Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. thinkadvisor.com) Five steps to create a paycheck in retirement. riabiz.com) A closer look at the new LifeX funds.

Wealth Management

Nerd's Eye View

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares. How stocks and bonds tend to perform following their biggest down years.

Financial Planner

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Financial Planner

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner

Nerd's Eye View

APRIL 10, 2024

However, Edward McQuarrie, author of the 2023 study "Stocks for the Long Run? As a result, an advicer's primary consideration when developing asset allocation plans should be the diversification of risk, while accounting for the fact that bonds won't always be an effective tool to achieve such diversification.

Asset Allocation

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner

Good Financial Cents

JANUARY 11, 2023

Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. They also collaborate with other finance professionals, like investment bankers and credit analysts, to develop various growth strategies. Investment Banker.

Banking

Trade Brains

FEBRUARY 14, 2023

In this article, we’re going to take a look at the Top Mutual Funds For SIP in 2023. They are not the only investments that we should be making, but they’re good for a start, at least until we geek out. Let’s take a look at the top mutual funds for SIP in 2023. This is where mutual funds enter through the SIP route.

Healthcare

Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. The potential for further productivity gains after a strong 2023 continues to be an important focus for us at Carson. However, all this investment in labor bore fruit in 2023, and productivity started to surge.

Marketing

WiserAdvisor

DECEMBER 11, 2022

It is also an excellent time to plan your tax liabilities and look for ways to minimize them. The year 2023 can be particularly challenging as the economy heads towards a recession. Here are some tips that can help you understand how to prepare financially for 2023 so you are able to start the year on a good note. Over $578,100.

Taxes

Trade Brains

JUNE 7, 2024

The growth in Systematic Investment Plans (SIPs) and the surge in new demat account openings are testament to the growing interest of retail investors in the equity markets. ROE 47.52% 46.02% 34.47% 14.67% ROCE 44.29% 35.47% 26.73% 13.05% In the FY 2023 Angel One saw an increase in revenue, surging by 31.01% to reach 3,001.59

Retail

Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

Portfolio

WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

Financial Advisor

Don Connelly & Associates

JANUARY 15, 2024

The market recovered from a bear market in 2022, and after a solid up year in 2023, there's bound to be another one at some point. The stock market has taken investors on another wild rollercoaster in recent years.

Clients

Zoe Financial

OCTOBER 12, 2023

Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C. Lambert, CFA CAPTRUST Zoe Network Advisor Investing in the Future: CAPTRUST’s AI Stock Portfolio Updated October 12th, 2023 Reading Time: 6 minutes Written by: Lauren C.

Portfolio

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. Nuvama Wealth Management – Financial performance Particulars FY 2024 FY 2023 FY 2022 FY 2021 FY 2020 Revenue (in crores) 3151 2,214.72 In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds.

Wealth Management

Sara Grillo

AUGUST 14, 2023

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Financial Advisor

WiserAdvisor

JANUARY 3, 2024

Consider consulting with a financial advisor who can help create a suitable investment portfolio for attaining your retirement goals. This article aims to offer insights into retirement investment planning that can empower you to build a nest egg that can pave the way to a financially secure and fulfilling retirement.

Retirement

WiserAdvisor

APRIL 12, 2023

The maximum annual contribution limit for 2023 is $6,500 for individuals under 50 and $7,500 for those aged 50 and over. Moreover, you pay taxes on your earnings as well as the investments you make. RMDs are mandatory from the age of 73 (as of 2023). Roth IRAs have income limits for every year, again set by the IRS.

Accounting

WiserAdvisor

DECEMBER 21, 2022

Long-term capital gains tax is taxed as follows for 2023: Bracket. No matter what you choose, it can help to consult a professional financial advisor to clear any doubt and employ a comprehensive and suitable investment plan. It is vital to give your stocks some time before you remove them from your portfolio. Tax rate. $0.

Portfolio

Clever Girl Finance

JULY 24, 2023

Advisor plans still work with state 529 programs, but you’ll generally leave the day-to-day management of the account to your financial advisor. Advisor plans also usually have standard investment planning fees. What are the pros of a 529 plan? Many states offer tax deductions or credits for contributing residents.

Planning

WiserAdvisor

JANUARY 16, 2024

For instance, in 2024, the contribution limit for 401(k) accounts has increased to $23,000 from $22,500 in 2023. Diversifying your investments across different asset classes is imperative to mitigate risk and enhance overall returns. Adopt a long-term perspective when it comes to your investments.

Retirement Planning

Diamond Consultants

MARCH 13, 2024

Even leading industry reports reflect a pattern of impending demise for the wirehouse channel: In a 2023 report , Cerulli stated, “By 2027, independent and hybrid RIAs will control about one-third of the intermediary market, continuing the trend of advisors and assets moving to these channels.”

Recruitment

Brown Advisory

MARCH 20, 2023

jharrison Mon, 03/20/2023 - 10:25 U.S. To avoid potential issues down the road speak to your friendly US/UK advisers (accountants and investment managers) before opening up and funding ISAs. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S., 2 2023 numbers. ISAs – should U.S.

Taxes

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Investments

Good Financial Cents

APRIL 10, 2023

Average income in 2022-2023 (in USD) : Argentina: $8,900 Bhutan: $2,900 Ghana: $2,200 Indonesia: $3,900 Myanmar: $1,300 Uganda: $800 United States: $65,900 What Does “Rich” Mean? Here are some other resources that can help you start investing right away: What is a Brokerage Account?

Accounting

Clever Girl Finance

SEPTEMBER 7, 2023

It’s important to note that you probably won’t be able to invest your full 100k into retirement savings alone. Contributions to a 401k account are limited to $22,500 in 2023, according to the IRS , for example. The lack of direct involvement in REITs might make it feel more like stock investing than real estate investing.

Investments

Sara Grillo

NOVEMBER 14, 2022

January 11 th , 2023. February 8 th , 2023. March 8 th , 2023. April 12 th , 2023. May 10 th , 2023. June 14 th , 2023. July 12 th , 2023. August 9 th , 2023. September 13 th , 2023. October 11 th , 2023. November 8 th , 2023. December 12 th , 2023.

Insurance

The Big Picture

AUGUST 20, 2024

NBER should declare a recession in first quarter 2023. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them? 00:22:59 [Speaker Changed] So you and I are not disagreeing at all. So, so you said some of the models that BLS and NBR use are flawed.

Assets

Carson Wealth

JULY 15, 2024

Here’s a quick look at what we said in our Outlook 2024 , penned back in November 2023, what’s actually happened, and what we’re expecting over the rest of the year here at midyear. Much of the economic uncertainty from late 2022 / early 2023 has receded, and we believe the probability of a recession in 2024 is low.”

Investing

The Better Letter

APRIL 20, 2023

An otherwise great investment plan can readily become a disaster if it doesn’t line up with our understanding, goals, objectives, risk tolerances, and risk capacities. The postal service last raised prices in January 2023 and July 2022; and expects to continue the twice-a-year cadence for at least through 2024.

Investments