Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. kitces.com) Advisers Altruist is putting in place a return to the office plan. riabiz.com) Should your client portfolios be even simpler?

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

Abnormal Returns

FEBRUARY 21, 2024

(youtube.com) Retirement Why planning in retirement is so challenging. wsj.com) Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement." (wsj.com) Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement." In fact, it's a distraction.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

A Wealth of Common Sense

FEBRUARY 16, 2024

The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. Plus, I like the fact that it’s difficult to get the money out of these ac.

Portfolio Management 133

Portfolio Management Retirement Planning Portfolio Management 133

Random Roger's Retirement Planning

JUNE 14, 2024

The better takeaway is more along the lines of how risk is managed, maybe allocating a little to asymmetry to maybe dial down the volatility elsewhere in the portfolio or using alternatives to manage volatility and risk.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

Abnormal Returns

JULY 31, 2023

riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. morningstar.com) QLACs are coming to the 401(k) plan. kitces.com) How pro bono planning can change your life as an adviser.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Nerd's Eye View

JANUARY 6, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 125

Retirement Planning Portfolio Management Taxes 125

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible. Read More.

Taxes 246

Taxes Tax Planning Portfolio Management Advertising 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g., Read More.

Financial Planner 245

Financial Planner Retirement Estate Planning Clients 245

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. What’s notable, however, is that the most ‘productive’ (i.e.,

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Abnormal Returns

JUNE 23, 2023

The biz Spotify's ($SPOT) podcasting plans are unraveling. acquired.fm) Jesse Pujji talks with Joe Frankenfield, Portfolio Manager at Saga Partners, about the business of Roku ($ROKU). theverge.com) Who listens to true crime podcasts?

Portfolio Management 243

Portfolio Management Banking Economy Management 243

Nerd's Eye View

AUGUST 2, 2022

In this episode, we talk in-depth about how after years of working as a trader, Matthew realized his career and retirement were dependent on the stock market and decided to diversify his investments in real estate so that he could create passive income for himself, how after years of investing in his own real estate properties and struggling with management (..)

Clients 244

Clients Financial Advisor Financial Planning Planning 244

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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

NOVEMBER 29, 2022

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Abnormal Returns

AUGUST 3, 2023

(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. abnormalreturns.com) Make a plan for your stuff, before someone else has to. brklyninvestor.com) Why so few people succeed at trading for a living.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

MARCH 13, 2023

However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)

Compliance 245

Compliance Portfolio Management Planning Financial Advisor 245

The Big Picture

MAY 31, 2024

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Don Connelly & Associates

NOVEMBER 11, 2024

The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions. Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions.

Financial Advising 52

Financial Advising Portfolio Management Financial Advisor Financial Planning 52

The Big Picture

JULY 14, 2023

Slate ) • Seven Projects to Reclaim NYC Space From Cars : New York’s first public realm officer is working to shepherd plans in each of the city’s five boroughs that will make it greener and more hospitable to walkers and bikers.

Portfolio Management 242

Portfolio Management Accounting Food Economy 242

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Financial Planner 189

Financial Planner Clients Compliance Numbers 189

The Big Picture

MAY 17, 2024

She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.

Banking 173

Banking Asset Allocation Portfolio Management Engineering 173

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

AdvicePay

JULY 14, 2022

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. But without a well-defined service model to deliver financial planning services, advisors soon discover that unstructured, ad-hoc service offerings don’t scale very well.

Financial Planning 75

Financial Planning Clients Planning Asset Allocation 75

Carson Wealth

JANUARY 28, 2025

Why Philanthropic Planning Matters There are two main reasons for taking the time and effort to make a philanthropic plan. When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Establish a budget and schedule for giving.

Risk Management 52

Risk Management Management Nonprofit Compliance 52

Abnormal Returns

MAY 22, 2023

citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. (riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

A Wealth of Common Sense

SEPTEMBER 19, 2022

On today’s show we discuss: Rick’s background and the beginnings of Fabric Risk How Fabric is approaching risk for advisors Looking at risk through the lens of an advisor/individual vs a portfolio manager Financial plan ma.

Portfolio 101

Portfolio Portfolio Management Financial Planning Planning 101

Tobias Financial

MARCH 11, 2025

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. It is for information and planning purposes only. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Nerd's Eye View

APRIL 11, 2023

Read More.

Medical 130

Medical Financial Advisor Financial Planning Clients 130

The Big Picture

JANUARY 13, 2024

Boston Review ) • The People Who Brought You Travis Kelce : A plan was hatched to make the football player “as famous as the Rock.” Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Why economists are reconsidering the scale of the rise in US inequality. (

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

Indigo Marketing Agency

MARCH 20, 2025

Right now, your clients dont just need portfolio management; they need perspective. Book a free strategy call today , and lets craft a client communication plan that keeps your business strongno matter what the market does next. Thats where financial advisors come in! They need to hear from you.

Communication 69

Communication Financial Advisor Marketing Marketing 69

Nerd's Eye View

APRIL 23, 2024

Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households.

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130