Nerd's Eye View
DECEMBER 18, 2024
Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. For financial planning services, a similar approach to documentation can be applied to support regulatory compliance from the start of client engagement through all the steps that follow. Read More.
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
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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. That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing.
The Big Picture
NOVEMBER 15, 2023
Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Manage all of the above toward your financial goals and plan. Last, recognize that markets go up and down.
Nerd's Eye View
NOVEMBER 21, 2022
However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.
Nerd's Eye View
FEBRUARY 5, 2025
Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.
Abnormal Returns
OCTOBER 28, 2024
youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. advisorperspectives.com) Financial planning CAN change lives. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. signaturefd-3437664.hs-sites.com)
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