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Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)

Nerd's Eye View

Welcome to the December 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!

Clients 130
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Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

Number 8860726. in summer 2024. Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

In other words, the official SCR is set to begin next week on Tuesday, December 23, 2024. But when there is an SCR, those numbers jump to 10.4% When Santa doesnt come, those numbers fall to only 5.0% and 66.7% (but note those numbers will improve once this year is in the books). and the index is higher 71.6% of the time.

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Transcript: Jonathan Clements

The Big Picture

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

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Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

So our analysts and our firm are as important as our portfolio managers. 00:24:18 It’s not necessarily as track to portfolio management. We have a, a about 25 billion of dedicated international and global portfolios. So that, that number ultimately is about 40 billion of our 150 billion of equity.

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From Policy to Portfolio: The Economic Impact of Tariffs

Bell Investment Advisors

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

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At the Money: How To Know When The Fed Will Cut

The Big Picture

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. It’s a number that’s put out every Thursday for the previous week. It’s a state program.

Numbers 283