Nationwide Financial

JANUARY 27, 2023

Asset management, many argue, has become commoditized. It includes all the different ways that wealth will ultimately transfer from the client to their beneficiaries, such as wills and trusts, beneficiary designations, asset titling, and charitable giving. The competition now includes low-cost providers and automated Robo-advisors.

Planning 98

Planning Clients Retirement Assets 98

Discipline Funds

SEPTEMBER 19, 2023

We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). The difference between this and a bond ladder is that we can add all asset classes into the methodology. They had an asset-liability mismatch.

Investing 63

Investing Investments Financial Planning Assets 63

Advisor Perspectives

DECEMBER 12, 2022

After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen. When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it.

Management 40

Management Assets Retirement Planning Financial Advisor 40

Indigo Marketing Agency

JANUARY 28, 2025

By Q1 2021, he had gathered more assets under management (AUM) than in any other year of his career. white papers, checklists, e-guides) offered in exchange for contact information. His business growth soared by 53%, year-over-year, and it all started with a strategic growth marketing plan. Read Jims full story here.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Nationwide Financial

FEBRUARY 14, 2023

According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

SEI

SEPTEMBER 8, 2022

A bright yellow paper airplane bisects a circle of white paper airplanes on a blue background representing data flow. CTA IAS Growthlab subscribe. Thu, 09/08/2022 - 18:12. Include Image (left or right). Data_Flow_paper_airplanes.jpg. Receive practice management alerts from the Growth Lab. Get the latest updates.

Assets 40

Assets Management 40

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. This is like how asset management firms try to meet the financial needs of their clients. It could be blogs, articles, white papers, webinars, or even fun social media posts.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Inside Information

JUNE 25, 2024

But, as I said, there was something else, more critical and important, that I had never been able to articulate until I read a recent white paper by the nebo wealth organization ( www.nebowealth.com ) called “The Perils of Outsourcing Asset Allocation to a Risk Score.” The white paper points out that, today, many (most?)

Risk Tolerance 40

Risk Tolerance Financial Planning Portfolio Asset Allocation 40

The Big Picture

MARCH 6, 2025

How do we, and I know the Fed has looked at this, there’ve been a number of white papers that have come out of the Fed. And the reason it’s that is because part of buying a house is a financial asset. Now there’s some people, uh, saying something similar. It’s owner equivalent rent. Plus rents.

Economy 162

Economy Economics Food Banking 162

Steve Sanduski

JANUARY 16, 2024

In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside.

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Discipline Funds

FEBRUARY 21, 2023

This innovative approach to asset allocation helps improve the probability of meeting your financial goals by helping you better understand your liabilities and the way specific assets align with those liabilities. We then apply the proper assets based on liability needs, not based on asset performance wants.

Asset Allocation 52

Asset Allocation Investing Investments Portfolio Management 52

eMoney Advisor

JANUARY 31, 2023

We now have a marketing director who is responsible for creating new content that will deepen the webinar experience by offering additional assets like blog articles and white papers to supplement our presentations. As our company has grown, so has our support team. We engage with our clients every day on what matters to them.

Education 103

Education Financial Planning Clients Planning 103

Discipline Funds

FEBRUARY 17, 2023

Most importantly, what this does is better align an indexer’s profile with their exposure to various asset classes over the course of the market cycle because you’re essentially reducing risk to permanent loss as stocks become riskier and you’re increasing your exposure to stocks as they become less risky (when they decline in relative value).

Portfolio 52

Portfolio Taxes Assets Marketing 52

Discipline Funds

DECEMBER 28, 2022

Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.

Investments 52

Investments Investing Asset Allocation Assets 52

Steve Sanduski

OCTOBER 1, 2024

Joe founded the firm in 2007 and it has grown to over $7 billion in assets under management and more than 6,000 clients. We’ll do a short-form class in a form of a workshop, we do a ton of webinars, and then we build a lot of content in regards to white papers, blogs, and so on. So that’s our educational vertical.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Walkner Condon Financial Advisors

AUGUST 13, 2022

Most Americans enjoy the idea of delaying a tax bill from Uncle Sam and allowing their assets to compound. For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. This is a powerful way to accumulate wealth long-term. .

Retirement 52

Retirement Taxes Financial Advisor Retirement Planning 52

The Big Picture

SEPTEMBER 3, 2024

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. We just don’t know which, once you start doing things online, that kind of changes.

Investing 147

Investing Investments Management Valuation 147

Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. One of the things that he mentions that I think is a really interesting way of looking at the space, is looking at asset management and saying, “What can we learn from the asset management industry?”

Wealth Management 40

Wealth Management Management Consulting Taxes 40

Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. I have made some updates and additions.

Compliance 52

Compliance Communication Assets Investing 52

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. 3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016).

Investments 52

Investments Investing Commission Distribution 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Inside Information

MAY 31, 2022

I’m writing a new version of the Custodial Alternatives white paper, which profiles some less-well-known options that advisory firms caught up in the Schwabitrade acquisition, or firms that are suffering long hold times, could consider.

Clients 40

Clients Portfolio Assets Marketing 40

Brown Advisory

NOVEMBER 8, 2021

which disrupt supply chains, damage property and otherwise hurt an issuer’s assets or operations. infrastructure—utilities, airports, other key public assets—is at risk of being inundated by flooding, according to a new report by the nonprofit First Street Foundation. Securitized assets are also impacted by climate risk.

Portfolio 52

Portfolio Assets Investing Investments 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Generally, index fund fees are low because management costs are minimal (investment judgment is not required to track an index) and administrative expenses are typically spread over a large asset base. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes.

Investing 52

Investing Investments Portfolio Management 52

Midstream Marketing

NOVEMBER 26, 2024

Why SEO Strategies Matter in Marketing to RIAs In the busy financial services world, investment advisors and asset managers must attract and keep clients. You can choose various formats, like blog posts, articles, white papers, webinars, or engaging social media posts. Good efforts are important for their growth.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Tucker Advisors

SEPTEMBER 27, 2021

Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. Notes: For more information about the insurance industry or to receive a downloadable white paper on addressing indexed annuity concerns , email Kyle.Savner@TuckerAdvisors.com or Jason.Demers@TuckerAdvisors.com. 4, 2021 [link].

Insurance 52

Insurance Banking Financial Advisor Investing 52

Tucker Advisors

SEPTEMBER 8, 2021

While your annuity will not experience outsized growth, the vehicle has no downside risk, which makes it appropriate for an income-producing asset where moderate gains that never experience a market loss are sufficient. The advantages contrast the disadvantages. Also, 100% liquidity is an insane request on a 100% tax-deferred vehicle.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Indigo Marketing Agency

MAY 5, 2020

But no doubt that individuals have amassed a large amount of assets in their, what we call concentrated wealth at work or their retirement plans. So when you’re conducting client reviews and talking about those concentrated wealth of work assets, the opportunity for rollover is certainly going to be a topic that comes up.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Deutsche Asset & Wealth Management White Paper. Harvard Business School Working Paper 15 (73). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." The Guardian. Available from [link].

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) Deutsche Asset & Wealth Management White Paper. Harvard Business School Working Paper 15 (73). Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." The Guardian. Available from [link].

Portfolio 52

Portfolio Investing Investments Management 52

Nationwide Financial

SEPTEMBER 30, 2022

While the bill’s details still need to be finalized, proposals for raising the age for required minimum distributions (RMDs), increasing catch-up contribution limits, and allowing for emergency withdrawals of retirement plan assets without penalty seem likely to make it into the final version of this legislation.

Government 59

Government Retirement Planning Retirement Distribution 59

The Irrelevant Investor

NOVEMBER 11, 2015

I'm putting on my Amazing Randi hat and calling out a "white paper" I recently came across. This is from a large asset management company which manages almost $100 billion. Three ways to get paid for your words: 1) Lie to people who want to be lied to, and you'll get rich. They want to be told that they can beat the market.

Management 52

Management Financial Services Assets Valuation 52

Sara Grillo

NOVEMBER 14, 2022

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Insurance 59

Insurance Retirement Financial Advisor License 59

Abnormal Returns

DECEMBER 31, 2024

alphaarchitect.com) How the evergreen interval structure works for alternative assets. alphaarchitect.com) A round-up of research white papers including 'Direct Lending's Wall of Worry.' (quantifiableedges.com) Evidence that sell-side analysts often say buy, while whispering sell. bpsandpieces.com)

Assets 144

Assets Marketing Marketing 144

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

The Big Picture

MARCH 12, 2024

No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We see it as, like I said, about 50 million assets and we’re modeling up the value of every home in the country, every, every week, basically. We’re we’re the quant shop in real estate, in the quant shop in physical assets.

Banking 147

Banking Marketing Marketing Investing 147