Wealth Management

SEPTEMBER 3, 2024

YCharts profiled 10 active ETFs that have been particularly popular with RIAs so far in 2024. These are among the investment must reads we found this week for wealth advisors. ETF.com has published a guide to leveraged ETFs.

Investments 296

Investments Investing Wealth Advisor 296

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Wealth Management

OCTOBER 22, 2024

Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investments 290

Investments Investing Wealth Advisor Assets 290

Wealth Management

NOVEMBER 5, 2024

Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads we found this week for wealth advisors. BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds.

Investments 279

Investments Investing Wealth Advisor Assets 279

Wealth Management

NOVEMBER 19, 2024

Several of the largest equity index fund managers have extended proxy voting to mutual fund and ETF shareholders, reports Pensions & Investments. These are among the investment must reads we found this week for wealth advisors. Goldman Sachs disclosed $710 million in Bitcoin ETF holdings in its latest 13F filing.

Investments 279

Investments Investing Wealth Advisor Management 279

Wealth Management

OCTOBER 8, 2024

These are among this week’s investment must reads for wealth advisors. S&P Dow Jones’ updated methodology for some of its indices has impacted $300 billion in ETFs, reports Financial Times. Mergers & Acquisitions looks at whether evergreen funds can scale up, given their promise of greater liquidity for investors.

Investments 290

Investments Investing Wealth Advisor 290

The Big Picture

MAY 5, 2025

First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. It yielded 78,600 hits.

Investments 294

Investments Investing Portfolio Planning 294

Wealth Management

OCTOBER 1, 2024

These are among the investment must reads we found this week for wealth advisors. Wealth advisors and asset managers expect a boost in flows to actively managed fixed income strategies in the wake of lower interest rates, reports FundFire. Schwab Asset Management is splitting shares on two-thirds of its ETFs in an attempt to boost sales.

Wealth Advisor 288

Wealth Advisor Investments Investing Assets 288

Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 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!

Estate Planning 242

Estate Planning Planning Communication Clients 242

Wealth Management

NOVEMBER 12, 2024

These are among the investment must reads we found this week for wealth advisors. It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs.

Investments 278

Investments Investing Wealth Advisor 278

Wealth Management

JULY 9, 2024

ETFs in the first half of 2024, the highest six-month total since the second half of 2021, according to Morningstar. These are among the investment must reads we found this week for wealth advisors. Investors put $413 billion into U.S. A Bloomberg analyst said July 18 is his “best guess” as to when spot Ethereum ETFs could be approved.

Investments 277

Investments Investing Wealth Advisor 277

Wealth Management

SEPTEMBER 24, 2024

These are among the investment must reads we found this week for wealth advisors. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how, reports Reuters.

Investments 277

Investments Investing Wealth Advisor 277

Calculated Risk

APRIL 30, 2025

In the fourth quarter of 2024, real GDP increased 2.4 These movements were partly offset by increases in investment, consumer spending, and exports. Real final sales to private domestic purchasers, the sum of consumer spending and gross private fixed investment, increased 3.0 Bureau of Economic Analysis. I'll have more later.

Government 257

Government Food Economics Sales 257

Wealth Management

SEPTEMBER 17, 2024

These are among the investment must reads we found this week for wealth advisors. Morgan Chase Chairman Jamie Dimon called out institutions investors for their role in the rising popularity of private markets, reports FundFire. A Fed interest-rate cut could be a boon for small-cap stocks, according to MarketWatch.

Investments 273

Investments Investing Wealth Advisor Marketing 273

Wealth Management

JUNE 4, 2024

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Morningstar explored how investors should consider allocating to private equity.

Investments 295

Investments Investing Wealth Advisor 295

Wealth Management

DECEMBER 17, 2024

Wirehouses are exploring how to combine direct indexing, manager-traded separate accounts and alternative investments into unified managed account platforms, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

Investments 259

Investments Investing Wealth Advisor Accounting 259

Wealth Management

MARCH 26, 2024

Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. These are among the investment must reads we found this week for financial advisors. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream.

Investments 286

Investments Investing Financial Advisor Management 286

The Big Picture

MARCH 30, 2025

Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

Investments 175

Investments Investing Wealth Management Portfolio 175

The Big Picture

NOVEMBER 26, 2024

November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I know ETFs today are the apple pie of investing. Give us some investment strategies.

Investments 144

Investments Investing Assets Retail 144

Calculated Risk

DECEMBER 26, 2024

Today, in the CalculatedRisk Real Estate Newsletter: Question #8 for 2025: How much will Residential investment change in 2025? Here is a review of the Ten Economic Questions for 2024. 8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024.

Sales 147

Sales Investments Investing Commission 147

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI December 2024: Business conditions end the year on a weak note The AIA/Deltek Architecture Billings Index (ABI) score fell to 44.1 for the month as the share of firms reporting a decline in firm billings increased.

Clients 270

Clients Numbers Economics Investments 270

Wealth Management

JANUARY 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. These are among the investment must reads we found this week for wealth advisors.

Investments 274

Investments Investing Wealth Advisor Assets 274

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.

Financial Planner 209

Financial Planner Financial Advisor Tax Planning Clients 209

The Big Picture

MARCH 24, 2025

investment firm. The text accompanying that chart reads: “ Consumption: in 2024, one third of GDP came from government spending, a record high excluding periods of war or crisis; this was financed by 6-7% budget deficits, another unwelcome peacetime record.” Both the Wall St.

Government 305

Government Investments Investing Economy 305

Wealth Management

NOVEMBER 26, 2024

A look at the asset managers who have raised the most capital for interval funds and tender offer funds this year.

Investments 275

Investments Investing Assets Management 275

Wealth Management

NOVEMBER 12, 2024

Top financial innovators at Nitrogen's 2024 Fearless Investing Summit highlight how student loan refinancing creates low-risk, high-return opportunities.

Investments 246

Investments Investing 246

Calculated Risk

MARCH 27, 2025

From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Third Estimate), GDP by Industry, and Corporate Profits Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the fourth quarter of 2024 (October, November, and December), according to the third estimate released by the U.S. to 5.5%.

Government 218

Government Economics Investments Investing 218

The Big Picture

JUNE 26, 2025

But the data shows that if you invest during all time highs, you do better than you would if you’re investing randomly on any other day in a market cycle (see chart at top). Admittedly, the last all-time high always takes place before a bear market.

Valuation 205

Valuation Numbers Marketing Marketing 205

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. February 7, 2024) How much you pay for stocks really matters. Should value investing be part of that strategy? And on today’s edition of At the Money, we’re gonna discuss whether value investing should be part of your strategy.

Investments 290

Investments Investing Valuation Portfolio 290

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The result: Bad investment outcomes that should not have occurred. ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025.

Investments 184

Investments Investing Numbers 184

Calculated Risk

DECEMBER 29, 2024

Here is a review of the Ten Economic Questions for 2024. 6) Monetary Policy: The FOMC cut the federal funds rate four times in 2024 from "5-1/4 to 5-1/2 percent" at the beginning of 2024, to "4-1/4 to 4-1/2" at the end of the year. Also, in Q1 2024, PCE inflation was very high. Core PCE Prices: 2.5% Core minus Housing: 2.3%

Economics 278

Economics Sales Numbers Investments 278

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Financial Planner 246

Financial Planner Retirement Retirement Planning Clients 246

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will job growth slow in 2024? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. million jobs in 2024.

Economy 298

Economy Manufacturing Economics Sales 298

Nerd's Eye View

MAY 1, 2024

The rule, colloquially referred to as the "Internet Adviser Exemption ", applied to "entities that exclusively provide investment advice through an interactive website ", save for a de minimis exemption of fewer than 15 clients served outside of the interactive website within the preceding 12 months.

Investments 246

Investments Investing Compliance Clients 246

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. riabiz.com) M&A deals in 2024 have been increasing in size. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates.

Risk Tolerance 271

Risk Tolerance Retirement Financial Planning Insurance 271

Calculated Risk

FEBRUARY 21, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture Billings Index Reports Sluggish Conditions to Start 2024 rchitecture firm billings remained soft entering into 2024, with an AIA/Deltek Architecture Billings Index (ABI) score of 46.2

Economy 309

Economy Investments Investing Clients 309

Calculated Risk

DECEMBER 18, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2025. This was first positive score for multi-family since August 2022.

Investments 281

Investments Investing Numbers Economics 281