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Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

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Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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How Often Should You Rebalance Your 401(k)?

WiserAdvisor

This article will explore how often to rebalance your 401(k). Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. This can help you return the 401(k)’s asset allocation to the original targets of 50% stocks, 30% bonds, and 20% cash.

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Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

Asset Allocation. Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in.

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Is Now a Good Time to Invest? Consider These Factors

Clever Girl Finance

Is investing better than saving? Is it worth investing in the stock market now? What factors should I consider before investing? How can I start investing with little money? Articles related to investing Yes, now is a good time to invest! Instead, focus on long-term investment goals.

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7 Best Personal Finance Courses in 2024 For Beginners

Trade Brains

In this article, we guide you through the list of top personal finance courses designed for beginner to intermediate-level learners. From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. You can enroll in the course here.

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What is Goal-Based Investing?

WiserAdvisor

It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1. The timeline of your goals can help you here.