Nerd's Eye View
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). In the meantime, I hope you're having a safe and happy holiday season. Read More.
Abnormal Returns
NOVEMBER 7, 2022
standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers." financial-planning.com) How Morningstar ($MORN) Wealth is getting into the direct indexing game.
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The Big Picture
AUGUST 31, 2022
It Should Be Easy to Get Affordable Financial Advice: Ritholtz. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). A further discussion of last week’s Tales from the Dark Side. The post Video: Tales from the Dark Side appeared first on The Big Picture.
Nerd's Eye View
MARCH 27, 2023
According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks). Read More.
Nerd's Eye View
JANUARY 20, 2023
While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states.
Nerd's Eye View
JULY 17, 2023
has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)
James Hendries
JULY 13, 2022
We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.
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