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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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Tata Communications Vs Tata Teleservices – Key Metrics and Analysis

Trade Brains

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.

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A Few Comments on Commercial Real Estate

Calculated Risk

First, when most people think “CRE” they think office and retail space. The concern for retail is online shopping eroding in-store buying (a long-term trend), and work-from-home (WFH) reducing the need for office space (another long-term trend that increased sharply during the pandemic but has reversed recently). Of the $11.1

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Practical Lessons from Jim Paulsen

Validea

This episode offers valuable perspective for both professional and retail investors trying to navigate today’s complex market environment. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Jim Paulsen appeared first on Validea's Guru Investor Blog.

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Market Drama

Zoe Financial

Retail Sales Report : Previous week’s data showed signs of weakness. Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. consumer spending.

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Just Don't With Private Assets

Random Roger's Retirement Planning

I would imagine that once the new communications sector begins to get ten year rolling periods under its belt, it too will outperform in a similar manner with the same tradeoff. With communications, the top three holdings are Meta, Google and Netflix. That of course speaks to the tradeoff.

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Tax Advisor Weekly News March 7, 2025

Harness Wealth

Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. Senate committee during the pandemic. Explore how Reconciled’s culture promotes purpose and engagement, setting a standard for modern practice management.

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