Truemind Capital

FEBRUARY 8, 2024

Here is an interesting fact – ICICI Pru Balanced Advantage Fund-Direct Plan-Growth (BAF) delivered returns of 14.11% while the Nifty Index Fund-Direct Plan generated returns of 13.83% in the last 10 years (as on 31 Aug 2022). However, dynamic asset allocation is key to generating higher returns at a lower level of risk.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

Wealth Management

FEBRUARY 22, 2023

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

Recruitment 97

Recruitment Assets Taxes 97

Wealth Management

DECEMBER 1, 2022

Invenio Wealth Partners in Florida, with $250 million in assets, expands tru Independence's presence in the Southeast.

Assets 103

Assets 103

Wealth Management

NOVEMBER 7, 2023

Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.

Assets 62

Assets Clients 62

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Commission 217

Commission Financial Planning Ethics Planning 217

Calculated Risk

FEBRUARY 28, 2023

The FDIC released the Quarterly Banking Profile for Q4 2022: Reports from 4,706 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reflect aggregate net income of $68.4 billion in fourth quarter 2022, a decrease of $3.3 Total assets of problem banks declined $116.3 billion (4.6

Banking 144

Banking Insurance Numbers Assets 144

Advisor Perspectives

JANUARY 12, 2023

GMO 7-year asset class forecast: 4Q 2022.

Assets 75

Assets 75

A Wealth of Common Sense

JANUARY 8, 2023

And we update my asset allocation quilt once a year when the calendar turns (OK that’s just me). Here’s the updated quilt with 2022 data: I have A LOT of tho. We wear Hawaiian shirts at holiday dinners (try it…it’s fun). We get Chinese takeout for lunch every year on Christmas day. Let’s do this.

Asset Allocation 134

Asset Allocation Assets Marketing Marketing 134

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. 00:25:48 [Speaker Changed] So in 2022 when equities were down and fixed income were down, they were both down double digits.

Assets 143

Assets Management Portfolio Investing 143

Advisor Perspectives

DECEMBER 30, 2022

Any way you slice it, 2022 was a turbulent year, from Russia’s invasion of Ukraine to historic inflation and jumbo rate hikes to multiple failures in the digital asset space.

Assets 40

Assets 40

Calculated Risk

SEPTEMBER 9, 2022

The FDIC released the Quarterly Banking Profile for Q2 2022 this morning: Quarterly net income totaled $64.4 billion in second quarter 2022 , a reduction of $6.0 The number of FDIC-insured institutions declined from 4,796 in first quarter 2022 to 4,771. Total assets of problem banks declined $2.7 billion (8.5

Banking 139

Banking Insurance Numbers Assets 139

The Big Picture

APRIL 3, 2023

The asset value peak was $33.6 trillion as of the end of 2022. Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. The group also names 2022’s Best of, including Fund, Asset Class, Region, and Industry of the Year (all found here ).

Assets 304

Assets Consulting Taxes Marketing 304

Nerd's Eye View

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 163

Risk Tolerance Compliance Startup Clients 163

Calculated Risk

DECEMBER 6, 2022

The FDIC released the Quarterly Banking Profile for Q3 2022 last week: Net Income Increased Quarter Over Quarter and Year Over Year: Quarterly net income totaled $71.7 billion in third quarter 2022 , an increase of $7.3 percent from second quarter 2022. percent from second quarter 2022. billion (11.3 billion to $163.8

Banking 98

Banking Numbers Assets 98

Wealth Management

JUNE 5, 2023

Charts detailing returns by asset class from 1992 to 2022.

Assets 79

Assets 79

A Wealth of Common Sense

JANUARY 4, 2023

However, there was also an Occum’s razor answer for the losses in financial markets in 2022. Sometimes the reason asset prices fall is because they went up too much in the f.

Marketing 90

Marketing Marketing Financial Market Numbers 90

Good Financial Cents

JANUARY 16, 2023

We all witnessed the stock market’s volatility in 2022, as soaring inflation led to aggressive rate hikes over the course of the year. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Unique Asset Classes. Key Features of Yieldstreet.

Assets 93

Assets Investing Investments Accounting 93

Wealth Management

DECEMBER 22, 2022

After a bullish 2021 for NFTs and cryptocurrencies, the value of these digital assets fell significantly in 2022.

Investing 97

Investing Investments Assets 97

Advisor Perspectives

DECEMBER 22, 2022

GMO 7-year asset class forecast: November 2022,

Assets 40

Assets 40

Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 231

Asset Allocation Wealth Accumulation Assets Portfolio 231

Nerd's Eye View

APRIL 19, 2024

Also in industry news this week: The Office of Management and Budget (OMB) has completed its review of the Department of Labor's new "fiduciary rule ", indicating that it could be released in the coming days or weeks (though, like its predecessors, its ultimate disposition is likely to be determined in the courts) The IRS announced this week that it (..)

Financial Planner 240

Financial Planner CFP Financial Advisor Retirement Planning 240

Validea

OCTOBER 12, 2022

So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. The problem with the Permanent Portfolio this year has been that the asset it holds for inflationary times has not worked. Protective Asset Allocation and Generalized Protective Momentum – Grade: A.

Risk Management 115

Risk Management Management Asset Allocation Portfolio 115

Calculated Risk

JANUARY 1, 2023

The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.

Banking 92

Banking Assets Media Insurance 92

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. 1] However, in 2022, this number spiked to 9.1% In 2022 alone, the value of an average 401(k) dropped by 25%, and the value of pension funds declined by 15%. [3] Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3] 3] [link]. [4]

Accounting 97

Accounting Retirement Economics Financial Planning 97

Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Accounting Investing Investments 92

MarketWatch

JUNE 14, 2023

SCHW said Wednesday it expects to report a 10% to 11% decline in second-quarter revenue due to “temporarily compressed” net interest margin and a smaller interest-earning asset base, along with softer trading activity. billion in the second quarter of 2022, according to FactSet data. Client cash as a percentage of assets was 11.5%

Assets 75

Assets Clients Marketing Marketing 75

Wealth Management

JUNE 22, 2023

Also, contrary to popular belief that investment management has become commoditized, there was more demand for those services in 2022, while interest in financial planning dropped, according to a new study by the IAA and COMPLY.

Assets 88

Assets Financial Planning Planning Management 88

The Big Picture

JUNE 15, 2023

Record highs in participation, deferral rates, and the use of professionally managed allocations in 2022 ” added to the totals. The rally off of the June 2022 lows did not hurt either. VG credits the impact of automatic enrollment/contribution escalation as leading savers to this milestone.

Planning 280

Planning Asset Allocation Management Assets 280

The Big Picture

MARCH 10, 2023

Price stability and full employment seems to have taken a back seat to asset prices, discouraging speculation, and increasing Fed Chair “credibility.” Where the 2000s-era Fed ignored obvious recklessness among banks and leveraged asset managers, the current Fed seems to be overly concerned with asset prices and appearances.

Banking 341

Banking Assets Management Economy 341

Alpha Architect

NOVEMBER 10, 2022

The Role of the Secular Decline in Interest Rates in Asset Pricing Anomalies was originally published at Alpha Architect.

Assets 88

Assets Investing Investments 88

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. Tue, 09/06/2022 - 10:30. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. 70–90% vs. 80%).

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

Alpha Architect

DECEMBER 1, 2022

DIY Trend-Following Allocations: December 2022 was originally published at Alpha Architect. Partial exposure to international equities. No exposure to REITs. Full exposure to commodities. No exposure to intermediate-term bonds. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 94

Asset Allocation Assets 94

Alpha Architect

OCTOBER 7, 2022

Global Factor Performance: October 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 88

Asset Allocation Assets Investing Investments 88

Alpha Architect

SEPTEMBER 8, 2022

Global Factor Performance: September 2022 was originally published at Alpha Architect. Standardized Performance. Factor Performance. Factor Exposures. Factor Premiums. Factor Attribution. Factor Data Downloads. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 90

Asset Allocation Assets Investing Investments 90

Random Roger's Retirement Planning

MARCH 20, 2023

We've been seeing a small wave of multi-asset funds that use leverage coming to market lately. Portfolio 1 is 100% in NTSX which in 2022 was down 25.84% versus down 16.85% for Portfolio 2 and 16.87% for Portfolio 3. Capital efficiency has also made its way into multi-asset funds, meaning 5 or 6 asset classes.

Assets 59

Assets Portfolio Math Management 59

Validea

OCTOBER 20, 2022

That’s left many investors looking for the right mix for their portfolios, and BlackRock, the largest asset manager in the world, touts their approach as the ideal asset mix, reports an article in Chief Investment Officer. Pension plans have been hit hard in 2022, failing to reach their targeted returns of 7.0%

Assets 59

Assets Planning Portfolio Retirement 59