Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 299

Assets Investing Investments Portfolio 299

Nerd's Eye View

DECEMBER 18, 2024

This lack of specificity can result in regulatory deficiencies or scrutiny, even for firms providing substantial financial planning value to clients, if records fail to consistently demonstrate that fees are 'reasonable' in relation to the services provided. A client service calendar can be an excellent tool to illustrate these services.

Financial Planning 246

Financial Planning Planning Compliance Clients 246

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306

Assets Management Asset Allocation Risk Management 306

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Wealth Management

MARCH 17, 2023

Clients moved money from two Schwab Value Advantage Money funds, which had a combined $195 billion of assets as of March 15, representing the largest redemptions in at least six months.

Government 235

Government Clients Portfolio Assets 235

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 290

Portfolio Education Clients Investing 290

Abnormal Returns

MARCH 10, 2025

(citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients. abnormalreturns.com)

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Wealth Management

NOVEMBER 15, 2022

Flourish Financial's Ben Cruikshank discusses how advisors should get a solid understanding of crypto in order to fully give clients holistic advice.

Assets 246

Assets Portfolio Clients 246

Nerd's Eye View

MARCH 26, 2025

Recent swings have been driven by economic policy shifts, persistent inflation concerns, and geopolitical uncertainty – all of which may unnerve even the steadiest of clients. During turbulent periods like these, advisors play a critical role in helping clients maintain perspective and stay grounded. Read More.

Clients 219

Clients Marketing Marketing Economics 219

Abnormal Returns

FEBRUARY 13, 2023

kitces.com) Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. etf.com) Things to keep in mind when direct indexing a client's portfolio. tonyisola.com) Advisers RIAs continue to take share of IRA assets. forbes.com) A ten-point Medicare primer.

Clients 245

Clients Retirement Financial Services Taxes 245

Nerd's Eye View

JULY 6, 2022

Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. In some cases, it is clear to advisors that it would be inappropriate to try to persuade a client to go against their values.

Clients 242

Clients Asset Allocation Financial Advisor Portfolio 242

Nerd's Eye View

OCTOBER 23, 2024

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid. So too does the impact of the infamous daily latte.

Clients 246

Clients Financial Advice Financial Planning Financial Advisor 246

Wealth Management

AUGUST 2, 2022

billion in assets, brings to Mariner its client roster of community banks and credit unions. Heber Fuger Wendin Investment Advisors, with $8.6

Portfolio 246

Portfolio Investment Advisor Banking Assets 246

Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.

Portfolio 189

Portfolio Clients Risk Tolerance Accounting 189

Nerd's Eye View

NOVEMBER 8, 2023

For instance, after a lifetime of 'maximizing' their finances (likely seeing their net worth increase steadily over time), some clients might find it difficult to see their portfolio balances decline in retirement as they draw down their assets to support their lifestyles. market conditions or their own longevity). Read More.

Retirement 246

Retirement Clients Planning Food 246

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 281

Financial Planning Assets Management Planning 281

Wealth Management

JUNE 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Investing 285

Investing Investments Portfolio Assets 285

Wealth Management

APRIL 5, 2024

Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.

Investing 273

Investing Investments Financial Advisor Assets 273

Nerd's Eye View

SEPTEMBER 16, 2024

However, because many next-generation clients such as those who are Millennials and Gen Zers are still building their assets up, paying $10,000 or more in advisory fees each year may not be feasible for them… at least not yet. robo-managed portfolios) at a lower fee.

Clients 246

Clients Planning Tax Planning Management 246

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households.

Clients 244

Clients Financial Advisor Financial Planning Planning 244

Nerd's Eye View

JUNE 25, 2024

Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. My guest on today's podcast is Christopher Jones.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

Wealth Management

FEBRUARY 3, 2025

Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.

Assets 200

Assets Consulting Management Portfolio 200

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly.

Fee Only 246

Fee Only Portfolio Clients Planning 246

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution. You can find all of our earlier podcasts on your favorite platforms here.

Engineering 325

Engineering Management Portfolio Assets 325

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Wealth Management

SEPTEMBER 6, 2022

Asset managers and technology firms are luring retail advisors into alts with easier access and promises of diversification and enhanced returns. Here's what advisors themselves think about broadening their client portfolios.

Retail 264

Retail Portfolio Assets Clients 264

The Big Picture

JANUARY 3, 2025

Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.

Portfolio Management 162

Portfolio Management Assets Management Economics 162

Wealth Management

NOVEMBER 10, 2022

Asset allocation is one of the most important portfolio decisions for investors. However, advisors who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.

Asset Allocation 130

Asset Allocation Assets Portfolio Clients 130

Nerd's Eye View

JUNE 20, 2023

Tony is the Co-founder and COO for Hixon Zuercher Capital Management, an independent RIA based in Findlay, Ohio, that oversees more than $300 million in assets under management for nearly 330 client households.

Retirement 246

Retirement Clients Financial Advisor Financial Planning 246

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 246

Financial Planner CFP Assets Clients 246

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

Assets 299

Assets Clients Investing Investments 299

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. His counter has been that responsible brokers (like himself) run a transactional business for clients who want those services. He was aghast over this. But I digress.

Accounting 353

Accounting Government Assets Management 353

Wealth Management

SEPTEMBER 6, 2022

After years of historically low yields in public markets, private assets have significantly grown in importance for many investors and their portfolios. But showing clients the role of these assets in a whole portfolio context takes significant time and effort without an analytical engine that can efficiently analyze the data.

Portfolio 130

Portfolio Engineering Assets Clients 130

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Financial Advisor 244

Financial Advisor Investing Investments Financial Services 244