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

OCTOBER 3, 2022

riabiz.com) Future Proof delivered on its promise of a new type of wealth management event. (riabiz.com) Dynasty Financial is raising additional capital to bridge it to an eventual IPO. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.'

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

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 Numbers 363

Calculated Risk

DECEMBER 7, 2022

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 361

Sales Economy Engineering Investments 361

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Importantly, this new surtax won’t just apply to perennial high earners.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Calculated Risk

SEPTEMBER 16, 2022

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 363

Sales Economy Economics Investments 363

Zajac Group

JANUARY 24, 2025

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since its not traded publicly on the market yet). It is a single, limited event where employees may choose to sell their shares.

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Taxes Portfolio Investments Investing 52

Nerd's Eye View

SEPTEMBER 16, 2022

In addition to being held outdoors, the event stood out from ‘standard’ industry conferences in other ways, from the wide scope of its content to the diverse makeup of its attendees. Why a growing number of family foundations are choosing a time-limited, rather than perpetual, approach in order to donate money faster.

Financial Planner 246

Financial Planner Retirement Retirement Planning Numbers 246

Nerd's Eye View

SEPTEMBER 23, 2022

We also have a number of articles on advisor marketing: The latest trends in advisor marketing, from the continued dominance of client referrals to the return of in-person gatherings. How advisors can pull off an event that can increase client loyalty and attract new prospects.

Financial Planner 246

Financial Planner Compensation Planning Compliance Insurance 246

The Reformed Broker

SEPTEMBER 23, 2023

We did an astonishing amount of new content this week after being gone last week at the Future Proof event. Below is a link to the live stream we did with Zeke Faux, whose new book “Number Go Up” is packed with wild and hilarious stories about rise and fall of the crypto bubble.

Numbers 189

Numbers 189

Abnormal Returns

JANUARY 19, 2023

calculatedriskblog.com) A record number of houses are under construction in December. msn.com) Don't confuse events and journeys. (on.ft.com) Global Why Chinese entrepreneurs are decamping to Singapore. nytimes.com) We are living in the age of the grandparent. economist.com) Economy Weekly initial unemployment claims remain quiescent.

Financial Advising 246

Financial Advising Media Banking Economy 246

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities.

Marketing 336

Marketing Marketing Economics Portfolio 336

Calculated Risk

MAY 29, 2023

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 363

Sales Economy Banking Economics 363

Nerd's Eye View

MARCH 3, 2023

Senators is considering potential ways to shore up Social Security, from raising the retirement age to 70 to creating a sovereign wealth fund From there, we have several articles on practice management: How advisory firms can leverage their CRM software to run a more efficient practice Best practices for firms to consider when choosing training programs (..)

Financial Planner 241

Financial Planner Retirement Clients Numbers 241

Nerd's Eye View

AUGUST 16, 2024

Also in industry news this week: Fidelity and Advyzon are teaming up to offer RIAs a combined custodial platform-AdvisorTech bundle aimed at smaller RIAs, though its unclear whether Fidelity will take on some of the smallest firms A report indicates that RIA M&A grew in the first half of the year compared to the same period in 2023, with new firms (..)

Financial Planner 246

Financial Planner Communication Retirement Commission 246

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

APRIL 1, 2024

Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Calculated Risk

JULY 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.23% in June The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.23% as of June 30, 2024. According to MBA’s estimate, 115,000 homeowners are in forbearance plans.

Numbers 162

Numbers Portfolio Government Planning 162

The Big Picture

JUNE 4, 2024

Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2024. I will be moderating the Emerging Managers Panel (I did this last year as well).

Wealth Management 148

Wealth Management Management Numbers 148

Calculated Risk

APRIL 22, 2024

From the MBA: Share of Mortgage Loans in Forbearance Remains at 0.22% in March The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance remained unchanged at 0.22% as of March 31, 2024. According to MBA’s estimate, 110,000 homeowners are in forbearance plans.

Numbers 147

Numbers Planning Portfolio Marketing 147

Nerd's Eye View

SEPTEMBER 25, 2023

As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.

CFP 246

CFP Financial Planning Planning Certification 246

The Big Picture

NOVEMBER 30, 2023

After a recent pop-up event in New York City, I was left with more questions than answers. ( New Republic ) • The State of the Planet in 10 Numbers : Here is a snapshot of the warming world, from sea-level rise to fossil fuel subsidies to renewable energy growth. Washington Post ) • The Red State Brain Drain Isn’t Coming.

Education 265

Education Assets Numbers Economics 265

Nerd's Eye View

JULY 10, 2024

However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. Beyond the tax brackets themselves, however, households will also see significant changes to how their taxable income is calculated post-TCJA.

Taxes 246

Taxes Clients Planning Numbers 246

The Big Picture

NOVEMBER 1, 2023

Lack of Single Family Homes : We’ve discussed this before most notably in 2021, but home builders have wildly underbuilt the number of houses relative to population growth following the financial crisis (GFC). That is especially true in housing, where the Fed is creating new problems and making existing ones even worse: 1.

Food 317

Food Economy Numbers Sales 317

The Big Picture

MAY 9, 2024

I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. Always be wary of social media influencers who use engagement bait tactics to sell a course or event.” ” Then there is this brilliant and simple strategy: All you need to do is make 2% a day!

Media 337

Media Taxes Math Investing 337

The Big Picture

MARCH 13, 2024

And there’s a fair number of people who say 70%, two thirds of the stock market without any risk at all, market risk that is – sign me up for that. It’s a number that’s put out every Thursday for the previous week. That is, over the last 50 years, an extraordinarily low number. It’s a state program.

Numbers 289

Numbers Insurance Economy Marketing 289

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

The Big Picture

FEBRUARY 14, 2024

So what were the numbers like after World War 1 and after World War 2? Jeff Hirsch : The numbers, it was about just around 500 percent, 517%, 521%, right in the just over 500%. And the Dow didn’t actually hit that number until, uh, it was July of 1992, but the S&P had the 500 percent move-in. Following both wars.

Marketing 317

Marketing Marketing Government Numbers 317

Calculated Risk

MAY 24, 2023

The number of delinquent properties, but not in foreclosure, is up 61,000 properties year-over-year, and the number of properties in the foreclosure process is up 14,000 properties year-over-year. The percent of loans in the foreclosure process decrease in April to 0.44%, from 0.46% the previous month.

Numbers 130

Numbers Sales 130

Calculated Risk

FEBRUARY 21, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.64% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 6 basis points from 0.70% of servicers’ portfolio volume in the prior month to 0.64% as of January 31, 2023.

Portfolio 147

Portfolio Planning Numbers 147

Abnormal Returns

AUGUST 26, 2022

ritholtz.com) Future Proof is likely the 'best advisor event of the year.' theirrelevantinvestor.com) Why Future Proof is a one-of-a-kind event. axios.com) Housing Home Partners of America is going to stop buying houses in a number of markets. (statnews.com) Future Proof Future Proof is almost here!

Financial Advising 130

Financial Advising Communication Media Economy 130

Harness Wealth

SEPTEMBER 18, 2024

Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor. What do these numbers tell us? With those tips in mind, next, we’ll hear from Harness tax advisor Neil Johnson about how he’s leveraged life event planning to grow his firm and help clients plan for the future.

Taxes 52

Taxes Clients Planning Estate Planning 52

The Big Picture

JANUARY 15, 2025

Barry Ritholtz : Because you have to wait for that private company to have some liquidity event to free up the cash. Ted Seides : It’s changing a lot to move to smaller numbers. Those are big numbers. You get into a private equity or venture capital fund, now you’re generally talking about 10 to 15 years.

Portfolio 148

Portfolio Assets Investing Investments 148

Indigo Marketing Agency

MARCH 5, 2025

Event Marketing for Maximum Lead Generation So, were talking about the power of event marketing, including in-person seminars and webinars. Indigo Marketing Agency provides the industrys most proven strategies and help for promoting, hosting, and generating high-quality leads through seminar and webinar events for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Integrity Financial Planning

JUNE 16, 2023

The town also hosts a number of festivals throughout the year, including the Telluride Film Festival and the Telluride Bluegrass Festival. The town also boasts a rich cultural history, with a number of historic sites and museums to explore. In the winter, visitors can hit the slopes for skiing, snowboarding, and snowshoeing.

Financial Planning 98

Financial Planning Numbers Retirement Planning 98