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

The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

Portfolio 147

Portfolio Portfolio Management Management Numbers 147

Abnormal Returns

DECEMBER 20, 2023

(ofdollarsanddata.com) What's changing for retirement accounts in 2024. financialsamurai.com) Investing Five ways you lost money in 2023 including overtrading. downtownjoshbrown.com) A lot of stuff matters beside your portfolio. obliviousinvestor.com) Splitting your portfolio in two.

Retirement 280

Retirement Portfolio Taxes Accounting 280

The Big Picture

OCTOBER 24, 2024

Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. He found less than 9% of those 10 year periods had returns of 3% or less. stocks returning 7.8%

Distribution 326

Distribution Economics Portfolio Economy 326

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

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

Wealth Management

NOVEMBER 15, 2024

Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen at the 2024 Fearless Investing Summit.

Portfolio 98

Portfolio Investments Investing 98

Wealth Management

NOVEMBER 12, 2024

At Nitrogen's 2024 Fearless Investing Summit, experts discuss how new technology is empowering advisors to deliver hyper-personalized portfolios through seamless integration and cost-saving strategies.

Portfolio Management 98

Portfolio Management Portfolio Management Investments 98

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.

Investing 95

Investing Investments Portfolio Assets 95

Wealth Management

SEPTEMBER 20, 2024

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

Portfolio 105

Portfolio Investing Investments 105

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.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investing 162

Investing Investments Portfolio Valuation 162

The Big Picture

APRIL 4, 2024

At The Money: with Jim Bianco, President Bianco Research (April, 03, 2024) Interest rates have risen by over 500 basis points during the past 24 months. Investors should be considering capturing some of that yield in their portfolios. My stock portfolio is recovering. In this new interest rate regime, TINA is no more.

Portfolio 162

Portfolio Management Assets Economy 162

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

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( Previously : Cash Is No Longer Trash (October 27, 2023) Understanding Investing Regime Change (October 25, 2023) How Many Bear Markets Have You Lived Through?

Taxes 288

Taxes Portfolio Marketing Marketing 288

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. To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan.

Investing 147

Investing Investments Assets Retail 147

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? newyorker.com) Venture capital More VC funds are running out time while still holding investments. nytimes.com) It's easy to load up on cash, harder to put it to work.

Asset Allocation 262

Asset Allocation Financial Advising Startup Economy 262

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. Hey, my portfolio is declining in value.

Investing 147

Investing Investments Numbers Portfolio 147

Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. abnormalreturns.com) Personal finance links: a boring portfolio. Markets A look at the best performing stocks of the past 20 years. Well, you should.

Media 163

Media Retail Economy Economics 163

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton.

Taxes 246

Taxes Portfolio Wealth Management Management 246

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

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

Validea

JULY 22, 2024

Validea’s Lynch-inspired strategy aims to capture the key principles of Lynch’s investing approach. He believed individual investors could gain an edge by investing in companies they encounter in their daily lives, before Wall Street caught on. annual return while managing Fidelity’s Magellan Fund from 1977 to 1990.

Sales 98

Sales Assets Management Investments 98

Abnormal Returns

JANUARY 10, 2024

(awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. morningstar.com) 10 ideas from 2023 that stuck including 'Keep it simple in investing when everyone knows everything.' (hollywoodreporter.com) The Apple ($AAPL) Vision Pro is going to change how we watch movies. Then check out our weekly e-mail newsletter.

Financial Advising 174

Financial Advising Valuation Banking Media 174

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

Investing 96

Investing Investments Marketing Marketing 96

Nerd's Eye View

DECEMBER 25, 2023

Read More.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

Validea

OCTOBER 19, 2022

Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Stocks and Bonds Can Fall at the Same Time.

Investing 128

Investing Investments Valuation Portfolio 128

Meb Faber Research

MARCH 29, 2024

Guest: Steve Edmundson is the Chief Investment Officer at the Public Employees’ Retirement System of Nevada (NVPERS), overseeing over $60 billion in assets.

Retirement 124

Retirement Portfolio Assets Investments 124

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. premium in the grey market on 19th March 2024. Investment Rs. Investment Rs.

Government 105

Government Transportation Planning Investing 105

Trade Brains

DECEMBER 5, 2023

Top 7 Derivatives Trading Courses in 2024 : Derivatives are secondary markets where the performance of an instrument is dependent on an underlying asset or a group of assets. As you know, derivatives are advanced trading/investment instruments and they require skill and knowledge to trade in them. You can enroll in the course here.

Certification 105

Certification Risk Management Education Management 105

Trade Brains

AUGUST 17, 2024

A Complete List of SEBI Registered Stockbrokers in India 2024: The Indian stock market has seen impressive growth following digitalization and the post-COVID period. Nithin Kamath, Co-Founder of Zerodha, reports that the number of unique investors has risen from 30 million in 2020 to over 100 million by 2024. Keep Reading to find out.

Clients 98

Clients Financial Services Banking Wealth Management 98

Validea

DECEMBER 18, 2024

Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. The strategy evaluates potential investments through several key lenses: First, companies must demonstrate fundamental strength. Financial health is paramount, with strict balance sheet requirements.

Valuation 52

Valuation Portfolio Investments Investing 52

Trade Brains

JANUARY 8, 2024

Written By Shivani Singh By utilising the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks, also get updated with stock market news , and make well-informed investment.

Banking 102

Banking Accounting Planning Education 102

The Big Picture

JULY 11, 2023

( Wall Street Journal ) see also Five Revealing Pictures : Professional money managers do well on their “slower”, buying decisions (actually well enough to beat benchmark portfolios!). She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients.

Distribution 197

Distribution Management Clients Portfolio 197

Validea

DECEMBER 4, 2024

The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like Buffett’s own investment style. Start investing like the Oracle of Omaha today!

Valuation 52

Valuation Investments Investing Portfolio 52

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.

Investing 130

Investing Investments Startup Valuation 130

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. Even in the interim budget in 2024, Budget allocation for the Ministry of Defense was ₹621,540 crores, being the highest among all ministries.

Investing 105

Investing Investments Engineering Budgeting 105

Trade Brains

OCTOBER 15, 2024

According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. Moreover, the introduction of Real Estate Investment Trusts (REITs) has opened up new avenues for investment. This figure eclipses the previous high of 60.6

Economics 98

Economics Government Marketing Marketing 98