Nerd's Eye View

JULY 9, 2024

Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. My guest on today's podcast is Alex Lewis.

Financial Advisor 244

Financial Advisor Clients CFP Planning 244

Nerd's Eye View

MAY 10, 2024

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Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

OCTOBER 4, 2024

Further, Artificial Intelligence (AI) was the most cited factor driving industry growth during the next 3 years, with client data integration as a primary area for improvement, suggesting an opportunity for AI tools to help advisors make the most of the significant amount of client data they possess (possibly saving time in the process) and potentially (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

Financial Planner 246

Financial Planner Retirement Commission Financial Advice 246

Abnormal Returns

JULY 24, 2023

(behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. thinkadvisor.com) Charles Schwab Charles Schwab ($SCHW) and TDA continues to grow RIA assets.

Valuation 243

Valuation Communication Financial Planning Management 243

Nerd's Eye View

NOVEMBER 4, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Read More.

Financial Planner 238

Financial Planner Financial Advisor Retirement Planning Medical 238

Nerd's Eye View

OCTOBER 18, 2023

A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Which often leads to advisors counseling their clients to stay diversified and stick with a disciplined investment strategy to optimize their risk and return over the long term.

Marketing 246

Marketing Marketing Valuation Advertising 246

Nerd's Eye View

JUNE 27, 2023

Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. Read More.

Financial Advisor 201

Financial Advisor Clients Valuation Communication 201

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. How can investors get exposure to the space? Matt Hougan : Yeah. All of them.

Investments 147

Investments Investing Assets Retail 147

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Tell us a little bit about that.

Management 130

Management Assets Portfolio Insurance 130

Nerd's Eye View

OCTOBER 3, 2022

Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations).

Commission 246

Commission Financial Planning Ethics Planning 246

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 98

Asset Allocation Assets Clients Valuation 98

The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

Nerd's Eye View

JANUARY 3, 2024

The good news is that by gaining a better understanding of some of the economy's key drivers, financial advisors have the opportunity to deliver more value to their clients by helping them better identify the opportunities and risks present in this highly uncertain environment! Read More.

Economics 246

Economics Marketing Marketing Economy 246

The Big Picture

OCTOBER 30, 2024

The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade. Let’s bring in Meb Faber founder and CIO of Cambria. So Meb, let’s start with the basics.

Investments 147

Investments Investing Valuation Numbers 147

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. There are over 4900 stockbrokers in India registered with SEBI and different stock exchanges.

Clients 98

Clients Numbers Startup Accounting 98

Steve Sanduski

FEBRUARY 18, 2025

But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. Things such as valuation, insurance, storage, and the succession plan. Fractional collectible investments.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Abnormal Returns

AUGUST 15, 2022

(investmentnews.com) Advisers What is happening with RIA valuations? riabiz.com) Alternative assets are a mine field for advisers. investmentnews.com) How to work with clients who are uncomfortable with uncertainty. investmentnews.com) Why it pays to shop these days for SPIAs.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Truemind Capital

JANUARY 10, 2025

I wonder what stories will be told when the portfolios will decline to such an extent for those who are not following a suitable asset allocation. During this recent correction, none of our clients reached out to us with concerns. Because our client’s portfolios declined much less than the correction in the markets.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 305

Management Assets Risk Management Marketing 305

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Each year, the Annual Outlook report assesses the current investment landscape and discusses how we are positioning client portfolios.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

The Big Picture

JULY 24, 2023

My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. stocks are overvalued, therefore, we should expect a major crash as these metrics return to their long-term historical averages.

Valuation 130

Valuation Economics Assets Clients 130

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Clients Valuation 52

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

The Big Picture

SEPTEMBER 3, 2024

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. And so that’s not something that every client is willing to tolerate.

Investments 147

Investments Investing Management Valuation 147

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield. Conclusion.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Random Roger's Retirement Planning

NOVEMBER 26, 2024

Per the prospectus , they will be more multi-asset in nature than the LifeX suite. Krane Shares partnered with Hedgeye Asset Management to list yet another hedged S&P 500 ETF with symbol KSPY. Valuation as a tool for timing anything has a lousy track record. Tema has some interesting funds in the hopper coming soon too.

Assets 52

Assets Valuation Taxes Portfolio 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. The value of the investment and the income from it will vary.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report.

Asset Allocation 52

Asset Allocation Assets License Investments 52

Trade Brains

NOVEMBER 18, 2023

When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs. 718 Cr which become the 3rd largest group of assets of the Company. KPIT currently trades at the highest PE of 82.6x.

Engineering 115

Engineering Assets Clients Manufacturing 115

eMoney Advisor

MARCH 22, 2023

Yet they represent only 14 percent of today’s advisory clients. 2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. Young Investors at a Glance The portion of the U.S.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

Dear Mr. Market

AUGUST 8, 2024

The tech darlings that had led the charge are now facing valuation compressions, as investors start questioning whether their sky-high prices can really be justified. For those unfamiliar, the yen carry trade involves borrowing in Japanese yen at low interest rates and investing the proceeds in higher-yielding assets elsewhere.

Marketing 105

Marketing Marketing Economics Portfolio 105

Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. The fundamental driver of market peaks and exorbitant valuations is the perception that there is nothing to worry about – there is no investment risk. There is nothing to worry about.

Asset Allocation 65

Asset Allocation Marketing Marketing Valuation 65