Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 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!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 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!

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 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!

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Abnormal Returns

JANUARY 1, 2023

abnormalreturns.com) Top clicks this week Here is Eddy's 2023 Buy List. rock-wealth.co.uk) 35 ideas from 2022 including 'Long term investing is hard.' humbledollar.com) Three ways to simplify your portfolio in 2023. Also on the site Why you should choose simplicity over complexity: the case against FSAs.

Financial Market 279

Financial Market Portfolio Investments Investing 279

Abnormal Returns

DECEMBER 29, 2023

Science Derek Thompson with Dr. Eric Topol about some big scientific breakthroughs in 2023. jordanharbinger.com) AI What happened in AI in 2023? ritholtz.com) Corey Hoffstein talks with Nick Baltas, Managing Director at Goldman Sachs about building multi-strategy portfolios.

Portfolio 264

Portfolio Management Investments Investing 264

The Big Picture

NOVEMBER 2, 2023

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. Depending on the specifics a 4.5-5% we are happy to help ).

Taxes 288

Taxes Portfolio Marketing Marketing 288

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

Abnormal Returns

SEPTEMBER 24, 2023

Top clicks this week How Morgan Housel invests his portfolio. tonyisola.com) Leveraged loans have put corporate bonds to shame in 2023. etf.com) The hardest thing about being an investor is deciding what to focus on. behaviouralinvestment.com) Why selling a stock is harder than buying.

Math 279

Math Valuation Portfolio Investments 279

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

Startup 298

Startup Portfolio Management Assets Valuation 298

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investing 147

Investing Investments Financial Market Portfolio 147

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. 1980-82 Double Dip Recession 2.

Media 351

Media Economy Economics Wealth Management 351

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." (kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. thinkadvisor.com)

Wealth Management 263

Wealth Management Retirement Communication Investment Planning 263

The Big Picture

NOVEMBER 17, 2023

I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L. BAHNSEN National Review, November 16, 2023 click for audio [link] The post Politics and Your Portfolio appeared first on The Big Picture.

Portfolio 130

Portfolio Management Investing Investments 130

The Irrelevant Investor

JANUARY 2, 2023

Needless to say, but I have to say it anyway, nothing in this list is investment advice. I’m not doing anything with my portfolio based on t. The post 10 Predictions For 2023 appeared first on The Irrelevant Investor. That’s all I’m trying to do with this post. Entertain and educate.

Education 135

Education Portfolio Investments Investing 135

The Big Picture

NOVEMBER 27, 2023

Let’s delve into these to see if they apply to your own investing and trading: Instinct : Malcolm Gladwell’s Blink: The Power of Thinking Without Thinking , discusses the strengths and capabilities of the “ adaptive unconscious.” And, it has the advantage of leaving your actual investments alone.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

The Big Picture

JANUARY 26, 2023

-Avoid costly errors -Remove classic pitfalls -Create a robust, bullet-proof portfolio It’s going to be the most valuable 45 minutes you will spend this year thinking about your investments.

Accounting 297

Accounting Portfolio Investing Investments 297

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Abnormal Returns

JANUARY 4, 2023

Retirement Why you need a diversified life portfolio in retirement. msn.com) New year Ten words for 2023 including 'Simplify.' kindnessfp.com) Personal finance Early in your life savings far outweighs investing. evidenceinvestor.com) Why you should think about 'investing' your time instead of 'spending' it.

Certification 243

Certification Startup Retirement Portfolio 243

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani?

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. The long-term portfolio growth trajectory clients can expect when implementing a dollar-cost averaging strategy.

Financial Planner 241

Financial Planner Retirement Planning Compliance Retirement 241

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) A list of the best investing blogs of 2023.

Financial Advising 244

Financial Advising Startup Banking Manufacturing 244

Abnormal Returns

JUNE 14, 2023

Strategy When it comes to investing, more activity doesn't guarantee better results. awealthofcommonsense.com) Focus on the role bonds play in your portfolio. sellwoodconsulting.com) Future Proof 2023 The 2023 Future Proof agenda is live and you can sign up now for a $200 discount. In fact, just the opposite is true.

Financial Advising 244

Financial Advising Insurance Media Economy 244

Abnormal Returns

DECEMBER 20, 2023

financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two. (morningstar.com) Why it's so hard to stay retired when you retire early.

Retirement 280

Retirement Portfolio Taxes Accounting 280

Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.

Investing 111

Investing Investments Wealth Advisor Portfolio 111

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

The Big Picture

AUGUST 30, 2023

1 The Executive Summary gives you the flavor of the timing issue: “The persistent gap between the returns investors actually experience and reported total returns makes cash flow timing one of the most significant factors—along with investment costs and tax efficiency—that can influence an investor’s end results.

Assets 243

Assets Investing Investments Taxes 243

The Big Picture

FEBRUARY 19, 2024

We can make changes to how we think about risk, what our portfolio allocations are, what information we read — everything that goes into how we invest. Most importantly, I rely on a lot of specific methodologies and thoughts about how and what we do when it comes to thinking about investment strategies. A few examples: 1.

Investing 130

Investing Investments Portfolio Economy 130

Abnormal Returns

MAY 11, 2023

morningstar.com) If you invest in stocks there are going to be extended periods of poor performance. ft.com) Softbank continues to mark down its Vision Fund portfolio. news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. Markets What's the best asset to hold during a recession?

Financial Advising 244

Financial Advising Media Economy Portfolio 244

The Big Picture

APRIL 6, 2023

Here is why: These posts seem to be a bizarre combination of public records scraping and AI; they look like they were designed to generate clicks rather than reflect honest investment recommendations. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. Is that a thing in March 2023?

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 246

Financial Planner Fee Only Clients Investments 246

Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., As the U.S. The outperformance of U.S. The outperformance of U.S.

Valuation 246

Valuation Economics Portfolio Investments 246

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. herbgreenberg.substack.com) Strategy 90 notable investment quotes including “In bear markets, stocks return to their rightful owners.” ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. capitalspectator.com) The U.S.

Financial Advising 246

Financial Advising Retail Media Economy 246

Abnormal Returns

JANUARY 10, 2024

(awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' axios.com) Finance Investment grade companies are rushing to issue debt in January.

Financial Advising 174

Financial Advising Valuation Banking Media 174

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? morningstar.com) Achieving these three portfolio goals simultaneously is tough. wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023.

Asset Allocation 279

Asset Allocation Financial Advising Assets Media 279