Advisor Perspectives

JANUARY 23, 2023

For the 15 years preceding 2022, asset management was a great business, fueled by near-double-digit AUM growth driven by rising equity and bond markets. But that party ended in 2022, with big losses in the stock market and record losses in the bond market.

Assets 52

Assets Management Marketing Marketing 52

Abnormal Returns

AUGUST 5, 2022

newsletter.abnormalreturns.com) Mixed media The best books of 2022, so far, including "True Story: What Reality TV Says About Us" by Danielle J. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. esquire.com) Have we reached 'peak Substack newsletter'?

Assets 244

Assets Startup Financial Advising Media 244

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Commission 237

Commission Financial Planning Ethics Planning 237

Wealth Management

FEBRUARY 22, 2023

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

Recruitment 98

Recruitment Assets Taxes 98

Wealth Management

DECEMBER 1, 2022

Invenio Wealth Partners in Florida, with $250 million in assets, expands tru Independence's presence in the Southeast.

Assets 105

Assets 105

A Wealth of Common Sense

JANUARY 8, 2023

And we update my asset allocation quilt once a year when the calendar turns (OK that’s just me). Here’s the updated quilt with 2022 data: I have A LOT of tho. We wear Hawaiian shirts at holiday dinners (try it…it’s fun). We get Chinese takeout for lunch every year on Christmas day. Let’s do this.

Asset Allocation 144

Asset Allocation Assets Marketing Marketing 144

Calculated Risk

FEBRUARY 28, 2023

The FDIC released the Quarterly Banking Profile for Q4 2022: Reports from 4,706 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reflect aggregate net income of $68.4 billion in fourth quarter 2022, a decrease of $3.3 Total assets of problem banks declined $116.3 billion (4.6

Banking 144

Banking Insurance Numbers Assets 144

Advisor Perspectives

JANUARY 12, 2023

GMO 7-year asset class forecast: 4Q 2022.

Assets 75

Assets 75

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 184

Risk Tolerance Compliance Startup Clients 184

Random Roger's Retirement Planning

JUNE 27, 2024

If someone can build a portfolio robust enough to have at least a couple of things that go up in a terrible year like 2022, I could see a sort of mental accounting where someone thought they were lucky in a periods that was broadly unlucky.

Assets 95

Assets Portfolio Clients Taxes 95

Wealth Management

NOVEMBER 7, 2023

Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.

Assets 64

Assets Clients 64

Truemind Capital

FEBRUARY 8, 2024

Here is an interesting fact – ICICI Pru Balanced Advantage Fund-Direct Plan-Growth (BAF) delivered returns of 14.11% while the Nifty Index Fund-Direct Plan generated returns of 13.83% in the last 10 years (as on 31 Aug 2022). However, dynamic asset allocation is key to generating higher returns at a lower level of risk.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

Calculated Risk

SEPTEMBER 9, 2022

The FDIC released the Quarterly Banking Profile for Q2 2022 this morning: Quarterly net income totaled $64.4 billion in second quarter 2022 , a reduction of $6.0 The number of FDIC-insured institutions declined from 4,796 in first quarter 2022 to 4,771. Total assets of problem banks declined $2.7 billion (8.5

Banking 139

Banking Insurance Numbers Assets 139

Advisor Perspectives

DECEMBER 30, 2022

Any way you slice it, 2022 was a turbulent year, from Russia’s invasion of Ukraine to historic inflation and jumbo rate hikes to multiple failures in the digital asset space.

Assets 40

Assets 40

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This year’s report examines several issues that the team is monitoring as we head into 2022.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Download transcript. Watch the Video.

Asset Allocation 52

Asset Allocation Assets License Government 52

The Big Picture

APRIL 3, 2023

The asset value peak was $33.6 trillion as of the end of 2022. Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. The group also names 2022’s Best of, including Fund, Asset Class, Region, and Industry of the Year (all found here ).

Assets 307

Assets Consulting Taxes Marketing 307

A Wealth of Common Sense

JANUARY 4, 2023

However, there was also an Occum’s razor answer for the losses in financial markets in 2022. Sometimes the reason asset prices fall is because they went up too much in the f.

Marketing 101

Marketing Marketing Financial Market Numbers 101

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. 00:25:48 [Speaker Changed] So in 2022 when equities were down and fixed income were down, they were both down double digits.

Assets 144

Assets Management Portfolio Investing 144

Calculated Risk

DECEMBER 6, 2022

The FDIC released the Quarterly Banking Profile for Q3 2022 last week: Net Income Increased Quarter Over Quarter and Year Over Year: Quarterly net income totaled $71.7 billion in third quarter 2022 , an increase of $7.3 percent from second quarter 2022. percent from second quarter 2022. billion (11.3 billion to $163.8

Banking 98

Banking Numbers Assets 98

Calculated Risk

DECEMBER 26, 2022

At the end of each year, I post Ten Economic Questions for the following year (2022). 10) Question #10 for 2022: Will inventory increase as the pandemic subsides, or will inventory decrease further in 2022? Here is a graph from Realtor.com showing active inventory through November 2022. This was correct. year-over-year.

Economics 111

Economics Sales Economy Banking 111

Wealth Management

JUNE 5, 2023

Charts detailing returns by asset class from 1992 to 2022.

Assets 89

Assets 89

Wealth Management

DECEMBER 22, 2022

After a bullish 2021 for NFTs and cryptocurrencies, the value of these digital assets fell significantly in 2022.

Investments 106

Investments Investing Assets 106

Abnormal Returns

OCTOBER 15, 2024

riabiz.com) JP Morgan Asset Management is refocusing its alternatives business. wsj.com) Economy The wealth effect helped keep us out of recession in 2022. (fortunefinancialadvisors.com) What defines a group that makes high quality decisions? institutionalinvestor.com) Retail Walgreens ($WBA) is closing some 1,200 stores.

Financial Advising 280

Financial Advising Retail Media Government 280

Good Financial Cents

JANUARY 16, 2023

We all witnessed the stock market’s volatility in 2022, as soaring inflation led to aggressive rate hikes over the course of the year. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Unique Asset Classes. Key Features of Yieldstreet.

Assets 94

Assets Investing Investments Accounting 94

Alpha Architect

OCTOBER 7, 2022

Global Factor Performance: October 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 116

Asset Allocation Assets Investing Investments 116

The Big Picture

SEPTEMBER 27, 2024

Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. Prior to launching Cutter, he focused on U.S. and European healthcare at Citadel and Millenium.

Healthcare 289

Healthcare Economy Numbers Assets 289

Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Alpha Architect

NOVEMBER 10, 2022

The Role of the Secular Decline in Interest Rates in Asset Pricing Anomalies was originally published at Alpha Architect.

Assets 118

Assets Investing Investments 118

Advisor Perspectives

DECEMBER 22, 2022

GMO 7-year asset class forecast: November 2022,

Assets 40

Assets 40

Alpha Architect

DECEMBER 1, 2022

DIY Trend-Following Allocations: December 2022 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. Full exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 113

Asset Allocation Assets 113

Alpha Architect

SEPTEMBER 8, 2022

Global Factor Performance: September 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Alpha Architect

NOVEMBER 8, 2022

Global Factor Performance: November 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Alpha Architect

AUGUST 9, 2022

Global Factor Performance: August 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 104

Asset Allocation Assets Investing Investments 104

Validea

OCTOBER 12, 2022

So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. The problem with the Permanent Portfolio this year has been that the asset it holds for inflationary times has not worked. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Random Roger's Retirement Planning

JULY 13, 2024

In 2022 it was better than the S&P 500 by 10 percentage points, falling 8% versus 18%. In the 2022 Pandemic Crash JHEQX only fell 5% to March 31 month end versus 20% for the S&P 500. The latest one very quickly mentioned very little investor interest in multi-asset funds without naming any names.

Assets 52

Assets Insurance Taxes Numbers 52

Calculated Risk

JANUARY 1, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 92

Banking Assets Media Insurance 92