Wealth Management

MARCH 26, 2025

BlackRock set up the model portfolios with publicly traded stocks and bonds alongside more complex private equity and credit funds and will possibly include other alternatives at some point.

Portfolio 274

Portfolio 274

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

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 115

Portfolio Marketing Marketing Investing 115

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

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 135

Portfolio Food 135

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

JUNE 13, 2025

Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI, to unpack how MSCI Wealth Manager transforms complex data into actionable insights for advisors.

Portfolio Management 141

Portfolio Management Management Wealth Management Portfolio 141

Wealth Management

JUNE 18, 2025

Global financial advisors prioritize private equity and credit in alternative investments, but struggle with assessing liquidity and portfolio impact, survey finds.

Financial Advisor 271

Financial Advisor Portfolio Investing Investments 271

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 233

Investing Clients Investments Risk Tolerance 233

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 228

Portfolio 228

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 261

Portfolio Commission Financial Advisor Marketing 261

Nerd's Eye View

JUNE 16, 2025

One common concern is that an advisor managing a $4M portfolio does not necessarily do twice the work of one managing a $2M portfolio, despite the fee being twice as high. Only firms using a flat fee structure, where a single rate applies to the entire portfolio regardless of size, use this kind of direct fee scaling.

Financial Advice 218

Financial Advice Financial Advisor Financial Planning Planning 218

Wealth Management

JUNE 17, 2025

Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar. While more than 60 asset managers have filed for dual-class share structures, many firms may never launch them, Ignites reports.

Investing 245

Investing Investments Financial Advisor Assets 245

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

Random Roger's Retirement Planning

JULY 2, 2025

A fun rabbit hole over the years has been the 75/50 portfolio devised by John Serrapere which he wrote about several times at the old IndexUniverse site. For anyone new, the big idea is for the portfolio to capture 75% of the upside with only 50% of the downside. Portfolio 2 has a normal, even if not heavy, allocation to equities.

Portfolio 59

Portfolio Numbers Taxes Clients 59

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 Investing Investments 238

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 227

Portfolio Investing Investments Marketing 227

Wealth Management

JUNE 25, 2025

RFG Advisory introduces a suite of actively managed ETFs designed to address clients' entire asset allocation portfolios, available to all advisors.

Asset Allocation 215

Asset Allocation Portfolio Assets Clients 215

Alpha Architect

MAY 30, 2025

Christian Goulding and Campbell Harvey, authors of the study "Investment Base Pairs," proposed a groundbreaking framework for portfolio construction that challenges traditional approaches in modern finance. Unlocking Cross-Asset Potential: A New Approach to Portfolio Construction was originally published at Alpha Architect.

Assets 95

Assets Portfolio Investing Investments 95

Calculated Risk

MAY 28, 2025

Asset Quality Metrics Remained Generally Favorable, Though Weakness in Certain Portfolios Persisted Past-due and nonaccrual (PDNA) loans, or loans that are 30 or more days past due or in nonaccrual status, fell 1 basis point from the prior quarter to 1.59 percent), weaknesses persisted in certain portfolios. percent of total loans.

Banking 251

Banking Numbers Portfolio Sales 251

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning 268

Estate Planning Marketing Marketing Wealth Management 268

Wealth Management

JUNE 23, 2025

Philadelphia Union captain Alejandro Bedoya discusses his diversified investment portfolio and financial advice for fellow athletes in professional sports.

Financial Advice 197

Financial Advice Portfolio Investing Investments 197

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 283

Wealth Management Asset Allocation Management Retail 283

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner 245

Financial Planner Retirement Retail Retirement Planning 245

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 235

Taxes Portfolio 235

Wealth Management

MAY 19, 2025

Maximize portfolio performance across borders. Learn how to protect clients from tax penalties and missed opportunities as international business travel increases.

Taxes 243

Taxes Financial Advisor Portfolio Clients 243

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 293

Portfolio Risk Management Taxes Management 293

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 263

Portfolio 263

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

Advisor Perspectives

JULY 1, 2025

In a recent newsletter, we explored the explosive growth of ETFs and the implications for portfolio construction. In this follow-up blog post, Lauren and I wanted to take that conversation a step further—diving deeper into how advisors can navigate the ever-expanding ETF universe while staying true to their investment philosophy.

Portfolio 52

Portfolio Investing Investments 52

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 315

Portfolio Management Economics Portfolio Assets 315

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

Wealth Management

JUNE 4, 2025

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.

Assets 169

Assets Clients Consulting Portfolio 169

Wealth Management

MARCH 11, 2025

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

Management 273

Management Investing Investments Portfolio 273

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.

Investing 146

Investing Investments Risk Tolerance Portfolio Management 146

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 286

Government Asset Allocation Wealth Management Assets 286

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 274

Portfolio 274