Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

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The Big Picture

JUNE 24, 2025

Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years.

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Abnormal Returns

JULY 21, 2025

finfluential.substack.com) A review of "The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy" by Phillip Toews. (youtube.com) Investing RIAs are bypassing investments in venture capital for private debt and equity. morningstar.com) On the state of the direct indexing space.

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Wealth Management Estate Planning Wealth Advisor Tax Planning 147

The Big Picture

JUNE 30, 2025

As promiosed, here is the full video of the conversation The panelists on the Emerging Managers Panel were: Matthew Cherwin: Co-Founder & CIO, Marek Capital Management Imran Khan: Founder & CIO, Proem Asset Management Matt Jozoff: Co-CEO & Portfolio Manager, Trevally Capital Hear from new and emerging fund leaders on the opportunities and (..)

Management 144

Management Portfolio Management Portfolio Assets 144

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.

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Portfolio Management Economics Portfolio Assets 312

Wealth Management

JUNE 20, 2025

Naomi Win Orion Wealth Management EDGE WealthTech Our Technology Columnists Takeaways from Wealth Management EDGE Tech Takeaways from Wealth Management EDGE Jun 20, 2025 WealthTech The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish The WealthStack Podcast: The Future of Personalized Portfolio Management with (..)

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Wealth Management Management Financial Advisor Clients 187

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Wealth Management 141

Wealth Management Management Financial Advisor Estate Planning 141

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 173

Food Portfolio Management Portfolio Management 173

Advisor Perspectives

JUNE 30, 2025

One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions.

Portfolio 49

Portfolio Portfolio Management Management 49

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 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 141

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Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system.

Wealth Management 159

Wealth Management Estate Planning Financial Advisor Clients 159

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 167

Startup Portfolio Management Management Portfolio 167

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 147

Wealth Management Financial Advice Portfolio Management Consulting 147

Advisor Perspectives

MAY 23, 2025

Investors should always be attuned to inflation risk, but it seems pronounced in this moment. How should your clients adjust behavior and investments?

Portfolio Management 49

Portfolio Management Portfolio Management Clients 49

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

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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

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

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Retirement Asset Allocation Taxes Portfolio 85

Don Connelly & Associates

NOVEMBER 11, 2024

Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions. The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions.

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Financial Advising Portfolio Management Financial Planning Financial Advisor 52

Validea

NOVEMBER 9, 2024

Their success over many decades isn’t due to making lucky market calls, but rather to a consistent investment process that includes fundamental research, multiple portfolio managers, and a long-term focus. Their process has helped them navigate various market cycles successfully.

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Investments Investing Media Portfolio Management 52

Validea

DECEMBER 17, 2024

Whether you’re a professional investor or managing your personal portfolio, this episode offers important insights into how to think about markets and risk in a systematic way.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

JULY 4, 2025

We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfolio manager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.

Wealth Management 184

Wealth Management Portfolio Management Consulting Banking 184

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 (..)

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Clients Portfolio Management Numbers Retail 130

Advisor Perspectives

JUNE 24, 2025

Portfolio Managers John Kerschner and John Lloyd and Client Portfolio Manager Steve Preikschat investigate the case for multisector bond funds as a core fixed income allocation.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

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. Are all answered in our conversation.

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Taxes Portfolio Management Investing 144

Yardley Wealth Management

AUGUST 20, 2024

Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments. A well-diversified portfolio can help cushion the blow during periods of volatility and provide a more stable foundation for your long-term financial goals.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

International College of Financial Planning

JULY 9, 2025

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025.

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CFP Wealth Management Certification Asset Allocation 40

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention.

Wealth Management 173

Wealth Management Estate Planning Planning Clients 173

Tobias Financial

APRIL 8, 2025

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. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Advisor Perspectives

JUNE 24, 2025

CEFs stand out due to their fixed capital structure, allowing portfolio managers to focus on long-term investment strategies without the need to manage daily inflows and outflows.

Investments 59

Investments Investing Portfolio Management Portfolio 59

WiserAdvisor

JULY 9, 2025

Many people have managed their own investment portfolios and have seen great results. In simple terms, self-investing refers to managing your investments entirely on your own, without hiring a financial advisor or any other professional. If you want to review your portfolio during your lunch break, go ahead! No problem!

Financial Advisor 59

Financial Advisor Investments Investing Asset Allocation 59

Advisor Perspectives

JUNE 6, 2025

Kristofer Kraus, portfolio manager and co-lead of PIMCO’s asset-based finance business, charts the nuances behind the overall resilience of U.S. consumers – and explains how these insights shape lending and investment strategies.

Portfolio Management 52

Portfolio Management Portfolio Assets Management 52

Validea

DECEMBER 20, 2024

” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

Risk Management 52

Risk Management Portfolio Management Management Economics 52

A Wealth of Common Sense

JULY 17, 2025

But I was looking exclusively for portfolio management roles. I was working in the institutional investment management space, not wealth management. Obviously, investment management plays a huge role in the financial planning process but it’s certainly not the only thing advisors help their clients with.

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CFP Wealth Management Advertising Portfolio Management 73

Validea

FEBRUARY 14, 2025

In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them to succeed during a time when many other value investors have failed.

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Management Portfolio Management Government Valuation 52

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Validea

JANUARY 23, 2025

Rob discusses his thought-provoking article “50 Years of Innovation, Myth Making and Myth Busting,” written for the 50th anniversary of the Journal of Portfolio Management.

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