Nerd's Eye View
NOVEMBER 29, 2024
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
Nerd's Eye View
JANUARY 20, 2025
offer a high signal-to-noise ratio and are tailored to the needs of those who are a part of (or hope to join) the financial advicer community (i.e., those who are in the business of selling their financial advice as opposed to financial products). Read More.
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The Big Picture
MARCH 18, 2025
The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? Bad Numbers : 4.
Nerd's Eye View
DECEMBER 27, 2023
An increasing number of tools rely on AI to process client data, but instead of generating and delivering recommendations directly, they produce lists of suggested strategies, which the advisor can then vet and analyze themselves for appropriateness for the client.
Nerd's Eye View
JANUARY 10, 2025
Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)
Nerd's Eye View
MARCH 28, 2025
Which suggests that, amidst ongoing debate over fiduciary-related regulations, an advisor's status as a fiduciary could both lead to greater client trust (both in their individual advisor relationship and perhaps in the financial advice industry as a whole) and, ultimately, higher client retention rates.
A Wealth of Common Sense
JUNE 20, 2023
To be a successful investor you need to possess a number of different traits. You also need a deep understanding of financial market history from booms to. You need to understand how math, statistics and probabilities work. You need to understand corporations and the global economy generally function over the long haul.
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