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Weekend Reading For Financial Planners (March 15–16)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

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Sunday links: when irrationality takes over

Abnormal Returns

Markets Market valuations aren't that helpful in the short term. newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. nytimes.com)

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Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

billion (thanks to expected reductions in commissions and the embedded costs in these annuities). could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5

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The Latest In Financial #AdvisorTech (October 2022)

Nerd's Eye View

While the growth of DPL’s marketplace may itself usher in a greater level of annuity competitiveness, as companies are forced to compete for RIA attention not by offering the biggest commissions but by offering the best features and benefits to get through the RIA-as-gatekeeper.

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Weekend Reading For Financial Planners (July 6-7)

Nerd's Eye View

Supreme Court decision shifting authority to interpret laws passed by Congress from Federal agencies to the judicial system could have significant impacts on regulation of the financial advice industry, including the potential for additional legal challenges to regulations from the Securities and Exchange Commission (SEC), the Department of Labor (DoL), (..)

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 For current valuations to be justified for the Mag 7 and large growth stocks more broadly, very large earnings growth will have to continue. Pay attention to valuations. 2 Figure 4 demonstrates. Source: Morningstar.

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FOMC Minutes: "appropriate to move gradually toward a more neutral stance"

Calculated Risk

A couple of participants noted concerns about asset valuation pressures in other markets. A couple of participants remarked on the successful implementation of the Securities and Exchange Commission's money fund rules, noting that it would reduce financial stability risks posed by domestic MMFs.

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