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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 246
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Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

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The Latest In Financial #AdvisorTech (August 2022)

Nerd's Eye View

The deal is well timed to a recent Risk Alert from the SEC about advisors engaging in (unwittingly) incorrect billing due to a lack of strong billing systems and processes.

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Weekend Reading For Financial Planners (September 28–September 29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. What is the wash-sale rule? The aim is to find investments that have declined in value since purchase, making them suitable for sale. What is the wash-sale rule?

Taxes 52
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: Goldman Sachs stock falls into the red on WSJ report of SEC probe into the bank’s role in securities sales prior to Silicon Valley Bank failure

MarketWatch

GS stock is down 0.5%, reversing gains from earlier in the session, after The Wall Street Journal reported that the Securities and Exchange Commission is investigating the role of the bank in buying Silicon Valley Bank’s securities portfolio prior to the bank’s collapse in March.

Banking 75
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Archean Chemical Industries IPO Review – GMP, Strengths, & More!

Trade Brains

Crores will be an offer for sale. The product portfolio of the company. According to the Company Commissioned F&S Report, total FDI inflow in the chemicals (other than fertilizers) sector in India reached US$17.77 Offer for Sale (OFS) ?657.31 It is looking to raise Rs 1,462.31 Keep reading to find out! . Fresh Issue