Nerd's Eye View

JANUARY 15, 2025

For most people, Social Security benefits are calculated using a single formula, which takes into account the individual's history of earning income on which they paid Social Security tax. The penalty calculations were complex and difficult to estimate, and the provisions were poorly communicated to those affected.

Government

Calculated Risk

MAY 13, 2025

percent in April, accounting for more than half of the all items monthly increase. The indexes for airline fares, used cars and trucks, communication, and apparel were among the major indexes that decreased in April. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.3

Food

FMG

MAY 30, 2025

This communication gap is costing you clients, opportunities, and competitive advantage. Meanwhile, other advisors are winning business by meeting clients where they actually communicate. Texting lets you: Handle quick questions instantly Reduce routine communication time Reclaim hours of your week 2. The result?

Communication

Calculated Risk

NOVEMBER 13, 2024

percent in October, accounting for over half of the monthly all items increase. The indexes for apparel, communication, and household furnishings and operations were among those that decreased over the month. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.6

Food

Nerd's Eye View

JULY 1, 2025

In this episode, we talk in-depth about how Libby divides the onboarding process into three segments, with the first 30 days being a "window of professionalism", the second 30 days aiming to "surprise and delight", and the remainder of the period being an opportunity to "shock and awe", how Libby conducted what she calls "paperwork parties" with her (..)

Clients

Calculated Risk

MARCH 7, 2025

We will consider changes to our consensus statement (Statement on Longer-Run Goals and Monetary Policy Strategy) and to our communications as part of this review. We will consider lessons of the past five years and adapt our approach, where appropriate, to best serve the American people, to whom we are accountable.

Economics

Nerd's Eye View

MARCH 24, 2025

Second, measurable progress: the plan needs objective standards and measurable benchmarks so that everyone can track development and stay accountable. We have provided an onboarding plan template for advisors to download, which breaks up the skills list into two primary categories: 1) client communication skills (e.g., Read More.

Planning

Calculated Risk

FEBRUARY 12, 2025

percent in January, accounting for nearly 30 percent of the monthly all items increase. Indexes that increased over the month include motor vehicle insurance, recreation, used cars and trucks, medical care, communication, and airline fares. Bureau of Labor Statistics reported today. percent before seasonal adjustment.

Food

Tobias Financial

JUNE 18, 2025

Victims are coerced into transferring funds or purchasing gift cards to “secure” their accounts, often under high pressure and with emotionally charged language. What appears to be a legitimate investment account is ultimately a façade and the funds are stolen. Be skeptical of unexpected requests for money, account access, or secrecy.

Financial Advisor

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients. The ideas they share can help you better attract and retain clients.

Clients

Steve Sanduski

OCTOBER 27, 2024

For instance, if you attempt to automate the account opening process without first standardizing each manual step, you may introduce inconsistencies or errors. Mastering the Mechanics: Covers operational aspects such as investments, financial planning, and account management.

Clients

Nerd's Eye View

NOVEMBER 20, 2024

One of the best sources of guidance from the Securities and Exchange Commission (SEC) is a 1986 interpretive release that unofficially sets forth a framework for satisfying the fiduciary duty to seek best execution of securities transactions in client accounts.

Fiduciary Duty

Darrow Wealth Management

FEBRUARY 9, 2025

Hypothetical simulation assumes $1M was invested on 12/31/2004, 50% in SPY and 50% in AGG, portfolio was never rebalanced, dividends not reinvested, and no other contributions/withdrawals in the account. Hypothetical simulation uses current yields and assumes 60% of the account is invested in SPY and 40% AGG.

Retirement

Indigo Marketing Agency

JULY 5, 2025

Compliance is not a “set it and forget it” part of your business; instead, it should play an active role when crafting financial services marketing materials, client communication, blog posts, etc. Even if you are a small operation, anyone creating communication on behalf of your business should be following the same rules.

Compliance

Clever Girl Finance

JANUARY 10, 2025

I didnt want to reach the end of my life with a big savings account but very few memories of enjoying the journey. Creating this list helps you see the bigger picturemoney isnt just numbers in a bank account. This could include saving for a down payment on a home, contributing to retirement accounts, or growing an investment portfolio.

Ethics

Steve Sanduski

DECEMBER 11, 2024

Develop a Comprehensive Communication Plan Its vital that your entire team is aligned on the communication strategy for the transition. The communication plan should also be personalized for key clients. This can be done through proactive communication, recognizing important client milestones, and regular check-ins.

Financial Advisor

Zoe Financial

JUNE 18, 2025

It’s not the start of a bad joke but a real challenge in communication. This can come from dividends, interest, rental income, and distributions from brokerage or retirement accounts. For example, if funds are invested in a brokerage or retirement account, they may generate dividends or interest, which contribute to total earnings.

Insurance

Wealth Management

JULY 2, 2025

Advisor-facing agents auto-populate account forms, flag missing items, and confirm custodian requirements on the fly—all without human intervention. One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. This isn’t automation for automation’s sake. No problem.

Wealth Management

Harness Wealth

APRIL 17, 2025

As Gio Bartolotta, Partner at GoJo Accountants , explains “ordinary” means the expense must be common and accepted within your trade or business, while “necessary” indicates it should help or be appropriate for running operationsnot necessarily indispensable.

Taxes

The Big Picture

JULY 23, 2025

That comes from the treasury account). You have to be very careful in, in, in how you communicate things and, and, and display things so that you’re not giving tax advice when you should be strictly relegated to financial advice. Speak to your financial advisor, speak to your accountant or tax professional.

Taxes

Midstream Marketing

DECEMBER 6, 2024

Scheduling tools, like Hootsuite, can help you manage your social media accounts. They like communication that is tailored just for them. Social media accounts : Make profiles on the social media platforms where your target audience spends time. Use SEO tools like SEMrush or Ahrefs.

Marketing

WiserAdvisor

JUNE 13, 2025

Here’s what to focus on: List your assets: Include properties, investments, savings, retirement accounts, insurance, and personal valuables. Name your beneficiaries: Especially for accounts like 401(k)s, IRAs, and insurance policies. Mistake #5: Not accounting for tax implications on withdrawals Taxes don’t end when you retire.

Estate Planning

Harness Wealth

JULY 31, 2025

In this article, we break down the most critical IRS updates for 2025 and what they mean for your advisory strategies, client communication, and competitive positioning going into a pivotal year for the profession. These changes touch everything from estate planning to gig economy reporting—and they demand more than reactive form filing.

Taxes

FMG

JUNE 17, 2025

Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. It communicates readiness, clarity, and accessibility. Crisis Communication Templates That Reassure and Retain Market Volatility Reassurance “Hi [Client Name], I know today’s market news might be concerning.

Financial Advisor

Trade Brains

JULY 2, 2025

With a market capitalization of Rs 434 crores, the shares of Reliance Communications Ltd are currently trading at Rs 1.57 The SBI’s decision to label Reliance Communications’ loan account as fraudulent is a big warning sign. per share, down by 39.14 percent from its 52-week high of Rs 2.58

Communication

Financial Symmetry

FEBRUARY 20, 2025

The top 10 stocks in the Russell 1000 Growth Index accounted for a whopping 61.3% companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. This means that just 2% of the 500 largest U.S. companies represent nearly 40% of the weight. at year-end.

Marketing

Advisor Perspectives

JUNE 3, 2025

f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.

Communication

FMG

MARCH 3, 2025

Tag Relevant People or Accounts Tagging others in your posts increases visibility and encourages engagement. How does engaging with other accounts improve social media performance? It shows advisors are active in their community, increases their visibility, and encourages others to interact with their posts in return.

Financial Advisor

Investment Writing

JUNE 18, 2025

The managers that are able to deliver the highlights clearly and in a concise manner stand out because they are better able to communicate their message to me and our clients. In my experience in investment communications, I’ve learned that less can be more. Get to the point quickly! Answer the question, what is in it for them?

Investing

The Big Picture

JULY 1, 2025

We focus on economic returns and accounting returns. And we always need to strike that balance 00:33:44 [Speaker Changed] Of define accounting returns versus economic returns. 00:39:53 [Speaker Changed] So the fact that, and the accounting hold till maturity Yeah. I think it was just the way it was communicated, right.

Investing

Calculated Risk

JANUARY 15, 2025

percent in December, accounting for over forty percent of the monthly all items increase. The indexes for personal care, communication, and alcoholic beverages were among the few major indexes that decreased over the month. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 2.9

Food

Harness Wealth

MARCH 14, 2025

Without a secure system in place, firms face the risk of hacked email accounts, lost or misplaced documents, and even compliance violations with the IRS and financial regulations. Taxpayers often find email-based requests confusing and may forget to attach all necessary documents, leading to frustrating back-and-forth communication.

Taxes

Validea

JUNE 9, 2025

Microsoft (MSFT), NVIDIA (NVDA), Apple (AAPL), Amazon (AMZN), Meta Platforms (META), Broadcom (AVGO), and Alphabet (GOOGL) together account for more than a quarter of the index’s total weight. Market concentration remains high, with the top 10 names accounting for over 30% of the index. 5% UAL United Airlines 7.7 4.2 – 0.0%

Valuation

Harness Wealth

MARCH 7, 2025

Industry News Remote Control: 3 Tips From a Firm Founder and Remote Work Trendsetter ( Bryan Strickland, Journal of Accountancy) Discover how Michael Ly’s pioneering CPA firm, Reconciled, redefined remote work, earning him recognition from a U.S. Senate committee during the pandemic.

Taxes

Carson Wealth

JULY 18, 2025

Insider fraud: These can be difficult to detect or stop because the credentials used for fraudulent activities are legitimate, and the actors may have detailed knowledge of your processes, systems, accounts, etc. Cybercriminals can steal large sums of money from bank and investment accounts, including cryptocurrency accounts.

Wealth Management

Trade Brains

JULY 8, 2025

Self-Services: From the most basic services, such as opening a bank account, getting a debit card, or availing of loans or any other financial service, can be executed here using the tablets or the kiosks, including the process of real-time digital KYC too. Paperless Ecosystem: As said before, Slice has most of its services paperless.

Startup

Workable Wealth

OCTOBER 14, 2020

You can accomplish this task in several ways like strategic charitable giving, maxing out your retirement accounts, tax-loss harvesting, and more. You will have an investment strategy that already accounts for your risk tolerance, capacity, time horizon, and goals. Inadequate Emergency Fund.

Financial Planning