Nate Novick

Managing portfolios can be time-consuming, especially for advisors seeking a better a balance between control and efficiency. In this recent blog, I explain how WisdomTree's Shared CIO service provides expert-led, customizable portfolios, freeing advisor to focus on client relationships and growth. #ETFModelPortfolios

4

1 Comment

I’m excited to share a recent blog post I authored on the recent launch of the WisdomTree Portfolio Solutions program!   This program has three primary pillars I focus on: Portfolio Consultations, Model Portfolios and Custom Model Portfolios.    Portfolio Consultations: WisdomTree offers tailored insights for advisors to optimize and manage their in-house portfolios effectively. Model Portfolios: Advisors can outsource portfolio management to WisdomTree’s CIO-Managed Portfolios, saving time, improving client satisfaction and reducing costs. Custom Model Portfolios: Advisors can collaborate with WisdomTree to create customized portfolios, retaining some control while leveraging expert insights. Give it a read and look out for more soon! #ETFModelPortfolios https://lnkd.in/esAaaZX7   Visit the Portfolio Solutions page for more information and relevant disclosures: https://lnkd.in/eSyQ_7cR

8

Head of Fixed Income, Mike Sanders, joined Oliver Renick on Schwab Network to discuss bond market trends, the impact of energy on inflation expectations, and the outlook for credit markets. In lower credit quality parts of the market, such as high-yield and low BBBs, Mike says, "You’re not getting paid enough to take on those risks." However, he says there are still opportunities to build a high-quality fixed income portfolio that will likely outperform cash over the next six to 12 months. Watch the full interview here: https://buff.ly/4fp667B #FixedIncome #InterestRates #BondMarkets 

8

Can the fed stick the soft landing? I recently shared insights on how bonds historically tend to perform well whether there is a soft or hard landing. You can find this timely topic and more in PIMCO’s Advisor Playbook, which provides quarterly market trends, client-friendly charts, and talking points to help advisors identify opportunities. Check out the Advisor Playbook and stay tuned for my upcoming video! https://bit.ly/3zRybFb

249

9 Comments

State Street’s Jeff Sardinha shares insights on T+1’s impact on ETF pricing and efficiency. Early results show reduced collateral and increased operational speed, are setting new standards for the ETF industry. Discover more on how T+1 is shaping the future of #ETFs. #T1 http://ms.spr.ly/6043WN91x

2

How and when did Morgan Stanley’s management team see the opportunity to change the game in terms of risk within wealth management?   Unsurprisingly, it was tech that helped them lead the way.   Listen to this meaningful conversation between Chris Scott-Hansen, Managing Director, Associate Director of Consulting Group, Head of Trading & Managed Solutions, Morgan Stanley, and my colleague, Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin. Hear the full conversation: https://1blk.co/3vJoIOf #TechIsNeverDone #AladdinIsNeverDone

6

We're thrilled to announce Alphathena's seamless data integration with Schwab Advisor Services, revolutionizing direct indexing for financial advisors.  https://lnkd.in/gMjxFgMd By combining Schwab's advanced trading capabilities with Alphathena's cutting-edge analytics and automation, we've created a comprehensive solution that simplifies the direct indexing process, enabling advisors to: Access and analyze client portfolio data from Schwab Optimize portfolio construction and tax-loss harvesting Execute trades efficiently using Schwab's powerful tools Automatically monitor and rebalance portfolios Deliver personalized reporting and insights to clients. This data integration empowers advisors to unlock the full potential of direct indexing, providing clients with customized, tax-efficient investment solutions that drive long-term wealth creation. To learn more about how Alphathena's data integration with Schwab and how it can transform your direct indexing offerings, visit our website or contact our team today. #DirectIndexing #SchwabAdvisorServices #TaxEfficiency #PersonalizedInvesting #WealthManagement

19

1 Comment

This year’s #FidelityAdvisorGrowthForum was a huge success! Advisors from across the country were able to network and discuss practice growth, as well as hear from Fidelity portfolio managers about their views on the market. Check out this link to learn more about the resources that Fidelity can offer advisors: https://bit.ly/4f2dg1m

9

A funny thing happened on the way to Milwaukee. So, there's a lot happening in the political realm lately - unlesss you're on one of those summer beach trips where Wi-Fi access is spotty. (Those work emails saying I have limited "access" to online activities kill me. Just be honest: "I have limited INTEREST in your email while I'm away"'is such a more honest approach.) Much of what is happening in politics today is truly historical in nature and, of course, a lot of it is nonsense, too. Nothing should shock me these days because our whole process is such an obnoxious mess. But one headlight really stood out today: POTUS wants SCOTUS term limits. Translation: President Biden wants Supreme Court Justices to have set terms - nor lifetime appointments. This is really rich. Here's a guy who's been in Washington since Watergate. His entire campaign is off the rails because if he's re-elected he will be almost 90 when his term ends. And now this main is going to champion term limits for judges? I need to sit down. (And order a drink: "Waiter!") Ah. Breathe. Warren Buffett believes we can solve the national debt overnight. If the Federal deficit is more than 2%, this triggers every sitting Congressperson to be removed from office. This is like term limits with an embedded performance review. Back to the earlier point. Show of hands: what if we agree all members of the Legislative, Judicial and Executive Branches were required to step down at, say, the age of 75. Why have term limits if a person can also remain on the job until they're 100 years old? Am I terrible for even bringing this up? Answer from some: "Mike; you were terrible way before you brought this up." But in all seriousness: what reasonable person in our country would say no to a combo package deal on term AND age limits for every elected or appointed official in Washington. Congress and the White House teaming up to pick on the Supreme Court is, of course, a non starter. If we all join hands and work on this together, we may be onto something. Elsewhere, Shohei Ohtani hit a three-run bomb in the MLB All-Star game tonight. And the National League lost again, anyways. As my son young noted: "Ohtani might end up being the greatest player of all time." Hard - at this point - to disagree.

24

25 Comments

With the Fed in a rate-cutting mindset, I’m interested to see how small cap stocks respond. Generally, rate cuts are good for smaller caps. Why? 👉 smaller companies tend to need more external capital to grow 👉 smaller companies don’t have as much operating leverage as larger companies Plus, given current valuations, reallocating even a modest amount into the Russell 2000 Index from the Magnificent 7 can have an outsized impact (see chart). What’s currently uncertain, though, is the broader environment. ⁇ we’re not sure if we’re heading into a recession ⁇ there are significant macro risks, especially what’s going in the Middle East Will the typical patterns hold this time? #investing #equities #international = = = 📌 We specialize in little-known non-U.S. small- and mid-cap equities. 📌 Sign up for AZTLAN’s Thoughts on the Run, insights, and analysis in the Featured Section.

4

When it comes to offering investment options clients can feel confident in, Fidelity has you covered—with solutions like Fidelity Model Portfolios that benefit from our long history of managing risk-based portfolios. Our model portfolios are a great example of how we use our deep research and investment resources to help your clients meet their goals. Check out how they can aid in portfolio management while giving you more time to deepen client relationships. https://bit.ly/3wrK2rM #advisors #modelportfolios

5

Fidelity’s Matthew Fruhan believes the largest U.S. banks are set to dominate the market for the next 10 to 20 years. "I think it's going to be a three- or four-horse race, with the largest banks galloping away from the rest of the pack and taking organic market share… I see this as one of the best organic share-taking stories in the stock market," says Matthew. He attributes this outlook to increased confidence in bank deposits, potential regulatory changes, and the disproportionate benefits of AI investments. Read Matthew’s full thoughts here: https://bit.ly/4g7hANM

5

Fixed Income Forward: August 2024: Market shifts gears from inflation to growth A recovery in sentiment has helped push equity prices and bond yields back up again after a sharp risk-off tone heading into August. We think the recent market tantrum may stand to accelerate the market’s shift in focus from inflation to growth. By Michael Krautzberger, Global CIO Fixed Income and Georgios Georgiou, Global Head Product Specialists Fixed Income at Allianz Global Investors. #FixedIncomeForward #FixedIncome #Bonds #NavigatingRates

8

With all the talk in the news about potential rate cuts – or a lack thereof – I wanted to share some recent commentary from Michael Plage and Ford O’Neil, two Fidelity fixed income portfolio managers, about their thoughts on fixed income for the rest of 2024. Want to learn more about Fidelity’s fixed income capabilities? Check out this link: https://bit.ly/3JGeIIL

12

Geopolitical fragmentation and other #MegaForces – or big structural shifts – help explain economic and market outcomes not only long term, but right now., says the BlackRock Investment Institute. Read more 👉 https://1blk.co/3JLHCHF #marketingmaterial Capital at risk

3

There’s more than one way to build a low volatility ETF. Here’s how we avoided the pitfalls of the most common methodologies. https://ow.ly/pxn430sF4aj

3

In this episode of the TCW Investment Perspectives Podcast hosted by Dave Vick, CFA, Jerry Cudzil and Jeff Katz analyze #fixedincome markets following the U.S. Presidential election and TCW’s strategic positioning to capture opportunities across sectors. 🎙️Listen:

9