by Segal
A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management. In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more. It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
Language
🇺🇲
Publishing Since
9/8/2023
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March 13, 2026
As alternative investments continue to move from the margins to the core of client portfolios, advisors face a challenge: how to access private markets at scale without adding operational burden. In this episode of The Advisor’s Edge, David Pappalardo and Peter Sullivan of Segal Marco Advisors sit down with Chris Nero, founder of Bridgeport Technology, to discuss: Ways technology is reshaping access to alternatives Why private markets require a fundamentally different operational approach than public markets How a flexible digital infrastructure can support customization and scale for advisors Why human judgment remains essential
September 25, 2025
Investment managers looking to participate in the institutional consultant due diligence process face several challenges. Depending on whether their focus is on institutional consulting or private wealth management, they can find different hurdles along the way. This discussion highlights key considerations for managers seeking approval and distribution in both consulting and private wealth. We cover the ways institutional managers benefit from their scale and established processes, while successful private-wealth-focused managers have a deep understanding of the advisor market and maintain frequent, flexible communications suited to intermediaries. Preparation, awareness of a consultant’s processes and competitive fee structures can help boost a manager’s standing with both institutional and private wealth consultants.Featuring: David Pappalardo, Senior Vice President, Advisor Solutions Group Peter Sullivan, Vice President Alan Kosan, Senior Vice President, Head of Strategy and Communications
November 7, 2023
In this episode, Dave and Peter from Segal Marco Advisors’ Advisor Solutions Group lay out the basics of investment platforms: what they are, why they’re not “one size fits all” and what to keep in mind when you go about the task of building one. They also discuss why it’s important to keep your platform flexible and customizable — for both advisor and client.
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A podcast for financial intermediaries, designed to keep you abreast of what’s n¬¬ew and what’s next in modern wealth management.
In each episode, top experts in the field will share the latest intelligence on market trends. Asset allocation. Due diligence insights. And more.
It’s part of our SMART series, highlighting new thinking from Segal Marco Advisors’ Research and Trends, helping you make more informed decisions.
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