Wealth Management

MAY 17, 2023

Morgan Wealth Management white paper provides tips on how to navigate them. A recent J.P.

Clients 122

Clients Wealth Management Management 122

Wealth Management

OCTOBER 28, 2024

In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.

CFP 111

CFP 111

Advisor Perspectives

MAY 10, 2023

In a new white paper, Victoria Courmes , Riti Samanta and Mina Tomovska of GMO discuss how higher yields and similar defensiveness are a compelling combination in favor of high-quality local currency EM debt.

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Abnormal Returns

JANUARY 10, 2023

intrinsicinvesting.com) A round-up of recent white papers including 'The Value Opportunity Updated.' (blogs.cfainstitute.org) How pervasive is corporate fraud? link.springer.com) How can investors identify management integrity? bpsandpieces.com) The problem with point forecasts. sarem-seitz.com).

Management 130

Management 130

Abnormal Returns

NOVEMBER 29, 2022

klementoninvesting.substack.com) A round-up of recent white papers including 'History Lessons: How “Transitory” Is Inflation?' (advisorperspectives.com) What 200 years of news-based economic sentiment tells us. papers.ssrn.com) Has the stock market become less discerning about company earnings? bpsandpieces.com).

Economics 130

Economics Marketing Marketing 130

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Abnormal Returns

FEBRUARY 7, 2023

priceactionlab.com) A review of January's best white papers including 'Should quantitative investors embrace machine learning techniques?' Quant stuff The problem with most factor investing research. mathinvestor.org) Markets evolve after anomalies are identified. blog.quantinsti.com) The best free (and paid) stock research tools.

Retail 130

Retail Investing Investments Marketing 130

Nerd's Eye View

JANUARY 10, 2023

What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

The Big Picture

DECEMBER 18, 2024

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. They donated money to the usual suspects to make the case that this would soon lead to devastation in employment and wages. But they made one super-sized mistake: they cheated with the numbers.

Food 260

Food Math Numbers Economics 260

Investment Writing

OCTOBER 4, 2022

Have you ever struggled to generate topics for your blog posts, white papers, and other publications? Have you ever gone off on a tangent in a white paper or blog post, only to realize that you need to cut that idea to keep your publication focused? You are not alone. I have some solutions to help you brainstorm.

Clients 117

Clients Investing Investments 117

NAIFA Advisor Today

JANUARY 18, 2024

The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

Insurance 52

Insurance 52

Random Roger's Retirement Planning

JUNE 17, 2023

Meb Faber posted a short white paper titled What Is The Safest Investment Asset ? The white paper plays with the following mixes of GAA and T-bills. This will be fun. The table assumes 2.94% annualized inflation to yield the following real returns.

Asset Allocation 74

Asset Allocation Portfolio Assets Clients 74

Advisor Perspectives

DECEMBER 1, 2023

If that’s what you’re looking for, this white paper explains it all from a top-down view. As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined.

Investment Advisor 52

Investment Advisor Numbers Economics Investing 52

Norman Marks

SEPTEMBER 16, 2024

My congratulations to IIA Australia for their recent White Paper, Managing Internal Audit Function Risks. As the paper says: ISO 31000 ‘Risk management – Guidelines’ defines Risk as the “effect of uncertainty on objectives”. I thank Ehab Saif for sharing it on LinkedIn.

Risk Management 45

Risk Management Management Government 45

Nationwide Financial

FEBRUARY 14, 2023

According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Advisor Perspectives

JANUARY 1, 2023

This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms. Switching broker-dealers/RIAs is a monumental decision for financial advisors.

Financial Advisor 52

Financial Advisor Financial Planning Planning Investing 52

Advisor Perspectives

NOVEMBER 29, 2022

This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms. Switching broker-dealers/RIAs is a monumental decision for financial advisors.

Financial Advisor 52

Financial Advisor Financial Planning Planning Investing 52

Discipline Funds

SEPTEMBER 19, 2023

We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). We hope you enjoy the paper and as always, feel free to reach out with any questions or comments.

Investing 65

Investing Investments Financial Planning Assets 65

Nationwide Financial

JANUARY 27, 2023

You can also visit nationwidefinancial.com/legacy-essentials for white papers, client-facing materials, and other valuable insights. The post Why is Estate and Legacy Planning Important? appeared first on Nationwide Financial.

Planning 98

Planning Clients Retirement Assets 98

Nationwide Financial

OCTOBER 20, 2022

Share our recently updated white paper on Investing in a highly politicized climate to help them tune out the noise and avoid making emotional decisions with their investments. Keep your clients focused on their long-term goals throughout this election cycle.

Government 59

Government Financial Planning Economy Clients 59

The Irrelevant Investor

OCTOBER 28, 2018

By Darius Miles Podcasts The peasants started communicating with each other outside of the silos With Patrick O'Shaughnessy and Howard Lindzon Can you really call yourself a quant if you don't use the word "robust" in at least one white paper?

Communication 52

Communication Economics Marketing Marketing 52

Inside Information

JUNE 25, 2024

But, as I said, there was something else, more critical and important, that I had never been able to articulate until I read a recent white paper by the nebo wealth organization ( www.nebowealth.com ) called “The Perils of Outsourcing Asset Allocation to a Risk Score.” The white paper points out that, today, many (most?)

Risk Tolerance 40

Risk Tolerance Financial Planning Portfolio Asset Allocation 40

Advisor Perspectives

MAY 16, 2023

for a decade, and in a new white paper, GMO’s James Montier examines why that has been the case, ultimately finding the culprit in fiscal deficits. Profit margins have remained elevated in the U.S.

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SEI

SEPTEMBER 8, 2022

A bright yellow paper airplane bisects a circle of white paper airplanes on a blue background representing data flow. CTA IAS Growthlab subscribe. Thu, 09/08/2022 - 18:12. Include Image (left or right). Data_Flow_paper_airplanes.jpg. Receive practice management alerts from the Growth Lab. Get the latest updates.

Assets 40

Assets Management 40

Advisor Perspectives

DECEMBER 12, 2022

After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen. When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it.

Management 40

Management Assets Retirement Planning Financial Advisor 40

Steve Sanduski

JANUARY 16, 2024

In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside.

Wealth Management 59

Wealth Management Management Clients Financial Services 59

Nationwide Financial

APRIL 6, 2023

As I write in our latest white paper , investors might no longer need to look for riskier investments to achieve their target returns. In fact, after a rough 2022, where the bond market plummeted and coupon income failed to offset the price drops, yields in fixed income are above dividend yields for the first time in years.

Economy 59

Economy Investing Investments Portfolio 59

eMoney Advisor

JANUARY 31, 2023

We now have a marketing director who is responsible for creating new content that will deepen the webinar experience by offering additional assets like blog articles and white papers to supplement our presentations. We engage with our clients every day on what matters to them.

Education 103

Education Financial Planning Clients Planning 103

The Irrelevant Investor

MAY 6, 2021

People on the right have read all the white papers. They know what they see on Fin Tok. They know that Doge is going to the moon. They live and die by the meme. And right now, the meme is pure alpha. They understand each blockchain, how it is built and secured, and how cryptocurrencies are transferred.

Economics 52

Economics Investing Investments 52

Inside Information

DECEMBER 26, 2023

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Which means?

Wealth Management 40

Wealth Management Clients Management Numbers 40

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Indigo Marketing Agency

MAY 10, 2023

This could be giving them a white paper or inviting them to your webinar. So when you’re sending messages out, Samantha suggests giving away something for free—that little nugget—and Dasarte says to be personal in the messages you’re sending out on LinkedIn. Provide value. Don’t just connect. Then provide that value.

Clients 52

Clients Taxes Numbers Marketing 52

Discipline Funds

FEBRUARY 21, 2023

Read the All Duration Investing white paper here. All Duration Investing is a common sense approach to asset allocation using a dynamic asset allocation with a financial planning based foundation.

Asset Allocation 52

Asset Allocation Investing Investments Portfolio Management 52

Indigo Marketing Agency

JULY 1, 2024

You need blog posts, white papers, and social media updates that are written to keep your audience engaged and informed. Finding a financial services content marketing company that can create useful and informative content is very important for your brand to stand out as a leader in the field.

Financial Services 52

Financial Services Marketing Marketing Media 52

Indigo Marketing Agency

MAY 31, 2023

To build an audience, Dasarte Yarnway suggests reaching out to potential clients via LinkedIn messages for white papers and webinars. Although many advisors prefer in-person events to virtual , webinars are one of the best lead generation strategies. It’s important to know who you are trying to talk to and where they are hanging out.

Clients 52

Clients Financial Advisor Marketing Marketing 52

Indigo Marketing Agency

JULY 1, 2024

Some are through emails, blog posts, and white papers. Giving people useful, interesting information helps you become a thought leader and builds trust. There are a lot of ways you can connect with your readers. Our Indigo Marketing Agency blog has a lot of useful information and tips for people who work as financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Dear Mr. Market

NOVEMBER 23, 2021

One day we’ll write a white paper on how the folks who watch the most media and spend the most screen time perform the worst and worry the most. Turn off your television, computer screens, mobile devices etc. Seriously… unplug for a bit! This is the time to enjoy family, friends, and all of our blessings.

Numbers 52

Numbers Portfolio Economy Economics 52