Nerd's Eye View

NOVEMBER 3, 2023

Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 243

Financial Planner Financial Advice Investment Planning Planning 243

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Nerd's Eye View

AUGUST 25, 2023

Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. How reviewing and adjusting capital market assumptions can help advisors refine their use of Monte Carlo simulations.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read More.

Clients 246

Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Read More.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Gen Y Planning

JUNE 1, 2022

With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who But in this high-inflationary market, one type of bond, in particular, is getting a lot of attention: the Series I Savings Bond. Does investing in I-bonds make sense as part of your strategy?

Investment Planning 52

Investment Planning Investing Investments Planning 52

Good Financial Cents

AUGUST 11, 2022

If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime. Ad Robo-Advisors move with the market to ensure your investments. A lot of people confuse money they knew they needed in the next year or so with investing. They didn’t have a plan.

Investing 110

Investing Investments Marketing Marketing 110

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Numbers 52

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Workable Wealth

JUNE 24, 2020

While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . We understand that you want to invest in a way that’s aligned with your goals and values. stock market. What is the Stock Market?

Investing 52

Investing Investments Marketing Marketing 52

The Big Picture

AUGUST 20, 2024

Why don’t we just have a conversation in the studio about his beef with passive, why he thinks it’s a structural threat to the market? Now, I don’t believe the market structure is subject to the same risks as a single inverse trading instrument, but he makes a really compelling case for this is important.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

OCTOBER 18, 2019

Five Sources of Alpha in an Aging Market Cycle ajackson Fri, 10/18/2019 - 10:30 For the past decade, investors have enjoyed a long climb up the “wall of worry.” an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world. But through it all, U.S.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

Five Sources of Alpha in an Aging Market Cycle. an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world. an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world. Fri, 10/18/2019 - 10:30. But through it all, U.S.

Marketing 52

Marketing Marketing Valuation Numbers 52

MainStreet Financial Planning

MARCH 15, 2023

It’s important to note that SIPC protection does not cover losses resulting from market fluctuations, fraud, or bad investment decisions. It also does not cover certain types of investments, such as commodities or futures contracts. and are not protected by SIPC. What if I have my cash accounts with a Credit Union?

Insurance Coverage 97

Insurance Coverage Insurance Accounting Banking 97

Brown Advisory

MARCH 23, 2021

They walk through the possible tax implications that should be considered when thinking about expatriation, and ask Jaime a number of questions including whether individuals who have expatriated will have issues when returning to the U.S. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,

Taxes 52

Taxes Investment Planning Planning Numbers 52

Brown Advisory

MARCH 23, 2021

They walk through the possible tax implications that should be considered when thinking about expatriation, and ask Jaime a number of questions including whether individuals who have expatriated will have issues when returning to the U.S. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,

Taxes 52

Taxes Investment Planning Planning Numbers 52

The Big Picture

DECEMBER 28, 2022

I’m going to beat the market. Everybody knew in those days, the purpose of investment management is to beat the market. So you’re looking for a manager who’s going to beat the market. I’m not going to beat the market. If I meet the market, match it, I’m going to beat most of them.

Management 189

Management Investments Investing Clients 189

Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. Increase market access: Investors can explore new markets that they may not find. yields, particularly with sideways markets. ?

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Carson Wealth

SEPTEMBER 19, 2022

Consider this your go-to primer for everything you need to know about this market indicator and why people pay attention to it. . The Standard & Poor’s 500, more commonly known as the S&P 500, is a stock market index that was launched by its eponymous credit agency in 1957. A market cap of $14.6 Publicly traded

Healthcare 52

Healthcare Economy Financial Advisor Numbers 52

Financial Symmetry

SEPTEMBER 18, 2023

To that end, what are the impacts if you do a poor job managing your investments? The numbers … Continued The post The Benefits of a Wealth Management Relationship – Part 2, Ep #199 appeared first on Financial Symmetry, Inc.

Wealth Management 64

Wealth Management Management Numbers Investments 64

Good Financial Cents

JANUARY 11, 2023

Through careful research and analysis of market data and other financial documents, financial managers identify opportunities for cost savings and recommend budgeting changes to help their businesses prosper. They possess a wealth of knowledge related to investments and markets that can help bring big returns. Financial Analyst.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

WiserAdvisor

DECEMBER 21, 2022

When you do so, you lower risk and increase the chances of earning more, even during times of market volatility. Since no two investments are likely to perform the same at a given time, diversification offers your money a better chance to earn a profit. When you start investing in your 20s, you may find the process overwhelming.

Portfolio 52

Portfolio Financial Advisor Taxes Investments 52

Sara Grillo

OCTOBER 31, 2022

You should check the advisor’s CRD number and see if it matches what they sent you. If you ask the advisor for his or her CRD number and they refuse to provide it to you, they are hiding something – run away fast! If they have no disclosures, you’ll see a green box with the number zero on the far left. 1 Disclosures.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

WiserAdvisor

AUGUST 26, 2022

Are you good with numbers, accounting, and financial planning? If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution. You are nearing retirement.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Darrow Wealth Management

OCTOBER 29, 2024

Without periodic rebalancing, your investment mix will change as the market fluctuates, falling out of alignment with your target investment mix. To rebalance your portfolio, you’ll buy and sell certain investments to realign to your accounts with your desired asset allocation. Why does this matter?

Asset Allocation 72

Asset Allocation Accounting Risk Tolerance Portfolio 72

International College of Financial Planning

OCTOBER 5, 2021

As you hit the market along with the qualification you must also have the right professional traits. Several traits or elements separate the best Financial Advisors from the ordinary or bad ones in the market. However, this remains a highly competitive career option where only the best in trade rise up the pyramid.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

The Irrelevant Investor

MAY 23, 2019

Then we spoke about how much cash do I want available, given that Robyn is taking a year off when we have our second child, and given that my income is already levered to the stock market. When you build a financial plan, you have to make a lot of assumptions. What I mean is that you need an investment plan.

Financial Planning 52

Financial Planning Planning Retirement Asset Allocation 52

Dear Mr. Market

APRIL 6, 2022

Dear Mr. Market: This entire personal finance blog is about “letters” being written to you ( Mr. Market ), the fictitious character that exhibits all sorts of emotions due to the gyrations of the stock market. What letter, however, is the most important one YOU could ever write? A Letter to My Family.

Estate Planning 52

Estate Planning Insurance Accounting Planning 52