In this episode, we have with us Samantha Russell, the Chief Evangelist at FMG Suite. Doug and Samantha unpacked FMG’s 2025 Marketing Guide to explore how financial advisors can turn this year’s challenges into opportunities. From optimizing your website to growing your network, we share the strategies to elevate your marketing game.

Resources: 

Follow Samantha!

FMG’s 2025 Marketing Guide

FMG Suite

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Host, Chris Battaglia, interviews Keiko Honda, an adjunct senior research scholar at Columbia University and a prominent figure in global investment. Keiko shares insights from her experience in management consulting, academia, and leadership roles, including as CEO and CIO of the World Bank’s Multilateral Investment Guarantee Agency. They discuss the evolution, challenges, and importance of ESG (Environmental, Social, and Governance) investing, exploring regional perspectives on ESG, particularly in Japan and the U.S.

The podcast was recorded ahead of the Global Fiduciary Symposium which took place from November 11th to 14th in Tokyo, Japan.

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Robert Huntsman is the Chief Data Officer at iCapital, a company dedicated to powering the world’s alternative investment marketplace.

In this episode, Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing.

Also discussed:

• Robert’s role at iCapital, focusing on optimizing data governance, analytics, and AI to improve private market investing.
• How wealth advisors are seeking tools to analyze large datasets and make personalized investment recommendations, with iCapital leveraging AI and tools like Alts Decoded to support these needs.
• iCapital prioritizing data privacy through encryption, strict governance, and evolving systems to meet changing regulatory requirements, especially around PII.
• AI transforming private market investing by automating data extraction, streamlining processes like document reconciliation, and enabling faster, more accurate reporting.
• The future of data solutions, combining AI and human expertise to handle increasing data complexity, ensuring scalability and efficiency in alternative investments.

Resources: iCapital

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Paul Ma is the Vice President and Lead Portfolio Strategist at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses.

This episode explores how portfolio construction (PC) analysis tools and innovative review strategies help financial advisors enhance client engagement, improve accuracy, and balance technology.

Topics also discussed:

• Paul Ma shares his career journey and transition into financial services, emphasizing a passion for finance and his eventual role as a lead portfolio strategist at Fidelity Investments.
• Ma supports approximately 7,000 advisors annually, using Fidelity’s brand and asset allocation research to help them build effective, client-centered portfolios.
• Paul explains how portfolio construction tools help advisors assess both intentional and unintentional risks, allowing them to make adjustments aligned with market conditions and client goals.
• The discussion highlights the importance of financial planning software for goal-based client portfolios, along with regular portfolio reviews, including tools like Monte Carlo simulations to track clients’ progress.
• Ma describes Fidelity’s “Portfolio Quick Check” tool, which helps advisors evaluate portfolio alignment with benchmarks and detect asset allocation gaps or misalignments.
• He emphasizes balancing technology with personalized service, discussing Fidelity’s Managed Account Exchange (FMAX) for customizable client portfolios, and the potential of AI to enhance portfolio commentary and productivity for advisors.

Hear more from Paul in Episode 1 of the Next Great Portfolio: The search for the next great portfolio: A 6-part video series (fidelity.com)

Resources: Fidelity Investments

Fidelity Investments is an independent company, unaffiliated with Advisorpedia.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Portfolio Quick Check (PQC) is provided to investment professionals by Fidelity Distributors Company LLC (“FDC”) and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information you entered into the PQC tool. It should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer’s investment objectives, financial circumstances and risk tolerance.

Fidelity Institutional Wealth Adviser LLC (“FIWA”)® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA is the sponsor of the Fidelity Managed Account Xchange® program (“FMAX” or the “Platform”). FMAX is a comprehensive wealth management platform consisting of advisory tools, programs and services, and investment products from Fidelity and other leading asset managers. Some services are provided by affiliated and unaffiliated 3rd parties. FMAX offers robust Fidelity service & support and a simplified client experience. FMAX provides investment advisory and platform services for a fee.  FMAX is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC, Members NYSE, SIPC and National Financial Services LLC.  The FMAX Platform is not a brokerage product.

Fidelity Investments^® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.

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Advisorpedia welcomed Craig Martin, the Managing Director and Global Head of Wealth & Lending Intelligence at J.D. Power. This episode unpacks the findings from J.D. Power’s 2024 U.S. Advisor Online Experience Study, highlighting how asset managers can thrive by prioritizing ease of doing business.

Learn More: 

• J.D. Power

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WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures. 

Kevin Flanagan is the Head of Fixed Income Strategy at WisdomTree, joining us to discuss the latest developments in monetary policy, inflation trends, fixed income strategies, and investment opportunities for 2025.

Also discussed:

• The Federal Reserve’s recent rate cuts and its cautious outlook for 2025, including a shift from four expected cuts to two.
• Flanagan’s predictions for inflation in 2025 and its impacts on fixed-income strategies and portfolios.
• The normalizing of the now inverted yield curve, with Flanagan suggesting a barbell approach for investors to manage duration risks.
• Treasury floating rate notes are highlighted as a strategic opportunity in the current environment, offering stable yields with less volatility than other fixed-income options.
• Mortgage-backed securities compared to U.S. credit and high-yield investments.
• The potential risks from new fiscal policies in 2025, such as changes in tariffs and legislation, emphasizing the need for flexible, active approaches to fixed income allocations.

Resources: 

WisdomTree

There are risks involved with investing, including the possible loss of principal.

WisdomTree Funds are distributed by Foreside Fund Services, LLC. 

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In this podcast, Chris Battaglia talks with economist and author of “Money Magic: an Economist’s Secrets to More Money, Less Risk & Better Outcomes”, Larry Kotlikoff, to discuss his innovative financial planning tools, Maxifi.com and MaximizeMySocialSecurity.com. The episode emphasizes the latest feature of the Maxifi Planner—the Roth conversion optimizer—which helps maximize lifetime discretionary spending by strategically planning Roth conversions. Larry demonstrates the tool through a detailed client scenario, illustrating the profound financial benefits of precise, economics-based planning over a lifetime.

Be sure to go to the @Advisorpedia YouTube channel to watch Larry’s presentation on the tools discussed in this episode!

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In this episode, we’re joined by Nicole Morgan, recently appointed Invest in Other’s first Chief Development Officer. Invest in Others works as a nonprofit to help financial professionals support charitable causes in their communities.

Topics also discussed:

• Nicole’s career journey in nonprofit fundraising.
• How Invest in Others highlights and inspires the philanthropic efforts of financial advisors, impacting nearly 500,000 individuals annually through their charitable work.
• The foundation’s 2025–2027 strategic plan, aiming to grow resources, provide more grants, celebrate advisors’ contributions, and increase engagement to address community challenges.
• Why financial advisors play a key role in guiding clients to maximize their philanthropic impact through tools like donor-advised funds and strategies tied to the anticipated wealth transfer.

Resources: 

Invest in Others

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WisdomTree works to create a better way to invest, offering a leading product range that offers access to an unparalleled selection of unique and smart exposures.

Ryan Krystopowicz is the Director of Client Solutions at WisdomTree. In this episode, Ryan reveals how leveraging model portfolios can save time, enhance client satisfaction, and improve advisory efficiency

Also discussed:

• Ryan Krystopowicz shares his journey from stock picking to joining WisdomTree and his passion for ETFs and model portfolios.
• The misconceptions about stock picking, emphasizing the inefficiency for advisors compared to using model-based approaches.
• Ryan highlights research showing that clients value expertise and often prefer advisors who leverage third-party models.
• WisdomTree’s Portfolio Solutions platform, featuring portfolio consultations, CIO-managed models, and custom models for advisors.
• Insights from portfolio evaluations, including issues with overconcentration and inefficiencies in equity and fixed-income allocations.
• The benefits of using models for time savings, client satisfaction, and retention are emphasized, supported by research on advisor practices and client preferences.

Resources: WisdomTree

Investors and their advisors should carefully consider the investment objectives, risks, charges and expenses of the funds included in any Model Portfolio carefully before investing. This and other information can be obtained in the Fund’s prospectus or, if available, the summary prospectus by visiting wisdomtree.com/investments for WisdomTree Funds. Visit the applicable third-party website for non-WisdomTree funds. Please read the prospectus or, if available, the summary prospectus carefully before you invest. WisdomTree Asset Management, Inc. does not endorse and is not responsible or liable for any content or other materials made available by other ETF sponsors.

There are risks associated with investing, including possible loss of principal.

For Retail Investors: WisdomTree’s Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree. Your investment adviser may or may not implement WisdomTree’s Model Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: Your investment adviser, and not WisdomTree, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. WisdomTree is not responsible for determining the suitability or appropriateness of a strategy based on WisdomTree’s Model Portfolios. WisdomTree does not have investment discretion and does not place trade orders for your account. This material has been created by WisdomTree and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. WisdomTree does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, WisdomTree receives revenue in the form of advisory fees for our exchange traded funds and management fees for our collective investment trusts.

For Financial Advisors: WisdomTree Model Portfolio Information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree Model Portfolios and any related content are intended for informational use only and are not intended to provide investment or financial planning advice by WisdomTree. WisdomTree Model Portfolio information should not be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio.

Neither WisdomTree, Inc., nor its affiliates, nor Foreside Fund Services, LLC, nor its affiliates provide tax advice. All references to tax matters or information provided in this material are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.

References to CIO (Chief Investment Officer), “CIO-Managed”, “Shared CIO” are meant as general references to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios, and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only be financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.

WisdomTree Funds are distributed by Foreside Fund Services, LLC

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