Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 246

Retirement Planning Compliance Startup Clients 246

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 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 Financial Planning Planning Wealth Management 246

Nerd's Eye View

JUNE 10, 2024

The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 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 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

JULY 1, 2024

Welcome to the July 2024 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!

Financial Advisor 246

Financial Advisor Clients Accounting Education 246

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 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 242

Estate Planning Financial Advisor Clients Startup 242

The Big Picture

SEPTEMBER 19, 2024

The post Future Proof 2024: Wow!! Kris & Michael give a toast at our Hawaiian-themed dinner at Dukes Hawaiian themed: X Ambassadors kicked ass (love the song Boom!) Third Eye Blind was great! The shows were awesome! We even had a lunar eclipse! appeared first on The Big Picture.

Media 214

Media Management Marketing Marketing 214

Nerd's Eye View

OCTOBER 30, 2023

In addition, we've also updated our popular " Master Conference List " of all financial advisor conferences in 2024, both for advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 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!

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

DECEMBER 11, 2023

Which, thanks to the new rollouts in both California and Florida in 2024, will mean nearly half of all financial advisors who are IARs will need to fulfill the new IAR CE requirement in 2024… as once an advicer has half a dozen clients in any of the 17 states or the District of Columbia, they have to comply with the new IAR CE rules.

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 241

Insurance Numbers Clients Business Planning 241

Nerd's Eye View

NOVEMBER 18, 2024

In recent years, AI has become an increasingly common feature in advisor technology. The possibilities at the intersection of AI and financial advice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field.

Financial Advice 246

Financial Advice Clients Portfolio Marketing 246

Nerd's Eye View

APRIL 3, 2024

Looking forward, equity analysts predict earnings growth in 2024 of 11.5%, which stands in stark contrast to the Philly Fed's Survey of Professional Forecasters expectations of total GDP growth of 'just' 3.8%. Given that corporate profits have historically tracked GDP growth, this inconsistency creates an interesting enigma.

Economics 244

Economics Marketing Marketing Valuation 244

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 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 243

Estate Planning Planning Communication Taxes 243

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Retirement 246

Retirement Commission Banking Financial Advising 246

The Big Picture

FEBRUARY 22, 2024

Ask yourself this: Is 2024 more akin to 2007, or most other markets where new all-time highs were made?

Economics 349

Economics Marketing Marketing Investments 349

A Wealth of Common Sense

NOVEMBER 3, 2024

stock market is up 20% in 2024. It’s been a good year in the stock market. Through the close on Friday, the U.S. The Russell 3000 Index is a good approximation of the total U.S. stock market. The index now has a little less than 2,700 stocks. Out of 2,670 stocks, 101 are up 100% or more this year (3.8% of the total).

Marketing 145

Marketing Marketing 145

The Big Picture

JUNE 6, 2024

Axios reported yesterday that “2024 will be the U.S. 33% of restaurant operators expect sales to be higher for the full 2024 calendar year versus 2023; 45% expect them to hold steady. Kingson Axios, June 5, 2024 REPORT: 2024 State of the Restaurant Industry National Restaurant Association, February 05, 2024 The post Thanks, Joe!

Economics 64

Economics Sales Numbers Marketing 64

Abnormal Returns

JUNE 9, 2024

awealthofcommonsense.com) A review of major asset class performance in May 2024. marginalrevolution.com) The best podcasts of 2024 including 'Stick the Landing' from The Ringer. time.com) Edmunds' top EV and hybrid vehicles for 2024. Top clicks this week The best time to prepare for a bear market is before it begins.

Retirement 306

Retirement Economy Assets Marketing 306

The Big Picture

JULY 9, 2024

Transcript here Source : 2024 Commencement Address by Roger Federer Dartmouth, June 9, 2024 The post It’s Only a Point… appeared first on The Big Picture. ” -Roger Federer This is one of those great commencement addresses that will only gain stature over time.

Clients 317

Clients 317

Abnormal Returns

JANUARY 2, 2024

albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. ft.com) Venture capital Don't look for a big rebound in VC funding in 2024 despite fresh, new opportunities. hottakes.space) How to be more resilient in 2024.

Financial Advising 286

Financial Advising Economy Media Assets 286

The Big Picture

JULY 7, 2024

The reality is that California lost over 2,500 fast food jobs since January 2024, when looking at seasonally adjusted data. The wage hike took place Apr 1 2024. “Yesterday, they put out a press release claiming that California’s fast food industry has added every month this year,” Paxton said. That’s not even math. GovPressOffice.

Food 338

Food Math Numbers Media 338

The Big Picture

MAY 16, 2024

January 25, 2024) Why the FED Should Be Already Cutting (May 2, 2024) Transitory Is Taking Longer than Expected (February 10, 2022) Has Inflation Peaked?

Advertising 321

Advertising Economics Economy Banking 321

The Big Picture

JANUARY 15, 2024

On Monday, I discussed reasons to be bullish or bearish in 2024. #2 ” If you are a real estate fan, you should subscribe here … Previously : Are You Bullish or Bearish in 2024? 2 in the bearish list is CRE/WFH : “The post-pandemic environment continues to be difficult for commercial office real estate.

Banking 63

Banking Numbers Assets Marketing 63

Nerd's Eye View

NOVEMBER 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

The Big Picture

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. Its numbers are fake.

Food 290

Food Media Economics Numbers 290

Abnormal Returns

JANUARY 7, 2024

entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. Top clicks this week Some of the best charts of 2023. allstarcharts.com) How major asset classes performed in December 2023.

Assets 297

Assets Economy Investments Investing 297

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

AUGUST 4, 2024

disciplinefunds.com) Bonds are doing okay in 2024, except for long duration. capitalspectator.com) How major asset classes performed in July 2024. Top clicks this week Are small caps cheap for a reason? awealthofcommonsense.com) A look at the valuation of the S&P 490.

Valuation 289

Valuation Assets Marketing Marketing 289

The Big Picture

JANUARY 1, 2024

What’s Ahead for 2024. Bitcoin backers are looking forward to an ETF and other catalysts that could lift prices in 2024. Why They Can Do It Again in 2024. Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S. Stay invested. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

Abnormal Returns

MAY 26, 2024

tker.co) The 18 best investing blogs of 2024. thecollegeinvestor.com) Top clicks this week The 18 best investing blogs of 2024. Mentions Sam Ro's favorite free finance newsletters. thecollegeinvestor.com) 11 investing principles from Bill Miller including how to avoid value traps.

Investments 278

Investments Investing Marketing Marketing 278

Calculated Risk

NOVEMBER 8, 2024

percent of all loans outstanding at the end of the third quarter of 2024 compared to one year ago, according to the Mortgage Bankers Association’s (MBA) National Delinquency Survey. percent in Q3 2024 (red) and remains historically low. The percent of loans in the foreclosure process decreased year-over-year from 0.49

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