Conquest Planning Secures $17.8M In Series A Funding
Wealth Management
FEBRUARY 7, 2023
Having brought its version of financial planning to Canada in late 2020, the firm is preparing to enter the U.S.
DoL’s Retirement Security Rule & PTE 2020-02 Amendment: What Advisers Need to Know Now About Giving Rollover Advice After Sept 23, 2024
Nerd's Eye View
MAY 15, 2024
In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.
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Trending Sources
The Growth Of Collaborative Planning – And Decline Of “The (Written Financial) Plan”
Nerd's Eye View
JULY 26, 2023
Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.
TPG Capital Takes Minority Stake in Creative Planning
Wealth Management
SEPTEMBER 30, 2024
TPG will join General Atlantic, which made its own minority investment in the firm in 2020. CEO Peter Mallouk will keep his majority stake and continue to lead the firm.
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Are Financial Plans Getting Too Comprehensive: How The ‘Sledgehammer Of Value’ Isn’t Actually Paying Off
Nerd's Eye View
OCTOBER 23, 2023
Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice.
Best Practices For Running A Financial Planning Internship Program (And Creating A More Productive Outlook)
Nerd's Eye View
MAY 22, 2023
Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).
MBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.47% in Octoberr
Calculated Risk
NOVEMBER 18, 2024
According to MBA’s estimate, 235,000 homeowners are in forbearance plans. million borrowers since March 2020. While forbearances are still low compared to the height of the pandemic, the monthly increase in forbearances is the largest since May 2020 and likely driven by the effects of Hurricanes Helene and Milton.”
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MBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.50% in November
Calculated Risk
DECEMBER 23, 2024
According to MBAs estimate, 250,000 homeowners are in forbearance plans. million borrowers since March 2020. emphasis added At the end of November, there were about 250,000 homeowners in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.5
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MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.33% in August"
Calculated Risk
SEPTEMBER 18, 2023
According to MBA’s estimate, 165,000 homeowners are in forbearance plans. million borrowers since March 2020. The share of forbearance plans has been decreasing and declined to 0.33% in August from 0.39% in July. At the end of July, there were about 165,000 homeowners in forbearance plans.
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50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession
Nerd's Eye View
SEPTEMBER 25, 2023
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.
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MBA Survey: Share of Mortgage Loans in Forbearance Decreases to 0.38% in February
Calculated Risk
MARCH 17, 2025
According to MBAs estimate, 190,000 homeowners are in forbearance plans. million forbearances since March 2020. emphasis added At the end of February, there were about 190,000 homeowners in forbearance plans. Mortgage servicers have provided approximately 8.6 Another 24.2% are in forbearance because of a natural disaster.
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Realtor.com Reports Active Inventory Up 33.3% YoY; New Listings Up 10.4% YoY
Calculated Risk
MAY 2, 2024
As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also plan to buy a home. • For the 25th straight week, there were more homes listed for sale versus the prior year, giving homebuyers more options. from one year ago.
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What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity
Nerd's Eye View
SEPTEMBER 19, 2022
2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. A lot has changed since 2020, though.
Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds
Nerd's Eye View
MAY 31, 2023
With IRS giving its blessing to this approach through Notice 2020-75, 33 states now have some sort of PTET available and, as a result, owners of pass-through businesses who live (or do business) in those states may be considering whether to make a PTET election.
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MBA Survey: Share of Mortgage Loans in Forbearance Decreases to 0.47% in December
Calculated Risk
JANUARY 21, 2025
According to MBAs estimate, 235,000 homeowners are in forbearance plans. million borrowers since March 2020. At the end of December, there were about 235,000 homeowners in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.5 Another 42.8% are in forbearance because of a natural disaster.
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MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.49% in May"
Calculated Risk
JUNE 20, 2023
According to MBA’s estimate, 245,000 homeowners are in forbearance plans. million borrowers since March 2020. The number of loans in forbearance is reaching levels not seen since the beginning of March 2020, prior to the passage of the CARES Act,” said Marina Walsh, CMB, MBA’s Vice President of Industry Analysis.
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Catastrophizing Debt
The Big Picture
AUGUST 12, 2024
Sorry, but “fake it till you make it” seems like a poor plan for thinking about the future… Previously : Time to Stop Believing Deficit B t (September 3, 2021) Stimulus, More Stimulus and Taxes (January 25, 2021) Cost of Financing US Deficits Falls (December 18, 2020) Can We Please Have an Honest Debate About Tax Policy?
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What if Dunning Kruger Explains Everything?
The Big Picture
FEBRUARY 27, 2023
equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” aka The Hidden World of Failure ) (October 23, 2020) Stock Ownership : Distribution of Household Wealth in the U.S.
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Stop Worrying About All Those Tech Layoffs…
The Big Picture
JANUARY 23, 2023
million employees, more than half of whom were hired in 2020-2022. Second, what looks like giant layoffs are in fact a tiny percentage of just the recent hiring (to say nothing of the total workforce) of these same firms. Amazon , now has 1.5 Google just fired 12,000 people; they hired 57,000 over the past two years. At least, not yet.
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MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.55% in March"
Calculated Risk
APRIL 17, 2023
According to MBA’s estimate, 275,000 homeowners are in forbearance plans. million borrowers since March 2020. The share of forbearance plans has been decreasing, declined to 0.55% in March from 0.60% in February. At the end of March, there were about 275,000 homeowners in forbearance plans.
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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin
NAIFA Advisor Today
FEBRUARY 6, 2025
McGlothlin served on the Society of FSP National Executive Committee from 2018 to 2021 and was National President in 2020-2021. The team has achieved a remarkable 300% growth over six years. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016.
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The “Art” of Market Timing
The Big Picture
NOVEMBER 27, 2023
When you get it wrong, it crushes your retirement plans. Staying long through the 60-day 34% drop during the 2020 pandemic; getting out of the market ahead of the 2022 rate hiking cycle; and getting back in October 2022 for the next bull leg. The less it matters, the easier it is to be bold and outside of the mainstream.4
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Strategies to Help Finish the Tax Season Strong
Carson Wealth
FEBRUARY 27, 2025
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later. This initial question may help you put together the rest of your tax planning strategies.
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How Financial Advisors Can Create a Winning Marketing Plan to Grow Their Practice
Indigo Marketing Agency
JANUARY 28, 2025
Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come. Read Jims full story here.
MiB: Michael Lewis on SBF & FTX
The Big Picture
OCTOBER 7, 2023
Previously : Cancelling Michael Lewis (October 5, 2023) Revisiting Liar’s Poker, 30 Years Later (April 22, 2022) MiB: Michael Lewis on Pandemic Planning (May 8, 2021) MiB: Michael Lewis on Coaches and Risk (May 25, 2020) MIB: Michael Lewis, Podcaster (April 6, 2019) MIB: Michael Lewis on a Writer’s Life (December 13, 2016) Michael Lewis’ Portrait (..)
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Q2 Update: Delinquencies, Foreclosures and REO
Calculated Risk
SEPTEMBER 11, 2023
Today, in the Calculated Risk Real Estate Newsletter: Q2 Update: Delinquencies, Foreclosures and REO A brief excerpt: In 2021, I pointed out that with the end of the foreclosure moratoriums, combined with the expiration of a large number of forbearance plans, we would see an increase in REOs in late 2022 and into 2023. Currently 23.3%
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Creating your Solo Aging Plan
MainStreet Financial Planning
MAY 10, 2024
According to the 2020 US Census, over a quarter (27.6%) of all US households were one-person households. Looking ahead and planning is the best way to preserve your sense of autonomy, choice, and life satisfaction before the unexpected happens and your health declines. Are your Advance Care Plans in place and written down and current?
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Q2 Update: Delinquencies, Foreclosures and REO
Calculated Risk
SEPTEMBER 15, 2022
Probably declined in 2020 and 2021 due to foreclosure moratoriums, forbearance programs and house price increases). Here is some data on REOs through Q2 2022 …. We will probably see an increase in REOs in late 2022 and into 2023 following the end of the moratoriums.
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Manufacturing Has Peaked This Cycle, 8 of 11 ISM Components in Contraction
Mish Talk
DECEMBER 1, 2022
Order backlogs, prices and now lead times are declining rapidly, which should bring buyers and sellers back to the table to refill order books based on 2023 business plans.” Regarding the overall economy, this figure indicates expansion for the 30th month in a row after contraction in April and May 2020. percent recorded in October.
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MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 0.51% in April"
Calculated Risk
MAY 15, 2023
According to MBA’s estimate, 255,000 homeowners are in forbearance plans. million borrowers since April 2020. The share of forbearance plans has been decreasing, declined to 0.51% in April from 0.55% in March. At the end of April, there were about 255,000 homeowners in forbearance plans.
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Suzlon Energy Vs CG Power – Financials, Future Plans & More
Trade Brains
NOVEMBER 22, 2023
In 2020, the Murugappa Group via its subsidiary Tube Investments of India (TII) acquired a controlling stake in CG Power and Industrial Solutions Ltd. The MNRE collaborated with the Danish Energy Agency, to publish a conceptual plan for 15 offshore wind projects, paving the way for offshore wind development. 177 Cr loss in FY22.
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Adani Wilmar Vs Patanjali Foods – Financials, Future Plans & More
Trade Brains
JUNE 30, 2023
2020 29,766.98 77 2020 460.87 2020 17 227.59 This gives it a 4-year CAGR growth of 25.50% The table below showcases the revenue growth of Adani Wilmar Vs Patanjali Foods for the last five financial years. Fiscal Year Adani Wilmar Patanjali Foods 2019 28,919.68 2021 37,195.65 2022 54,385.89 2023 58,446.16 7,672 2021 727.64
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Fundamental Analysis of Talbros Automotive – Future Plans & More
Trade Brains
SEPTEMBER 1, 2023
The article concludes with a highlight of future plans and a summary. 2020 ₹ 385.29 Future Plans of Talbros Automotive So far we looked at previous fiscals’ data for our fundamental analysis of Talbros Automotive Components. Let us now see what plans the company has in store for the future. 2021 ₹ 444.2 2022 ₹ 577.24
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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed
Nerd's Eye View
DECEMBER 26, 2022
Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.
Fundamental Analysis of Exide Industries – Future Plans & More
Trade Brains
SEPTEMBER 29, 2023
In this fundamental Analysis of Exide Industries, we read about its history, operating segments, industry, financials and future plans. 2020 14471.01 It has been serving India for as long as we received our Independence. Fundamental Analysis of Exide Industries We will read in brief about its history and its current capabilities.
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Nobody Knows Anything, FedWatch Edition
The Big Picture
MAY 5, 2023
From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence. Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc.
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Force Motors Vs Olectra Greentech – Financials, Future Plans & More
Trade Brains
OCTOBER 25, 2023
In this article on Force Motors Vs Olectra Greentech, we compare the company, financials, ratios & see which one has better future plans. The government has launched various initiatives to help the industry grow, including the Automotive Mission Plan 2016-26 and the FAME Scheme. Industry Overview With a 7.1% of market volume.
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Suzlon Energy vs SJVN – Financials, Future Plans & More
Trade Brains
JANUARY 29, 2024
The country plans to reach 450 GW of installed renewable energy capacity by 2030, with 280 GW (over 60%) expected from solar power. 2021-22 ₹ 6,581.78 ₹ 2,417 2020-21 ₹ 3,345.72 ₹ 2,485.39 2020-21 ₹ 103.59 ₹ 1,645.72 2020-21 -2.02 Most of the demand will come from the real estate and transport sectors. 2021-22 -1.79
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Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important
Carson Wealth
NOVEMBER 29, 2023
How to Plan for Long-Term Care Coverage You should start with your financial advisor. Together, you can map out a plan for what kind of care you want to receive and how you’ll pay for that care when you need it. 3 Putting together a solid long-term care plan can be a gift to your family members so they don’t have to make that choice.
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Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice
Carson Wealth
JANUARY 8, 2025
Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. 1 Envestnet, How a Financial Advisor Can Help You Achieve Financial Wellness, 2020.
Titagarh Railsystems vs Jupiter Wagons – Future Plans & More
Trade Brains
FEBRUARY 14, 2024
Industry Analysis The Indian rail freight industry is experiencing growth and improvements, with ambitious plans and increased investment by the government and schemes such as Gati Shakti, which aim at enhancing capacity, efficiency, and sustainability. 2020-21 ₹ 1,520.63 ₹ 995.75 2020-21 ₹ -18.78 ₹ 53.39 crore and Rs.
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10 Weekend Reads
The Big Picture
SEPTEMBER 10, 2022
The super-rich ‘preppers’ planning to save themselves from the apocalypse : Tech billionaires are buying up luxurious bunkers and hiring military security to survive a societal collapse they helped create, but like everything they do, it has unintended consequences. ( One Brain Molecule Decides.
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Visa Opens New Atlanta Office with Plan to Hire About 700 Workers
Wealth Management
FEBRUARY 8, 2023
In 2020, the company said it would seek to increase the number of under-represented employees by 50% in five years. Visa’s new Atlanta offices will help the firm achieve goals it set almost three years ago for improving the diversity of its ranks, Rector said.
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Fundamental Analysis Of Shakti Pumps – Financials, Future Plans & More
Trade Brains
MARCH 3, 2024
Fiscal Year Revenue from operations (In Crores) Net Profit (In Crores) 2023 968 24 2022 1178 65 2021 930 76 2020 383 -14 2019 546 45 4-year CAGR 15.39% -14.54% Profit Margins The financials reported an operating margin of 7% and a net profit margin of 2.5% 2020 -0.19 -5.31% 2019 16.72 2020 0.73 -0.04 2020 0.73 -0.04
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