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.

Management 162

Management Portfolio Management Transportation Engineering 162

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

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio 299

Portfolio Management Portfolio Management Investing 299

Wealth Management

NOVEMBER 10, 2022

Boutique portfolio management firm in OK further expands the insurance giant’s wealth advisory arm.

Management 264

Management Portfolio Management Investing Investments 264

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 316

Portfolio Management Economics Portfolio Assets 316

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

Wealth Management

APRIL 21, 2024

Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.

Assets 260

Assets Management Portfolio Management Portfolio 260

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 covers all sectors in Africa.

Investments 173

Investments Investing Portfolio Management Portfolio 173

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 163

Portfolio Management Portfolio Management Investing 163

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 Investing Investments 238

Nerd's Eye View

MARCH 3, 2025

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

Estate Planning 170

Estate Planning Portfolio Management Communication Portfolio 170

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

Management 230

Management Investing Investments Asset Allocation 230

Wealth Management

SEPTEMBER 22, 2022

Valian complements the firm's established Pulse portfolio management and reporting platform.

Communication 356

Communication Portfolio Management Portfolio Management 356

Abnormal Returns

MARCH 10, 2025

citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. riabiz.com) This money manager's ETF business was built on entertaining clients. Advisortech The CFP Board has released guidelines for using AI. wealthmanagement.com) The number of cash balance plans are on the rise.

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

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. and served as Chairman of the Board. No system works all of the time.

Investments 147

Investments Investing Risk Tolerance Portfolio Management 147

The Big Picture

JULY 4, 2025

We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.

Wealth Management 173

Wealth Management Portfolio Management Consulting Banking 173

Wealth Management

SEPTEMBER 5, 2024

Barry Gilbert, portfolio manager with the Carson Group, talks about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.

Portfolio Management 316

Portfolio Management Portfolio Management Marketing 316

Wealth Management

AUGUST 15, 2024

The products, which will be managed by a trio of portfolio managers who joined earlier this year from Invesco Ltd., will focus on lower-rated bonds.

Portfolio Management 294

Portfolio Management Portfolio Management 294

Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system.

Wealth Management 166

Wealth Management Estate Planning Financial Advisor Clients 166

Nerd's Eye View

MARCH 28, 2025

Read More.

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

The Big Picture

FEBRUARY 7, 2025

This week, I speak with Sahil Bloom, founder and managing partner of SRB Ventures , a Venture Capital focused on accelerating compelling startups. billion in assets under management. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments.

Startup 173

Startup Portfolio Management Management Portfolio 173

Wealth Management

JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 148

Wealth Management Marketing Marketing Tax Planning 148

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. awealthofcommonsense.com) Everyone wants into the wealth management business and it is attracting new class of entrants.

Wealth Management 147

Wealth Management Financial Advice Portfolio Management Consulting 147

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 200

Management Investing Investments Wealth Management 200

The Big Picture

MAY 20, 2025

The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm.

Management 130

Management Numbers Transportation Accounting 130

Wealth Management

NOVEMBER 1, 2024

In one case, the firm agreed to pay $45 million to settle charges that it didn’t disclose financial conflicts regarding a portfolio management program to clients.

Portfolio Management 288

Portfolio Management Portfolio Clients Management 288

Nerd's Eye View

JANUARY 6, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

JUNE 4, 2024

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

Portfolio Management 305

Portfolio Management Portfolio Clients Management 305

Wealth Management

MARCH 13, 2024

Apex Fintech Solutions announced it acquired AdvisorArch, a portfolio management company and rebalancer.

Portfolio Management 296

Portfolio Management Portfolio Management 296

Calculated Risk

APRIL 13, 2025

m/m due to a very large upward revision to portfolio management. This would be a notable deceleration from the first two months of the year. However, February is likely to be revised up significantly to 0.5% As a result, we expect y/y core PCE to fall to 2.6% from an upwardly revised 2.9%.

Food 173

Food Portfolio Management Portfolio Management 173

Wealth Management

JUNE 6, 2024

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

Portfolio Management 294

Portfolio Management Portfolio Management 294

Wealth Management

DECEMBER 4, 2023

Harley Lank, portfolio manager at Fidelity, discusses high yield, selective decision-making, and navigating credit market dislocations.

Portfolio Management 289

Portfolio Management Investing Investments Portfolio 289

Wealth Management

NOVEMBER 19, 2024

Called Auria, Advyzon's new technology will combine portfolio management, performance reporting, CRM and other tools.

Portfolio Management 259

Portfolio Management Clients Portfolio Management 259

Wealth Management

JULY 2, 2025

Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays. It will be defined by invisibility.

Wealth Management 180

Wealth Management Estate Planning Planning Clients 180

Random Roger's Retirement Planning

JUNE 14, 2024

The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Wealth Management

APRIL 8, 2024

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.

Portfolio Management 286

Portfolio Management Portfolio Clients Management 286

The Big Picture

DECEMBER 9, 2023

He has been a mutual fund manager in the equity division at Fidelity Investments since the 1980s. In 2002, Tillinghast was named “ Morningstar’s Domestic Stock Fund Manager of the Year.” ” Previously, he worked as a Portfolio Manager at Citadel Global Equities and as an Analyst at Millennium Management.

Management 195

Management Portfolio Management Assets Investing 195