The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Plainly a fan of movies, music and books, Ritholtz makes a powerful case against individual stock portfolio building via the classic William Goldman line about Hollywood: no one knows anything.

Investing 148

Investing Investments Communication Retirement 148

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

Nerd's Eye View

JUNE 15, 2023

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. pressure from family members, an attractive 'deal' offered by an investment management firm, etc.)

Clients 242

Clients Investing Investments Communication 242

Abnormal Returns

JANUARY 3, 2025

Business Matt Reustle talks with Jonathan Eng a Portfolio Manager at Causeway Capital Management about luxury goods maker Kering. pushkin.fm) Brett McKay talks with Todd Rogers author of "Writing for Busy Readers: Communicate More Effectively in the Real World." puck.news)

Portfolio Management 147

Portfolio Management Communication Portfolio Management 147

Abnormal Returns

JULY 22, 2024

fastcompany.com) Advisers Off-channel communications surpassed marketing as the leading compliance concern for RIAs. kitces.com) Despite the hype, alternatives are a small part of adviser portfolios. (fa-mag.com) (thinkadvisor.com) Why staggered retirements make a lot of sense.

Compliance 264

Compliance Retirement Communication Consulting 264

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. disciplinefunds.com) The Fed's communication regime is a mess. Rates Allan Sloan, "Don’t fall in love with your money fund." barrons.com) You likely don't need a long-term bond fund. wsj.com) Strategy The market's most important lessons have to be experienced.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) How direct indexing can be used in bond portfolios. msn.com) Why follow-up questions are crucial in financial planning. thinkadvisor.com)

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Nerd's Eye View

AUGUST 30, 2024

Also in industry news this week: While many pre-retirees feel unprepared for retirement, longitudinal survey data suggest most will end up living a comfortable retirement, suggesting a role for financial advisors to show them projections of what their retirement could actually look like According to a recent survey, high-net-worth individuals are largely (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

Abnormal Returns

NOVEMBER 17, 2023

alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. blairbellecurve.com) Lessons learned from a talk with Christopher Davis including 'Effective communication is about building goodwill with the person you are working with.' Concentration How worried should you be by an increasingly concentrated stock market?

Financial Advising 277

Financial Advising Startup Media Communication 277

Nerd's Eye View

JULY 26, 2024

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Communication 130

Communication Clients Financial Advisor Financial Planning 130

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 246

Financial Planner Retirement Communication Electronics 246

Nerd's Eye View

DECEMBER 21, 2022

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client’s life, advisors often use this data point as the centerpiece when they present a financial plan.

Financial Planning 246

Financial Planning Planning Retirement Portfolio 246

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. riabiz.com) Advisers Santiago Burridge, "You can’t have a relationship with a portfolio or an algorithm." wiredplanning.com) Daniel Crosby talks with Emily Koochel about defining and seeking financial wellness.

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

MARCH 14, 2023

(theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) SVB failed in its communication strategy. ft.com) Social media will change any future financial crisis. theatlantic.com) Josh and Michael talk SVB with Samir Kaji who is CEO and co-founder of Allocate.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Nerd's Eye View

OCTOBER 5, 2023

For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement.

Clients 246

Clients Financial Planning Communication Financial Advisor 246

Nerd's Eye View

NOVEMBER 14, 2023

In this episode, we talk in-depth about why Eric intentionally built his Financial Prosperity Index to cover 100 different questions where the client is scored across 9 different domains and then receives an aggregate weighted score and a letter grade (with identified areas of improvement to lift their grade higher), why Eric has found that even prospective (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

Nerd's Eye View

NOVEMBER 21, 2022

Which means that on any given workday, advisors might find themselves reviewing one client’s portfolio and another’s estate plan in the morning, and having a meeting with a third client later in the afternoon.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Trade Brains

SEPTEMBER 17, 2023

Newgen is the market leading supplier of a unified digital transformation platform with native process automation, content services, and communication management capabilities. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! Market Cap (Cr.) EPS (TTM) 26.77 Stock P/E (TTM) 32.76 Holding Value 212.8

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

The Big Picture

DECEMBER 12, 2022

Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. Wall Street Journal ). • Gen Z came to ‘slay.’ Washington Post ).

Math 306

Math Economy Communication Economics 306

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

Validea

DECEMBER 5, 2024

Andrew, who manages over a billion dollars in assets, shares valuable insights on why managed futures remain underutilized despite their proven benefits for portfolio diversification.

Management 59

Management Communication Portfolio Investing 59

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

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 (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

Validea

MARCH 27, 2025

Lynch was also a gifted communicator. Model Performance & Return History Since its inception on Validea in 2003, the 20-stock, monthly rebalanced Peter Lynch-based portfolio has delivered a 1,142.0% During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2% over the same period.

Investing 80

Investing Investments Banking Portfolio 80

Nerd's Eye View

MAY 8, 2024

step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. Measuring a client's tolerance for risk is an essential (and required!)

Clients 246

Clients Risk Tolerance Financial Planning Planning 246

Nerd's Eye View

JULY 6, 2022

From this perspective, building the portfolio becomes an exercise that is similar to any other values-based investment philosophy (e.g., Socially Responsible Investing).

Clients 242

Clients Asset Allocation Financial Advisor Portfolio 242

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job. Remember, markets move.

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Validea

FEBRUARY 10, 2025

The hosts also explore Paulsen’s humble yet profound advice for investors: focus on not disrupting the core 90% of your portfolio while seeking opportunities for outperformance with the remaining 10%. His candid insights on what really drives markets and the limited role of policy makers challenge common assumptions about investing.

Valuation 52

Valuation Communication Retail Banking 52

Carson Wealth

DECEMBER 31, 2024

For example, if you are leaving a house, a business and a stock portfolio to two children, each child would receive one-half of the house, one-half of the business, and one-half of the stock portfolio. Navigating Family Dynamics and Communication Estate planning issues can significantly affect the future of your loved ones.

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.

Management 66

Management Taxes Estate Planning Asset Allocation 66

Abnormal Returns

AUGUST 8, 2022

Markets Joshua Brown, "2022’s volatility has been incredibly unique for this era – we haven’t seen a plus 20% or minus 10% year for the 60/40 stock-bond portfolio since 1975 up until now." thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. The consumer is confused.

Startup 130

Startup Financial Advising Communication Media 130