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
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.
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
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.
For wealth professionals, the episode offers a framework for discussing dividend equities with clients who want equity exposure and income characteristics. It also raises questions about cash return, buybacks and capital allocation that can inform portfolio conversations.
New manager videos, podcasts and our own running an ria stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
