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 4, 2023

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

Portfolio Management 289

Portfolio Management Investments Investing 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

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

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 258

Portfolio Management Portfolio Management Assets 258

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 147

Wealth Management Financial Advice Portfolio Management Consulting 147

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 264

Portfolio Management Startup Portfolio Management 264

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

Random Roger's Retirement Planning

JUNE 14, 2024

With so much allocated to T-bills, it makes sense that the standard deviations of the barbell portfolios is so much lower. This could be built simply allocating to high conviction ideas from several different parts of the market. In addition to 70/30, I tested how much TIME would equal 100% S&P 500.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

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 147

Portfolio Management Economics Portfolio Management 147

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? 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. insights.finominal.com) Global macro hedge funds are mid.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

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 278

Portfolio Management Assets Management Taxes 278

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

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 276

Math Portfolio Management Management Portfolio 276

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 Portfolio Management 230

Validea

FEBRUARY 8, 2025

In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.

Portfolio 52

Portfolio Investments Investing Healthcare 52

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

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 277

Portfolio Management Portfolio Management Investments 277

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

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

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

Validea

JANUARY 16, 2025

We discussed how Doug is using large language models (LLMs) like ChatGPT, Claude, and Gemini to build portfolios that aim to beat the market over time. Doug shares insights from his experience launching managing AI-powered investment strategies.

Portfolio 59

Portfolio Portfolio Management Management Investments 59

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 [ … ]

Investments 177

Investments Investing Portfolio Management Financial Market 177

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 Startup 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 263

Investments Investing Portfolio Management Management 263

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 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

The Big Picture

APRIL 6, 2023

Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Active portfolio management strategy? RWM runs over $3 billion in client assets. Yet that is what these releases imply to their readers. No one spoke to me.

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

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

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

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 264

Portfolio Management Portfolio Clients Investments 264

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 Management 244

The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Barry, what you just described describes markets.

Taxes 147

Taxes Portfolio Management Investments 147

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. Read More.

Retirement 130

Retirement Portfolio Management Investments 130

A Wealth of Common Sense

AUGUST 7, 2023

Today’s Talk Your Book is brought to you by AKRE Capital Management: We had John Neff, Partner and Portfolio Manager of AKRE Capital Management on to discuss their best-ideas Focus Fund.

Portfolio 98

Portfolio Portfolio Management Management Investments 98

Nerd's Eye View

AUGUST 2, 2022

What’s unique about Matthew, though, is how he differentiates his firm by offering his high-net-worth clients opportunities to diversify their investment portfolios by syndicating private real estate partnerships that directly purchase individual multi-unit rental properties.

Clients 244

Clients Financial Advisor Financial Planning Portfolio Management 244

The Big Picture

AUGUST 12, 2023

before most market participants had considered those kinds of assets. As early as 1992, Yale’s Endowment had a robust portfolio of venture capital and hedge funds, long before it became popular. ” Slowly but surely over the next 6 years, the market caught up. Seides says the entire experience was utterly delightful.

Management 245

Management Portfolio Management Portfolio Assets 245

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