Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 246

Financial Planner CFP Clients Assets 246

Trade Brains

JULY 3, 2025

The shares of the prominent broking house gained up to 7 percent in today’s trading session after the company achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 lakh crore in assets under advice, it manages 7.8 lakh crores. With a market capitalization of Rs 54,729.33 per share, increasing around 6.7

Assets 59

Assets Management Financial Services Distribution 59

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. ft.com) Triple-levered anything can wreck your portfolio. ritholtz.com) Articles on Investing.com appear suspiciously like articles previously published on other sites. capitalspectator.com) The drop in bond yields reversed a lot of market trends.

Media 274

Media Financial Advising Economy Retail 274

Nerd's Eye View

AUGUST 30, 2024

Nonetheless, given that adding services requires an investment on the part of the firm (often in the form of increased staffing to offer high-touch services and add needed expertise), firms appear to be analyzing the costs and benefits of offering these services in-house versus adding value to clients by referring them to trusted professionals in these (..)

Financial Planner 234

Financial Planner Financial Advisor Retirement Clients 234

Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 245

Financial Planner Numbers Clients Assets 245

Nerd's Eye View

JULY 21, 2023

Further, the study identifies the traits of "top performing" firms, which, during the past 5 years, saw nearly triple the client and net organic asset growth compared to other firms.

Financial Planner 246

Financial Planner Clients Numbers Assets 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

JANUARY 13, 2023

Also in industry news this week: A study suggests that simplification is the top reason consumers combine their investment accounts, signaling that the onboarding process for new advisory client assets is a value-add in itself. The long-term portfolio growth trajectory clients can expect when implementing a dollar-cost averaging strategy.

Financial Planner 235

Financial Planner Retirement Planning Retirement Compliance 235

Nerd's Eye View

FEBRUARY 17, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.

Financial Planner 245

Financial Planner Fiduciary Duty Retirement Planning Compliance 245

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Retirement 246

Random Roger's Retirement Planning

DECEMBER 28, 2024

Bloomberg has an article that takes a different approach to why bonds with duration are a bad way to go , making more of a fundamental case related to demography causing inflationary pressure leading to higher interest rates from here. Part of how to go about this is to dig into cross asset relationships and how things blend together.

Portfolio 52

Portfolio Retirement Retirement Planning Assets 52

Nerd's Eye View

MARCH 31, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, according to a recent survey, RIAs are considering metrics for growth other than assets under management, from the number of clients to diversifying the services they offer.

Financial Planner 239

Financial Planner Numbers Clients Retirement 239

Nerd's Eye View

MAY 5, 2023

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)

Financial Planner 246

Financial Planner Financial Services Electronics Compliance 246

Trade Brains

JUNE 15, 2025

Investing directly in defence company stocks can be tough, especially because many of them are expensive, and it’s hard to build a well-balanced portfolio. This index fund currently has a Net Asset Value (NAV) of Rs. As of April 30, 2025, the fund manages assets worth Rs. Check your portfolio today!

Portfolio 59

Portfolio Electronics Assets Investing 59

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 239

Financial Planner Financial Advice Investment Planning Retirement 239

Tobias Financial

APRIL 8, 2025

Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements. Do you have the right mix of assets to support your retirement goals? Are you comfortable with your current risk level?

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Advisor Perspectives

JUNE 18, 2025

In this article, we’ll explore how crypto index ETFs are structured, how they differ from single-asset products, and how financial professionals can incorporate them into diversified portfolios with clear goals around sizing, suitability, and risk management.

Risk Management 52

Risk Management Portfolio Assets Management 52

Advisor Perspectives

JUNE 18, 2025

In this article, we’ll explore how crypto index ETFs are structured, how they differ from single-asset products, and how financial professionals can incorporate them into diversified portfolios with clear goals around sizing, suitability, and risk management.

Risk Management 52

Risk Management Portfolio Assets Management 52

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 245

Financial Planner Asset Allocation Clients Risk Management 245

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. Thats not their job. can all weigh on performance.

Risk Tolerance 72

Risk Tolerance Asset Allocation Assets Portfolio 72

Wealth Management

JULY 2, 2025

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention. The rise of agentic AI changes that completely.

Wealth Management 169

Wealth Management Estate Planning Planning Clients 169

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 188

Financial Planner Clients Numbers Compliance 188

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 79

Retirement Asset Allocation Taxes Portfolio 79

Nerd's Eye View

MAY 10, 2024

Read More.

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

The Big Picture

APRIL 6, 2023

I see all of the Google News headlines about the firm and its employees; I read every article about everything we do as a company. RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. Active portfolio management strategy?

Wealth Management 276

Wealth Management Portfolio Management Clients Portfolio 276

Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Nerd's Eye View

MARCH 26, 2025

In this article, James Liu, CEO and founder of Clearnomics, and Lindsey Bell, the firm's Chief Market Strategist, present ten charts to help advisors contextualize the current market environment. Rather, it's about constructing a portfolio that aligns with a client's long-term goals. Read More.

Clients 193

Clients Marketing Marketing Economics 193

Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. In this article, you'll find out more about what this is and how to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income?

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Financial Planner 245

Financial Planner Healthcare Retirement Financial Advisor 245

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

Assets 146

Assets Management Portfolio Investing 146

Trade Brains

SEPTEMBER 22, 2023

(JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The amount of assets under management was $3 trillion. The post Top Indian Stocks Held By JP Morgan – Portfolio Analysis!

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Dear Mr. Market

AUGUST 5, 2022

Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC. The Top 10 Dividend Growth Portfolio strategy is a concentrated portfolio.

Portfolio 105

Portfolio Risk Tolerance Valuation Investing 105

Trade Brains

JULY 4, 2025

On a sequential basis, its Gross Loan Portfolio (GLP), excluding write-offs, grew by 3.1%, reflecting steady credit deployment aligned with MFIN Guardrails. A key highlight of the quarter was the improvement in asset quality. Portfolio at Risk (PAR) metrics showed a broad-based decline across all-time buckets.

Portfolio 59

Portfolio Investment Advisor Assets Investing 59