Wealth Management

DECEMBER 12, 2022

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

Wealth Management 246

Wealth Management Management Valuation Marketing 246

Wealth Management

FEBRUARY 28, 2024

Fund managers in this red-hot asset class are often valuing their loans more generously than others do. Regulators are starting to worry.

Valuation 301

Valuation Assets Management 301

Wealth Management

FEBRUARY 27, 2025

Why the valuation date matters in divorce, gift and estate cases.

Valuation 196

Valuation 196

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Taxes 245

Wealth Management

JULY 17, 2024

Human Interest helps small businesses set up 401(k) services.

Startup 279

Startup Valuation Retirement 279

Wealth Management

JANUARY 21, 2025

Analyzing the underpinnings of the U.S. Supreme Courts decision.

Valuation 246

Valuation 246

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. Welcome back to the 333rd episode of the Financial Advisor Success Podcast !

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Nerd's Eye View

OCTOBER 4, 2023

The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future. Read More.

Valuation 246

Valuation Economics Economy Marketing 246

Wealth Management

APRIL 17, 2023

How business owners preparing for a sale can benefit from the expected uptick in M&A activity.

Valuation 264

Valuation Sales 264

The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Assets 173

Assets Management Valuation Investing 173

Abnormal Returns

DECEMBER 3, 2024

Fund management There is no escaping the math on leveraged ETFs. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation.

Math 147

Math Valuation Startup Economy 147

Wealth Management

OCTOBER 8, 2024

Proceeds from minority raise will fund growth for Dynasty.

Valuation 288

Valuation Assets 288

Wealth Management

MARCH 5, 2025

Tips for avoiding IRS scrutiny in an audit.

Valuation 260

Valuation 260

Wealth Management

JANUARY 31, 2024

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 278

Valuation 278

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning 264

Strategic Planning Valuation Taxes Clients 264

Wealth Management

MAY 14, 2024

Private equity money continues to fund inorganic growth for its chosen firms, and with more buyers comes more competition, according to panelists at RIA Edge.

Valuation 264

Valuation 264

Abnormal Returns

APRIL 30, 2024

alphaarchitect.com) Research Managed futures returns are lumpy. rcmalternatives.com) What valuations miss. morganstanley.com) How much do valuations matter for multi-asset investing? Factor investing Portfolio construction matters when it comes to factor investing.

Valuation 262

Valuation Media Portfolio Assets 262

Wealth Management

SEPTEMBER 26, 2022

Demand for net lease retail is softening, which is forcing a pricing reset—albeit more slowly than buyers would like.

Retail 312

Retail Valuation 312

Abnormal Returns

JANUARY 28, 2025

Lottery-like behavior Does legal sports betting shift manager risk profiles? jeffreyptak.substack.com) Research What explains the valuation difference between U.S. papers.ssrn.com) Does high inflation increase gambling like behavior? papers.ssrn.com) Earnings How highly covered stocks react post-earnings announcement.

Valuation 147

Valuation Management Marketing Marketing 147

Wealth Management

JANUARY 30, 2024

Fundamental principles still apply regardless of structure.

Valuation 278

Valuation 278

Nerd's Eye View

JANUARY 28, 2025

Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households.

Financial Advisor 146

Financial Advisor Clients Management Valuation 146

Abnormal Returns

JANUARY 13, 2025

advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management. (thinkadvisor.com) How technology is helping advisers do their real job - helping clients. 199A deductions. axios.com)

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Wealth Management

JUNE 28, 2024

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

Valuation 258

Valuation 258

Wealth Management

MARCH 26, 2024

The survey found RIAs that work with wealth management platforms—like Dynasty's—grow significantly faster and have higher valuations than standalone firms.

Wealth Management 269

Wealth Management Valuation Management 269

Abnormal Returns

JULY 16, 2024

Managed futures Why managed futures stand out among hedge fund strategies. mrzepczynski.blogspot.com) Comparing the correlation benefits of managed futures vs. market-neutral multi-factor investing. alphaarchitect.com) On the valuation of TIPS and nominal Treasury bonds. than in other markets.

Valuation 264

Valuation Management Portfolio Investing 264

Wealth Management

MARCH 31, 2025

Median-adjusted EBITDA multiples hit a near-decade high in 2024, according to Advisor Growth Strategies, and a deal market of more than 40 buyers looks to keep things frothy in 2025.

Valuation 192

Valuation Marketing Marketing 192

Wealth Management

MARCH 15, 2024

Christopher P. Woehrle discusses a court case that focuses on how to document correctly the charitable deduction from a syndicated conservation easement.

Valuation 260

Valuation 260

Wealth Management

JANUARY 29, 2024

Doubling the number of auditors requires an adjustment in approach.

Valuation 278

Valuation Numbers 278

Wealth Management

JUNE 22, 2023

The “denominator effect” put institutions in a position where real estate allocations exceeded target levels, but observers expect that issue has begun to resolve itself as values of other investments have recovered.

Valuation 277

Valuation Investing Investments 277

Wealth Management

JUNE 12, 2023

After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

Valuation 264

Valuation 264

Wealth Management

JANUARY 3, 2024

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

Insurance 299

Insurance Valuation 299

Abnormal Returns

DECEMBER 13, 2022

(linkedin.com) A round-up of recent research on valuation including 'Valuation When Disaster Risks Increase at an Increasing Rate.' universa.net) The case for managed futures as a part of a diversified portfolio. capitalspectator.com) Hedging strategies Hedging strategies come in two different flavors: fast and slow.

Valuation 246

Valuation Portfolio Management 246

Abnormal Returns

NOVEMBER 15, 2024

spglobal.com) Finance Elon Musk's xAI and SpaceX are getting a valuation boost. on.ft.com) Fund management 2024 could see $1 trillion in U.S. (mrzepczynski.blogspot.com) The S&P SmallCap 600 index is 30 years old. ft.com) Is private credit in a bubble? alphaarchitect.com) How the activist short selling ecosystem works.

Financial Advising 147

Financial Advising Valuation Food Media 147

Nerd's Eye View

MARCH 14, 2025

Also in industry news this week: A recent survey finds that while advisors are increasingly using passive investment vehicles, many are taking the time to look beneath the hood to examine the makeup of different indexes in order to choose the best option for their clients A survey of advisors working at enterprise firms shows a significant increase (..)

Financial Planner 159

Financial Planner Compliance Commission Retirement 159

Wealth Management

AUGUST 11, 2022

Buyers are beginning to ask for discounts and some deals fall through. But experts say the disturbance in the sector is based on “short-term uncertainty.”

Valuation 246

Valuation 246

Wealth Management

JANUARY 30, 2024

Developments from 1999 through 2019.

Valuation 278

Valuation Taxes 278

Wealth Management

APRIL 12, 2024

As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions.

Valuation 243

Valuation Financial Advisor Economy 243