Abnormal Returns

SEPTEMBER 16, 2024

investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. (investmentnews.com) What to look for in a new custodian. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. riabiz.com) Why Vanguard reduced the minimums for its Digital Advice program.

Wealth Management 279

Wealth Management Startup CFP Retirement 279

Abnormal Returns

MARCH 11, 2024

(goodlifeproject.com) Daniel Crosby with another sneak peek from "The Soul of Wealth." riabiz.com) Morgan Stanley Wealth Management is launching a new Private Markets Transaction Desk. kitces.com) Harness Wealth is offering a new tax advisory platform.

Wealth Management 290

Wealth Management Clients Taxes Management 290

The Reformed Broker

AUGUST 29, 2022

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

Financial Planner 331

Financial Planner Financial Consultant Wealth Management Financial Advisor 331

Abnormal Returns

MAY 27, 2024

kitces.com) On the math of purchasing wealth management leads. kitces.com) The kinds of services a 'personal CFO' provides a wealth client. (riabiz.com) Contemplating a Carson Group without Ron Carson. investmentnews.com) Advisers How a ban on non-compete agreements will affect financial advisory firms.

Wealth Management 265

Wealth Management Math Clients Management 265

The Big Picture

SEPTEMBER 8, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses global shocks impacting market volatility (Source: Bloomberg). Hard for an Individual to Beat the Collective. Source: Bloomberg.

Wealth Management 306

Wealth Management Marketing Marketing Management 306

Abnormal Returns

FEBRUARY 26, 2024

who is the Founder of Illuminate Wealth Management about how to fund your RIA. Podcasts Frazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. open.spotify.com) Michael Kitces talks with Ben Hockema. kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset.

Wealth Management 291

Wealth Management Financial Services Retail Insurance 291

Abnormal Returns

OCTOBER 7, 2024

thinkadvisor.com) Creative Planning shows 'institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.' (frazerrice.com) Creative Planning TPG just bought a big stake in Creative Planning. citywire.com) Advisortech AI is coming for the compliance stack.

Compliance 290

Compliance Wealth Management Financial Advice Government 290

Abnormal Returns

MARCH 18, 2024

riabiz.com) UBS is the biggest wealth manager outside of North America. (wiredplanning.com) Ben Johnson and Julie Willoughby talk with Tony Davidow who is a senior alternative investment strategist for the Franklin Templeton Institute. open.spotify.com) The biz Despite the headlines, Fidelity is still hiring.

Wealth Management 264

Wealth Management Commission Clients Management 264

Abnormal Returns

MAY 20, 2024

Podcasts Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. standarddeviationspod.com) Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement.

Financial Planner 279

Financial Planner Wealth Management Retirement Clients 279

Abnormal Returns

NOVEMBER 6, 2023

(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. citywire.com) Choreo is buying the wealth management business of BDO USA. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space.

Wealth Management 265

Wealth Management Retirement Planning Tax Planning Financial Advisor 265

The Big Picture

OCTOBER 13, 2022

Boaz Weinstein, Founder & CIO, Saba Capital Management speaks with Barry Ritholtz, Co-Founder & CIO, Ritholtz Wealth Management; Host, Bloomberg’s Masters in Business at Bloomberg Invest. The post Saba Capital Management’s Weinstein on Whales, Tails, & Fails appeared first on The Big Picture.

Wealth Management 299

Wealth Management Management Investing Investments 299

Abnormal Returns

DECEMBER 4, 2023

Ali is a corporate marketing advisor who has seen many sides of the wealth management business. investmentnews.com) Everyone seemingly agrees that wealth management needs more women. Podcasts Daniel Crosby talks with Ali McCarthy. podcasts.apple.com) The biz Software is eating financial advice.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Abnormal Returns

OCTOBER 2, 2023

financial-planning.com) How to create a better wealth management-focused podcast strategy. citywire.com) Another venture capital firm is getting into the wealth management business. Mack talks with Samuel Deane about going from wealthtech user to wealthtech investor.

Wealth Management 260

Wealth Management Startup Retirement Engineering 260

Abnormal Returns

JULY 8, 2024

wsj.com) Robinhood ($HOOD) could add money management capabilities. investmentnews.com) Advisers It takes a village to run a successful wealth management firm. citywire.com) How turning wealth into annuitized income in retirement boosts spending.

Financial Planner 263

Financial Planner Wealth Management Advertising Tax Planning 263

The Big Picture

AUGUST 22, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” Bloomberg Radio & Podcast Host, says he looks at the sell-off in the first half of 2022 as a “cyclical bear within a longer secular bull.” ” Cyclical Bear Within a Secular Bull: Ritholtz.

Wealth Management 305

Wealth Management Management Media Marketing 305

Abnormal Returns

OCTOBER 14, 2024

podcasts.apple.com) Eric Golden talks with Robbie Cannon is the founder of Horizon Investments about the blurring of lines between asset and wealth management. (standarddeviationspod.com) Brendan Frazier talks with Kathi Balasek about communicating with grieving clients.

Estate Planning 280

Estate Planning Financial Planner Wealth Management Retirement 280

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. kitces.com) Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. podcasts.apple.com) Hiring RIAs need to think more broadly when it comes to hiring.

Financial Planner 279

Financial Planner Wealth Management Retirement Planning Financial Advising 279

The Big Picture

JULY 20, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses investing in a volatile market and the probability the Fed causes a recession. Risk, Reward Two Sides of Same Coin, says Ritholtz. ?. Source: Bloomberg , July 19th, 2022.

Wealth Management 303

Wealth Management Management Investing Investments 303

The Big Picture

AUGUST 10, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and inversion of the 2-year/10-year curve. US Economy Facing Growth Recession. ?. Source: Bloomberg , August 9th, 2022. See also : Blame Election Deniers for Faltering Consumer Sentiment. by Matthew A.

Wealth Management 306

Wealth Management Economy Management Investing 306

The Reformed Broker

JANUARY 18, 2023

See you there[link] pic.twitter.com/BTO0RNivhJ — The Compound (@TheCompoundNews) January 18, 2023 Last September we threw the biggest wealth management festival (and proba. Use the link down below to register now. The post Registration now OPEN for Future Proof 2023 appeared first on The Reformed Broker.

Wealth Management 294

Wealth Management Management 294

Abnormal Returns

FEBRUARY 19, 2024

washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. (peterlazaroff.com) Why older women are saying no to marriage, largely for money reasons.

Clients 280

Clients Estate Planning Wealth Management Financial Advice 280

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. At the same time, clients face another class of risks that advisors often do not consider: cyber.

Clients 246

Clients Management Wealth Management Insurance Coverage 246

Abnormal Returns

FEBRUARY 25, 2024

wsj.com) The wealth management industry is going to be slammed with demand. Top clicks this week Joshua Brown, "When too many learn the same game and it gets very easy to both play and teach to friends, the game breaks." downtownjoshbrown.com) Why you need to further investigate high dividend yields.

Math 284

Math Wealth Management Retirement Planning 284

Abnormal Returns

APRIL 22, 2024

youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. Podcasts Brian Portnoy talks human-centric advice with Kelsey McKenna and Zachary Conway of Seeds Investor. getelements.com) Frazer Rice talks with Christopher Holtby about the role of a directed trustee.

Financial Advising 263

Financial Advising Wealth Management Management Taxes 263

The Reformed Broker

SEPTEMBER 20, 2023

Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up.

Wealth Management 220

Wealth Management Management 220

Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business. (wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios.

Wealth Management 242

Wealth Management Estate Planning Financial Advising Banking 242

Abnormal Returns

APRIL 8, 2024

advisorperspectives.com) The biz Why everyone seemingly wants in on the wealth management business. (advisorhub.com) Funds Buffer ETFs are not a set-it-and-forget-it solution. wealthmanagement.com) How the LifeX funds compare to a TIPS ladder. downtownjoshbrown.com) The XY Planning Network is ten years old.

Wealth Management 265

Wealth Management Retirement Planning Assets 265

The Big Picture

DECEMBER 29, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, told Kailey Leinz and Matt Miller Wall Street is savvier than the Fed when it comes to the realities of inflation. Ritholtz said this Wednesday morning on “Bloomberg Surveillance.”

Wealth Management 278

Wealth Management Management Media 278

The Big Picture

NOVEMBER 23, 2022

Barry Ritholtz, Ritholtz Wealth Management Chairman & CIO and “Masters in Business” Bloomberg Radio & Podcast Host, discusses crypto contagion and the volatile price swings in bitcoin. Yield Hogs Are Always Problematic. ?. ? ?. Source: Bloomberg.

Wealth Management 262

Wealth Management Management Media 262

The Reformed Broker

NOVEMBER 19, 2022

We made some industry news this week with the hiring of Ritholtz Wealth Management’s first President. You can read about it at Investment News here. And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. .

Wealth Management 268

Wealth Management Management Investing Investments 268

Abnormal Returns

NOVEMBER 7, 2022

investmentnews.com) What Goldman Sachs' ($GS) reorganization means for wealth management and Marcus. riabiz.com) Fifth Third Bank ($FITB) has launched an independent wealth advisory firm. financial-planning.com) How Morningstar ($MORN) Wealth is getting into the direct indexing game.

Compliance 280

Compliance Wealth Management Advertising Financial Advice 280

Abnormal Returns

SEPTEMBER 10, 2023

awealthofcommonsense.com) Wealth management is a global growth business. (behaviouralinvestment.com) Higher starting rates make bonds more attractive. morningstar.com) Consider yourself lucky to be in retirement. economist.com) It's hard to overstate the impact of the big tech stocks on the U.S. stock market of late.

Wealth Management 291

Wealth Management Retirement Management Investments 291

Abnormal Returns

JUNE 17, 2024

kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. (epsilontheory.com) Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model.

Financial Counseling 265

Financial Counseling Compensation Planning Wealth Management Startup 265

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

Wealth Management 259

Wealth Management Math Retirement Retirement Planning 259

Abnormal Returns

DECEMBER 4, 2022

ofdollarsanddata.com) Why Ritholtz Wealth Management hired a new President. (evidenceinvestor.com) Rising interest rates reset a whole host of financial questions. humbledollar.com) How to remove single points of failure in your life. riabiz.com) Getting vs. staying wealthy, an excerpt from "The Psychology of Money" by Morgan Housel.

Wealth Management 279

Wealth Management Management 279

The Reformed Broker

JUNE 1, 2023

pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 I’m headed out to Austin, Texas this June and bringing a whole bunch of my Ritholtz Wealth Management colleagues with me, including our financial planner in the area. The post We are Austin-bound June 12th appeared first on The Reformed Broker.

Financial Planner 258

Financial Planner Wealth Management Management 258

The Reformed Broker

MARCH 30, 2023

We discuss engaging with internet trolls, the culture at Ritholtz Wealth Management, financial TV punditry, what’s happening in the markets, stock picking strategies, and navigating market panic. Michael and I join Guy and Dan for a special episode of On The Tape!

Wealth Management 246

Wealth Management Management Marketing Marketing 246