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Weekend Reading For Financial Planners (June 7–8)

Nerd's Eye View

Also in industry news this week: ETFs remain the most commonly used investment vehicle among advisors, according to a recent survey, while some "alternative" assets saw the greatest growth rates in terms of adoption over the past year Several large brokerages have jettisoned their robo-advisor arms, signaling the challenges they faced in acquiring (..)

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Weekend Reading For Financial Planners (January 18–19)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Weekend Reading For Financial Planners (November 23–24)

Nerd's Eye View

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

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Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Also in industry news this week: A recent survey of wealth management firm leaders found that while respondents were confident in their abilities, many are facing challenges finding the right people for their teams and creating time to support them RIAs are being targeted by a phishing attack impersonating an SEC official, highlighting the value of (..)