Wealth Management

FEBRUARY 7, 2025

Empower Personal Wealth, which staffs about 1,000 advisors, reported 29% asset growth in 2024.

Assets 275

Assets 275

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

Assets 257

Assets Clients 257

Wealth Management

NOVEMBER 26, 2024

No single asset can promise complete security, but gold has a proven track record of maintaining its value in times of economic turbulence.

Economics 277

Economics Assets 277

Nerd's Eye View

FEBRUARY 26, 2025

However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly. In these cases, parents may wish to adjust how gifted assets are structured to better align with their family's long-term goals. Read More.

Estate Planning 226

Estate Planning Planning Distribution Assets 226

Wealth Management

DECEMBER 26, 2024

Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins approach to digital assets would be one of the most important legacies hell leave should he be confirmed.

Assets 274

Assets Compliance Consulting 274

Wealth Management

NOVEMBER 6, 2024

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 264

Assets 264

Wealth Management

NOVEMBER 6, 2024

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Assets 263

Assets 263

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Heres how stepped up cost basis works on stock and other assets at death. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Wealth Management

NOVEMBER 5, 2024

Apollo, like its peers, continues to target high earners for higher-fee-paying assets and has set a goal of raising at least $150 billion for its global wealth business by 2029.

Assets 245

Assets Clients 245

Wealth Management

JANUARY 30, 2025

Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, according to FUSE Research Network.

Wealth Management 247

Wealth Management Assets Management Investing 247

Abnormal Returns

OCTOBER 18, 2024

Companies Marc Rubenstein, "PayPal Holdings Inc is not a bank and doesn’t enjoy any of the protections that are afforded to banks." netinterest.co) Why CVS ($CVS) and Walgreen's ($WBA) are struggling. msnbc.com) There's Netflix ($NFLX) and everyone else. sherwood.news) Spirit Airlines kinda sucks, but you will miss it when it is gone.

Assets 278

Assets Financial Advising Communication Banking 278

Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio 306

Portfolio Assets Management Investing 306

Wealth Management

AUGUST 16, 2024

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Engineering 290

Engineering Assets Clients Investing 290

Wealth Management

AUGUST 1, 2024

The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.

Assets 321

Assets Retail Management Investing 321

Wealth Management

FEBRUARY 28, 2025

Brian Spinelli, co-CIO, talks about why the firm is staying away from U.S. large caps, where it sees opportunities in private markets and how it approaches tax considerations.

Assets 259

Assets Taxes Marketing Marketing 259

Calculated Risk

MARCH 4, 2025

The reason, of course, is that the Federal Reserve funded the bulk of these long-term fixed rate assets with increases in interest-bearing very short-term liabilities mainly depository institution deposits (reserves) and repos --with interest rates tied to the federal funds rate. release, and is available in the FRED database.

Assets 162

Assets Accounting 162

Wealth Management

NOVEMBER 7, 2024

Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments.

Assets 278

Assets Management Investing Investments 278

Wealth Management

NOVEMBER 25, 2024

The deals with Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning are part of the Summit Growth Partners initiative and bring it to 16 strategic investments this year.

Retirement Planning 264

Retirement Planning Assets Retirement Planning 264

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

Wealth Management

AUGUST 1, 2024

There are a slew of technical and regulatory hurdles to overcome before the likes of BlackRock, Invesco and others can squeeze the likes of real estate and pre-public companies into ETFs.

Assets 280

Assets 280

Nerd's Eye View

MARCH 12, 2025

Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.

Taxes 143

Taxes Portfolio Asset Allocation Assets 143

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

Calculated Risk

FEBRUARY 25, 2025

The aggregate return-on-assets ratio (ROA) increased 3 basis points to 1.12 Asset Quality Metrics Remained Generally Favorable, Though Weakness in Certain Portfolios Persisted Past-due and nonaccrual (PDNA) loans, or loans 30 or more days past due or in nonaccrual status, increased 7 basis points from the prior quarter to 1.60

Numbers 162

Numbers Banking Assets Portfolio 162

Wealth Management

FEBRUARY 3, 2025

The recent turbulence surrounding the Corporate Transparency Act requires careful investment into financial stability to ensure companies remain compliant and prepared for the future.

Assets 222

Assets Investing Investments 222

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Be sure to check out our Masters in Business next week with Corey Hoffstein , CEO/CIO Newfound Research. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Nerd's Eye View

JANUARY 24, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Commission 246

Abnormal Returns

MARCH 10, 2025

kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. (citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. abnormalreturns.com)

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

DECEMBER 18, 2024

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

Assets 255

Assets Portfolio Marketing Marketing 255

Abnormal Returns

OCTOBER 28, 2024

on.ft.com) Fund management Franklin Templeton's ($BEN) Western Asset Management unit has missed out on the bond market rally. (sherwood.news) Robinhood ($HOOD) is jumping into the prediction markets. theblock.co) HFT firms want speed, at any cost. on.ft.com) Vanguard is closing its legacy mutual fund platform.

Financial Advising 276

Financial Advising Economy Media Management 276

Abnormal Returns

NOVEMBER 3, 2024

sherwood.news) How major asset classes performed, or didn't, in October 2024. Top clicks this week Why rates are bucking the Fed. capitalspectator.com) What's behind weakness in the long end of the curve? apolloacademy.com) Why mortgage rates are rising. axios.com) This device is the equivalent of an 'EV gas can.'

Assets 182

Assets Investing Investments 182

Wealth Management

MAY 17, 2024

The introduction of bitcoin ETFs is fueling increased advisor engagement with digital assets, according to a Digital Assets Council of Financial Professionals survey.

Assets 321

Assets 321

Calculated Risk

MARCH 13, 2025

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) The third graph shows household real estate assets and mortgage debt as a percent of GDP. Net worth increased $0.2 trillion in Q4 to an all-time high. As a percent of GDP, net worth decreased in Q4 and is below the peak in 2021.

Nonprofit 162

Nonprofit Assets Accounting 162

The Big Picture

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. This week, we speak with Mike Freno , Chairman and CEO at Barings. Additionally, Mike served as Chairman of the Board of Barings BDC.

Insurance 195

Insurance Assets Management Banking 195

Nerd's Eye View

DECEMBER 18, 2024

The review should also include updating the plan to account for significant changes and seasonal "to-dos", assessing any advised assets that aren't under the firm's direct management, and responding to other financial planning questions that arise throughout the year.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246