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 246

Financial Planner Asset Allocation Clients Risk Management 246

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors.

Investment Planning 52

Investment Planning Planning Investments Investing 52

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Fundamental Risk: What is the strategic and operating backdrop for the company or asset, and what can we expect in terms of return and volatility going forward?

Investment Planning 52

Investment Planning Planning Investments Investing 52

eMoney Advisor

FEBRUARY 9, 2023

According to a Fidelity study, 45 percent of younger investors are more inclined to consolidate their assets with one advisor as opposed to spreading assets across multiple advisors. Identify what value you bring to clients in each of your target segments and then communicate that value via the right channels.

Financial Planning 95

Financial Planning Clients Planning Education 95

Clever Girl Finance

OCTOBER 8, 2024

The key is maintaining consistent investment. My investing success story investing As someone who believes in long-term investing when it comes to building my assets, I can definitely say that sticking to a regular investment routine pays off. Instead, focus on long-term investment goals.

Investments 98

Investments Investing Risk Tolerance Portfolio 98

Workable Wealth

SEPTEMBER 16, 2020

The goal of diversification is for your portfolio assets to balance each other out by maximizing profit and minimizing risk. You can diversify your portfolio across asset classes, within assets, and also geographically (think both domestic and foreign markets). Asset Allocation.

Investments 52

Investments Investing Asset Allocation Risk Tolerance 52

WiserAdvisor

JULY 25, 2023

The financial advisor may be involved during personal events like a divorce when your assets are transferred to your ex-spouse. You may like to discuss an increment or salary cut with your financial advisor to understand how you can accommodate changes in your income in your financial plan. Your instincts tell you a lot about a person.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. The majority of my clients have very few assets outside of 401k, and home countries.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Gen Y Planning

FEBRUARY 1, 2023

Think of your net worth as a summary of your total financial value – your assets minus your liabilities. In this blog, we’ll be utilizing data found by Fidelity Investments Millionaire Outlook Study from 2019. Well, you might already be one! In the US, a “millionaire” is someone with a net worth of $1 million or more.

Retirement 52

Retirement Financial Planning Planning Financial Advisor 52

Good Financial Cents

JANUARY 11, 2023

These individuals are essential to major banks worldwide, devising strategies to maximize assets while ensuring sound financial decisions are being made. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans.

Banking 96

Banking Budgeting Recruitment Portfolio Management 96

Brown Advisory

DECEMBER 4, 2017

Being thoughtful on this issue can be an important factor in any clients’ overall liquidity planning for the year; this is especially true in a year like 2017, when notable tax law changes are likely and clients may have fewer liabilities to offset gains given the market’s strong performance. Is there a new teenage driver in the family?

Planning 52

Planning Taxes Clients Tax Planning 52

Workable Wealth

JUNE 24, 2020

If a security has higher volatility, it is often a riskier asset than one with lower volatility. Since volatility looks at the statistical return of a specific asset or index, it’s important to understand how it works and what influence it may have on your risk tolerance and portfolio management. . Need help with your investment plan?

Investments 52

Investments Investing Marketing Marketing 52

Good Financial Cents

NOVEMBER 14, 2022

There are 11 sectors in the S&P 500 , ranked below by the percentage of the index represented by each: Information Technology (26.4%) Health Care (15.1%) Consumer Discretionary (11.7%) Financials (11.0%) Communication Services (8.1%) Industrials (7.9%) Consumer Staples (6.9%) Energy (4.5%) Utilities (3.1%) Real Estate (2.8%) Materials (2.5%).

Investments 64

Investments Investing Risk Tolerance Portfolio 64

Workable Wealth

SEPTEMBER 30, 2020

Your portfolio is where you customize your investments to suit your needs. It’s how you acquire, sell, and manage your assets, and is your small piece of the market. Most types of investing will cost you something and you should know the different types of fees you may be responsible for. Fees to Learn.

Portfolio 52

Portfolio Investments Investing Government 52

Brown Advisory

APRIL 16, 2018

In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time. Establish or refine its investment policy in accordance with the organization’s objectives.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

In this article, we discuss how we help nonprofits develop and implement their mission-driven investment strategies, and we cover some of the specific structures that organizations can use to achieve financial and impact objectives at the same time. Developing Sustainable Investment Plans Standard Process, Added Layers of Thought.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Clever Girl Finance

JULY 16, 2023

There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? Many people in this bucket have set up a simple investment plan. How does communication work?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

There are instances where you may not need a financial advisor: You’ve automated your finances Have you decided to automate your finances so you’re hitting your savings and investment goals? Many people in this bucket have set up a simple investment plan. How does communication work?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Sara Grillo

MAY 23, 2022

These are not advice-only financial planners; these are financial advisors who offer financial planning services on a stand-alone basis in addition to other services that they offer. The only way that made sense was a flat project fee for financial planning. He does not take discretion of client assets. How do you charge?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Million Dollar Round Table (MDRT)

JULY 16, 2024

Try these ideas from MDRT members to communicate with clients and build critical professional relationships. You can have a great investment plan, no debt, an emergency fund set up and a college funding plan in place for your children, but if a spouse dies prematurely or becomes disabled, the plan is in ruins.

Clients 102

Clients Communication Investment Planning Planning 102

The Big Picture

DECEMBER 28, 2022

The assets were going down year by year by year. The plan was to do an IPO to raise $200 million in new client assets for the funds. RITHOLTZ: So given how successful the mutualization was, why didn’t any other asset managers copy the structure? But old Wellington was not really a great and interesting place.

Management 189

Management Investments Investing Clients 189

Brown Advisory

SEPTEMBER 12, 2016

CalPERS is the largest defined-benefit pension plan in the U.S., with more than $291 billion in assets. Negative screening” is the most commonly used method among the many approaches to building a sustainable investment portfolio. By the end of 2014, institutional investors had invested more than $1.2

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

CalPERS is the largest defined-benefit pension plan in the U.S., with more than $291 billion in assets. Negative screening” is the most commonly used method among the many approaches to building a sustainable investment portfolio. By the end of 2014, institutional investors had invested more than $1.2

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

FEBRUARY 13, 2017

By engaging in upfront asset transfers to Sharon, rather than waiting to transfer wealth as an inheritance at the time of her parents’ deaths, we helped her parents reduce transfer taxes while also enabling Sharon to utilize those funds at the time when she needed them most. Identify the values you prioritize.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

By engaging in upfront asset transfers to Sharon, rather than waiting to transfer wealth as an inheritance at the time of her parents’ deaths, we helped her parents reduce transfer taxes while also enabling Sharon to utilize those funds at the time when she needed them most. Identify the values you prioritize.

Clients 52

Clients Portfolio Planning Education 52

Sara Grillo

SEPTEMBER 26, 2022

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. Was this helpful?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59