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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

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Alternative Investments

Apollo Aims to Grow Global Wealth Assets to $150B by 2029 Apollo Aims to Grow Global Wealth Assets to $150B by 2029

byDavid Bodamer

Oct 1, 2024

1 Min Read

Wealth Management Invest Podcast Fidelity Investments Mike Scarsciotti

Wealth Management Invest: Trends in Advisor Portfolio Construction Wealth Management Invest: Trends in Advisor Portfolio Construction

byDavid Bodamer

Sep 30, 2024

All from David Bodamer

Summit Financial Office RIA news

Summit Financial Stakes 2 RIAs With $470M in Assets

Summit Financial Stakes 2 RIAs With $470M in Assets

byDavid Bodamer, Executive Editor, Investments

Macquarie office building

Alternative Investments

Macquarie Subsidiary to Pay $80M SEC Fine for Overvaluing Assets

Macquarie Subsidiary to Pay $80M SEC Fine for Overvaluing Assets

byDavid Bodamer, Executive Editor, Investments

Federal Reserve Chairman Jerome Powell rate cut

Advisors Focus on Equities, Longer-Term Bonds Amid Fed's Rate Cut

Advisors Focus on Equities, Longer-Term Bonds Amid Fed's Rate Cut

byElaine Misonzhnik, David Bodamer

Regulation & Compliance

Broker/Dealer First Horizon Hit with Reg BI Violation Over Structured Notes Recommendations

Broker/Dealer First Horizon Hit with Reg BI Violation Over Structured Notes Recommendations

byDavid Bodamer, Executive Editor, Investments

Morningstar

Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds

Morningstar Methodology Change to Alter Ratings for Nearly One-Fifth of Funds

byDavid Bodamer, Executive Editor, Investments

Wealth Management Invest podcast Joan Solotar Blackstone private markets

Alternative Investments

Wealth Management Invest: Private Market Insights with Blackstone’s Joan Solotar

Wealth Management Invest: Private Market Insights with Blackstone’s Joan Solotar

byDavid Bodamer, Executive Editor, Investments

BlackRock office

Alternative Investments

BlackRock, Partners Group Launch Private Markets Model Portfolio for Wealth Market

BlackRock, Partners Group Launch Private Markets Model Portfolio for Wealth Market

byDavid Bodamer, Executive Editor, Investments

Wealth Enhancement Group

Wealth Enhancement Group Acquires $1.3B Hybrid RIA

Wealth Enhancement Group Acquires $1.3B Hybrid RIA

byDavid Bodamer, Executive Editor, Investments

jerome powell

Alternative Investments

Anticipation for Rate Cuts, Strong Q2 Performance Fuel a REIT Rally

Anticipation for Rate Cuts, Strong Q2 Performance Fuel a REIT Rally

byDavid Bodamer, Executive Editor, Investments

Morningstar

Morningstar Grapples with What Investors Value in a Financial Advisor

Morningstar Grapples with What Investors Value in a Financial Advisor

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

Non-Traded BDCs Surpass $20B in Retail Fundraising

Non-Traded BDCs Surpass $20B in Retail Fundraising

byDavid Bodamer, Executive Editor, Investments

businesspeople investing

Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

Morningstar: Investors Mistiming Purchases and Sales Miss Out on Fund Returns

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

TPG, Apollo Prep Fund Launches for Retail Investors

TPG, Apollo Prep Fund Launches for Retail Investors

byDavid Bodamer, Executive Editor, Investments

Morgan Stanley

Report: Morgan Stanley OKs Advisors to Pitch Spot Bitcoin ETFs

Report: Morgan Stanley OKs Advisors to Pitch Spot Bitcoin ETFs

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

KKR: Fundraising from Wealth Channel Accelerates

KKR: Fundraising from Wealth Channel Accelerates

byDavid Bodamer, Executive Editor, Investments

Natixis Nick Elward ETFs

Q&A: Taking Stock of the ETF Market with Natixis’ Nick Elward

Q&A: Taking Stock of the ETF Market with Natixis’ Nick Elward

byDavid Bodamer, Executive Editor, Investments

Bradford Smithy and Robert Tamarkin Elevation Point

Elevation Point Adds Two UBS Execs as Founding Partners

Elevation Point Adds Two UBS Execs as Founding Partners

byDavid Bodamer, Executive Editor, Investments

Wealth Management Invest podcast Jack Shannon Morningstar active ETFs

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

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

byDavid Bodamer, Executive Editor, Investments

Blackstone

Alternative Investments

Blackstone Reports Raising $7.5B in Wealth Products in Q2

Blackstone Reports Raising $7.5B in Wealth Products in Q2

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

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

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

byDavid Bodamer, Executive Editor, Investments

REITs

Alternative Investments

Where Public REITs Stand at Midyear

Where Public REITs Stand at Midyear

byDavid Bodamer, Executive Editor, Investments

Morningstar

Alternative Investments

Private Assets Front and Center at Morningstar Investment Conference

Private Assets Front and Center at Morningstar Investment Conference

byDavid Bodamer, Executive Editor, Investments

Dimensional Fund Advisors signage

Dimensional Fund Advisors Set to Launch UMA Platform

Dimensional Fund Advisors Set to Launch UMA Platform

byDavid Bodamer, Executive Editor, Investments

Russell Investments office

Alternative Investments

Russell Investments Expands SMA Options

Russell Investments Expands SMA Options

byDavid Bodamer, Executive Editor, Investments

Wealth Management Invest Podcast Jake Miller Opto Investments private markets alternative investments

Alternative Investments

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

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

byDavid Bodamer, Executive Editor, Investments

U.S. Capitol dollars overlap estate tax

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

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

byDavid Bodamer, Executive Editor, Investments

construction real estate REITs

Alternative Investments

Publicly Traded REITs Bounced Back in May

Publicly Traded REITs Bounced Back in May

byDavid Bodamer, Executive Editor, Investments

Cohen & Steers office

Cohen & Steers Appoints New Head of Wealth Channel Distribution

Cohen & Steers Appoints New Head of Wealth Channel Distribution

byDavid Bodamer, Executive Editor, Investments

Beacon Pointe Acquires $775M RIA Joslin Capital

Beacon Pointe Acquires $775M RIA Joslin Capital

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

Mercer Expands Private Market Access with Launch of Aspen Partners

Mercer Expands Private Market Access with Launch of Aspen Partners

byDavid Bodamer, Executive Editor, Investments

WM Investment Podcast WEG Doug Huber

Alternative Investments

Wealth Management Invest: Wealth Enhancement Group's Approach to Private Investments

Wealth Management Invest: Wealth Enhancement Group's Approach to Private Investments

byDavid Bodamer, Executive Editor, Investments

Question mark on a stack of dollars with investing chart background

Alternative Investments

Uncertainty Around Interest Rates Takes its Toll on REITs

Uncertainty Around Interest Rates Takes its Toll on REITs

byDavid Bodamer, Executive Editor, Investments

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi

byDavid Bodamer, Rob Burgess