Tag: ETFs
Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

Wealth Management Invest: Ramping Up ETF AUM with AllianceBernstein’s Onur Erzan & Noel Archard

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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 

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Connect With AllianceBernstein:

Connect With Noel Archard:

Connect With Onur Erzan:

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Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

Wealth Management Invest: Building Resilient Portfolios with Vanguard’s Todd Schlanger

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In this episode of Wealth Management Invest, host David Bodamer speaks with Todd Schlanger, CFA, senior investment strategist for multi-asset investing at Vanguard, to explore how advisors can approach portfolio construction in today’s market. 

Todd shares why the 60/40 portfolio still plays a crucial role, the rise of dynamic and active-passive strategies, and the increasing use of ETFs in model portfolios. He also explains Vanguard’s 13 investment strategies and highlights the role advisors can play in guiding client behavior during periods of market volatility.

Key takeaways:

  • Why the 60/40 portfolio remains relevant as a long-term “all-weather” strategy
  • How dynamic strategies adapt to capital market assumptions across more than 100 asset classes
  • The growing role of ETFs, including passive and active approaches, in model portfolios
  • Vanguard’s 13 strategies are designed to address diverse investor needs and objectives
  • The importance of advisor behavioral coaching to help clients stay disciplined through volatility

Connect With David Bodamer:

Connect With Todd Schlanger

Resources:
Wealth Management INVEST: Trends in Advisor Portfolio Construction

Wealth Management INVEST: Trends in Advisor Portfolio Construction

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David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset allocation gleaned from this analysis.

David and Mike discuss:

  • How the usage of ETFs has grown in individual investment portfolios
  • What is driving the evolution toward increased use of active ETF strategies
  • What insights can be gained from current average portfolio allocations and how those are shifting
  • What opportunities exist in real estate and other undervalued sectors
  • And more

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Connect With Mike Scarsciotti:

About Our Guest:

Mike Scarsciotti leads the specialist sales team within Fidelity Institutional, including Asset Class Investment Specialists (Global Equity, Fixed Income, and Alternatives), Portfolio Solution Specialists (Model Portfolios and Direct Indexing), and Capital Market Strategists.