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In this episode of Wealth Management Invest, host David Bodamer speaks with two AllianceBernstein executives: Onur Erzan, head of Global Client Group and Private Wealth, and Noel Archard, CFA, global head of ETFs and Portfolio Solutions. The duo shares insights on the growth of AllianceBernstein’s active ETF platform, the increasing integration of private markets into client portfolios and the expanding accessibility of SMAs for tax-efficient investing. 

Key Takeaways:

• How AllianceBernstein has ramped up to $9 billion in ETF assets in three years with 19 active funds

• The trend of advisors consolidating manager relationships 

• Structural and cyclical investment trends shaping portfolios, from private credit to international equities

• The growing accessibility of SMAs and their role in optimizing after-tax returns

• The rise of defined outcome ETFs and how advisors can use them 

Connect With David Bodamer:

• david.bodamer@informa.com 
• WealthManagement.com
• LinkedIn: David Bodamer
• LinkedIn: WealthManagement

Connect With AllianceBernstein:

• AllianceBernstein
• LinkedIn: AllianceBernstein

Connect With Noel Archard:

• LinkedIn: Noel Archard

Connect With Onur Erzan:

• LinkedIn: Onur Erzan

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
• RIA Edge Private Markets: December 4, 2025, in New York, NY