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The Latest In Financial #AdvisorTech (March 2024)

Nerd's Eye View

Welcome to the March 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!

Startup 186
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March Madness: Final Four Investing Bracket 2024

Dear Mr. Market

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024.

Investing 105
Insiders

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10 Predictions for 2024

The Irrelevant Investor

Needless to say, but I have to say it anyway, nothing in this list is investment advice. I’m not doing anything with my portfolio based on t. The post 10 Predictions for 2024 appeared first on The Irrelevant Investor. That’s all I’m trying to do with this post. Entertain and educate.

Education 127
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Investing 2024: Turning the Page on the 60/40 Portfolio

Advisor Perspectives

The 60/40 portfolio has long been the foundation of portfolio construction. But over the past two years, this portfolio strategy has broken down. The 60/40 portfolio faces several challenges. To understand what might lie ahead, investors need to assess both recent inflationary forces and historic trends.

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5 Tips to Build an Investment Portfolio for Retirement

WiserAdvisor

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

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Research links: frequent disappointments

Abnormal Returns

Crypto A little Bitcoin goes a long way in a portfolio perspective. quantpedia.com) How to use factors to build a crypto portfolio. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals. papers.ssrn.com) Equity funds haven't gotten a boost by investing in venture capital deals.

Retail 230
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3 Portfolio Allocations Where Active Investing Helps

Advisor Perspectives

With one month in the books for 2024, and markets still waiting for a sign from the Fed, many investors may be looking to shake up their portfolios. What worked in 2023, after all, may not necessarily work in 2024.