The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed.

Economics 349

Economics Marketing Marketing Investments 349

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

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 246

Retirement Commission Banking Financial Advising 246

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 182

Investing Investments Startup Valuation 182

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., Read More.

Education 49

Education Investing Investments CFP 49

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. thecollegeinvestor.com) 11 investing principles from Bill Miller including how to avoid value traps. Mentions Sam Ro's favorite free finance newsletters.

Investments 278

Investments Investing Marketing Marketing 278

Abnormal Returns

MARCH 3, 2024

(abnormalreturns.com) Top clicks this week What happens when you invest right before a bear market? allstarcharts.com) Consumer Reports' top ten list for 2024 is filled with hybrids. morningstar.com) Every investing fad eventually ends. morningstar.com) Every investing fad eventually ends. What is Europe's alternative?

Investments 300

Investments Investing Marketing Marketing 300

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 162

Investing Investments Government Economy 162

Wealth Management

OCTOBER 29, 2024

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. These are among the investment must reads we found this week for wealth advisors. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.

Wealth Advisor 116

Wealth Advisor Investing Investments Assets 116

Wealth Management

DECEMBER 3, 2024

These are among the investment must reads we found this week for wealth advisors. Several ETF sponsors have filed to roll out new crypto ETFs that provide some buffer protections to lower the overall risk profile, reports Financial Times.

Wealth Advisor 104

Wealth Advisor Investing Investments 104

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc.

Investing 116

Investing Investments Wealth Advisor Startup 116

The Big Picture

MAY 9, 2024

@TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match.

Media 336

Media Taxes Math Investments 336

The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. As it turns out, when it comes to investing, we are our own worst enemies. Your own behavior.

Investing 162

Investing Investments Portfolio Assets 162

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

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investing 162

Investing Investments Portfolio Valuation 162

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. awealthofcommonsense.com) An example of how finding a (highly) niche investment strategy works in practice.

Assets 297

Assets Economy Investments Investing 297

Abnormal Returns

JULY 7, 2024

Top clicks this week How major asset classes performed in June 2024. vox.com) Politics and investing don't mix. capitalspectator.com) Just how useful is historical financial markets data? retirementresearcher.com) Don't forget, stocks are real assets. downtownjoshbrown.com) Europe's stock market has badly lagged the U.S.

Insurance 313

Insurance Assets Financial Market Investments 313

Abnormal Returns

APRIL 21, 2024

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' advisorperspectives.com) The stock market was not counting on higher yields in 2024. axios.com) The Cybertruck looks like a bust.

Economy 299

Economy Sales Investments Investing 299

The Big Picture

NOVEMBER 26, 2024

November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I know ETFs today are the apple pie of investing. Give us some investment strategies.

Investing 147

Investing Investments Assets Retail 147

Abnormal Returns

MAY 5, 2024

Top clicks this week Widen your investing lens. awealthofcommonsense.com) How major asset classes performed in April 2024. awealthofcommonsense.com) Why the stock market usually goes up. humbledollar.com) The best investors are running their own race. capitalspectator.com) How to think about debt.

Assets 314

Assets Investments Investing Marketing 314

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 246

Financial Planner Asset Allocation Taxes Tax Planning 246

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. Stay invested. Barron’s ) • Ten Economic Questions for 2024 : The purpose of these questions is to provide a framework of how the U.S. Stay invested.

Distribution 273

Distribution Economy Clients Management 273

Abnormal Returns

DECEMBER 10, 2023

allstarcharts.com) Investing is hard. awealthofcommonsense.com) Should you care what Wall Street strategists have to say about 2024? tker.co) The more room you can put between yourself and your investments, the better. Top clicks this week Why investors may regret earning 5% on cash. Really hard.

Asset Allocation 306

Asset Allocation Assets Investments Investing 306

The Big Picture

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. So, Brian, welcome to At The Money.

Investing 147

Investing Investments Numbers Portfolio 147

The Big Picture

JUNE 6, 2024

I spend a lot of time debunking investment-related b t. 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. restaurant industry’s biggest year ever in sales — $1.1

Economics 64

Economics Sales Numbers Marketing 64

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 118

Investing Investments Wealth Advisor 118

Abnormal Returns

FEBRUARY 4, 2024

downtownjoshbrown.com) Should you invest in stocks when they are at all-time highs? wsj.com) How major asset classes performed in January 2024. Top clicks this week Josh Brown, "Just please, no matter what you do, don’t say the G word. Never say it." ofdollarsanddata.com) Why the vast majority of investors should avoid alternatives.

Financial Planning 300

Financial Planning Accounting Portfolio Assets 300

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

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 116

Investing Investments Wealth Advisor Assets 116

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 116

Investing Investments Wealth Advisor 116

Abnormal Returns

MARCH 5, 2024

papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. alphaarchitect.com) The 2024 UBS Global Investment Returns Yearbook is here! (marginalrevolution.com) Alts How fundraising affects PE fund decision making. papers.ssrn.com) Private credit, 101.

Retail 277

Retail Portfolio Investments Investing 277

Abnormal Returns

DECEMBER 31, 2023

Top clicks this week Some investment sites worth reading every week including Sam Ro's TKer. mathinvestor.org) Be careful not to overdo your cash holdings in 2024. blakebmillard.substack.com) 10 questions for 204 including 'What happens to all the cash on the sidelines?' bilello.blog) What panic looks like in real-time. I have no clue."

Financial Advice 298

Financial Advice Investments Investing Marketing 298

Abnormal Returns

APRIL 7, 2024

wsj.com) How major asset classes performed in March 2024. aqr.com) On the benefits of keeping an investment journal. Also on the site Better investors make fewer decisions. abnormalreturns.com) Top clicks this week Two stocks accounted for a third of the Russell 2000's 5.2% return in Q1.

Assets 306

Assets Accounting Investments Investing 306

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

JULY 3, 2024

Strategy Politics and investing don't mix. rogersplanning.blogspot.com) Not all investment decisions are created alike. behaviouralinvestment.com) Finance A lot of loans got repriced in 2024, so far. howardlindzon.com) Good luck trying to time market factors. axios.com) What former Vanguard OCIO clients should expect.

Startup 277

Startup Financial Advising Media Economy 277

Wealth Management

NOVEMBER 5, 2024

Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors. BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds.

Investing 111

Investing Investments Wealth Advisor Assets 111

Wealth Management

NOVEMBER 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. These are among the investment must reads we found this week for wealth advisors. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.

Investing 111

Investing Investments Wealth Advisor Management 111