Nerd's Eye View

OCTOBER 4, 2022

We also talk about how Ramit’s interactions with people on his platform and on his social media channels has led him to increasingly focus not just on personal finance but how psychology plays a major role in the way people prioritize their finances and sometimes create unrealistic or unhealthy relationships with their money, why Ramit supports (..)

Clients 246

Clients Financial Advisor Education Retirement 246

Nerd's Eye View

JULY 10, 2023

But as market trends changed (with the performance of this asset class falling behind large-cap stocks during the 2010s) and clients entered retirement (often consolidating their investment management with 1 advisor), Eliot Rose started losing clients, eventually becoming unprofitable in 2016, the year Jason became president of the firm.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Nerd's Eye View

APRIL 21, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between (..)

Financial Planner 246

Financial Planner Advertising Clients Taxes 246

Nerd's Eye View

JUNE 10, 2024

client retention rates remaining robust, and at least a bit of client referral growth trickling in. It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). Consider the chart up top (it’s from an RWM client-only quarterly call). Then came the pandemic, and a huge federal worker subsidy.

Medicine 331

Medicine Numbers Food Insurance 331

Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 246

Million Dollar Round Table (MDRT)

JULY 26, 2022

By Antoinette Tuscano You can tell clients you’re a caring person who wants to help others, and they might believe you. In 2016, Kimball started distributing 40 to 60 Blessing Bags a year to people experiencing homelessness in her community. In 2017, in her holiday newsletter to clients, Katherine told them about Blessing Bags.

Clients 98

Clients Distribution Food Financial Advisor 98

The Big Picture

MAY 28, 2023

The commingling of these funds put client assets at risk by obscuring their whereabouts. Bryant was named 2016 American Banker ‘Innovator of the Year,’ He has been an advisor to the last three sitting U.S. But that became mainstream and influenced politicians at the highest levels. ( regulators said. presidents.

Accounting 299

Accounting Medical Numbers Assets 299

Investment Writing

MARCH 18, 2025

How I create style guidelines for my clients For my editing clients, I create style guidelines for my own reference. My client style sheets would typically fit on one page, if printed out. It was originally published in 2016. They help me to be consistent. Also, I share the guidelines with my proofreader, when I use one.

Financial Services 103

Financial Services CFP Healthcare Numbers 103

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.

Clients 98

Clients Numbers Startup Accounting 98

Mish Talk

DECEMBER 13, 2022

A: No The crypto exchanges use paper ledgers or in the case of FTX, nothing at all for recording client funds. What a hoot! Blockchain Effort Cancelled Australia had a blockchain prototype effort to record stock market settlement but abandoned it.

Electronics 189

Electronics Distribution Government Assets 189

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. by the next day’s, week’s, and month’s worth of content that comes along.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 246

Retirement Commission Banking Financial Advising 246

FMG

SEPTEMBER 16, 2022

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their families involved. Social Events.

Clients 108

Clients Food Education Retirement Planning 108

The Big Picture

NOVEMBER 27, 2023

My own track record at making big calls is pretty damned good, but none of our clients wants me slinging around their retirement monies based on my gut instinct. Hence, the less it matters, the less actual capital is on the line, the easier it is to make those bold calls. I sure as hell don’t want to either.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Brown Advisory

MAY 1, 2016

2015-2016 Annual Report | Building on Nuance. Sun, 05/01/2016 - 07:00. At Brown Advisory, nuance lives in our vernacular, the rhythm of our culture and the expertise of our client teams. Nuance is most keenly detected by the patient, careful and considerate mind. Our Mission.

Clients 52

Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016 achen Mon, 09/12/2016 - 07:07 In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016. Mon, 09/12/2016 - 07:07. In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb. infiltration and espionage exploited weak leadership, Stent said at the NOW 2016 forum. 27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. They are intended for the sole use of the addressee.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27. infiltration and espionage exploited weak leadership, Stent said at the NOW 2016 forum. 27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. They are intended for the sole use of the addressee.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 2, 2016

The Advisory | June 2016 Insights on Markets and Investments. Thu, 06/02/2016 - 08:20. Blistering changes in fields such as technology call for bold responses—a theme we recently explored with clients at our NOW 2016 forum. In this issue: Moral Courage Amid Disruption.

Investments 52

Investments Investing Portfolio Management Marketing 52

Brown Advisory

MAY 1, 2017

2016-2017 Annual Report | Step Ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. These stumbles are a fundamental piece of our client-first culture and the price we are willing to pay in our quest to stay a step ahead.

Clients 52

Clients 52

Brown Advisory

MAY 1, 2017

2016-2017 Annual Report | Step Ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. These stumbles are a fundamental piece of our client-first culture and the price we are willing to pay in our quest to stay a step ahead. Mon, 05/01/2017 - 12:00.

Clients 52

Clients 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

JUNE 23, 2016

Welcome to the NOW 2016 Review and Videos. Thu, 06/23/2016 - 10:27. NOW, which is short for “Navigating Our World,” is a forum in which we join with clients and friends to learn from thought leaders about some of today’s most profound changes in technology, geopolitics and other fields. I love our NOW conferences.

Communication 52

Communication Clients Taxes Food 52

Brown Advisory

JUNE 23, 2016

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. This communication and any accompanying documents are confidential and privileged.

Government 52

Government Communication Clients Economy 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Reality of Climate Change. Thu, 06/23/2016 - 10:27. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Government 52

Government Communication Clients Economy 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. economy since 2008. Thanks to shale, the U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. Thu, 06/23/2016 - 10:27. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. The benefits to the U.S. economy since 2008. Thanks to shale, the U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition achen Thu, 06/23/2016 - 10:27 Friction will probably persist in Sino-U.S. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition. Thu, 06/23/2016 - 10:27. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Driverless Cars: Transforming Energy and Mobility. Thu, 06/23/2016 - 10:27. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Communication 52

Communication Clients Transportation Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Future of College: Is It Worth the Money? achen Thu, 06/23/2016 - 10:27 The payoff from higher education is clear—college graduates generate 65% more in lifetime earnings than people with only a high school diploma. This rising cost of a college diploma has helped fuel the growth in student debt.

Communication 52

Communication Education Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Future of College: Is It Worth the Money? Thu, 06/23/2016 - 10:27. While the burden of such borrowing is widely known, low graduation rates make the debt especially ill-advised, according to the speakers at the NOW 2016 panel titled, “The Future of College: Is It Worth the Money?”

Communication 52

Communication Education Clients Accounting 52

Brown Advisory

JUNE 30, 2016

Global Leaders Investment Letter - Q2 2016 ajackson Thu, 06/30/2016 - 09:50 Global Leaders Strategy Investment Letter - Q2 2016 In this letter the team discuss the Brexit vote in the UK.

Investments 40

Investments Investing Clients Marketing 40

Brown Advisory

JUNE 30, 2016

Global Leaders Investment Letter - Q2 2016. Thu, 06/30/2016 - 09:50. Global Leaders Strategy Investment Letter - Q2 2016. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client. .

Investments 40

Investments Investing Clients Marketing 40