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 157

Estate Planning Retirement Planning CFP Portfolio Management 157

International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Lets be real for a moment. We had files, leather-bound folders, fountain pens, and those formal meetings.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

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

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

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

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

MARCH 13, 2024

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

Portfolio Management 296

Portfolio Management Portfolio Management 296

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

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 Investments Investing Wealth Management 200

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 Investments Investing Portfolio 289

The Big Picture

APRIL 6, 2023

Ritholtz Wealth Management is a registered investment advisor or RIA. Active portfolio management strategy? Many experts agree that industry followers should keep a keen eye out for further strategic moves taken by prominent financial institutions like Ritholtz Wealth Management.” ” Because we are not.

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Wealth Management Portfolio Management Clients Portfolio 278

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

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 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 279

Investments Investing Portfolio Management Portfolio 279

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 269

Portfolio Management Portfolio Management 269

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 Investments Investing 264

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

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 264

Portfolio Management Portfolio Management Investing 264

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 244

Investments Investing Portfolio Management Portfolio 244

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 264

Startup Portfolio Management Portfolio Planning 264

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

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 Investments Investing 238

The Big Picture

MAY 11, 2023

This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference.

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

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

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 263

Portfolio Management Portfolio Management Investing 263

Abnormal Returns

AUGUST 14, 2023

(wiredplanning.com) Dan Haylett talks funded contentment with Brian Portnoy of Shaping Wealth. humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management.

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

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 246

Portfolio Management Portfolio Management Investing 246

The Big Picture

JANUARY 26, 2024

Kirshbaum Levy also explains how the digital booms and busts that motivate incumbent players take place in every sector — including the digital wealth management space. She wants Betterment to be the Millenial and Gen Z brand in wealth management the same way Schwab and Fidelity were to her parent’s generation.

Wealth Management 173

Wealth Management Media Portfolio Management Retail 173

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 246

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance.

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Trade Brains

JUNE 9, 2025

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. With a market capitalization of Rs. With a market capitalization of Rs. per share.

Financial Services 59

Financial Services Manufacturing Wealth Management Portfolio Management 59

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Wealth Management

APRIL 12, 2023

“It’s a perfect time, because with all this negative sentiment, you’re seeing a lot of unique opportunities,” DoubleLine portfolio manager Morris Chen said in a phone interview. “By As an active manager, we’re able to pick and choose where we want, do what we like, what we don’t like.”

Portfolio Management 219

Portfolio Management Portfolio Management 219

Abnormal Returns

JULY 31, 2023

riabiz.com) Savvy Wealth is pushing hard on the AI front. investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. (artofmanliness.com) The biz RIA M&A continues to tick lower. riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS).

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245