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David Bodamer

David Bodamer

Executive Editor, Investments

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

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.

Latest from David Bodamer

stock market model portfolios

Investing Strategies

Morningstar: Advisor Use of Custom Model Portfolios Rises Advisor Use of Custom Model Portfolios Rises

byDavid Bodamer

Feb 11, 2025

2 Min Read

dollars percent interest rates REITs

Q&A: Public REITs Can Weather Higher Interest Rates Q&A: Public REITs Can Weather Higher Interest Rates

byDavid Bodamer

Feb 10, 2025

7 Min Read

All from David Bodamer

Cohen & Steers office

Cohen & Steers Enters ETF Arena

Cohen & Steers Enters ETF Arena

byDavid Bodamer, Executive Editor, Investments

digital investing tablet direct indexing rebalancing

Investing Strategies

Direct Indexing Platform Frec Adds Portfolio Allocation Feature

Direct Indexing Platform Frec Adds Portfolio Allocation

byDavid Bodamer, Executive Editor, Investments

dollar investing chart

Alternative Investments

Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline

Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline

byDavid Bodamer, Executive Editor, Investments

CIOs Wrestle with DeepSeek Fallout

CIOs Wrestle with DeepSeek Fallout

byDavid Bodamer, Executive Editor, Investments

Brandon Thomas, co-founder and co-chief investment officer at Envestnet

Investing Strategies

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

byDavid Bodamer, Executive Editor, Investments

LPL Financial

Regulation & Compliance

LPL Financial Hit with Anti-Money Laundering Violations

LPL Financial Hit with Anti-Money Laundering Violations

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

Nareit: REITs Should be Viewed as Real Estate, Not Equities

Nareit: REITs Should be Viewed as Real Estate, Not Equities

byDavid Bodamer, Executive Editor, Investments

Lindsey Strawhecker Dynasty Financial Partners

Dynasty Adds Raymond James Veteran to Lead Transitions

Dynasty Adds Raymond James Veteran to Lead Transitions

byDavid Bodamer, Executive Editor, Investments

iCapital Network CEO Lawrence Calcano

Alternative Investments

2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption

2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption

byDavid Bodamer, Executive Editor, Investments

Wealth Management Invest Podcast Robert Collins Partners Group alternative investments

Alternative Investments

Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

byDavid Bodamer, Executive Editor, Investments

Skyline investing data

Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs

A Favorable 2025 Outlook for REITs

byDavid Bodamer, Executive Editor, Investments

Ten to Watch 2025

Insights & Analysis

The Ten to Watch in 2025

Ten to Watch in 2025

+4

byDiana Britton, David Bodamerand 4 more

LPL Financial company sign

LPL Wins $540M Group from Osaic

LPL Wins $540M Group from Osaic

byDavid Bodamer, Executive Editor, Investments

Vanguard Group company sign

Vanguard Launches New Advice and Wealth Management Division

Vanguard Launches Advice, Wealth Management Division

byDavid Bodamer, Executive Editor, Investments

Stephanie Drescher

Ten to Watch in 2025: Stephanie Drescher

Ten to Watch in 2025: Stephanie Drescher

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

byDavid Bodamer, Executive Editor, Investments

Nasdaq

Dynasty Forges Partnership with Nasdaq Private Market

Dynasty Forges Partnership with Nasdaq Private Market

byDavid Bodamer, Executive Editor, Investments

Dhruv Nagrath, director and fixed-income product strategist at BlackRock

Q&A: BlackRock's Dhruv Nagrath on the Outlook for Fixed-Income ETFs

Q&A: BlackRock's Dhruv Nagrath on the Outlook for Fixed-Income ETFs

byDavid Bodamer, Executive Editor, Investments

Blackstone Bolsters Private Wealth Leadership

Alternative Investments

Blackstone Bolsters Private Wealth Leadership

Blackstone Bolsters Private Wealth Leadership

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

The Top 20 Evergreen Investments Fundraisers in 2024

The Top 20 Evergreen Investments Fundraisers in 2024

byDavid Bodamer, Executive Editor, Investments

Wealth Management Invest Podcast David Levi Brookfield

Alternative Investments

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

byDavid Bodamer, Executive Editor, Investments

SEI

Alternative Investments

SEI Adds New SMAs to Product Lineup

SEI Adds New SMAs to Product Lineup

byDavid Bodamer, Executive Editor, Investments

real estate data REITs

Alternative Investments

How Investors Use REITs to Round Out Real Estate Strategies

How Investors Use REITs to Round Out Real Estate Strategies

byDavid Bodamer, Executive Editor, Investments

Stock market trader Trump hat

Advisors Urge Patience Before Adjusting Portfolios in Response to Trump Win

Advisors Urge Patience Before Adjusting Portfolios in Response to Trump Win

byDavid Bodamer, Executive Editor, Investments

George Stephan Franklin Templeton

Alternative Investments

Franklin Templeton Hire Doubles Down on Wealth Channel

Franklin Templeton Hire Doubles Down on Wealth Channel

byDavid Bodamer, Executive Editor, Investments

pie charts active and passive investments WMIQ research

WMIQ: How Advisors Balance Passive, Active Strategies

WMIQ: How Advisors Balance Passive, Active Strategies

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

KKR, Capital Group File to Launch Two Joint Funds

KKR, Capital Group File to Launch Two Joint Funds

byDavid Bodamer, Executive Editor, Investments

Brendan McCurdy Ares Capital Management

Alternative Investments

Q&A: What’s Next in Sports Investment

Q&A: What’s Next in Sports Investment

byDavid Bodamer, Executive Editor, Investments

SUBSCRIBE Chairman, CEO and founder Rafay Farooqui

Alternative Investments

Q&A: What Makes SUBSCRIBE Tick

Q&A: What Makes SUBSCRIBE Tick

byDavid Bodamer, Executive Editor, Investments

Wisdomtree office

SEC Fines WisdomTree $4M for Greenwashing ESG ETFs

SEC Fines WisdomTree $4M for Greenwashing ESG ETFs

byDavid Bodamer, Executive Editor, Investments

Wealth Management Invest Podcast StepStone Private Wealth Bob Long

Alternative Investments

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone's Bob Long

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone's Bob Long

byDavid Bodamer, Executive Editor, Investments

Raymond James

Raymond James Snags $1.1B Las Vegas Team

Raymond James Snags $1.1B Las Vegas Team

byDavid Bodamer, Executive Editor, Investments

real estate REITs investing

Alternative Investments

Public REIT Total Returns Are Up 40% Since October 2023

Public REIT Total Returns Are Up 40% Since October 2023

byDavid Bodamer, Executive Editor, Investments