Abnormal Returns

APRIL 12, 2024

Audio The head of the world's largest sovereign wealth fund also hosts a podcast. axios.com) You can now listen to Substack podcasts on Spotify ($SPOT). podcasts.apple.com) Finance Barry Ritholtz speaks to Samara Cohen, senior managing director at BlackRock Inc. engadget.com) Is Theo Von the new Joe Rogan?

Investing 215

Investing Investments Management 215

Abnormal Returns

MARCH 15, 2024

Crypto How spot Bitcoin ETFs are managed in real life. davenadig.substack.com) Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 228

Financial Advising Food Startup Wealth Management 228

Abnormal Returns

FEBRUARY 26, 2024

Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. who is the Founder of Illuminate Wealth Management about how to fund your RIA. riabiz.com) Alts How to talk to your clients about alternative investments. open.spotify.com) Michael Kitces talks with Ben Hockema.

Wealth Management 265

Wealth Management Financial Services Retail Insurance 265

Abnormal Returns

FEBRUARY 5, 2024

Podcasts Thomas Kopelman and Jacob Turner talk about how they manage their own finances. podcasts.apple.com) Steve Chen talks with Brian Portnoy, founder of Shaping Wealth, about forming a holistic approach to wealth. kitces.com) The latest in advisortech including Flourish launching a new annuity platform.

Compliance 216

Compliance Taxes Management Investing 216

The Big Picture

DECEMBER 7, 2023

I’m very excited to tell you about my new podcast: At the Money. Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. That innovation helped to raise the bar for financial podcasts. If so, is that always true?

Investing 152

Investing Investments Portfolio Management 152

Abnormal Returns

MAY 8, 2023

Podcasts Michael Kitces talks with Jake Northrup, Founder of Experience Your Wealth, about scaling his practice. kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. wealthmanagement.com) Daniel Crosby talks with Michael Thomas Jr.

Wealth Management 224

Wealth Management Estate Planning Taxes Valuation 224

The Reformed Broker

NOVEMBER 19, 2022

We made some industry news this week with the hiring of Ritholtz Wealth Management’s first President. You can read about it at Investment News here. Check it out below or wherever fine podcasts are played. . And if you haven’t subscribed yet, don’t wait.

Wealth Management 268

Wealth Management Management Investing Investments 268

Abnormal Returns

JANUARY 22, 2024

Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments.

Wealth Management 159

Wealth Management Estate Planning Startup Retirement 159

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

Wealth Management 161

Wealth Management Media Portfolio Management Retail 161

Abnormal Returns

NOVEMBER 29, 2023

Podcasts Christine Benz and Jeff Ptak talk with Tiffany Aliche, author of the new book "Made Whole: The Practical Guide to Reaching Your Financial Goals." morningstar.com) Christine Benz and Jeff Ptak talk with Mike Moran, managing director and pension strategist for Goldman Sachs ($GS) about the state of retirement preparedness.

Retirement 259

Retirement Retirement Planning Budgeting Portfolio 259

The Big Picture

FEBRUARY 16, 2024

He was executive vice president of the Markets Group at the New York Fed, where he also managed the System Open Market Account. Previously, he was chief US economist at Goldman Sachs (the firm’s first) as well as a partner and managing director. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 152

Wealth Management Banking Portfolio Management Management 152

Abnormal Returns

SEPTEMBER 1, 2023

The biz For some people podcasts have been the soundtrack of their everyday lives. washingtonpost.com) The top 10 podcasts for CEOs in 2023 including 'How I Built This.' readwrite.com) Ten of the best science and technology podcasts including 'Science Vs.' (newscientist.com) Five evergreen podcasts including 'Gastropod.'

Wealth Management 240

Wealth Management Management Investing Investments 240

Abnormal Returns

DECEMBER 4, 2023

Podcasts Daniel Crosby talks with Ali McCarthy. Ali is a corporate marketing advisor who has seen many sides of the wealth management business. kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). investmentnews.com) Everyone seemingly agrees that wealth management needs more women.

Wealth Management 201

Wealth Management Financial Advice Financial Advising Communication 201

The Big Picture

SEPTEMBER 3, 2022

The signs of volatility were increasing in December 2021 and the NYSE was able to manage the massive influx of orders and messages — half a trillion buy and sell messages per day with a 30 microsecond response time. All of our earlier podcasts on your favorite pod hosts can be found here. Lynn Martin’s Favorite Books.

Wealth Management 299

Wealth Management Accounting Banking Management 299

The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

Management 245

Management Portfolio Management Portfolio Assets 245

Abnormal Returns

JUNE 2, 2023

The biz Consolidation is here, again, as independent podcast companies sell out. bloomberg.com) Ad buyers love podcasts, especially business-focused ones. morningstar.com) Cameron Passmore and Benjamin Felix talk with Nick Maggiulli about his book "Just Keep Buying: Proven Ways to Save Money and Build Your Wealth."

Portfolio Management 237

Portfolio Management Management Numbers Portfolio 237

The Big Picture

MAY 11, 2023

This year, we are upping the ante, with more guests speakers, more live podcast recordings, and more fun! 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. Its only 4 months away!

Wealth Management 152

Wealth Management Portfolio Management Management Investment Advisor 152

Abnormal Returns

JUNE 26, 2023

Podcasts Ashby Daniels talks about turning vague customer desires into clear goals. standarddeviationspod.com) Michael Kitces talks about the challenges of retirement with Tony Hixon who is the Co-founder and COO for Hixon Zuercher Capital Management. investmentnews.com) The biz a16z is shifting more into wealth management.

Wealth Management 224

Wealth Management Compliance Retirement Management 224

Nerd's Eye View

APRIL 9, 2024

Welcome to the 380th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andrew Leonard. Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households.

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

The Big Picture

NOVEMBER 18, 2023

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. Altimeter manages a variety of venture and public funds and serves as a long-term partner to companies as they enter the public markets. Twitter here).

Investing 152

Investing Investments Government Economy 152

The Big Picture

SEPTEMBER 10, 2022

This week, we speak with Kristen Bitterly Michell, Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. She leads the investments organization for Citi Global Wealth in North America. All of our earlier podcasts on your favorite pod hosts can be found here.

Financial Advice 189

Financial Advice Clients Investing Investments 189

Abnormal Returns

JULY 31, 2023

Podcasts Jason Wenk and Dasarte Yarnway spoke with Justin Castelli of RLS Wealth about finding freedom, independence and growth. altruist.com) Daniel Crosby talks with Neil Bage who is the co-founder of Shaping Wealth about adviser self-care. riabiz.com) Savvy Wealth is pushing hard on the AI front.

Financial Planner 206

Financial Planner Estate Planning Portfolio Management Retirement 206

Abnormal Returns

MAY 17, 2023

Podcasts Peter Lazaroff on the problem with bond index funds. thomaskopelman.com) Your home improvements are not an investment. humbledollar.com) Books Five books for investing novices including "The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing" by Michael J. Mauboussin.

Insurance 217

Insurance Taxes Investing Investments 217

Abnormal Returns

DECEMBER 11, 2023

Podcasts Daniel Crosby talks 'respecting reality' with the head of Black Flag Venture, a boutique creative and marketing consulting firm. standarddeviationspod.com) Cameron Passmore and Benjamin Felix talk with James Grubman author of "Wealth 3.0: The Future of Family Wealth Advising." wealthmanagement.com)

Financial Planner 146

Financial Planner Financial Advising Financial Planning Budgeting 146

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Abnormal Returns

JUNE 28, 2023

Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." Meir Statman. cnbc.com) Robo-advisors Robo-advisors, ranked.

Retirement Planning 209

Retirement Planning Estate Planning Retirement Wealth Management 209

The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

Compliance 286

Compliance Wealth Management Consulting Management 286

Abnormal Returns

JULY 24, 2023

Podcasts Stephen Clapham talks with Beth Lilly about value investing and managing a family office. content.schwab.com) Family offices Alternative managers, like Apollo ($APO), are focusing more on the family office market. investmentnews.com) Savvy Wealth is leaning into AI-driven tools. investmentnews.com)

Valuation 198

Valuation Communication Financial Planning Management 198

Abnormal Returns

SEPTEMBER 5, 2022

Podcasts Michael Kitces talks with Ed Coambs who is the founder of Healthy Love & Money, a financial therapy practice. bloomberg.com) Daniel Crosby talks "all duration investing" with Cullen Roche who is the Founder and Chief Investment Officer of Discipline Funds. riabiz.com) How RIA deal structures are changing.

Wealth Management 203

Wealth Management Communication Retirement Management 203

The Big Picture

AUGUST 19, 2023

He has authored numerous books, including the NYT bestseller The World According to Star Wars as well as “ Nudge: Improving Decisions About Health, Wealth and Happiness ” (written with Richard H. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Economics 246

Economics Management Investing Investments 246

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

Planning 243

Planning Financial Advice Wealth Management Math 243

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., axios.com) Advisers Add Arta Finance to the list of tech-focused wealth startups.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 130

Nerd's Eye View

FEBRUARY 6, 2024

Welcome to the 371st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Savir. Welcome everyone! David is the Co-Founder and CEO of Element Pointe Family Office, a Fee-Only RIA based in Miami, Florida that oversees almost $1.6 billion in assets under advisement for 50 client households.

Financial Advisor 130

Financial Advisor Clients Fee Only Planning 130

Abnormal Returns

JANUARY 20, 2023

The biz The podcasting business has downshifted. hollywoodreporter.com) Why podcasters need to have a video strategy. morningconsult.com) Why the All-In podcast has become a must-listen for Muskophiles. bloomberg.com) Howard Lindzon talks with Pranav Kanade who is the Portfolio Manager of VanEck Digital Assets Alpha Fund.

Advertising 209

Advertising Medical Portfolio Management Engineering 209

Abnormal Returns

APRIL 26, 2023

Podcasts Christine Benz and Jeff Ptak talk with Jill Schlesinger author of "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life." morningstar.com) Peter Lazaroff talks 'simple investing' with Rick Ferri. peterlazaroff.com) Morgan Housel on what our brains really want.

Risk Management 212

Risk Management Accounting Management Investing 212

Nerd's Eye View

MAY 2, 2023

Welcome back to the 331st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jake Northrup. Jake is the Founder of Experience Your Wealth, an independent RIA based in Bristol, Rhode Island, that advises 78 client households with a 3-person team supporting more than $550,000 of ongoing revenue.

Financial Advisor 213

Financial Advisor Financial Planning Clients Planning 213

Abnormal Returns

AUGUST 2, 2023

Podcasts Douglas Boneparth and Morgan Housel talk with Ben Carlson about why doing nothing can often be the best strategy. humbledollar.com) Investing Are younger investors too conservative? morningstar.com) Some investment red flags, including high fees. morningstar.com) How to manage an inherited IRA.

Retirement 202

Retirement Taxes Investing Investments 202