Capitaliz Rolls Out New Features to Make Client Business Valuations Easier
Wealth Management
DECEMBER 14, 2023
market, Capitaliz has rolled out a set of valuation tools for advisors working with business-owner clients. New to the U.S.
MiB: Aswath Damodaran: Valuations, Narratives & Academia
The Big Picture
APRIL 8, 2023
A nine-time “Professor of the Year” winner at NYU, Damodaran teaches classes in corporate finance and valuation to MBA students. He has also written several books on corporate finance and equity valuation and has published widely in journals. Damdoran loves “untangling the puzzles of corporate finance and valuation.”
Valuation 
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Weekend Reading For Financial Planners (December 28–29)
Nerd's Eye View
DECEMBER 27, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so.
Weekend Reading For Financial Planners (February 1–2)
Nerd's Eye View
JANUARY 31, 2025
Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)
Weekend Reading For Financial Planners (January 11–12)
Nerd's Eye View
JANUARY 10, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.
Nerd's Eye View
FEBRUARY 11, 2025
David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.
Planning 162
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QSBS Valuation for Enhanced Estate And Tax Benefits
Wealth Management
MAY 21, 2024
A cornerstone in strategic planning to optimize clients’ financial legacies.
The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks
Nerd's Eye View
MARCH 6, 2024
An assumed rate of return is needed, for example, to illustrate how much a client might need to save for retirement, how much savings they'll have when they do retire, and how long their savings will last after they stop working. The good news, however, is that there are ways for advisors to address the current issue of high U.S.
Valuation 246
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#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew
Nerd's Eye View
MAY 16, 2023
What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.
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Weekend Reading For Financial Planners (March 15–16)
Nerd's Eye View
MARCH 14, 2025
Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.
Tuesday links: paying for the news
Abnormal Returns
DECEMBER 3, 2024
techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. abnormalreturns.com) Adviser links: loving clients' problems. (wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. Well, you should.
Math 147
147 
3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More
Nerd's Eye View
OCTOBER 4, 2023
And when conditions are this uncertain, it often makes sense to dive deeper into the factors driving the economy to better understand the risks – and opportunities – that clients may face. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.
Valuation 246
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#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue
Nerd's Eye View
JANUARY 28, 2025
Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. Read More.
Adviser links: success rates
Abnormal Returns
JANUARY 13, 2025
riabiz.com) Advisers Clients are going to assess "success rates" from a Monte Carlo simulation differently. thinkadvisor.com) How technology is helping advisers do their real job - helping clients. advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell.
Using a Form 409A Valuation Report for a Gift or Estate Tax Filing
Wealth Management
MARCH 27, 2024
It may cause trouble down the line If your client is audited.
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Adviser links: mission and purpose
Abnormal Returns
MAY 6, 2024
podcasts.apple.com) Altruist Altruist has raised $169 million, elevating its valuation to more than $1.5 advisorhub.com) How Altruist merited its new valuation. thinkadvisor.com) Serving UHNW clients increasingly requires specialized services. thinkadvisor.com) Advisers There are still to many clients getting conflicted advice.
Estate Planning 260
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Carried Interest Offers Powerful Estate Planning Opportunities
Wealth Management
JULY 12, 2023
Make sure that clients are using the right valuation.
Estate Planning 246
246 
1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets
Nerd's Eye View
APRIL 3, 2024
Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. to develop some idea about which of the myriad possible outcomes might be more likely to occur.
Economics 244
244 
Weekend Reading For Financial Planners (May 11-12)
Nerd's Eye View
MAY 10, 2024
Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)
The Latest In Financial #AdvisorTech (November 2023)
Nerd's Eye View
NOVEMBER 6, 2023
This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)
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246 
Weekend Reading For Financial Planners (October 5–6)
Nerd's Eye View
OCTOBER 4, 2024
Further, Artificial Intelligence (AI) was the most cited factor driving industry growth during the next 3 years, with client data integration as a primary area for improvement, suggesting an opportunity for AI tools to help advisors make the most of the significant amount of client data they possess (possibly saving time in the process) and potentially (..)
Weekend Reading For Financial Planners (July 8-9)
Nerd's Eye View
JULY 7, 2023
Which suggests that advisor wellbeing could potentially be improved not only by automating or outsourcing administrative tasks, but also by adjusting their client rosters to better match their ideal client type.
#FASuccess Ep 393: Taking The Risk Of A Multi-Million-Dollar Succession Loan To Make The Business What You Want It To Be, With Alex Lewis
Nerd's Eye View
JULY 9, 2024
Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households.
Why International Diversification Is Still The Prudent Strategy (While Keeping Behavioral Biases, Risks, And Results In A Healthy Perspective)
Nerd's Eye View
JULY 5, 2023
In addition to overlooking global long-term recovery patterns, investors often fail to consider the important role that valuation changes play in investment returns. As while investment returns can be driven by underlying economic performance, such as through growth in earnings, they can also be driven by changes in valuations.
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Weekend Reading For Financial Planners (May 13-14)
Nerd's Eye View
MAY 12, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.
Weekend Reading For Financial Planners (Oct 29-30)
Nerd's Eye View
OCTOBER 28, 2022
From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. How advisors can approach working with ultra-wealthy clients, who are increasingly focused on building dynastic wealth. Read More.
Weekend Reading For Financial Planners (Dec 24-25)
Nerd's Eye View
DECEMBER 23, 2022
From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients!
Avoid Getting Caught Up In Big Market Delusions: The Case Study Of Electric Vehicles
Nerd's Eye View
OCTOBER 18, 2023
A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Which often leads to advisors counseling their clients to stay diversified and stick with a disciplined investment strategy to optimize their risk and return over the long term.
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Sunday links: household finances
Abnormal Returns
SEPTEMBER 17, 2023
Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. hunterwalk.com) Fund management How securities lending works. morningstar.com) A new ETF looks to generate income from selling daily options.
Weekend Reading For Financial Planners (Nov 5-6)
Nerd's Eye View
NOVEMBER 4, 2022
Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Read More.
Adviser links: the authenticity of human connection
Abnormal Returns
JULY 24, 2023
(behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. wiredplanning.com) Jonathan Hollow talks with Brian Portnoy about pursuing a meaningful life.
Valuation 243
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Weekend Reading For Financial Planners (July 6-7)
Nerd's Eye View
JULY 5, 2024
Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)
#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge
Nerd's Eye View
JUNE 27, 2023
Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. Read More.
Adviser links: a fundamental misalignment
Abnormal Returns
MAY 8, 2023
financial-planning.com) The biz What variables matter when it comes to RIA valuation. advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. (investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers.
Questions to help clients prepare to sell their business
Million Dollar Round Table (MDRT)
OCTOBER 3, 2022
Sometimes you may encounter a client who says, “I want to preserve the business for my kids.” The unfortunate truth is when clients leave, the key employees leave. You have to start early to prepare your clients to get ready to sell their business. A confidential valuation is one way to approach this. Can it be sold?
Clients 98
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Adviser links: fee increases
Abnormal Returns
DECEMBER 26, 2022
rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. thinkadvisor.com) Why the hard sell will ultimately backfire when it comes to client acquisition. (open.spotify.com) Cameron Passmore and Benjamin Felix talk with Prof.
Risk Tolerance 241
241 
The Latest In Financial #AdvisorTech (October 2022)
Nerd's Eye View
OCTOBER 3, 2022
Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations).
Commission 246
246 
Animal Spirits: Do Valuations Matter?
A Wealth of Common Sense
AUGUST 9, 2023
Today’s Animal Spirits is brought to you by YCharts: Submit your email here to receive 20% off a YCharts subscription for new clients On today’s show, we discuss: Even when the stock market goes up it still goes down On the ‘course’ to a new normal Dalio says the $73t great wealth transfer isn’t just from boomers to (..)
Valuation 98
98 
15 Biggest Stockbrokers in India With Highest Active Clients 2024!
Trade Brains
AUGUST 17, 2024
List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.
Clients 98
98 
4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics
Nerd's Eye View
JANUARY 3, 2024
The good news is that by gaining a better understanding of some of the economy's key drivers, financial advisors have the opportunity to deliver more value to their clients by helping them better identify the opportunities and risks present in this highly uncertain environment! Read More.
Economics 246
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MiB: Ken Kencel, Churchill Asset Management
The Big Picture
APRIL 1, 2023
This puts the company on the same side of the table as their clients, while giving the firm the potential for equity-level returns when companies do well. Known as the Dean of Valuation, he teaches Corporate Finance and Valuation to the MBA students at Stern where he has been voted “Professor of the Year” by the graduating M.B.A.
Assets 174
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At the Money: Shareholder Yield
The Big Picture
OCTOBER 30, 2024
The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade. Let’s bring in Meb Faber founder and CIO of Cambria. So Meb, let’s start with the basics.
Investments 148
148 
10 Monday AM Reads
The Big Picture
MARCH 6, 2023
Venture-capital investments are plunging, along with valuations of prepublic companies. Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks.
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