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Adviser links: diverse talent

Abnormal Returns

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. trillion in assets. investmentnews.com) Advisers Why private equity hasn't tired of investing in wealth management firms yet.

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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

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.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? We have to pay attention to this, and we have to understand why this is potentially a risky asset.

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Weekend Reading For Financial Planners (August 31–September 1)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

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Weekend Reading For Financial Planners (August 3-4)

Nerd's Eye View

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

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Weekend Reading For Financial Planners (Aug. 3-4)

Nerd's Eye View

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.