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.
Abnormal Returns
MARCH 31, 2025
open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. wealthmanagement.com) Custody Dynasty Financial Partners has a custody agreement with Goldman Sachs ($GS).
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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., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
Nerd's Eye View
SEPTEMBER 12, 2023
Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.
Abnormal Returns
MAY 22, 2023
(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? Come meet the team in Austin on June 12-14th.
Nerd's Eye View
APRIL 23, 2024
In this episode, we talk in-depth about how Tyson's "Total Relationship" approach leads to particularly close relationships with their clients, including by developing a system to send what he calls "wow factor" gifts to mark key moments in the lives of the firm's clients, their families, and even their pets, why Tyson's firm breaks out its AUM fee (..)
Validea
AUGUST 23, 2023
Back then, computers offered more information to portfolio managers, gave financial advisors software to manage their business, and provided researchers with better analytics. Trying to predict how AI will transform the investment industry? How will AI affect those three industry roles?
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