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

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

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

Abnormal Returns

SEPTEMBER 26, 2023

Portfolio management Fund investors prefer managers who stick to their knitting. papers.ssrn.com) Why portfolio managers invest more research into short positions. papers.ssrn.com) Research The structure of the stock market has changed a lot over time, but the results are still largely the same.

Portfolio Management 255

Portfolio Management Portfolio Management Assets 255

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. riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs.

Wealth Management 144

Wealth Management Financial Advice Portfolio Management Consulting 144

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

DECEMBER 5, 2023

Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.

Investments 264

Investments Investing Portfolio Management Portfolio 264

Abnormal Returns

OCTOBER 10, 2023

morningstar.com) How to calculate the cost of borrowing through the options market. libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance?

Portfolio Management 261

Portfolio Management Startup Portfolio Management 261

Abnormal Returns

FEBRUARY 4, 2025

(acadian-asset.com) Seven market lessons including 'The strategy to sell in May and go away is a myth.' blogs.cfainstitute.org) Do floor traders still add value to markets? ft.com) How people talked about portfolio management in the 19th century. ft.com) How people talked about portfolio management in the 19th century.

Portfolio Management 144

Portfolio Management Economics Portfolio Management 144

Wealth Management

DECEMBER 5, 2023

Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.

Portfolio Management 263

Portfolio Management Portfolio Clients Management 263

Abnormal Returns

DECEMBER 5, 2023

bloomberg.com) Research Passive investing is making markets less efficient, but. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. klementoninvesting.substack.com) How the stock market reacts to macroeconomic news depends on prior volatility.

Portfolio Management 273

Portfolio Management Assets Taxes Management 273

Wealth Management

JUNE 20, 2025

Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management 147

Wealth Management Management Financial Advisor Clients 147

Random Roger's Retirement Planning

JUNE 14, 2024

This could be built simply allocating to high conviction ideas from several different parts of the market. 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

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. For context, Phil Blancato, chief market strategist at Osaic, points out that while the S&P 500s 6.1%

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

Wealth Management

JUNE 20, 2025

During a session on mastering post-merger integration, Stacy Orff, who heads up platform marketing at Mercer Advisors, made a couple of observations that stuck with me. Understanding quality [data] … and then [data] governance … can be like fixing holes in a bucket, if you don’t get a handle on it early,” said Cook.

Wealth Management 130

Wealth Management Management Financial Advisor Estate Planning 130

Abnormal Returns

APRIL 16, 2024

wisdomtree.com) What happens to the stock market on days before holidays. blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. (alphaarchitect.com) How S&P 500 additions (and deletions) have performed, post-rebalancing.

Asset Allocation 271

Asset Allocation Portfolio Management Portfolio Assets 271

Abnormal Returns

OCTOBER 11, 2024

joincolossus.com) Finance Christine Benz and Dan Lefkovitz talks markets with Jeremy Grantham of GMO. awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division.

Math 272

Math Portfolio Management Management Portfolio 272

The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. Past performance is not a guarantee of future results. Of course it isn’t. Things change. But past performance of asset classes should be well understood.

Portfolio Management 258

Portfolio Management Portfolio Assets Management 258

The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO. TARA: There Are Reasonable Alternative.

Management 230

Management Investments Investing Asset Allocation 230

Nerd's Eye View

DECEMBER 2, 2024

This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)

Clients 130

Clients Portfolio Management Numbers Financial Advisor 130

Abnormal Returns

MAY 10, 2024

mebfaber.com) Eric Golden talk with Nir Kaissar, founder and portfolio manager at Unison Advisors, about the state of markets. (ritholtz.com) Meb Faber talks with Eric Crittenden and Jason Buck about the state of trend following.

Portfolio Management 272

Portfolio Management Portfolio Management Investments 272

The Big Picture

APRIL 26, 2023

In the never-ending battle of market narratives, new ideas get introduced and old ideas are resurrected as necessary. The more interesting question is what does the relative performances of equal weight and market cap weight S&P500 actually mean? But this does not explain everything about whether markets are too narrow or not.

Portfolio Management 288

Portfolio Management Marketing Marketing Portfolio 288

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

DECEMBER 1, 2023

joincolossus.com) Eric Golden talks the car market with Car Dealership Guy. joincolossus.com) Tim Ferriss talks with Steve Jang who is the founder and managing partner at Kindred Ventures. open.spotify.com) Frazer Rice talks with Stephen Winterstein, founder of SP Winterstein and Associates, about the muni market.

Investments 260

Investments Investing Portfolio Management Management 260

Abnormal Returns

AUGUST 3, 2023

Markets Share buybacks are down some 15% YTD. advisorperspectives.com) Managed futures are struggling to keep up YTD. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. Staying informed is essential in navigating market changes, and were here to help you make sense of the latest developments. Tune in as Chad shares his perspective and analysis on whats shaping the market today.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. ritholtz.com) Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. In fact, it's a distraction.

Retirement 270

Retirement Retirement Planning Portfolio Management Financial Advisor 270

Abnormal Returns

JUNE 16, 2023

(theinvestorspodcast.com) Corey Hoffstein talks with Michele Aghassi, principal at AQR Capital Management, about portfolio optimization and factor investing. podcasts.apple.com) Finance Meb Faber talks technology and AI with Dan Niles who is the Founder and Portfolio Manager of the Satori Fund.

Portfolio Management 245

Portfolio Management Portfolio Management Investments 245

Abnormal Returns

MARCH 15, 2024

(podcasts.apple.com) Finance Patrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. ritholtz.com) Justin Carbonneau and Jack Forehand talk market history with Mark Higgins, author of "Investing in U.S. Financial History: Understanding the Past to Forecast the Future."

Portfolio Management 260

Portfolio Management Portfolio Clients Investments 260

Abnormal Returns

DECEMBER 9, 2022

theringer.com) Finance Justin Carbonneau and Jack Forehand talk with Larry Swedroe about an evidence-based approach to markets. infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya.

Portfolio Management 244

Portfolio Management Economics Economy Portfolio 244

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one. We’ve been there.

Marketing 98

Marketing Marketing Financial Advisor Portfolio Management 98

The Big Picture

APRIL 6, 2023

According to sources they claimed that these measures are part of their active portfolio management strategy which is premised on several factors amongst which include recent market volatility and potential risks associated with holding large positions in single stocks.” Active portfolio management strategy?

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

Tobias Financial

APRIL 8, 2025

Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

A Wealth of Common Sense

JULY 9, 2024

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss investing in high-yield credit.

Portfolio Management 100

Portfolio Management Portfolio Marketing Marketing 100

Trade Brains

JUNE 9, 2025

With a market capitalization of Rs. With a market capitalization of Rs. Wealth First Portfolio Managers Limited Wealth First Portfolio Managers is a financial services company that offers wealth management and investment advisory services to individuals and institutions. per share.

Financial Services 59

Financial Services Manufacturing Wealth Management Portfolio Management 59