David Bodamer

1 week ago | wealthmanagement.com | David Bodamer

As with other assets, increased market volatility whipsawed the public REIT market. However, bolstered by strong fundamentals and performance, REITs are maintaining their guidance. Like other securities, public REIT stocks have ridden a roller coaster this year as on-again, off-again tariffs sent markets into a tailspin when announced, only to rapidly recover as they’ve been tweaked, delayed and scaled back. Amid that backdrop, REIT fundamentals have remained resilient.

2 weeks ago | wealthmanagement.com | David Bodamer

Allocating to Alternatives workshops at Wealth Management EDGE confirmed that evergreen funds have become the private markets investment wrapper of choice for RIAs.Any doubts about the rise of evergreen funds—interval funds, tender offer funds, non-traded REITs and business development companies—were put to rest, judging by the discussions at the Allocating to Alternatives workshops at the Wealth Management EDGE conference on Tuesday at The Boca Raton resort in Boca Raton, Fla.

1 month ago | wealthmanagement.com | David Bodamer

Eaglebrook Advisors' Kristen Mirabella details how crypto's role in wealth management has evolved. In this episode of the Wealth Management Invest Podcast, host David Bodamer talks with Kristen Mirabella, head of partnerships at Eaglebrook Advisors, about the evolving role of cryptocurrency in wealth management. Eaglebrook is a digital asset platform that allows advisors to invest directly in crypto through separately managed accounts.

1 month ago | wealthmanagement.com | David Bodamer

The RIA platform rolled out the program in November for advisors who had been independently constructing portfolios and wanted to outsource trading and investment management. In November, Dynasty Financial Partners, the St. Petersburg, Fla.-based support platform for registered investment advisors, rolled out Model Select, a model portfolio program for its network of independent advisors.

1 month ago | wealthmanagement.com | David Bodamer

The firm’s annual fund fee study found average fees dropped only 2 basis points in 2024. The long-term trend of declining fund fees hit a plateau in 2024, with the asset-weighted average fund fee dropping just two basis points, according to Morningstar’s 2024 Fund Fee Study. Still, that drop amounted to a $5.9 billion in savings for investors. Cumulatively, between 2005 and 2024, the asset-weighted average fund fee has dropped from 0.83% to 0.34%, according to the study.