Tag: Wealth Technology
Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

Wealth Management Invest: Model Portfolio Trends with Invesco’s Karl Desmond

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In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both  pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating more of the portfolio construction process.

Karl also discusses tax-aware transitions and implementation challenges associated with less-liquid strategies when incorporating them into model portfolios. In addition, he explores the rise of multi-manager portfolios, the role of wealth technology in trading and tax management and how a more consistent investment process can help advisors spend more time with clients while preparing their firms for future growth, advisor transitions and eventual succession.

Karl discusses:

  • How model portfolios create capacity for client service, planning, prospecting and other advisor priorities
  • How advisors can preserve their investment philosophy while outsourcing portfolio construction and manager research
  • Why tax-aware transitions may preserve appreciated holdings while reducing disruption for existing clients
  • How liquid and private alternatives introduce education, liquidity, rebalancing and implementation concerns
  • How streamlined portfolio processes can support practice efficiency, advisor transitions and firm succession

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Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash

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David Bodamer speaks with Cheryl Nash, President of APL at InvestCloud, about how wealth technology is evolving to support the next phase of managed accounts. Cheryl explains how platforms are moving beyond traditional investment strategies to focus on personalization, tax awareness, and the integration of private markets into scalable portfolio solutions.

Cheryl also outlines how firms are working to bring private assets into the same framework as public investments, including the operational challenges of trading, rebalancing, and automation across large numbers of accounts. In addition, Cheryl explores how artificial intelligence is being applied to streamline workflows, improve data accuracy, and enhance advisor efficiency, while emphasizing the growing importance of scalability as firms expand and client expectations continue to rise.

Key takeaways:

  • How platforms now rebalance thousands of accounts while supporting tax overlays and multi-asset portfolios
  • Why private markets are moving into managed accounts and the infrastructure required to support them
  • How personalization has shifted from a premium offering to a standard expectation across client portfolios
  • The role of AI in improving workflows, data reconciliation, and advisor decision-making efficiency
  • Why scalability and integrated systems are critical as firms grow through M&A and increasing client demand

Connect With David Bodamer:

Connect With Cheryl Nash:

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