Wealth Management

NOVEMBER 12, 2024

These are among the investment must reads we found this week for wealth advisors. It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs.

Wealth Advisor 106

Wealth Advisor Investing Investments 106

Wealth Management

OCTOBER 22, 2024

Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investing 111

Investing Investments Wealth Advisor Assets 111

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 234

Financial Planner Asset Allocation Taxes Tax Planning 234

The Big Picture

FEBRUARY 9, 2024

Hey, I am heading up to Boston today for the annual MIT Sloan Investment Conference. I am looking forward to meeting Karen Karniol-Tambour, Co-Chief Investment Officer at Bridgewater Associates. Please join us for the 19th Annual MIT Sloan Investment Conference on February 9th, 2024 at the Intercontinental Hotel in Boston.

Investing 146

Investing Investments 146

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 220

Financial Advisor Clients Accounting Education 220

Wealth Management

OCTOBER 8, 2024

These are among this week’s investment must reads for wealth advisors. S&P Dow Jones’ updated methodology for some of its indices has impacted $300 billion in ETFs, reports Financial Times. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors.

Wealth Advisor 116

Wealth Advisor Investing Investments 116

Nerd's Eye View

MAY 1, 2024

The rule, colloquially referred to as the "Internet Adviser Exemption ", applied to "entities that exclusively provide investment advice through an interactive website ", save for a de minimis exemption of fewer than 15 clients served outside of the interactive website within the preceding 12 months.

Investing 216

Investing Investments Compliance Clients 216

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 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!

Startup 211

Startup Wealth Management Clients Portfolio 211

Validea

NOVEMBER 20, 2024

Below is our trend following update for November of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset classes, sectors and investment styles. All but one of the major asset classes and equity indexes rare currently in uptrends.

Assets 52

Assets Investing Investments 52

Wealth Management

OCTOBER 1, 2024

These are among the investment must reads we found this week for wealth advisors. Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.

Wealth Advisor 114

Wealth Advisor Investing Investments Assets 114

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024. Lastly, the way these are initially “seeded” does not reflect our current confidence in them.

Investing 83

Investing Investments Portfolio Assets 83

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 ". Read More.

Retirement 244

Retirement Commission Banking Financial Advising 244

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Weekly Market Insights | September 9th, 2024 Rough Start, Unsettling End. 4 Source: YCharts.com, September 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; September 6, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 6, 2024 2. IRS.gov, May 8.

Marketing 90

Marketing Marketing Economics Taxes 90

Wealth Management

SEPTEMBER 24, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters.

Wealth Advisor 109

Wealth Advisor Investing Investments 109

Calculated Risk

JANUARY 3, 2024

Today, in the Real Estate Newsletter: Question #8 for 2024: How much will Residential investment change in 2024? How about housing starts and new home sales in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will RI change in 2024?

Sales 73

Sales Investing Investments Commission 73

Wealth Management

SEPTEMBER 17, 2024

These are among the investment must reads we found this week for wealth advisors. Morgan Chase Chairman Jamie Dimon called out institutions investors for their role in the rising popularity of private markets, reports FundFire. A Fed interest-rate cut could be a boon for small-cap stocks, according to MarketWatch.

Wealth Advisor 100

Wealth Advisor Investing Investments Marketing 100

Wealth Management

SEPTEMBER 3, 2024

YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. These are among the investment must reads we found this week for wealth advisors. ETF.com has published a guide to leveraged ETFs.

Investing 110

Investing Investments Wealth Advisor 110

Trade Brains

OCTOBER 18, 2024

billion in May 2024 to $16.41 billion in August 2024. The company emphasized its ongoing investments in AI capabilities and digital transformation services, areas where it sees continued strong demand. revenue increase from June to September 2024, with revenue rising from 62,613 crore to 64,259 crore (in rupee terms).

Consulting 98

Consulting Investment Advisor Investing Investments 98

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Wealth Management

NOVEMBER 12, 2024

Top financial innovators at Nitrogen's 2024 Fearless Investing Summit highlight how student loan refinancing creates low-risk, high-return opportunities.

Investing 80

Investing Investments 80

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 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 130

Estate Planning Accounting Assets Clients 130

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) The Efficient Market Hypothesis informs us that stock markets reflect all of the information known about any company. How does this affect VC investing? But is that also true for start-ups and venture-funded private companies?

Investing 179

Investing Investments Startup Valuation 179

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

NOVEMBER 15, 2024

Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.

Valuation 52

Valuation Assets Sales Portfolio 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

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 226

Retirement Planning Compliance Startup Clients 226

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 188

Estate Planning Planning Communication Taxes 188

Validea

NOVEMBER 15, 2024

Here is the latest value spread update for November 2024 from Validea’s market valuation tool. We use the median of our investable universe of 2700 stocks to perform the calculation. To compare value vs. growth, we look at the top decile of the cheapest stocks and compare it to the top decile of the most expensive stocks.

Valuation 52

Valuation Sales Marketing Marketing 52

Wealthfront

JANUARY 25, 2024

In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor.

Planning 122

Planning Investing Investments Marketing 122

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? And on today’s edition of At the Money, we’re gonna discuss whether value investing should be part of your strategy.

Investing 293

Investing Investments Valuation Portfolio 293

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 230

Clients B2B Estate Planning Planning 230

Wealth Management

JUNE 4, 2024

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Morningstar explored how investors should consider allocating to private equity.

Investing 115

Investing Investments Wealth Advisor 115

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. EIA Petroleum Status Report. Thursday: Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Economics Taxes 105

The Big Picture

NOVEMBER 18, 2023

This week, we speak with Brad Gerstner , founder and CEO of Altimeter Capital , a technology-focused investment firm, which has about $7 billion in assets under management. He explains how he launched Altimer as a founder-run venture fund with interests in both public and private investments. Note: This episode was recorded on Nov.

Investing 159

Investing Investments Government Economy 159

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

Marketing 105

Marketing Marketing Taxes Economics 105