULY 30, 2024

A new survey from Cerulli Associates found model portfolio providers are increasingly focused on offering custom options to keep their clients loyal.

Portfolio 320

Portfolio Clients 320

Wealth Management

AUGUST 26, 2024

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

Management 277

Management Portfolio Management Portfolio Clients 277

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 Investments Investing 246

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 307

Assets Management Asset Allocation Risk Management 307

Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households.

Investments 240

Investments Investing Clients Risk Tolerance 240

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

Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

Portfolio 297

Portfolio Financial Advisor Assets 297

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. See also Lazy Portfolios rolling returns.

Risk Management 331

Risk Management Management Marketing Marketing 331

Wealth Management

SEPTEMBER 25, 2024

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

Portfolio 299

Portfolio Taxes Management 299

Wealth Management

OCTOBER 10, 2024

Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

Wealth Management 287

Wealth Management Management Marketing Marketing 287

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 290

Government Asset Allocation Wealth Management Assets 290

Wealth Management

MARCH 26, 2025

BlackRock set up the model portfolios with publicly traded stocks and bonds alongside more complex private equity and credit funds and will possibly include other alternatives at some point.

Portfolio 278

Portfolio 278

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 290

Portfolio Marketing Marketing Assets 290

Nerd's Eye View

DECEMBER 18, 2024

For investment management services, documenting the entire client engagement – such as onboarding, reviewing and recommending portfolio adjustments in line with collected suitability information, opening and funding accounts, conducting periodic reviews, and rebalancing – can help clearly evidence the services provided.

Financial Planning 246

Financial Planning Planning Compliance Clients 246

Wealth Management

OCTOBER 15, 2024

The firm will now offer advisory services and customizable model portfolios for alternative investments.

Portfolio 280

Portfolio Investments Investing 280

Wealth Management

NOVEMBER 15, 2024

Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.

Portfolio 246

Portfolio Investments Investing 246

Wealth Management

JANUARY 14, 2025

Joe DeVico, BlackRock's co-head of wealth advisory, discusses the explosion in interest in model portfolios.

Portfolio 278

Portfolio Marketing Marketing 278

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

The Big Picture

APRIL 17, 2025

Two managers of a single-family office siphoned off so much money that each became a billionaire. All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. This will allow you to indulge your inner hedge fund manager safely.

Investments 268

Investments Investing Accounting Startup 268

Wealth Management

MAY 5, 2025

Seth Merrill joins from Ensign Peak Advisors, the investment firm for The Church of Jesus Christ of Latter-day Saints, and replaces Dustin Thackeray, whos been appointed head of portfolio management.

Portfolio Management 159

Portfolio Management Portfolio Management Investments 159

Wealth Management

NOVEMBER 14, 2024

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

Portfolio 264

Portfolio Assets Management 264

The Big Picture

MAY 5, 2025

Manage Your Own Behavior 3. Own Broad Indexes as a Core Portion of your Portfolio Thats it! Recognize why he was able to do what he did, and how incredibly difficult it was. And listen to the advice he poured forth for Mom & Pop investors: 1. Bet on America 2.

Investments 296

Investments Investing Portfolio Planning 296

Wealth Management

NOVEMBER 13, 2023

The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.

Portfolio 311

Portfolio Management Investments Investing 311

Wealth Management

OCTOBER 28, 2024

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

Portfolio 279

Portfolio Investments Investing 279

Wealth Management

SEPTEMBER 4, 2024

Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.

Portfolio 298

Portfolio Risk Management Taxes Management 298

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research.

Portfolio Management 317

Portfolio Management Economics Portfolio Assets 317

Nerd's Eye View

MARCH 28, 2025

Read More.

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

Wealth Management

FEBRUARY 19, 2025

The target allocation and target risk portfolios include a mix of active and passive proprietary and third-party ETFs.

Portfolio 254

Portfolio 254

The Big Picture

DECEMBER 19, 2024

The Trader then created the Broker to manage the trades and the Investor to allocate capital. ” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. He created the first Bull Market, and optimism spread across the Exchange.

Startup 230

Startup Portfolio Marketing Marketing 230

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. Most investors underestimate the stress of a high-risk portfolio on the way down.

Investments 148

Investments Investing Risk Tolerance Portfolio Management 148

Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

Portfolio 264

Portfolio Marketing Marketing Assets 264

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 Investments Investing Management 296