Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 224

Retirement Planning Compliance Startup Clients 224

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 210

Financial Planner Retirement Planning Financial Advisor Retirement 210

Nerd's Eye View

MAY 22, 2024

With these factors in mind, the Federal Trade Commission (FTC) in April of 2024 announced a final rule banning most non-competes nationwide that is expected to take effect (pending legal challenges) on September 4, 2024.

Financial Advice 207

Financial Advice Commission Clients Financial Advisor 207

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. The year 2022 was painful across asset classes (sorry to bring it up!),

Marketing 89

Marketing Marketing Economy Manufacturing 89

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Minimising the number of decisions to be correct (or, other hit-rates to be wary of!) Our coach once jokingly quipped that we ought to consider selling new investments after 24 months and buying them back 18 months later.

Investing 52

Investing Investments Portfolio Compliance 52

Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. The table below shows that assets are as high as they’ve ever been, while liabilities are near the same levels they’ve been for decades. The Dow Jones Industrial Average (on a total return basis) made a new all-time high last week.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

MARCH 25, 2024

We like this definition from Forbes: A stock market bubble — also known as an asset bubble or a speculative bubble — is when prices for a stock or an asset rise exponentially over a period of time, well in excess of its intrinsic value. Fed officials upgraded their economic growth projections for 2024 from 1.4%

Marketing 97

Marketing Marketing Economy Manufacturing 97