Portfolio Management - Financial Advisor Source

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Wealth Management

DECEMBER 14, 2022

The portfolio manager for IVOL and BNDD discusses how those funds fit within modern investing portfolios.

Portfolio Management

Portfolio Management Portfolio Management Investing

Revolutionizing Portfolio Management with Hyper-Personalization

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

Portfolio Management Portfolio Management Investing

$2.5B Crewe Advisors Hires New CIO

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

Portfolio Management Portfolio Management Investing

Webinars

Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

MORE WEBINARS

MiB: Colin Camerer on Neuroeconomics

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

Portfolio Management Economics Portfolio Assets

MiB: Christine Phillpotts, Ariel Investments

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

Investments Investing Portfolio Management Consulting

Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

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

Estate Planning Portfolio Management Communication Planning

A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

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

Financial Planning Sales Planning Retirement

AssetBook Launches Valian Communications App

Wealth Management

SEPTEMBER 22, 2022

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

Communication

Communication Portfolio Management Portfolio Management

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

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

Portfolio Management Portfolio Management Marketing

BNY Mellon’s Pershing X Upgrades Wove Platform

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

Portfolio Management Portfolio Clients Management

MiB: John Montgomery, Bridgeway Capital Management

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

Management Portfolio Management Transportation Engineering

Rockefeller Joins Muni ETF Boom With Three High-Yield Funds

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

Portfolio Management Portfolio Management

Active ETFs Boom as State Street Eyes Record $260B Inflow

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

Portfolio Management Portfolio Management

Arthur Zeikel’s Investing Rules

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. He was an adjunct professor at NYU STern School of Business.

Investments

Investments Investing Risk Tolerance Portfolio Management

J.P. Morgan to Pay $150M to Settle Slew of SEC Charges

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

Portfolio Management Portfolio Clients Management

Adviser links: estate uncertainty

Abnormal Returns

MARCH 10, 2025

citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. Advisortech The CFP Board has released guidelines for using AI. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves.

Estate Planning

Estate Planning Retirement Planning CFP Portfolio Management

Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios

Wealth Management

MAY 15, 2024

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

Portfolio

Portfolio Management Portfolio Management Investing

Apex Continues To Make Moves To Compete With Big Three Custodians

Wealth Management

MARCH 13, 2024

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

Portfolio Management

Portfolio Management Portfolio Management

PCE Inflation expected to be Soft in March

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

Food Portfolio Management Portfolio Management

$7.5B Americana Adds Managing Partner to International Unit

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

Management Portfolio Management Portfolio Clients

Strategic Investing Unleashed: Fidelity's Wide Net and Opportunistic Credit Mastery

Wealth Management

DECEMBER 4, 2023

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

Portfolio Management

Portfolio Management Investing Investments Portfolio

The Most Important Part of Portfolio Management

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

Portfolio Management Portfolio Management Taxes

Advyzon To Rollout New Platform For UHNW Clients

Wealth Management

NOVEMBER 19, 2024

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

Portfolio Management

Portfolio Management Clients Portfolio Management

Procyon: Institutional Due Diligence With a Private Wealth Overlay

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

Portfolio Management Portfolio Clients Management

MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’

The Big Picture

FEBRUARY 7, 2025

Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Startup

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Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled

Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

Investments

Investments Investing Portfolio Management Portfolio

Weekend Reading For Financial Planners (March 29–30)

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

Financial Planner Retirement Retirement Planning Clients

Research links: keeping things simple

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

Portfolio Management Portfolio Management Assets

Bonds Are Becoming More Volatile Than Stocks by Most on Record

Wealth Management

OCTOBER 13, 2023

“Volatility is off the chart,” said Ben Emons, a senior portfolio manager at NewEdge Wealth. People are trading bonds like stocks.”

Portfolio Management

Portfolio Management Portfolio Management

HUB International Buys $1B+ Bridgecreek Investment Management

Wealth Management

NOVEMBER 10, 2022

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

Management

Management Portfolio Management Investing Investments

Adviser links: knocking down the doors

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. wealthmanagement.com) Custody Dynasty Financial Partners has a custody agreement with Goldman Sachs ($GS).

Wealth Management

Wealth Management Financial Advice Portfolio Management Consulting

Strategic Stock Selection: Unveiling a Mosaic Approach to Long-Term Value Investing

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

Investments Investing Portfolio Management Portfolio

Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm

Wealth Management

NOVEMBER 30, 2022

He'll no longer serve as portfolio manager of SARK and more than two dozen other funds. Matthew Tuttle's ETF lineup was acquired by AXS Investments.

Portfolio Management

Portfolio Management Portfolio Management Investing

Secfi Launches RIA, Targets Startup Employees

Wealth Management

SEPTEMBER 29, 2022

The firm has hired John Morrison, portfolio manager at Dimensional Fund Advisors, to run the RIA, which aims to help startup employees plan around option-rich, but cash-poor, wealth.

Startup

Startup Portfolio Management Portfolio Planning

AI in Focus: Unlocking Innovation, Growth, and Investment Insights

Wealth Management

JANUARY 13, 2025

Listen in as Shannon Rosic, Director of WealthStack, Content & Solutions at Informa Connect, sits down with Andrew Choi, Portfolio Manager and Senior Analyst at Parnassus Investments, to explore the transformative role of artificial intelligence in investment strategies.

Investments

Investments Investing Portfolio Management Portfolio

Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust

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

Assets Management Portfolio Management Portfolio

Adjusted for Risk: The Impact Managed Futures Have on Investment Portfolios During Volatile Times

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

Portfolio Management Portfolio Management Investments

Navigating Opportunities in Direct Lending: Insights from Therese Icuss

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

Portfolio Management Portfolio Clients Management

What is Innovation in the Mid-Cap Space

Wealth Management

JANUARY 15, 2024

Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.

Portfolio Management

Portfolio Management Portfolio Management Investing

Research links: an attractive business model

Abnormal Returns

OCTOBER 10, 2023

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. alphaarchitect.com) Is there a relationship between manager attractiveness and fund performance? (papers.ssrn.com) Box spreads The pros and cons of using box spreads to generate cash-like returns.

Portfolio Management

Portfolio Management Startup Portfolio Management

The Outlook for Growth Stocks in 2023

Wealth Management

MARCH 12, 2023

Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy.

Portfolio Management

Portfolio Management Portfolio Management Investing

Stock Picking is Not the Same Thing as Portfolio Management

A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management

Portfolio Management Retirement Planning Portfolio Management

Research links: saving for the future

Abnormal Returns

FEBRUARY 4, 2025

ft.com) How people talked about portfolio management in the 19th century. (priceactionlab.com) Public pension funds are undeperforming any reasonable benchmark. blogs.cfainstitute.org) Do floor traders still add value to markets?

Portfolio Management

Portfolio Management Economics Portfolio Management

Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

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

Startup Financial Advisor Clients Portfolio Management

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

Revolutionizing Portfolio Management with Hyper-Personalization

Webinars

Trending Sources

$2.5B Crewe Advisors Hires New CIO

Webinars

MiB: Colin Camerer on Neuroeconomics

MiB: Christine Phillpotts, Ariel Investments

Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

AssetBook Launches Valian Communications App

Carson Group: We Still Think Stocks Are Going to Overperform Bonds This Year

BNY Mellon’s Pershing X Upgrades Wove Platform

MiB: John Montgomery, Bridgeway Capital Management

Rockefeller Joins Muni ETF Boom With Three High-Yield Funds

Active ETFs Boom as State Street Eyes Record $260B Inflow

Arthur Zeikel’s Investing Rules

J.P. Morgan to Pay $150M to Settle Slew of SEC Charges

Adviser links: estate uncertainty

Inside ETFs+: Resist the Urge to Get Fancy with Actively Managed Portfolios

Apex Continues To Make Moves To Compete With Big Three Custodians

PCE Inflation expected to be Soft in March

$7.5B Americana Adds Managing Partner to International Unit

Strategic Investing Unleashed: Fidelity's Wide Net and Opportunistic Credit Mastery

The Most Important Part of Portfolio Management

Advyzon To Rollout New Platform For UHNW Clients

Procyon: Institutional Due Diligence With a Private Wealth Overlay

MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth’

Navigating Markets with Precision: Fidelity's Five-Step Investment Process Unveiled

Weekend Reading For Financial Planners (March 29–30)

Research links: keeping things simple

Bonds Are Becoming More Volatile Than Stocks by Most on Record

HUB International Buys $1B+ Bridgecreek Investment Management

Adviser links: knocking down the doors

Strategic Stock Selection: Unveiling a Mosaic Approach to Long-Term Value Investing

Creator of Anti-Ark ETF Is Losing Fund in Break From New Firm

Secfi Launches RIA, Targets Startup Employees

AI in Focus: Unlocking Innovation, Growth, and Investment Insights

Veteran Asset Manager Joins Alpha Capital Family Offices from Northern Trust

Adjusted for Risk: The Impact Managed Futures Have on Investment Portfolios During Volatile Times

Navigating Opportunities in Direct Lending: Insights from Therese Icuss

What is Innovation in the Mid-Cap Space

Research links: an attractive business model

The Outlook for Growth Stocks in 2023

Stock Picking is Not the Same Thing as Portfolio Management

Research links: saving for the future

Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

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