The Big Picture

JANUARY 18, 2025

We have been designing a dedicated website for the How Not to Invest book, and working with the team at Off Menu has been much more fun than I expected. The post Audio Recording of “How Not to Invest” appeared first on The Big Picture. The past few weeks have been pretty busy and full of surprises.

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Investing Investments Media 189

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.

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Investing Investments Wealth Advisor Startup 290

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.

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Investing Investments Wealth Advisor Assets 290

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 296

Investing Investments Wealth Advisor 296

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 290

Wealth Advisor Investing Investments 290

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 295

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 279

Investing Investments Wealth Advisor Assets 279

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 288

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 279

Investing Investments Wealth Advisor Management 279

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 286

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will job growth slow in 2024? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. million jobs in 2024.

Economy 298

Economy Manufacturing Economics Sales 298

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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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 277

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI December 2024: Business conditions end the year on a weak note The AIA/Deltek Architecture Billings Index (ABI) score fell to 44.1 for the month as the share of firms reporting a decline in firm billings increased.

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Clients Investments Investing Numbers 270

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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The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The result: Bad investment outcomes that should not have occurred. ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025.

Investing 189

Investing Investments Numbers 189

Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Accounting 259

Wealth Management

MARCH 7, 2024

Dive into the critical role of sustainable investments in the evolving financial landscapes.

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Investing Investments 258

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.

Investing 277

Investing Investments Wealth Advisor 277

Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? Here is a review of the Ten Economic Questions for 2024. 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024.

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Sales Investing Investments Commission 147

Wealth Management

NOVEMBER 26, 2024

A look at the asset managers who have raised the most capital for interval funds and tender offer funds this year.

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Investing Investments Assets Management 275

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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Calculated Risk

FEBRUARY 21, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Reports Sluggish Conditions to Start 2024 rchitecture firm billings remained soft entering into 2024, with an AIA/Deltek Architecture Billings Index (ABI) score of 46.2

Economy 309

Economy Investments Investing Clients 309

Calculated Risk

DECEMBER 24, 2023

Here is a review of the Ten Economic Questions for 2023 Below are my ten questions for 2024 (I've been doing this online every year for almost 20 years!). economy will likely perform in 2024, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. Q4-over-Q4 in 2024. range in Q4 2024.

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Economics Economy Sales Commission 226

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.

Investing 274

Investing Investments Wealth Advisor Assets 274

Calculated Risk

FEBRUARY 27, 2025

From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Second Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.3 percent in the fourth quarter of 2024 (October, November, and December), according to the second estimate released by the U.S. Residential investment was revised up from 5.3%

Government 173

Government Economics Investing Investments 173

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%.

Economy 214

Economy Banking Economics Investments 214

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. riabiz.com) M&A deals in 2024 have been increasing in size. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.

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Risk Tolerance Retirement Consulting Financial Planning 275

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 246

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.

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Investments Investing Assets Retail 147

Abnormal Returns

NOVEMBER 3, 2024

(sherwood.news) How major asset classes performed, or didn't, in October 2024. wsj.com) Investment success is about small advantages compounded over time. capitalspectator.com) What's behind weakness in the long end of the curve? apolloacademy.com) Why mortgage rates are rising.

Assets 182

Assets Investments Investing 182

Wealth Management

SEPTEMBER 20, 2024

Friday, September 20, 2024 | 10:00 AM ET

Portfolio 264

Portfolio Investing Investments 264

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? But there is a risk that the Fed will be overly tight in 2024. 1) Economic growth: Economic growth was probably close to 2.6%

Economy 200

Economy Sales Economics Investing 200

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 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

Calculated Risk

JANUARY 1, 2025

Here is a review of the Ten Economic Questions for 2024. Question #8 for 2025: How much will Residential investment change in 2025? I'm adding some thoughts and predictions for each question. 3) Unemployment Rate: The unemployment rate was at 4.2% in November, up from 3.7% in November 2023. range in Q4 2025.

Economics 272

Economics Sales Investing Investments 272

Wealth Management

FEBRUARY 23, 2024

Wednesday, March 06, 2024 | 2:00 PM ET

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Investing Investments 277