Podcasts about smas

The SMAs asked and we delivered! On this special episode, Chris and Rosie sit down with Sandra and Kate (separately) and get their thoughts on the festive season! They discuss Christmas trees, memories, songs and movies! They even have a festive Please Keep Me Anonymous to read. So, enjoy this special ep with the extended SMA family and have a very Merry Christmas! Email the podcast at shaggedmarriedannoyed@gmail.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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In this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios. Daniel outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction, and how direct indexing creates flexibility for investors seeking tailored equity exposures. He also walks through the role municipal bond SMAs can play in taxable accounts and highlights how advisors can use these tools. Key takeaways: How technology has allowed SMAs to move downmarket with lower minimum investments Tax and transparency benefits that distinguish SMAs from mutual funds and ETFs How direct indexing pairs index-like exposure with systematic tax management and client-level customization Using SMAs and direct indexing to address concentrated stock positions while managing tax consequences over time Limits of customization, advisor education needs, and why SMAs are increasingly central to holistic planning Connect With David Bodamer: david.bodamer@informa.com  WealthManagement.com LinkedIn: David Bodamer LinkedIn: WealthManagement Connect With Daniel Milligan: Website: Columbia Threadneedle Investments LinkedIn: Columbia Threadneedle Investments LinkedIn: Daniel Milligan About Our Guest: Dan Milligan is Vice President of Separately Managed Accounts at Columbia Threadneedle Investments, based in Boston, MA. He has been at the firm for almost 19 years. He holds a bachelor's degree in economics from Boston College and an MBA from Boston College Carroll School of Management. He is a CFA Charterholder. Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to the Wealth Management Invest on Apple Podcasts Listen and Subscribe to the Wealth Management Invest on Spotify

⚪ In this special episode, Raoul Pal has decided to unlock the most recent Exponentialist Fireside Chat for you to enjoy. Each month, Raoul and David Mattin talk through the latest developments in Exponential Age technology before taking questions from the live audience. You can join the Exponentialist here: realvision.com/thefuture. ⚪ X: @DMattin

In this industry, everyone talks about innovation. But innovation rarely starts in a conference room. It starts when a client hits a wall. When they're overwhelmed, under pressure, or staring at an opportunity they can't quite reach alone.That's where Ultimus Fund Solutions steps in. This team doesn't just throw tech at the problem. They roll up their sleeves, pick up the phone, and build real solutions, side by side with their clients.In this episode, you'll hear what that actually looks like:A multi-billion-dollar RIA streamlining 400+ SMAs and mutual funds into a single ETF that's now at $1.2B and climbingA $20B alternatives manager slashing launch time nearly in half with Ultimus GatewayA private credit strategy that didn't exist until Amanda's team built it, piece by pieceA middle office crew turning “random one-off asks” into a well-oiled machineA data team translating challenging requests into crystal-clear, decision-ready KPIsIf you've ever wondered what a true partnership feels like in financial services, this is your peek behind the curtain.More About Ultimus:Ultimus Fund Solutions delivers fund servicing, middle and back office support, and one-of-a-kind solutions across ETFs, mutual funds, private funds, and alternatives, with real people who actually listen, collaborate, and deliver.Learn more at billiondollarbackstory.com/ultimus

What Are The Odds, What's The Year My Friend, Late To The Party, E&SMas, Partner Patrol and The Timewaster!See omnystudio.com/listener for privacy information.

You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. -----  Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF.    Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ► How the cash-vs-basket plumbing drives taxes and who ends up with capital gains distributions ► Simple rules of thumb for choosing ETF or mutual fund when fees and tax efficiency are similar ► What to watch as managers add ETF share classes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (00:00) Introduction (03:18) Why "share class exemptive relief" matters (and why investors should care) (05:37) How mutual funds and ETFs handle your money—and why that changes your taxes (10:26) Why the SEC's "exemptive relief" is a big deal: one portfolio, two doors—and better tax control (16:59) ETF vs. Mutual Fund: When Costs and Taxes Converge, Let Trading Style Decide (23:30) Not every fund should add an ETF share class—and why scale and long track records matter (33:34) SMAs vs. funds: when direct ownership adds real value Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Tax-managed equity has evolved beyond the traditional long-only playbook. By adding selective shorts and leverage, 130/30 active extension strategies aim to unlock higher alpha while maintaining market-level beta—plus potentially meaningful after-tax benefits through disciplined loss harvesting. Where can this approach fit in portfolios today?   On this episode of Disruptive Forces, host Anu Rajakumar speaks with Ray Carroll, CIO of Neuberger Berman's Breton Hill quantitative investing team, and Jacob Greene, Head Strategist for Custom Direct Investing, to demystify 130/30 tax-managed portfolios and where they work best—from diversifying single-stock concentrations to preparing for large taxable events, with global considerations beyond the U.S.     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.  © 2025 Neuberger Berman Group LLC. All rights reserved.

This week, Rosie and Chris are joined by the one and only Olly Murs who brings his trademark energy and cheekiness! Expect a deep dive into everything from being a dad to two under two, doing karaoke with Mark Wright and how his family and friends will always keep him grounded. All of this plus a brilliant 'Please Keep Me Anonymous' from one of you lovely SMAS! If you would like your story to be read out by a special guest, email the podcast shaggedmarriedannoyed@gmail.com Olly's new Album ‘Knees Up' is out on November 21st  You can catch Olly Murs and Mark Wright each Saturday morning on their Heart Radio Breakfast show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Money & Meaning, host Jeff Bernier speaks with Kacie Walsh, Vice President at Dimensional Fund Advisors. They explore Dimensional's evolving toolkit of tax-focused investment solutions designed to help clients keep more of what they earn. The conversation spans mutual funds, ETFs, SMAs, exchange funds, and 351 ETFs, explaining how each tool fits into a broader tax management strategy. Kacie also outlines how Dimensional's daily, data-driven approach supports personalized portfolios and long-term efficiency for investors. Topics covered: Kacie Walsh's professional background and current role at Dimensional Fund Advisors Why Dimensional's evidence-based, data-driven approach matters in tax-focused investing Overview of tax loss harvesting and why fund and ETF lineup depth supports it Differences in tax efficiency between ETFs and mutual funds—and how Dimensional narrows the gap Update on Dimensional's ETF share class application and what it means for investors SMA (separately managed account) use cases, especially for high net worth individuals How Dimensional's SMAs differ from traditional direct indexing solutions Behavioral and operational considerations of owning hundreds of individual securities Understanding portfolio lock-up and how to plan for long-term SMA use Exchange funds as tools for diversifying out of concentrated stock positions 351 ETFs as a strategy to consolidate appreciated securities tax efficiently Overview of long/short SMAs and how they attempt to generate more tax alpha How advisors and clients can assess the trade-offs in these advanced strategies Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Kacie Walsh on LinkedIn: https://www.linkedin.com/in/kacie-walsh-5787a297

The AOR team of Jeff Schulze and Josh Jamner offer their prognostications for the U.S. economy and equity market in the year ahead, building a case for positive momentum to shine through.

I am honored to connect with board-certified plastic surgeon, Dr. Berry Fairchild, today. Dr. Fairchild blends surgical precision with artistry to create natural, lasting results. Known for her expertise in facial aesthetics and complex breast surgery, she is also deeply committed to philanthropy and ongoing international surgical missions. In our discussion, we explore how societal expectations shape how women perceive themselves, the complex process of facial aging, and the benefits of a healthy lifestyle in supporting these changes. Dr. Fairchild highlights the essential elements of effective skin care, including hydration and sunscreen, and the use of retinoids, lasers, microneedling, neuromodulators, hyaluronic acid, fillers, and fat transfers, diving into the role of surgery and the value of conversations around various facial and body procedures. She also shares strategies for optimizing post-surgical recovery and how philanthropy has shaped both her personal and professional journeys. Stay tuned for a truly enlightening conversation with Dr. Berry Fairchild, who is caring and open-minded about listeners' questions regarding the aging process and ways to address an aging face and body. IN THIS EPISODE, YOU WILL LEARN: Facial aging actually starts deep below the skin How losing even a small amount of weight can alter your facial appearance Why surgical decisions must always  be individualized The positioning of the eyebrows and the upper eyelid skin can help determine facial expression. Why you could still consider surgical improvements even after you have had previous eyelid surgery Deep-plane vs. SMAS-based facelifts Importance of choosing a plastic surgeon with proven expertise and proper credentials  Some surgeries, like breast reductions, go beyond cosmetic value to relieve pain. Preparing yourself before having surgery for a faster and smoother recovery Connect with Cynthia Thurlow   Follow on X, Instagram & LinkedIn Check out Cynthia's website Submit your questions to support@cynthiathurlow.com Connect with Dr. Berry Fairchild On Instagram TikTok

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Mansi Patel and Jeff Matthews of Principal Asset Management to explore how infrastructure debt is evolving—and how those changes are influencing insurance investment strategy. From AI-driven demand for data centers to the energy transition and shifting demographics, the conversation unpacks the current state and future outlook of infrastructure investing.   Mansi and Jeff also explain key trends shaping the asset class: the rise of digital infrastructure, the role of power and natural gas in supporting AI growth, and the importance of geographic diversification. They provide insights into how insurance companies can access these opportunities through both SMAs and fund vehicles, while navigating regulatory and capital efficiency considerations.   With decades of combined experience, the guests share their views on risk, essentiality, and how infrastructure investments have performed under stress. Whether you're new to the space or deep in portfolio construction, this episode offers timely insights into one of the fastest-growing segments of insurance investing.

Vispero has officially extended the upgrade deadline for JAWS, ZoomText, and Fusion licences, giving users extra time to transition without losing access. In this episode, Steven Scott and Shaun Preece sit down with Matthew Horspool to clear up the confusion around JAWS pricing, SMAs, and subscriptions, and what home and professional users need to know.If you've been puzzled by the recent Vispero licensing changes, this episode breaks it all down. Steven and Shaun revisit the ongoing debate about perpetual licences vs. subscriptions, why some users face high upgrade costs, and how the new deadlines impact both home and professional licences for JAWS, ZoomText, and Fusion. Matthew Horspool, assistive tech expert and certified JAWS trainer, provides detailed insight on: How perpetual licences still work in 2025 Why updating your SMA can be more cost-effective than waiting The difference between home annual licences and traditional home licences What new users and those losing sight today need to consider How access to work, DSA, and funding affect your options The hosts also discuss NVDA as a free alternative, frustrations with confusing pricing, and how clearer communication could help home users stay engaged with JAWS.Relevant LinksVispero: https://www.freedomscientific.comSight and Sound Technology: https://www.sightandsound.co.ukDouble Tap Feedback: feedback@doubletaponair.com Find Double Tap online: YouTube, Double Tap Website---Follow on:YouTube: https://www.doubletaponair.com/youtubeX (formerly Twitter): https://www.doubletaponair.com/xInstagram: https://www.doubletaponair.com/instagramTikTok: https://www.doubletaponair.com/tiktokThreads: https://www.doubletaponair.com/threadsFacebook: https://www.doubletaponair.com/facebookLinkedIn: https://www.doubletaponair.com/linkedin Subscribe to the Podcast:Apple: https://www.doubletaponair.com/appleSpotify: https://www.doubletaponair.com/spotifyRSS: https://www.doubletaponair.com/podcastiHeadRadio: https://www.doubletaponair.com/iheart About Double TapHosted by the insightful duo, Steven Scott and Shaun Preece, Double Tap is a treasure trove of information for anyone who's blind or partially sighted and has a passion for tech. Steven and Shaun not only demystify tech, but they also regularly feature interviews and welcome guests from the community, fostering an interactive and engaging environment. Tune in every day of the week, and you'll discover how technology can seamlessly integrate into your life, enhancing daily tasks and experiences, even if your sight is limited. "Double Tap" is a registered trademark of Double Tap Productions Inc. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impacting your portfolio decisions.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns. Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency. Here's some of what we discuss in this episode:

Andreas Steno and Mikkel Rosenvold of Steno Research start our week by examining the latest macro news and trends moving global markets.

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Zeneca, founder of ZenAcademy and author of the Letters from a Zeneca newsletter. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the crypto's underperformance, Aster's battle with Hyperliquid, CZ's bets, the launch of Plasma mainnet and XPL, Naver's acquisition of South Korea exchange Upbit, Polymarket and Kalshi's future as the predictions platform feature on "South Park," and much more. Recorded in the early morning ET on September 26, 2025.

Last week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by JPEG enthusiast (as he calls himself) gmoney. They discuss the biggest narratives and themes driving cryptocurrencies right now, including the Federal Reserve' interest rate cut, BNB and HYPE rallies, Base exploring issuing a token, new crypto ETFs, and much more.

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets.

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research preview the upcoming Fed interest rate decision and break down everyting driving markets right now. Here's what's on the docket: Why the current U.S. equity rally is still the “most-hated” on Wall Street, how AI-driven CapEx could reshape the business cycle, shifting U.S.-China trade ties, dollar positioning, and what it all means for crypto and risk assets.

It's the last Bumper Summer Best of 2025 an we have saved some of the most weird and wonderful QFTP's for all you Smas and Das! Throwback to The Twits, The Depositor and that time a bird shat in Rosie's mouth! We hope you've all had a great summer. Keep an eye on the SMA feed for more exciting additional content coming your way very soon! Learn more about your ad choices. Visit podcastchoices.com/adchoices