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GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Nov 22, 2024

Wells Fargo’s Head of Advisor Recruiting Exits

Nov 21, 2024

Former Wells Fargo Advisor Pleads Guilty to Stealing $3M+ from Clients

Nov 21, 2024

$600M Montana RIA Moves Custody to SEI From Schwab

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How to Set Up Your Business to Maximize Enterprise Value

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Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

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How Well Do You Remember 2019?

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The 20 Most Future-Ready Large Cities in the U.S.

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David Bodamer

Editorial Director, WMRE

@davidbodamer [email protected] WMRE

David’s Recent activity

Elevation Point Adds Two UBS Execs as Founding Partners

Jul 25, 2024

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

Wealth Management Invest: Accessing Active ETFs, Live From the Morningstar Conference

Jul 23, 2024

Morningstar's Jack Shannon discusses the nuances of active ETFs and whether they deliver on their promises.

Blackstone Reports Raising $7.5B in Wealth Products in Q2

Jul 18, 2024

The alternative asset investment behemoth also teased two new strategies aimed at wealth clients to launch in 2025.

Stanger: Interval Funds on Pace for $27B in Capital Formation for 2024

Jul 12, 2024

Interval funds continue to raise cash from investors, and new managers are launching products briskly.

Where Public REITs Stand at Midyear

Jul 08, 2024

REIT total returns rose for the second straight month and are approaching a break-even point for the year.

Private Assets Front and Center at Morningstar Investment Conference

Jun 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Dimensional Fund Advisors Set to Launch UMA Platform

Jun 26, 2024

The new product builds off its previous SMA platform and will support the use of third-party ETFs.

Russell Investments Expands SMA Options

Jun 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Wealth Management Invest: Investing in Private Markets With a Fiduciary-First Approach

Jun 17, 2024

Opto Investments' Jake Miller provides insights on the current state and future trends within private investments.

Want to Invest Like a Member of Congress? Tuttle to Launch an ETF for That

Jun 13, 2024

The Tuttle Capital Congressional Trading ETF will base its holdings on the current investments of members of Congress and their families.

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