Nationwide Financial

MAY 19, 2023

As a financial professional, you know none of these are valid reasons for procrastinating with a succession plan, and you need to help your clients recognize that, too. In 2010, a study from the Conway Center for Family Business found that the lifespan of a family business was just 24 years.

Planning 52

Planning Clients Insurance Retirement 52

The Big Picture

OCTOBER 9, 2023

I won’t bet against companies RWM clients are long, either individually or as part of broad holdings in Canvas, our direct indexing strategy.

Banking 328

Banking Media Clients Marketing 328

Random Roger's Retirement Planning

APRIL 9, 2024

Picture retiring in 2010 versus 2020. The S&P 500 was down 22% for the 10 years ending 1/1/2010 while the ten years ending 1/1/2020 it was up 189%. ASFYX is a client and personal holding. MERIX, PPFIX, BTAL are client and personal holdings. This is in the neighborhood of sequence of return.

Management 89

Management Retirement Planning Portfolio Retirement 89

Random Roger's Retirement Planning

APRIL 11, 2024

One pushed back on the logic behind using the AGFiQ US Market Neutral Ant-Beta ETF (BTAL) in client accounts. If you've done research on managed futures then you've probably read what a rough decade the 2010's were for the strategy. There have been some engaging reader comments lately. It is a personal holding too.

Management 68

Management Taxes Accounting Portfolio 68

Brown Advisory

APRIL 22, 2021

This article explores some ways ARPA impacts our clients' lives and interests. This focus may disproportionately include those in lower-income brackets, and many of our clients may not be affected directly. Moreover, given the sheer size and breadth of the legislation, the spending measures in ARPA may impact our clients meaningfully.

Clients 52

Clients Planning Taxes Executive Compensation 52

Brown Advisory

APRIL 22, 2021

The American Rescue Plan Act: Potential Consequences for Clients. This article explores some ways ARPA impacts our clients' lives and interests. This focus may disproportionately include those in lower-income brackets, and many of our clients may not be affected directly. . ARPA may impact our clients as investors.

Clients 52

Clients Planning Taxes Executive Compensation 52

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest. million to 29.6 million. .”

Investing 98

Investing Investments Assets Clients 98

Random Roger's Retirement Planning

SEPTEMBER 16, 2022

Also charted are two funds I use for clients, one that has done better than IGBH and one that has done worse. The advisor said it had no interest rate risk which doesn't appear to be exactly right per the chart but clearly the hedging softened the blow relative to most plain vanilla bond funds. It's been down about half as much as the AGG.

Planning 82

Planning Portfolio Investing Investments 82

The Big Picture

OCTOBER 15, 2023

But, after the Supreme Court’s 2010 decision in Citizens United, 501(c)4 organizations began to engage directly in political campaigns, which are not charitable causes. Orbis deploys a unique fee arrangement , where they are only paid a fee when they outperform their benchmark and refund fees to clients when they underperform.

Media 143

Media Taxes Accounting Assets 143

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects.

Strategic Planning 52

Strategic Planning Valuation Investment Advisor Communication 52

Trade Brains

JULY 16, 2023

She faces professional setbacks including client losing confidence. So she must untangle a web of corruption in this story while it becomes, even more, worse with a betrayal by a trusted colleague to ruin everything. Stock Market Movies #6 – The Wolf of Wall Street (2013) This is my favorite stock market movie of all time.

Marketing 98

Marketing Marketing Commission Economics 98

Random Roger's Retirement Planning

MAY 4, 2024

For a few years in the 2010's, I had a side gig working for ETF provider AdvisorShares. Portfolio 3 takes a page from the ReturnStacked playbook by putting 15% into managed futures and 10% into client/personal holding BTAL which are both tools to manage portfolio volatility.

Portfolio 63

Portfolio Management Taxes Assets 63

Indigo Marketing Agency

JUNE 1, 2023

Originally used by Sean Ellis in 2010 to describe the experimental growth approach of startup companies, growth marketing is a data-driven strategy that focuses on achieving sustainable, scalable, and measurable growth for businesses. What Is Growth Marketing? A/B testing is a great technique for testing various marketing strategies.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Trade Brains

MAY 25, 2023

Zerodha has over +1 Crore clients and contributes to over 15% of daily retail trading volumes across NSE, BSE, MCX. Overall, Zerodha means ‘Zero Barrier’ It was started by Nitin Kamath, an Engineer by qualification, in 2010. Anyways, Zerodha, the discount broker, originated only in 2010.

Investing 98

Investing Investments Accounting Education 98

Investing Caffeine

DECEMBER 1, 2023

As you can see, employment was on a tear pre-COVID, adding about 20 million jobs from 2010 to 2020. Even though the health of the labor market is usually gauged by the unemployment rate, which at 3.9% remains near record lows, the number of employed persons paints a similarly strong picture. Subscribe Here to view all monthly articles.

Economy 91

Economy CFP Economics Investing 91

Random Roger's Retirement Planning

APRIL 3, 2024

It is similar with managed futures or client/personal holding BTAL. The 2010's was a rough decade for managed futures in nominal terms. A holding that is supposed to lag could be some sort of diversifier that is held for its low to negative correlation to equities. They tend to have a negative correlation to equities.

Numbers 74

Numbers Portfolio Management Retirement 74

Fortune Financial

SEPTEMBER 19, 2023

Disclosure: Both the author and clients of Fortune Financial Advisors, LLC own shares of Nestle. The post Secular Growth In The Pet Industry appeared first on Fortune Financial Advisors.

Food 95

Food Budgeting Financial Advisor Economics 95

eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Random Roger's Retirement Planning

NOVEMBER 19, 2023

I used the example of a tree falling onto one client's house earlier this year. When I retired in 2010, I had about $360K in a deferred IRA and $60K in a Roth IRA. I have taken RMD's since 2010 when I turned 70 and now I have over $550K in my deferred IRA and about $450K in my Roth without investing a dime.

Retirement 67

Retirement Accounting Math Healthcare 67

Brown Advisory

NOVEMBER 13, 2023

Additionally, underbuilding in the years following the subprime mortgage and global financial crisis of 2007-2010 resulted in a systemic shortage of housing that has driven rapid appreciation in home prices and rental costs alike. High-income homeowners reaped more than 70% of the $8.2 trillion increase in the value of U.S.

Investing 52

Investing Investments Portfolio Clients 52

Random Roger's Retirement Planning

JANUARY 24, 2023

The catalyst for this post was a Tweet from Adam Butler who talked about a backdrop in the 2010's the promoted speculation and what he called Minskyian Moral Hazard (a nod to Hyman Minsky). Of course, there's an argument that index funds aren't really passive because of how the indexes are constructed.

Management 66

Management Portfolio Accounting Retail 66

Diamond Consultants

AUGUST 23, 2023

This has left many advisors – including top, long-tenured teams – to struggle day-to-day, balancing the desire to serve clients best and grow the business against the challenges they face. For example, UBS reported 6,245 [1] financial advisors in the Americas region at the end of 2022—representing a 551 reduction in net headcount from 2010.

Recruitment 52

Recruitment Wealth Management Clients Communication 52

Trade Brains

FEBRUARY 28, 2024

Top AI Stocks with High FII Holdings #1 – Coforge Coforge is a leader in product engineering, that designs, consults, operates, and modernizes client systems across the world. It Leverages Cloud, Integration, and automation tech that transforms its client businesses into digital and high-growth enterprises. Stock P/E (TTM) 53.39

Engineering 90

Engineering Government B2B Clients 90

Trade Brains

JANUARY 24, 2024

Fintuple: It is a new-age startup that offers technology services such as digital client onboarding, eKYC, fund reports, and other digital solutions to AIF & PMS. These clients come from industries like Airlines, Banking, Communications, Logistics, and others. Top 10 clients bring in ~42% of revenue. 14,097 EPS ₹16.13

Insurance 59

Insurance Clients Engineering Management 59

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. And it was this combination of being, like I said, kind of geeky, kind of quanti, but then being client-facing. I want to be client-facing.

Clients 290

Clients Wealth Management Investing Investments 290

Random Roger's Retirement Planning

MARCH 26, 2024

Cockroach Light outperformed 60/40 by a noticeable amount as a matter of luck probably thanks to bitcoin and the standard deviation is much lower probably due the very large weightings in RYMFX and client holding BKLN. The group struggled for many years in the 2010's and we saw a nasty whipsaw a year ago.

Portfolio 68

Portfolio Management Banking Financial Planning 68

Fortune Financial

SEPTEMBER 19, 2023

Disclosure: Both the author and clients of Fortune Financial Advisors, LLC own shares of Nestle. The post Secular Growth In The Pet Industry appeared first on Fortune Financial Advisors.

Food 52

Food Budgeting Financial Advisor Economics 52

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 97

Clients Investing Investments Sales 97

Random Roger's Retirement Planning

OCTOBER 10, 2022

I am absolutely a believer in the strategy even though it generally did poorly for most of the 2010's. That means an advisor can't answer client questions very easily. Such a short time frame is unfair to the fund but I would want to be able to answer the client and I don't think I could.

Management 81

Management Risk Management Asset Allocation Assets 81

Trade Brains

DECEMBER 20, 2022

Cash pick-up and delivery : Collection and delivery of cash on behalf of the clients from the end user. Network currency management: Cash collection from the end users and deposit into their current accounts and subsequent transfer to the client’s accounts. Cash processing: Offer value-added cash processing services to our clients.

Management 52

Management Retail Banking Clients 52

Trade Brains

JULY 4, 2023

Best Discount Brokers in India 2023 (Updated): With the rise of Zerodha, the first discount broker which was founded in 2010, the Indian broking industry saw a massive disruption. They offer a flat (fixed) brokerage rate for every trade that their client makes, and it does not depend on the size of the trades.

Accounting 98

Accounting Planning Clients Investing 98

Random Roger's Retirement Planning

OCTOBER 10, 2023

Then you have to go back to year end June 2010 to find another year that VBAIX outperformed. ASFYX is a client and personal holding. Looking at a few other years, the year ending June 2021 Yale up 40% versus 20% for VBAIX. Year ending June 30, 2020 had Yale up 6.8% with VBAIX up 5%. In 2019 VBAIX outperformed by 221 basis points.

Portfolio 90

Portfolio Management Assets Marketing 90

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

APRIL 8, 2024

His clients adore him. You know, if you’re hardworking and you’re trying to do things that people value and my client base, if you will, or institutional investors, I went all the time. And they would work for data resources and take care of clients and then a client would hire them. What was that work like?

Economy 143

Economy Clients Economics Banking 143

Brown Advisory

SEPTEMBER 17, 2021

An acceleration to 2022 of the rollback of the gift/estate and GST lifetime exemptions from current levels (set in 2017) to the levels under prior law ($5 million exemption indexed for inflation starting in 2010). To discuss this tax legislation further, please reach out to your Brown Advisory Client team or contact us. . . . . . .

Taxes 52

Taxes Distribution Accounting Retirement 52

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52