Nerd's Eye View

JANUARY 1, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: JPMorgan has announced plans to shut down its robo-advisor offering after just four years, highlighting broadly the challenges of robo-advisors to overcome the challenging economics of acquiring and serving small clients, and in (..)

Retirement Planning 241

Retirement Planning Startup Compliance Clients 241

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance 243

Compliance Valuation Financial Advisor Clients 243

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 245

Communication Portfolio Management Clients Tax Planning 245

Nerd's Eye View

APRIL 1, 2024

Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?

Estate Planning 212

Estate Planning Financial Advisor Clients Startup 212

Nerd's Eye View

JUNE 13, 2023

In this episode, we talk in-depth about how a state regulator audit of Danika’s former firm revealed that she was not properly registered with the state of Washington and sparked an investigation during which she was prevented from working with her clients at the time and sidelined her for several months, how, on top of not being able to work (..)

Financial Advisor 246

Financial Advisor Clients Startup Financial Planning 246

Nerd's Eye View

AUGUST 7, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Wealth Management GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)

Estate Planning 239

Estate Planning Wealth Management Financial Advisor Planning 239

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 207

Risk Tolerance Startup Compliance Clients 207

Nerd's Eye View

OCTOBER 19, 2022

Ultimately, the key point is that the idiosyncrasies between state registration and filing requirements for firms and individuals warrant paying close attention to the rules of each state in which an RIA does business, regardless of whether the firm is Federally or state-registered.

Clients 130

Clients Startup Government Numbers 130

James Hendries

NOVEMBER 12, 2022

Even the smallest new business may require something in the way of initial startup costs. This may include loans, savings, funds from family or friends, or an influx of cash from a prospective business partner. A 10-year business plan that doesn’t allow you to take any profits may not be sustainable.

Startup 52

Startup Business Planning Financial Planning Risk Management 52

MazumaBusinessAccounting

NOVEMBER 1, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Understanding your potential market will allow you to better form your business plan. Create a Business Plan A business plan is important because it outlines your overall goals and shows how you plan to achieve them.

Business Planning 52

Business Planning Accounting Taxes Startup 52

MazumaBusinessAccounting

NOVEMBER 2, 2022

Take some time to gain more insight as to whether or not your business can make an impact within that industry. Understanding your potential market will allow you to better form your business plan. Create a Business Plan. When creating your business plan, be sure to consider all aspects of your business.

Business Planning 52

Business Planning Accounting Taxes Startup 52

James Hendries

FEBRUARY 23, 2023

Financial Risks Inherent to Entrepreneurship Even the smallest new business may require something in the way of initial startup costs. This may include loans, savings, funds from family or friends, or an influx of cash from a prospective business partner.

Startup 40

Startup Business Planning Financial Planning Risk Management 40

Brown Advisory

MARCH 1, 2019

These often intersect and complement their plans for their businesses. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

These often intersect and complement their plans for their businesses. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution.

Planning 52

Planning Estate Planning Clients Startup 52

Clever Girl Finance

JULY 13, 2022

Learn more about starting a photography business. There are tons of online business ideas for women at home, but one that offers lots of flexibility and low startup costs is running an online store. Build a solid business plan and don't over-leverage yourself. Running an online store. Writing/blogging.

Food 122

Food Advertising Media Planning 122

James Hendries

FEBRUARY 23, 2023

The nights of self–reflection during the early startup phase always give rise to a lot of our own demons and make us realize how little we know. But a big outcome of those conversations will be the realization that companies and startups are essentially a reflection of a founder. This is particularly important for startups.

Planning 40

Planning Startup Taxes Clients 40

Clever Girl Finance

JULY 6, 2023

Running an online store There are tons of online business ideas for women at home, but one that offers lots of flexibility and low startup costs is running an online store. Build a solid business plan, and don’t over-leverage yourself. Conduct thorough market research and draw up a detailed business plan.

Clients 96

Clients Media License Advertising 96

Clever Girl Finance

JULY 10, 2023

Business owner Have you ever dreamed about starting your own business? Believe it or not, you don’t need tons of money to create a startup. There are many ways to start a business and make big money, even if you need to find out how to start a business with no money at all!

Engineering 40

Engineering Education Communication Medical 40

The Big Picture

SEPTEMBER 23, 2024

This business is just starting. I write a business plan for it. Like, 00:06:56 [Speaker Changed] Like, you know, it’s a business. We should be like, 00:06:58 [Speaker Changed] It’s 00:06:58 [Speaker Changed] A startup. It’s a business we should be bigger in. We should grow in.

Banking 147

Banking Investments Investing Assets 147

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. Just go with your business plan.” RAMPULLA: Yeah. We probably had 700 employees at that time, but only about $30 billion in assets under management.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 290

Media Investments Investing Valuation 290