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 Investing Investments 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

Wealth Management

NOVEMBER 12, 2024

At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.

Portfolio Management 245

Portfolio Management Portfolio Management Investing 245

Abnormal Returns

MARCH 17, 2025

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your business. podcasts.apple.com) Advisortech Trust & Will raised another round of capital.

Portfolio 146

Portfolio Wealth Management Clients Management 146

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

Abnormal Returns

APRIL 2, 2025

Podcasts Cameron Passmore and Benjamin Felix talk lifecycle investing with Professor Scott Cederburg. rationalreminder.libsyn.com) Bogumil Baranowski talks with Alex Morris author of "Buffett and Munger Unscripted."

Portfolio 146

Portfolio Retirement Accounting Investing 146

Abnormal Returns

NOVEMBER 27, 2024

Podcasts Peter Lazaroff talks with Jason Zweig about neuroeconomics and the future of finance. peterlazaroff.com) Christine Benz and Amy Arnott and talk with Mark Berg about helping your kids financially. morningstar.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth."

Portfolio 146

Portfolio Financial Planning Estate Planning Planning 146

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 Investing Investments 246

Nerd's Eye View

JANUARY 7, 2025

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

Investing 240

Investing Investments Clients Risk Tolerance 240

A Wealth of Common Sense

NOVEMBER 17, 2024

People are terrible at self-regulation and self-awareness when it comes to eating. One study asked people how much bread they ate after leaving an Italian restaurant. Nearly one-third of the diners couldn’t recall how much they had. And 12% of the people who ate bread denied having eaten any at all.

Portfolio 128

Portfolio Food 128

Wealth Management

MARCH 12, 2025

Meanwhile, SMarX and BondBloxx rolled out portfolios designed around duration, credit and equity exposure. Capital Group unveiled eight models built from its active ETFs.

Portfolio 230

Portfolio 230

Wealth Management

MAY 14, 2025

Betterment has acquired Rowboat Advisors, a portfolio optimization software provider with a focus on tax efficiency and direct indexing.

Taxes 246

Taxes Portfolio 246

Wealth Management

JANUARY 3, 2025

Atlas Financial Advisors falsely claimed Morningstar had verified and validated the hypothetical performance of its proprietary Portfolio Shield strategies,according to the SEC. It is the Commission's latest enforcement action stemming from recently implemented RIA marketing rules.

Portfolio 264

Portfolio Commission Financial Advisor Marketing 264

Wealth Management

APRIL 6, 2025

Amplify ETF, CEO, Christian Magoon shares some insights about the role ETFs, including black swan ETFs, can play in investment portfolios to help reduce investment risk during times of heightened market volatility.

Portfolio 228

Portfolio Investing Investments Marketing 228

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 Investing 238

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

MAY 1, 2025

Webull expands advisory services by integrating BlackRock model portfolios, offering personalized investment strategies to its 23 million customers.

Portfolio 165

Portfolio Investing Investments 165

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 289

Wealth Management Asset Allocation Management Retail 289

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 Management Asset Allocation Portfolio 264

Wealth Management

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

Portfolio 262

Portfolio Investments Investing Economics 262

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

Wealth Management

SEPTEMBER 9, 2024

Supreme Court justices are allowed to hold individual stocks, but ethics rules deem they should disqualify from cases involving the companies.

Ethics 285

Ethics Portfolio 285

Wealth Management

JANUARY 27, 2025

A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also significantly increased risk concentration.

Portfolio 269

Portfolio 269

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

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Financial Planner 246

Financial Planner Certification CFP Education 246

Abnormal Returns

APRIL 27, 2025

tker.co) Why private assets are no portfolio panacea. optimisticallie.com) How portfolio diversification has worked in 2025. Top clicks this week Three keys to successful investing including 'Trying to time the market is a losers game.' larryswedroe.substack.com) Volatility clusters. morningstar.com)

Assets 170

Assets Portfolio Investing Investments 170

A Wealth of Common Sense

MAY 15, 2025

Bill Sweet joined me on the show again to discuss questions from our audience about harvesting gains in your stock portfolio to diversify, remote work for less money versus going back to the office for more, mis-timing the market and picking the right benchmark for your investments.

Portfolio 60

Portfolio Marketing Marketing Investing 60

Nerd's Eye View

APRIL 18, 2025

Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estate planning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)

Financial Planner 195

Financial Planner Risk Tolerance Estate Planning Clients 195

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 162

Portfolio Management Portfolio Management Investing 162

The Big Picture

MAY 5, 2025

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. Manage Your Own Behavior 3.

Investing 296

Investing Investments Portfolio Planning 296

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

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

The Big Picture

DECEMBER 19, 2024

” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. Speculator whispered to the Investor, “Why hold for decades? Leverage and options can make you rich overnight.” This was the fall of the first Bull Market.

Startup 230

Startup Portfolio Marketing Marketing 230

The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. 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

MARCH 11, 2025

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

Management 278

Management Investing Investments Portfolio 278

The Big Picture

MARCH 28, 2025

She leads the development of all asset allocation models, global investment due diligence and portfolio analytics, and oversees the Global Investment Committee’s models and Outsourced Chief Investment Office mandates.

Government 290

Government Asset Allocation Wealth Management Assets 290

Wealth Management

DECEMBER 25, 2024

iCapitals Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.

Portfolio 279

Portfolio 279