Growth, pricing, technology and talent: how successful advisory firms are built and run. Picked by our desks.
13 videos and podcasts · new this week: 13
For wealth professionals, it offers a historical frame for non-portfolio factors that shape financial outcomes and includes discussion of the rise of financial advising as a profession.
For wealth professionals, it frames index exposure as something to examine beneath headline performance, including unintended AI concentration in portfolios. It also discusses portfolio construction and active management choices in the context of market concentration.
It is a practice-building conversation rather than a markets one, covering how an advisor's background and family partnership shaped her team and client base. Advisors thinking about how they present their own story and structure their practice may find the career path and client-relationship discussion relevant.
For advisors weighing how rate headlines affect client conversations, the clip offers PIMCO's framing of starting yields as the focal point.
For wealth professionals advising founders or executives with concentrated private-company equity, the video frames the pre-transaction decisions that can affect tax, liquidity, and ownership structure. It may be useful as a high-level overview of the planning topics to raise before a liquidity event.
The episode is a first-person account of a career break and a structured reentry route back into an asset management role. For wealth professionals involved in hiring, team building or their own career planning, it describes how one large manager frames that path and the issues a returning employee raises.
Advisors fielding client questions about election-year politics get a concise framing of one firm's argument that political outcomes matter less to markets than investors assume. It is also a prompt for discussing how political risk aversion can shape client behavior around elections.
New manager videos, podcasts and our own running an ria stories on My Desk and in your morning edition.
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