Wealth Management

JULY 23, 2025

CrossingBridge Advisors' David Sherman elaborates on the importance of protecting downside in investment portfolios and explains the concept of duration, its impact on investment strategies, the risk of low duration strategies, and the difference between duration and maturity.

Portfolio 207

Portfolio Investing Investments 207

Wealth Management

JULY 21, 2025

Zephyr's Ryan Nauman and Virtus Investment Partner's Barry Mandinach discuss the importance of having active and passive diversification, managing high concentration risks in portfolios, and uncovering truly differentiated active managers.

Portfolio 159

Portfolio Management Investing Investments 159

Wealth Management

JULY 2, 2025

The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt, according to a Tuesday filing with the Securities and Exchange Commission. The fund’s proposed fee is 0.22% — cheaper than any existing actively managed high-yield ETFs, data compiled by Bloomberg showed.

Planning 264

Planning Estate Planning Wealth Management Commission 264

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 262

Estate Planning Marketing Marketing Wealth Management 262

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 136

Portfolio Management Management Wealth Management Portfolio 136

Wealth Management

JUNE 23, 2025

For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Investors are most interested in getting advice on risk assessment and risk management strategies from their advisors (50%). Another 39% cited long-term capital appreciation.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Abnormal Returns

JUNE 30, 2025

kitces.com) Jess Bost and Mark Newfield talk with Matt Hobson of Eagle Wealth Management. podcasts.apple.com) Jeff Malec talks wealth management with Kevin Jamali, Senior Vice President at Farther. wealthmanagement.com) Push vs. pull: who really wants alternatives in individual investor portfolios? Jeffrey Brown.

Wealth Management 173

Wealth Management Financial Advisor Management Portfolio 173

Wealth Management

JULY 8, 2025

About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

Wealth Management 221

Wealth Management Estate Planning Compliance Clients 221

Wealth Management

JULY 2, 2025

Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.

Wealth Management 168

Wealth Management Estate Planning Planning Clients 168

Truemind Capital

APRIL 4, 2025

It helped me learn about the possibilities of AI use in wealth management. Many wealth management outfitsin the US have started using AI in their operations and basic level of advice. Even in India, many firms use algorithms to suggest investment options and portfolio allocation.

Wealth Management 59

Wealth Management Management Asset Allocation Investing 59

Abnormal Returns

JULY 21, 2025

riabiz.com) RWM Ritholtz Wealth Management is looking for a wealth management professional who has experience working with ultra-high net work families. finfluential.substack.com) A review of "The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy" by Phillip Toews.

Wealth Management 147

Wealth Management Estate Planning Tax Planning Wealth Advisor 147

Yardley Wealth Management

FEBRUARY 18, 2025

The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 136

Wealth Management Marketing Marketing Tax Planning 136

Wealth Management

JUNE 27, 2025

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We It has become a challenge to keep up with new rollouts.

Wealth Management 166

Wealth Management Estate Planning Startup Financial Planning 166

Wealth Management

JULY 1, 2025

Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity. Bay Area Firm Consilium Wealth Management joins Steward’s legacy division, which supports established teams seeking long-term succession and continuity.

Wealth Management 180

Wealth Management Estate Planning Clients Planning 180

Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. Related: The Diamond Podcast for Financial Advisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system.

Wealth Management 154

Wealth Management Estate Planning Financial Advisor Clients 154

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 147

Portfolio Wealth Management Clients Management 147

Wealth Management

JUNE 30, 2025

Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. We believe that this integration will further strengthen our competitive advantage by building deeply personalized client portfolios, focusing on what is unique to each client.

Management 154

Management Wealth Management Estate Planning Clients 154

Nerd's Eye View

NOVEMBER 22, 2024

Further, amidst grumbling from some firms, incoming CEO Rick Wurster reiterated a pledge that Schwab (which offers its own direct wealth management services) will not seek to compete for clients with RIAs on its platform, seeing opportunities to pursue prospective clients currently unserved by either group.

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, The screens are simple, clean and raising the most important things to my eyes.’ I have a handful of stories like that. again, is about looking at the full technology stack.

Wealth Management 154

Wealth Management Estate Planning Clients Planning 154

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. awealthofcommonsense.com) Everyone wants into the wealth management business and it is attracting new class of entrants.

Wealth Management 147

Wealth Management Financial Advice Portfolio Management Consulting 147

The Big Picture

JUNE 27, 2025

Be sure to check out our Masters in Business next week with Kate Moore , Chief Investment Officer of Citi Wealth ; responsible for overseeing investments, portfolio strategy and asset allocation for the trillion dollars Citi Wealth manages.

Investing 130

Investing Investments Asset Allocation Wealth Management 130

Wealth Management

JULY 11, 2025

Industry-wide, model portfolios contain $7.7 trillion in assets and are projected to grow 15% annually to $13.2 trillion by 2029, according to a Broadridge Financial report.

Portfolio 154

Portfolio Assets 154

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 233

Investing Investments Financial Advisor Assets 233

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

Abnormal Returns

JULY 7, 2025

youtube.com) Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in modern portfolios. youtube.com) Barry Ritholtz talks with Kate Moore, chief investment officer at Citi Wealth.

Certification 162

Certification Retirement Clients Portfolio 162

A Wealth of Common Sense

JULY 17, 2025

A Wealth of Common Sense --> A Wealth of Common Sense Home About Invest with Ben My Books Animal Spirits Podcast Speaking --> CFA or CFP? Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management.

CFP 73

CFP Wealth Management Advertising Portfolio Management 73

Wealth Management

JULY 21, 2025

Morningstar conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. JPMorgan analysts are moving beyond traditional stock coverage and beginning to look at private firms, starting with OpenAI. These are among the investment must-reads we found this week for financial advisors.

Investing 180

Investing Investments Financial Advisor Portfolio 180

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 202

Asset Allocation Portfolio Assets Clients 202

Abnormal Returns

JUNE 16, 2025

semafor.com) The model portfolio business continues to take share. wsj.com) Practice management There is a big difference between being an adviser an running an advisory business. (nadig.com) The biz Blackrock ($BLK) will soon an indirect majority stake in Lido Advisors.

Estate Planning 162

Estate Planning Compliance Engineering Retirement 162

Wealth Management

JULY 10, 2025

Advisor Anna Rathbun goes live with Grenadilla Advisory, a Cleveland-based RIA specializing in creating personalized alternative investment portfolios for clients.

Portfolio 246

Portfolio Clients Investing Investments 246

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government 283

Government Asset Allocation Wealth Management Assets 283

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Wealth Management

JUNE 12, 2025

The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax Wealth Management, speaking at the Wealth Management Edge conference this week in Boca Raton, Fla.

Assets 142

Assets Management Wealth Management Risk Management 142

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.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

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 168

Assets Clients Consulting Portfolio 168

Validea

OCTOBER 28, 2024

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52