Wealth Management

MAY 22, 2024

A comprehensive guide to family conflict and asset distribution.

Distribution 264

Distribution Assets 264

Wealth Management

MARCH 18, 2025

The asset manager has formed a joint venture led by a former Blackstone exec to create a distribution platform focused on RIAs, IBDs and family offices.

Distribution 243

Distribution Assets Management 243

Abnormal Returns

AUGUST 18, 2024

downtownjoshbrown.com) There is nothing normal about the distribution of angel investment returns. albertbridgecapital.com) Cullen Roche, "Residential real estate is an enormously expensive asset when viewed thru the lens of real, real returns." (optimisticallie.com) Big up and down days in the stock market tend to cluster.

Distribution 293

Distribution Assets Investments Investing 293

Wealth Management

MARCH 14, 2024

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management.

Management 274

Management Investing Investments Distribution 274

Abnormal Returns

JANUARY 16, 2024

Asset management Big asset managers get paid on AUM, not performance. blogs.cfainstitute.org) A review of recent research on fail-tailed distributions. papers.ssrn.com) A primer on private credit. sapientcapital.com) How the ETF came to be. institutionalinvestor.com) Macro There seems to be a macroeconomic announcement premium.

Distribution 259

Distribution Media Assets Economics 259

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 190

Estate Planning Distribution Assets Planning 190

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 189

Estate Planning Clients Distribution Assets 189

Nerd's Eye View

NOVEMBER 23, 2022

They can also permit participants to take loans from the plan, creating a source of emergency funds without the need to make a (potentially taxable) distribution. Off-the-shelf plans can be easier to administer, since the broker-dealer handles most of the plan paperwork and holds the plan assets often for little to no cost.

Planning 246

Planning Distribution Assets Retirement Planning 246

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner). the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

The Big Picture

JUNE 22, 2023

It shows “Share of Total Assets Held by the Bottom 50% ( red line ) versus the Share of Total Assets Held by the Top 0.1% ( green line ). Consider the chart at top, created by Invictus via FRED. That spread is currently just about as wide as its ever been.

Distribution 306

Distribution Assets Numbers Economics 306

The Big Picture

FEBRUARY 27, 2023

I asked my buddy if he had any interest in selling the stub (assets include name, intellectual property, board, ticker symbol, etc.) aka The Hidden World of Failure ) (October 23, 2020) Stock Ownership : Distribution of Household Wealth in the U.S. for pennies on the dollar.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Abnormal Returns

FEBRUARY 19, 2024

morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. advisorperspectives.com) Fidelity Charitable distributed $11.8 (downtownjoshbrown.com) How indexing has made for a better financial advice industry. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire.

Clients 274

Clients Estate Planning Wealth Management Financial Advice 274

Nerd's Eye View

JANUARY 4, 2023

Further, given that a client’s monthly distributions will almost certainly change at some point when implementing a guardrails strategy, they must understand what this means in practical terms. If the portfolio balance declines due to excess distributions (e.g.,

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Wealth Management

FEBRUARY 25, 2025

Several asset managers made announcements pushing distribution into the wealth channel. Morningstar profiled the top 15 value-creating stocks of the past decade. These are among the investment must reads we found this week for wealth advisors.

Wealth Advisor 155

Wealth Advisor Investing Investments Distribution 155

Nerd's Eye View

JULY 19, 2024

Also in industry news this week: A new survey of RIAs indicates that about 1/3 of respondents have been in serious M&A negotiations during the past 3 years and that many firms are embracing a hybrid work environment, with employees splitting time between working from home and from the office The IRS on Thursday issued final regulations regarding (..)

Financial Planner 246

Financial Planner Distribution Accounting Numbers 246

The Big Picture

NOVEMBER 26, 2024

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. His firm runs over $10 billion in client crypto assets. And so our distribution team sits under that. Is it quantum computing?

Investments 147

Investments Investing Assets Retail 147

The Big Picture

JANUARY 16, 2023

The Value of Corporate Pension Assets Fell Dramatically. It was a bit of a remarkable coincidence that both assets and liabilities fell by such a large but similar amount,” says Aon’s Joe McDonald. That is good enough for a total return of more than 21,500% or an annualized 5.8% per year. ( A Wealth of Common Sense ). • Bloomberg ).

Healthcare 276

Healthcare Engineering Banking Distribution 276

MarketWatch

JANUARY 26, 2023

Distributable earnings fell to $1.07 Total assets under management rose 11% to $974.7 BX stock fell 1% in premarket trades on Thursday after the private equity firms said its fourth-quarter net income fell to $557.9 million, or 75 cents a share, from $1.4 billion, or $1.92 a share, in the year-ago quarter. billion from $5.76

Distribution 75

Distribution Assets Management Marketing 75

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. abnormalreturns.com) Adviser links: forced distributions. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022. abnormalreturns.com) What you missed in our Sunday linkfest.

Startup 242

Startup Valuation Financial Advising Distribution 242

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investments Investing 147

Harness Wealth

APRIL 17, 2025

When you contribute to a DAF, you relinquish legal ownership of your assets but maintain advisory privileges that allow you to recommend grants to qualified charitable organizations of your choosing. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes 52

Taxes Tax Planning Distribution Assets 52

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 Startup Compliance Clients 246

Nerd's Eye View

NOVEMBER 4, 2022

A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Good Financial Cents

JANUARY 16, 2023

Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments. Unique Asset Classes. Yieldstreet IRA.

Assets 94

Assets Investing Investments Accounting 94

Nerd's Eye View

OCTOBER 8, 2024

billion in assets under management for 1,300 client households. My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

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

The Big Picture

JANUARY 1, 2024

trillion dollar in client assets. She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. Fingers are jammed, toes are stepped on, ankles are twisted, nails are broken. (

Distribution 273

Distribution Economy Clients Investments 273

Nerd's Eye View

SEPTEMBER 25, 2024

As a result, there's a common line of thinking that people saving for retirement should avoid pre-tax retirement accounts entirely and contribute (or convert existing pre-tax assets) to Roth instead – regardless of which tax bracket they're in today.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

The Big Picture

JULY 1, 2023

trillion dollar in client assets. She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. Be sure to check out our Masters in Business next week with Franklin Templeton CEO Jenny Johnson , which manages $1.5

Distribution 200

Distribution Clients Management Investments 200

Mish Talk

DECEMBER 13, 2022

Q: Are any of the crypto exchanges using blockchain to keep track of assets? Blockchain's big promise was record keeping. FTX kept no records, of anything. A: No The crypto exchanges use paper ledgers or in the case of FTX, nothing at all for recording client funds. What a hoot!

Electronics 189

Electronics Distribution Government Assets 189

Nerd's Eye View

MAY 1, 2023

GeoWealth has acquired its fellow TAMP First Ascent Asset Management, marrying GeoWealth’s tech-forward, open-architecture investment management platform with First Ascent’s 'concierge'-style investment and service-oriented solution (and its flat-fee TAMP business model).

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

The Big Picture

DECEMBER 4, 2024

The fund runs 15 ETFs and manages nearly 3 billion in assets. The last one of these they did for an asset manager had 5, 000 accounts. You can’t contribute private assets, you can’t contribute Your Doge coin, you can’t contribute futures, options, things like that. with no capital gains, , distributions.

Taxes 130

Taxes Portfolio Accounting Management 130

A Wealth of Common Sense

NOVEMBER 2, 2023

What are the stats when the Fed is actively offloading trillions of assets AND raising rates? This question was written in response to a recent post where I used the following table to show the historical distribution of losses over the past. What if this cycle is an anomaly and should be treated as such?

Marketing 134

Marketing Distribution Marketing Assets 134

Carson Wealth

MAY 23, 2024

While a critical decision, it’s often given significantly less thought than the distribution of your assets. Depending on the provisions of the trust, this type of arrangement could create a situation where the oldest child has complete discretion over whether to make distributions to their siblings.

Estate Planning 114

Estate Planning Planning Distribution Valuation 114

Abnormal Returns

NOVEMBER 20, 2023

riaintel.com) Distributions Safely withdrawing assets in retirement requires flexibility. (riabiz.com) More advisers are finding issues with the Schwab-TDA transition. investmentnews.com) Anchorage Digital now offers crypto SMAs for advisers. thinkadvisor.com) Some QCD mistakes to avoid.

Financial Advising 144

Financial Advising Distribution Education Clients 144