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.

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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?

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Investing Investments Startup Valuation 176

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 113

Investing Investments Wealth Advisor Assets 113

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.

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Investing Investments Valuation Portfolio 290

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.

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Investing Investments Compliance Clients 216

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.

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Wealth Advisor Investing Investments 116

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.

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Wealth Advisor Investing Investments Assets 115

The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

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Investing Investments Assets Numbers 190

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.

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Investing Investments Government Economy 157

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.

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Investing Investments 85

The Big Picture

APRIL 25, 2024

Q1 2024 Gross Domestic Product expanded at a disappointing 1.6% — note this is seasonally and inflation-adjusted annual rate. Business investment grew at a 2.9% Residential investment grew at a 13.9% A quick note on the state of the economy in light of some recent data. That lagged economists’ consensus of 2.4%.

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Economy Banking Economics Investments 212

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 114

Investing Investments Wealth Advisor 114

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.

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Wealth Advisor Investing Investments 110

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.

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Investing Investments Assets Portfolio 157

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.

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Investing Investments Numbers Portfolio 144

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.

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Investing Investments Portfolio Assets 83

The Big Picture

OCTOBER 2, 2024

 At The Money: Finding Overlooked Private Investments , with Soraya Darabi, TMV (October 02, 2024) We expect our investments to generate positive financial returns, but can they also have a positive societal effect? How does this affect VC investing? Can your capital make an impact? As you said, this is just a fact.

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Investing Investments Startup Valuation 130

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.

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Wealth Advisor Investing Investments Marketing 104

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.

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Investing Investments Wealth Advisor 117

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 (..)

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Financial Planner Asset Allocation Taxes Tax Planning 234

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.

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Investing Investments Portfolio Valuation 157

Wealth Management

MARCH 26, 2024

Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. These are among the investment must reads we found this week for financial advisors. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream.

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Investing Investments Financial Advisor Management 114

Advisor Perspectives

OCTOBER 4, 2024

But the speed, size and impact of that investment is highly uncertain. The world could be undergoing a transformation akin to past technological revolutions. We think leaning into the transformation and adapting as the outlook changes will be key.

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Investing Investments 52

Wealth Management

JULY 9, 2024

ETFs in the first half of 2024, the highest six-month total since the second half of 2021, according to Morningstar. These are among the investment must reads we found this week for wealth advisors. Investors put $413 billion into U.S. A Bloomberg analyst said July 18 is his “best guess” as to when spot Ethereum ETFs could be approved.

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Investing Investments Wealth Advisor 105

Trade Brains

OCTOBER 9, 2024

September 2024 marked a high point for Indian equities as Foreign Portfolio Investors (FPIs) poured in ₹57,724 crore, capping four months of sustained buying. This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. This propelled key stock indices to record heights.

Investing 52

Investing Investments Portfolio Banking 52

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

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?

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Sales Investing Investments Commission 73

Trade Brains

OCTOBER 18, 2024

The Indian investment banking landscape is undergoing significant changes. A Brief History and Current State Investment banking in India traces its origins to the 19th century. Since then, foreign banks have dominated investment and merchant banking activities in the country. Also read… Large cap stock down by 5.6%

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Banking Economics Investing Investments 52

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.

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Retirement Commission Banking Financial Advising 244

Trade Brains

NOVEMBER 14, 2023

Top 6 Investing Courses in 2024 : Investing has been a proven method for wealth creation in every individual’s long-term view. The world of value investing is full of opportunities and challenges, and to master it effectively, you need the correct knowledge and guidance. You can enroll in the course here.

Investing 59

Investing Investments Certification Education 59

Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

Investing 59

Investing Investments Valuation Marketing 59

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.

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Assets Investing Investments 52

Truemind Capital

SEPTEMBER 13, 2024

He had no idea of where the investments were made by his father. The investments were all over the place and he was not even sure if all the assets were accounted for. What you must do : – Do not spread your investments in multiple places. appeared first on Investment Blog. Keep it simple.

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Investing Investments Insurance Accounting 64

Wealth Management

JANUARY 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Assets 108

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.

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Marketing Marketing Economics Taxes 52

Trade Brains

OCTOBER 10, 2024

These calculated investments have turned L&T into a major player in new-age industries, and its latest forays could become key growth drivers in the coming decade. In March 2024, L&T commissioned its first indigenous electrolyser at its Hazira plant in Gujarat, a major milestone in the company’s push toward sustainability.

Economy 96

Economy Investing Investments Engineering 96