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

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

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

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

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

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

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

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

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 147

Investing Investments 147

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

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

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

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

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

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

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

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.

Investing 195

Investing Investments Assets Numbers 195

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

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

Abnormal Returns

MAY 1, 2024

April 2024 The S&P 500 lost 4.08% in April 2024. on.spdji.com) How major asset classes performed in April 2024. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. ft.com) Strategy Catalysts matter.

Marketing 279

Marketing Marketing Financial Advising Economy 279

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

Abnormal Returns

DECEMBER 22, 2023

wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space. (theverge.com) Seven lessons learned from Netflix's ($NFLX) viewership data, including the staying power of 'Gilmore Girls.' down from 5.6% at the peak.

Financial Advising 279

Financial Advising Media Economy Economics 279

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

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

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

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

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

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

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

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

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! Markets Industrials are leading. allstarcharts.com) Congratulations, goldbugs. seeitmarket.com) Strategy Being right is more important than being first. dariusforoux.com) Why you should write more.

Financial Advising 291

Financial Advising Media Economy Sales 291

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

Abnormal Returns

SEPTEMBER 26, 2024

earnings estimates, and margins, continue to tick higher in 2024. ft.com) Investing is simple but not easy. abnormalreturns.com) The investment world was a different place when Josh Brown started writing. Markets U.S. carsongroup.com) Covid was boon for U.S. corporate profitability.

Financial Advising 279

Financial Advising Media Economy Investments 279

Abnormal Returns

SEPTEMBER 16, 2024

thinkadvisor.com) Investing William Bernstein on the challenges for investors nearing retirement. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. (standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) A checklist if a client gets laid off near retirement age.

Wealth Management 279

Wealth Management Startup CFP Retirement 279

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

DECEMBER 15, 2024

(ft.com) The stock market is up big in 2024, but these stocks are down big. sherwood.news) Four types of investment mistakes including 'Holding onto a loser for too long.' traderfeed.blogspot.com) 7 lessons from 2024 including 'Returns are lumpy.' traderfeed.blogspot.com) 7 lessons from 2024 including 'Returns are lumpy.'

Investments 174

Investments Investing Marketing Marketing 174

Abnormal Returns

AUGUST 19, 2024

Markets There is big difference between politics and policies when it comes to investing. bloomberg.com) The homicide rate fell in 2023 and is plunging in 2024. optimisticallie.com) 20 pandemic darlings that have yet to rebound. ft.com) How the cannabis landscape is changing. Then check out our weekly e-mail newsletter.

Financial Advising 299

Financial Advising Startup Manufacturing Media 299