The Big Picture

NOVEMBER 4, 2023

He is the author of Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall. Ironically, what Faux thought was the biggest fraud of all — the stablecoin Tether — still trades at $1 and (supposedly) has $84B in assets backing it. PGIM is one of the world’s largest asset managers, running $1.27

Numbers 189

Numbers Assets Management Accounting 189

Abnormal Returns

MARCH 10, 2025

(kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. wealthmanagement.com) The number of cash balance plans are on the rise. thinkadvisor.com) Why clients may feel like they can't have enough assets in retirement. wsj.com) How to protect your parents from scammers.

Estate Planning 162

Estate Planning Retirement Planning CFP Portfolio Management 162

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Abnormal Returns

NOVEMBER 5, 2023

theringer.com) Barry Ritholtz talks with Zeke Faux author of "Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall." (investmentecosystem.com) On the tradeoff between maintaining a core of competence vs. exploring new areas. compounderspod.substack.com) Crypto Why the jury in the SBF case came so quickly to a verdict.

Assets 271

Assets Financial Advising Healthcare Economy 271

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

Calculated Risk

FEBRUARY 28, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or on nonaccrual status (i.e., The FDIC reported the number of problem banks decreased to 39. The number of FDIC-insured institutions declined from 4,746 in third quarter to 4,706 this quarter. billion to $47.5

Banking 360

Banking Insurance Numbers Assets 360

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. Yet while these tools offer mathematical metrics, they often fall short in helping clients connect the numbers to their real lives.

Retirement 130

Retirement Clients Retirement Planning Marketing 130

Calculated Risk

SEPTEMBER 9, 2022

The FDIC reported the number of problem banks was unchanged at 40. The number of FDIC-insured institutions declined from 4,796 in first quarter 2022 to 4,771. The number of banks on the FDIC’s “Problem Bank List” remained unchanged from first quarter at 40, the lowest level since QBP data collection began in 1984.

Banking 349

Banking Insurance Numbers Assets 349

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

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets 246

Assets Financial Advisor Financial Planning Insurance 246

Nerd's Eye View

NOVEMBER 19, 2024

Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. My guest on today's podcast is Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

The Big Picture

MARCH 24, 2025

Total government expenditures : In addition to the transactions that are included in current expenditures, this measure includes gross investment (as defined earlier), and other capital-type expenditures that affect future-period activities, such as capital transfer payments and net purchases of nonproduced assets (for example, land).

Government 310

Government Investing Investments Economy 310

Wealth Management

MAY 31, 2024

A Boston advisory team with $1 billion in assets is joining Citizens, the latest of a number of former First Republic advisors and teams to leave JP Morgan.

Numbers 305

Numbers Assets 305

Calculated Risk

DECEMBER 12, 2024

Asset Quality Metrics Remained Generally Favorable, Though Weakness in Certain Portfolios Persists The past-due and nonaccrual (PDNA) loan ratio increased 6 basis points from the prior quarter to 1.54 From the FDIC: The Number of Problem Banks Increased The number of banks on the FDICs Problem Bank List increased from 66 to 68.

Numbers 146

Numbers Banking Portfolio Assets 146

Wealth Management

AUGUST 20, 2024

The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.

Numbers 287

Numbers Assets Management Investing 287

Abnormal Returns

DECEMBER 2, 2024

Markets How major asset classes performed in November 2024. The TSA screened a record number of passengers on Sunday. capitalspectator.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. wsj.com) Crypto ETFs continue to attract record inflows. msn.com) Silk Road Bitcoin are in motion.

Communication 162

Communication Manufacturing Media Banking 162

Wealth Management

JANUARY 9, 2025

The additions bring Savvys total number of advisors to 40 and assets under management to more than $1 billion.

Numbers 278

Numbers Assets Management 278

Wealth Management

AUGUST 7, 2024

Open, honest and candid discussion about the July jobs numbers, Captrust hitting $1 trillion in assets, the end of the war for talent and more.

Numbers 277

Numbers Assets 277

Wealth Management

OCTOBER 15, 2024

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Clients 276

Clients Numbers Assets 276

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

Nerd's Eye View

FEBRUARY 4, 2025

Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households.

Financial Advisor 229

Financial Advisor Clients Financial Planning Planning 229

Abnormal Returns

SEPTEMBER 22, 2024

collabfund.com) No matter how you spin the numbers, day trading is a losing proposition. ft.com) Are money market fund assets a bond substitute or stock substitute? morningstar.com) Paying for stuff is getting complicated. sherwood.news) Buying the dip isn't easy, or particularly profitable.

Retail 303

Retail Numbers Assets Marketing 303

Abnormal Returns

JUNE 18, 2024

visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes. economist.com) An increasing number of houses in Japan have been abandoned. bonddad.blogspot.com) Earlier on Abnormal Returns Research links: asset class access. Markets Market breadth is not great.

Financial Advising 298

Financial Advising Media Assets Economy 298

Random Roger's Retirement Planning

FEBRUARY 8, 2025

Barron's had a very quick look at the recent popularity of private assets to try to figure out whether investors should wade into the space. Another snippet from Barron's was the suggestion from Thad Davis of Aureus Asset Management to allocate 7% of a portfolio to private credit to get a 7% spread over SOFR which works out to 11-12%.

Assets 52

Assets Engineering Food Communication 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

Assets 173

Assets Management Portfolio Marketing 173

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investing 246

Investing Investments Retail Assets 246

Calculated Risk

DECEMBER 6, 2022

Asset Quality Metrics Were Favorable Overall Despite Growth in Early Delinquencies : Loans that were 90 days or more past due or in nonaccrual status (i.e., The FDIC reported the number of problem banks increased to 42. The number of banks on the FDIC’s “Problem Bank List” increased by two from second quarter to 42. billion (11.3

Banking 246

Banking Numbers Assets 246

Abnormal Returns

NOVEMBER 18, 2024

wealthmanagement.com) Asset location isn't job number one, but it is a job. (advisorperspectives.com) 7 areas where advisers may be falling short with retired clients. thinkadvisor.com) The vast majority of advisory firms don't have policies covering the use of AI. flowfp.com) How to help clients navigate the college application maze.

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Calculated Risk

JANUARY 15, 2025

Manufacturing decreased slightly on net, and a number of Districts said manufacturers were stockpiling inventories in anticipation of higher tariffs. Construction activity decreased overall, with several Districts indicating that high costs for materials and financing were weighing on growth. Truck freight volumes, however, were down.

Economics 159

Economics Manufacturing Nonprofit Transportation 159

Abnormal Returns

OCTOBER 8, 2023

investmenttalk.co) How major asset classes performed in September 2023. insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." (awealthofcommonsense.com) Why simplicity in investing can help reduce errors. cbsnews.com) Why younger generations watch TV with subtitles on. latimes.com)

Numbers 290

Numbers Assets Investing Investments 290

Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. After all, Treasury notes close to maturity are by their nature short maturity assets!)

Assets 164

Assets Portfolio Accounting Marketing 164

The Big Picture

SEPTEMBER 27, 2024

Cutter has put-up impressive numbers since its 2022 launch, and now manages more than $500 million in institutional assets. The firm is a market- and factor-neutral, long/short hedge fund focused on health-care companies. Prior to launching Cutter, he focused on U.S. and European healthcare at Citadel and Millenium.

Healthcare 294

Healthcare Economy Numbers Assets 294

Abnormal Returns

APRIL 23, 2023

wealthmanagement.com) Short duration assets, like CDs, look good right now, but they do have risks. tonyisola.com) Ten years of live numbers on a tax-loss harvesting program. (abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! awealthofcommonsense.com) International stocks are leading markets higher.

Taxes 277

Taxes Numbers Assets Investing 277

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

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

The Big Picture

APRIL 8, 2023

He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.” ” Damodaran wants the verbal half of the class to use the numbers intelligently, while the more mathematically inclined need to put those numbers into a narrative that is understandable.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

Nerd's Eye View

DECEMBER 8, 2023

Also in industry news this week: In a new whitepaper, industry consultant Mark Hurley predicts that the environment for wealth management firms will grow much more competitive amid higher interest rates and greater PE funding of advisory firms, although opportunities exist for RIAs that can successfully attract and serve younger clients at scale According (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246