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 246

Startup Wealth Management Clients Portfolio 246

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

FEBRUARY 5, 2024

Welcome to the February 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 246

Estate Planning Financial Planning Planning Wealth Management 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

Nerd's Eye View

MAY 6, 2024

Welcome to the May 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 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 241

Insurance Numbers Clients Business Planning 241

The Big Picture

DECEMBER 18, 2024

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. But they made one super-sized mistake: they cheated with the numbers. Note: To be clear, while the law passed in Sept 2023, it did not take effect until April 2024.]

Food 260

Food Math Numbers Economics 260

The Big Picture

JUNE 6, 2024

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. And two-thirds say the number of restaurants in their area has rebounded from pre-pandemic levels, according to Axios.

Economics 64

Economics Sales Numbers Marketing 64

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 4, 2024

Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2024. Looking forward to both of these The post Bloomberg’s Hedge Fund Forum 2024 appeared first on The Big Picture. I will be moderating the Emerging Managers Panel (I did this last year as well).

Wealth Management 147

Wealth Management Management Numbers 147

The Big Picture

JUNE 13, 2024

I wrote: It appears to me that the Journal got that number from BLS. Its numbers are fake. Its numbers are fake. Times, June 12, 2024 Free mirror: Yahoo The post Debunking QSR Minimum Wage BS: A Follow Up appeared first on The Big Picture. by Michael Hiltzik L.A.

Food 305

Food Numbers Economics Portfolio 305

The Big Picture

JANUARY 15, 2024

On Monday, I discussed reasons to be bullish or bearish in 2024. #2 In Manhattan, I have heard numbers like 3% of buildings are conversion-ready.” ” If you are a real estate fan, you should subscribe here … Previously : Are You Bullish or Bearish in 2024?

Banking 63

Banking Numbers Assets Marketing 63

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

OCTOBER 7, 2024

@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into law (taking effect April 1, 2024) a new $20 minimum wage for so-called “limited service” (a/k/a fast food or QSR) restaurant workers, read up here , here , or here. Its numbers are fake.

Food 290

Food Media Economics Numbers 290

Calculated Risk

MAY 6, 2024

Fannie reported results for Q1 2024. Fannie Mae reported the number of REOs decreased to 7,791 at the end of Q1 2024, down 5% from 8,403 at the end of the previous quarter, and down 9% year-over-year from Q1 2023. For Fannie, this is down 95% from the 166,787 peak number of REOs in Q3 2010.

Numbers 132

Numbers 132

The Big Picture

NOVEMBER 29, 2024

Between January 2022 and June 2024, the state created 523,700 private sector jobs — not 5,400 as claimed. MSM uncritically repeated the false number. Between January 2022 and June 2024, total California jobs grew by about 156,000, with government jobs accounting for 96.5 I spend far too much time debunking economic b t.

Government 356

Government Media Economics Food 356

Abnormal Returns

SEPTEMBER 16, 2024

standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. (youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical.

Wealth Management 279

Wealth Management Startup CFP Retirement 279

Abnormal Returns

MAY 17, 2024

allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. openvc.app) Economy Q2 2024 GDP is tracking in the mid-2%s. Markets Utility stocks are having a moment. barrons.com) Bonds seem to have bottomed. theirrelevantinvestor.com) There are two approaches to investing. theinformation.com) VCs aren't your friends.

Financial Advising 265

Financial Advising Media Economy Numbers 265

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. bloomberg.com) How immigration is affecting the jobs numbers. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 264

Financial Advising Economy Media Economics 264

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

Calculated Risk

AUGUST 13, 2024

Fannie reported results for Q2 2024. Fannie Mae reported the number of REOs decreased to 7,179 at the end of Q2 2024, down 10% from 7,971 at the end of the previous quarter, and down 17% year-over-year from Q2 2023. For Fannie, this is down 96% from the 166,787 peak number of REOs in Q3 2010.

Numbers 123

Numbers 123

The Big Picture

JUNE 27, 2024

That you can tank up in 2024 for $50-75 is an economic miracle, but people still love to complain about gas prices. As of January 1 2024, about 70% of all mortgage holders had rates three full percentage points below market prices. For most of us who are not regularly crunching the numbers in spreadsheets, it may not feel that way.

Economics 321

Economics Budgeting Sales Media 321

Abnormal Returns

JULY 28, 2024

apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. nytimes.com) The number of Americans earning the minimum wage keeps shrinking. (allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. wsj.com) Revolut now has a UK banking license.

License 290

License Financial Advising Economy Economics 290

Calculated Risk

JANUARY 18, 2024

Today, in the Calculated Risk Real Estate Newsletter: Single Family Starts Up Year-over-year in December; Near Record Number of Multi-Family Housing Units Under Construction A brief excerpt: The third graph shows the month-to-month comparison for total starts between 2022 (blue) and 2023 (red). Total starts were up 7.6%

Numbers 117

Numbers 117

Abnormal Returns

AUGUST 8, 2024

newconsumer.com) As the number of video fakes increase so does the need to debunk them. on.ft.com) What it was like at the 2024 Bitcoin Conference. (bloomberg.com) Why the Crowdstrike ($CRWD) bug hit banks so hard. bitsaboutmoney.com) Locking up products thwarts theft, but it also thwarts purchases.

Banking 278

Banking Numbers 278

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Abnormal Returns

JUNE 8, 2024

wsj.com) Edmunds top EV and hybrid vehicles for 2024. wsj.com) TSA numbers show continued strong travel demand. thecooldown.com) Dr. Pepper has passed Pepsi for number two on the U.S. newsletter.abnormalreturns.com) Mixed media The case for immersing yourself in a number of books on a topic at the same time.

Financial Advising 265

Financial Advising Transportation Startup Numbers 265

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Retirement 246

Calculated Risk

APRIL 10, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-April 2024 A brief excerpt: This 2-part overview for mid-April provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels. year-over-year in March.

Marketing 116

Marketing Marketing Numbers 116

Calculated Risk

AUGUST 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-August 2024 A brief excerpt: This 2-part overview for mid-August provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels. year-over-year in June.

Marketing 115

Marketing Marketing Numbers 115

Calculated Risk

DECEMBER 12, 2024

The FDIC released the Quarterly Banking Profile for Q3 2024: The Industrys Net Income Decreased From the Prior Quarter, Driven by One-Time Items Third quarter net income for the 4,517 FDIC-insured commercial banks and savings institutions decreased $6.2 This graph from the FDIC shows the number of problem banks. billion (8.6

Numbers 59

Numbers Banking Portfolio Assets 59

Nerd's Eye View

JANUARY 19, 2024

Nevertheless, there is potential for many individual RIAs to expand their staffing further, with the addition of specialized planning and operations roles being seen as a potential avenue to boost firm growth.

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Retirement Planning 246

The Big Picture

MAY 9, 2024

I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. The Math Doesn’t Add Up ( Rolling Stone , January 24, 2024) How TikTok Is Wiring Gen Z’s Money Brain ( WSJ , May 4, 2024) _ 1.

Media 336

Media Taxes Math Investments 336

Calculated Risk

SEPTEMBER 13, 2024

Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-September 2024 A brief excerpt: This 2-part overview for mid-September provides a snapshot of the current housing market. New listings will be up year-over-year in 2024, but still below normal levels.

Marketing 121

Marketing Marketing Insurance Numbers 121

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Calculated Risk

SEPTEMBER 14, 2024

Any number below 50 indicates that more builders view sales conditions as poor than good. -- Wednesday, September 18th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. The consensus is for a 0.1% 10:00 AM: The September NAHB homebuilder survey. The consensus is for 3.85

Retail 124

Retail Manufacturing Sales Food 124

Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) Read More.

Financial Advisor 246

Financial Advisor Numbers 246