Nerd's Eye View
SEPTEMBER 20, 2024
Further, the survey showed the continued predominance of the AUM fee model amongst state-registered firms (at the same time, more than half of firms said they charge on a fixed-fee or hourly basis, suggesting many firms utilize multiple fee models) and identified the most common areas of regulatory enforcement during the year, with failure to register (..)
The Big Picture
AUGUST 9, 2024
Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”
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The Big Picture
AUGUST 26, 2022
As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets. Registered Investment Advisors (RIAs) have pulled trillions of dollars away from the Sell-side and into a much more investor-friendly way of doing business.
The Big Picture
JANUARY 19, 2024
Overture invests in decarbonization & sequestration, green energy production, robotics, battery storage, materials science, computer memory, software, drones, sustainable farming, satellite imagery, autonomous rocket factory, home electrification and zero-emissions medium-duty electric trucks.
Trade Brains
NOVEMBER 5, 2024
Stocks with order books higher than market capitalization highlight companies where the total value of confirmed orders exceeds their current market value. Such stocks can be attractive to investors, as a robust order book provides visibility into future earnings, enhancing the company’s growth prospects. Order Book Looking at H.G
Darrow Wealth Management
FEBRUARY 13, 2025
Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm.
MainStreet Financial Planning
MARCH 2, 2023
I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.
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