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

Abnormal Returns

NOVEMBER 7, 2023

mrzepczynski.blogspot.com) A round-up of recent white papers including 'Japan: The Land of the Rising Profits.' (alphaarchitect.com) Poor ESG scores don't prevent new share issuance. papers.ssrn.com) Quant stuff Research shouldn't happen in a vacuum. bpsandpieces.com) Research Why diversification matters when returns are so skewed.

Retail 263

Retail Media Numbers Portfolio 263

Abnormal Returns

FEBRUARY 6, 2024

mathinvestor.org) A round-up of recent research white papers including 'Long-Term Private Equity Performance: 2000 to 2023.' Quant Academic research can inform, but saying it 'proves' something stretches credulity. morningstar.com) There are more problems in academic finance than just p-hacking.

Management 259

Management Investing Investments 259

Abnormal Returns

APRIL 2, 2024

alphaarchitect.com) A round-up of recent research white papers including 'Apples and IRRanges: Peeling Back the Challenges of Performance Measurement in Private Markets.' (rogersplanning.blogspot.com) What happens when traders manage credit-focused bond funds? papers.ssrn.com) Understanding options basics.

Management 229

Management Economics Investing Investments 229

Abnormal Returns

OCTOBER 3, 2023

institutionalinvestor.com) A round-up of recent white papers including 'Bonds: Shaken, but Not Stirred.' (morganstanley.com) On the relationship between ESG scores and stock risk. papers.ssrn.com) Some evidence that Morningstar ($MORN) analyst ratings affect fund flows. bpsandpieces.com)

Assets 147

Assets 147

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

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 Investments Investing 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

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

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

Indigo Marketing Agency

JANUARY 28, 2025

white papers, checklists, e-guides) offered in exchange for contact information. A thank-you page confirms appointments and reinforces brand trust. Automated follow-up emails and text reminders reduce no-shows and keep the pipeline active. Lead Magnet Funnel Lead magnets are valuable resources (e.g.,

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

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

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

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

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

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 63

Investing Investments Financial Planning Assets 63

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

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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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

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

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

Midstream Marketing

NOVEMBER 26, 2024

It could be blogs, articles, white papers, webinars, or even fun social media posts. To make your RIA firm stand out, create and share useful educational content. This can boost brand awareness. You can share your content in different formats. When you share educational content, you are doing more than just promoting your services.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Midstream Marketing

NOVEMBER 8, 2024

E-books and White Papers: Offer detailed information on specific areas of financial planning. E-books that provide in-depth information on a subject. Blog Posts: Talk about common money issues and give helpful tips. Articles: Discuss topics such as investing, retirement planning, and related subjects.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

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

Midstream Marketing

OCTOBER 30, 2024

Content marketing: Share helpful tips through blog posts, articles, and white papers. Create clear goals and objectives for the team. Check performance often to make changes when needed. Public relations: Share your knowledge in industry publications and local news.

Investment Advisor 52

Investment Advisor Investing Investments Ethics 52

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

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

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