Advisor Perspectives

OCTOBER 2, 2024

By aligning your event format with the brain’s natural tendencies, you can create more engaging, effective, and enjoyable experiences for your audience.

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The Big Picture

SEPTEMBER 16, 2022

I cannot recall ever being at an event where everyone – EVERYONE – was so happy. On the beach, it was gorgeous and sunny and occasionally hot but it was unlike any event they had ever attended. By the second day of the event, the FOMO was palpable. It was much more than just a post-pandemic Yay! We got out of town!

Financial Planning 340

Financial Planning Financial Advice Food Financial Advisor 340

The Big Picture

MARCH 28, 2024

The explanatory stories that people find compelling are simple; are concrete rather than abstract; assign a larger role to talent, stupidity, and intentions than to luck; and focus on a few striking events that happened rather than on the countless events that failed to happen. He helped humanity move forward.

Manufacturing 340

Manufacturing Economy Economics Marketing 340

The Reformed Broker

MARCH 12, 2023

Financial conditions are now contracting hard due in part to the events of this week but also because monetary policy operates on a lag – and the first Fed Funds hike of the cycle. I feel pretty confident in making this call, and I don’t make market calls very often: We have seen the top for 2-year Treasury yields. The post Top.

Marketing 361

Marketing Marketing 361

The Reformed Broker

OCTOBER 3, 2022

You will be familiar with the sequence of these events. I’m going to tell you a quick story in the order in which it happened. You were there. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times.

Assets 364

Assets 364

The Reformed Broker

APRIL 10, 2023

A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips.

Financial Advisor 339

Financial Advisor 339

The Big Picture

MARCH 22, 2023

The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). Bank failures since 2001, scaled by amount of assets in 2023 dollars. The post U.S.

Banking 331

Banking Assets 331

Alpha Architect

OCTOBER 25, 2024

Academic Anomalies Formed After Information Events was originally published at Alpha Architect. The hurdles to adding alpha for active managers are getting higher—investment practitioners make use of it as soon as or shortly after it is available. Please read the Alpha Architect disclosures at your convenience.

Management 80

Management Investing Investments Marketing 80

The Big Picture

OCTOBER 10, 2022

We can trace lots of today’s market structure to that event, and the changes it wrought subsequently. Like most big events, it was likely caused by some combination of factors — the four above are the leading candidates. If you are a relatively young investor, you may be unfamiliar with what happened that day or why.

Insurance 360

Insurance Marketing Marketing Portfolio 360

Abnormal Returns

APRIL 28, 2024

kk.org) A look at how geopolitical events affect the stock market. (scienceblog.com) What are to make of the big, and persistent, valuation disparities between large and small caps. morningstar.com) Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.'

Valuation 307

Valuation Taxes Marketing Marketing 307

The Big Picture

DECEMBER 1, 2022

This “Process” is not a single event but rather, a series of events the totality of which increasingly weighs the probability towards that positive resolution. I use the word probability because this outcome is not pre-ordained, but rather, subject to future events which have yet to unfold. Hence, I have caveats.

Economy 295

Economy Economics Valuation Marketing 295

The Big Picture

FEBRUARY 6, 2023

I am in Florida for the big ETF Exchange event. Full agenda here ) My contribution to the event is a live Masters-in-Business with the Vanguard Group’s CEO Tim Buckley. It’s a giant annual conference with 2000+ people attending in Miami to network, talk ETF’s, and discuss the future of the industry.

Investing 277

Investing Investments Marketing Marketing 277

Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Abnormal Returns

MAY 13, 2024

blogs.cfainstitute.org) How life events affect retirement planning. (riabiz.com) Archive Intel has entered the adviser communications archiving space. investmentnews.com) Research The problematic math of passing down generational wealth. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice.

Math 288

Math Retirement Planning Financial Advice Retirement 288

The Big Picture

AUGUST 23, 2022

The Biggest Life Event That No One Talks About : Graduation, first job, marriage, kids, divorce, becoming grandparents, death of a spouse. These are major life events that receive lots of attention. But there’s a very important life event that gets less attention: It’s retirement. The Atlantic ). • Belle Curve ).

Management 299

Management Retirement Economy Accounting 299

Abnormal Returns

APRIL 16, 2024

institutionalinvestor.com) A round-up of recent research on the equity risk premium including 'Equity Premium Events.' (blogs.cfainstitute.org) Some evidence that it is possible to measure portfolio manager decision making. capitalspectator.com) A link to "The Cockroach Approach" by Taylor Pearson with Jason Buck. mutinyfund.com)

Asset Allocation 277

Asset Allocation Portfolio Management Portfolio Assets 277

The Reformed Broker

MARCH 15, 2023

I meet financial advisors at industry events and cocktail parties – I wince when they say they work at Credit Suisse. Apparently it’s news to the whole world this morning that Credit Suisse is some sort of undead Swiss zombie bank worth more dissected and sold off in chunks than alive. Open secret. Single digit stock price.

Financial Advisor 277

Financial Advisor Banking Marketing Marketing 277

The Big Picture

SEPTEMBER 29, 2022

It is a one-in-a-generation, perhaps even once-in-a-lifetime event. The Federal Reserve, in its belated attempt to fight inflation, has cranked up rates to the point where today, there is an alternative to stocks: Bonds. 1 and 2 are good, I suspect 3 is problematic.

Economy 312

Economy Taxes Marketing Marketing 312

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

Nerd's Eye View

OCTOBER 17, 2022

As someone who has been speaking at 50-70 conferences a year for 18 years myself, I’ve seen the good and bad of our wide range of industry events, which are spread across membership associations, broker-dealers, insurance companies, RIA custodians, product manufacturers, media companies, private events, and more.

Financial Advisor 246

Financial Advisor Education Budgeting Management 246

The Reformed Broker

SEPTEMBER 16, 2022

Thank you all for coming and for all the amazing feedback for the event we threw this week. It was a long time in the making and such a whirlwind. I am still recovering and resting up. I will have more to say soon, but for now here are some great shots of Future proof 2022.

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The Big Picture

SEPTEMBER 19, 2024

When I wrote RIP Financial Conferences after the 2022 event, I got a lot of pushback. I have spoken at dozens of events since, and I cannot remember any one of them. Same for all of the life skills events, from making pizza to wine to managing your own health. It was refreshing. A big “ Thank You !”

Media 214

Media Management Marketing Marketing 214

The Big Picture

NOVEMBER 27, 2024

We rarely understand fully how each new event will impact all of the others that came before it and how the next events in time will affect what preceded it. Hey, someone’s dart will come closest to the target, but I defy you to identify in advance whose dart it will be. Investors should consider this when they create a portfolio.

Economy 200

Economy Retail Portfolio Assets 200

The Big Picture

DECEMBER 3, 2022

Grist ) see also A Bestiary of Loss : According to many ecologists, we are in the midst of a new mass extinction event. Three years ago, a historic rush of water surged into this city, inundating restaurants and churches, tossing boats onto streets, and leaving Venetians distressed about a future with ever more extreme events.

Engineering 264

Engineering Food Economy Management 264

Abnormal Returns

SEPTEMBER 5, 2024

johnwallstreet.com) Can new, high profile events bring track into the sports consciousness? (asymco.com) Sports business Topgolf Callaway ($MODG) is splitting into two separate companies. frontofficesports.com) How the WWE has doubled earnings over the past five years. sportico.com) Manufacturing The U.S.

Financial Advising 275

Financial Advising Manufacturing Marketing Marketing 275

FMG

DECEMBER 10, 2024

The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and enjoyable event, we’ve gathered some of the best ideas from your peers.

Financial Advisor 52

Financial Advisor Clients Education Planning 52

The Big Picture

JANUARY 1, 2024

Vox ) • More Than Words: 10 Charts That Defined 2023 : Some years are defined by a single event or person — a pandemic, a recession, an insurrection — while others are buffeted by a series of disparate forces. Stay invested. Such was 2023. ( Here’s what we learned. The Ringer ) • Six N.F.L.

Distribution 273

Distribution Economy Clients Management 273

The Big Picture

JANUARY 19, 2023

We took people’s ideas to heart, and I am even more excited about this year’s event. And while we appreciate all of the kind words, there were plenty of very smart suggestions as to how we can make it even better this year. Come join us on September 10th through 13th in Huntington Beach, California.

Wealth Management 317

Wealth Management Financial Planning Clients Planning 317

Nerd's Eye View

NOVEMBER 11, 2024

Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest. Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options.

Marketing 246

Marketing Marketing Communication Engineering 246

The Big Picture

FEBRUARY 22, 2023

It’s broad and is driven in large part by real-time events, along with the questions clients ask. I do a quarterly update for RWM clients that covers the economy, the markets, and our portfolios every three months.

Clients 311

Clients Economy Portfolio Marketing 311

Abnormal Returns

NOVEMBER 9, 2022

thomaskopelman.com) Younger generations are approaching marriage as a 'capstone event.' (bestinterest.blog) THIS is the golden rule of personal finance. bestinterest.blog) How to set up an automated saving and investment system. wsj.com) How to live a 'stealth wealth' lifestyle.

Math 279

Math Investing Investments Planning 279

The Big Picture

OCTOBER 18, 2022

The caveat these days is that a wicked combination of events — falling new home construction post-GFC, the pandemic purchase spree, and the low available inventory have made it more difficult to read into the usual home data. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Economics 363

Abnormal Returns

SEPTEMBER 10, 2024

spyglass.org) Apple's events are way too long these days. (ft.com) Apple The new Apple ($AAPL) Watch 10 is thinner and bigger. wsj.com) The new Airpod Pro 2 will also serve as hearing aids. theverge.com) Apple Intelligence still isn't here. spyglass.org) Apple owes Ireland a lot of money in back taxes. in 2023.

Financial Advising 276

Financial Advising Media Taxes Economy 276

The Big Picture

SEPTEMBER 9, 2022

All of the prep calls with the panels are done, and we will soon be traveling to California for what looks top be an absolutely groundbreaking, amazing event. ” No cramped conference rooms or giant indoor facilities for this event. .” ” No cramped conference rooms or giant indoor facilities for this event.

Food 189

Food 189

The Reformed Broker

MAY 10, 2023

The event takes place at Hunti. The post Future Proof 2023: First 50 Speakers Announcement Drop appeared first on The Reformed Broker.

Media 225

Media 225

The Big Picture

AUGUST 12, 2024

~~~ Talking about the future requires a lot more humility than most of us on Wall Street seem to possess; we don’t know what the future will bring we have no idea of the random events that occur to derail our overconfident forecasts.

Economy 347

Economy Taxes Investing Investments 347

The Reformed Broker

SEPTEMBER 20, 2023

The entire event was outside on the bea. Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up. The post Still surprised appeared first on The Reformed Broker.

Wealth Management 220

Wealth Management Management 220