Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 228

Financial Planner Retirement Retirement Planning Clients 228

Wealth Management

MAY 22, 2024

A comprehensive guide to family conflict and asset distribution.

Distribution 263

Distribution Assets 263

Abnormal Returns

AUGUST 18, 2024

downtownjoshbrown.com) There is nothing normal about the distribution of angel investment returns. albertbridgecapital.com) Cullen Roche, "Residential real estate is an enormously expensive asset when viewed thru the lens of real, real returns." (optimisticallie.com) Big up and down days in the stock market tend to cluster.

Distribution 293

Distribution Assets Investments Investing 293

Wealth Management

MARCH 18, 2025

The asset manager has formed a joint venture led by a former Blackstone exec to create a distribution platform focused on RIAs, IBDs and family offices.

Distribution 236

Distribution Assets Management 236

Wealth Management

MARCH 14, 2024

The investment management industry stands at the threshold of a transformative era, with the evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management.

Management 271

Management Investments Investing Distribution 271

Abnormal Returns

JANUARY 16, 2024

Asset management Big asset managers get paid on AUM, not performance. blogs.cfainstitute.org) A review of recent research on fail-tailed distributions. papers.ssrn.com) A primer on private credit. sapientcapital.com) How the ETF came to be. institutionalinvestor.com) Macro There seems to be a macroeconomic announcement premium.

Distribution 259

Distribution Media Assets Economics 259

Nerd's Eye View

NOVEMBER 23, 2022

They can also permit participants to take loans from the plan, creating a source of emergency funds without the need to make a (potentially taxable) distribution. Off-the-shelf plans can be easier to administer, since the broker-dealer handles most of the plan paperwork and holds the plan assets often for little to no cost.

Planning 246

Planning Distribution Assets Retirement Planning 246

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 190

Estate Planning Distribution Assets Planning 190

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 189

Estate Planning Clients Distribution Assets 189

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner). the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

The Big Picture

JUNE 22, 2023

It shows “Share of Total Assets Held by the Bottom 50% ( red line ) versus the Share of Total Assets Held by the Top 0.1% ( green line ). Consider the chart at top, created by Invictus via FRED. That spread is currently just about as wide as its ever been.

Distribution 306

Distribution Assets Numbers Economics 306

The Big Picture

FEBRUARY 27, 2023

I asked my buddy if he had any interest in selling the stub (assets include name, intellectual property, board, ticker symbol, etc.) aka The Hidden World of Failure ) (October 23, 2020) Stock Ownership : Distribution of Household Wealth in the U.S. for pennies on the dollar.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Abnormal Returns

FEBRUARY 19, 2024

morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets. advisorperspectives.com) Fidelity Charitable distributed $11.8 (downtownjoshbrown.com) How indexing has made for a better financial advice industry. riabiz.com) XY Planning Network is launching a new in-house RIA, XYPN Sapphire.

Clients 274

Clients Estate Planning Wealth Management Financial Advice 274

Wealth Management

APRIL 30, 2025

Court of Appeals rules that seeking enforcement of trust distributions doesn't trigger in terrorem clause, even when claiming ownership interest in trust assets.

Distribution 169

Distribution Assets 169

Nerd's Eye View

JANUARY 4, 2023

Further, given that a client’s monthly distributions will almost certainly change at some point when implementing a guardrails strategy, they must understand what this means in practical terms. If the portfolio balance declines due to excess distributions (e.g.,

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Yardley Wealth Management

FEBRUARY 18, 2025

Traditional Investment Strategies The Role of Income Tiers and Priority Levels Case Studies Key Considerations Conclusion Introduction Waterfall Wealth Management is a financial strategy designed for high-net-worth individuals seeking a structured, prioritized approach to wealth distribution.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Nerd's Eye View

APRIL 22, 2025

Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.

Clients 130

Clients Planning Estate Planning Communication 130

A Wealth of Common Sense

MAY 29, 2025

Email us if you have a question: AskTheCompoundShow@gmail.com Further Reading: Rebalancing with Required Minimum Distributions 1After that first one then you have until the end of t.

Retirement Planning 106

Retirement Planning Distribution Retirement Planning 106

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

JULY 19, 2024

Also in industry news this week: A new survey of RIAs indicates that about 1/3 of respondents have been in serious M&A negotiations during the past 3 years and that many firms are embracing a hybrid work environment, with employees splitting time between working from home and from the office The IRS on Thursday issued final regulations regarding (..)

Financial Planner 246

Financial Planner Distribution Accounting Numbers 246

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. And so our distribution team sits under that. Is it quantum computing?

Investments 147

Investments Investing Assets Retail 147

Wealth Management

FEBRUARY 25, 2025

Several asset managers made announcements pushing distribution into the wealth channel. Morningstar profiled the top 15 value-creating stocks of the past decade. These are among the investment must reads we found this week for wealth advisors.

Wealth Advisor 153

Wealth Advisor Investments Investing Distribution 153

The Big Picture

JANUARY 16, 2023

The Value of Corporate Pension Assets Fell Dramatically. It was a bit of a remarkable coincidence that both assets and liabilities fell by such a large but similar amount,” says Aon’s Joe McDonald. That is good enough for a total return of more than 21,500% or an annualized 5.8% per year. ( A Wealth of Common Sense ). • Bloomberg ).

Healthcare 276

Healthcare Engineering Banking Distribution 276

Trade Brains

JUNE 15, 2025

The Company is also an asset finance company. Vishal Fabrics Vishal Fabrics Limited is an India-based company that is engaged in the business of manufacturing, distributing, and marketing textile products. Additionally, 45.89 percent isowned by retail investors, 2.59 percent is held by domestic institutional investors, and42.67

Manufacturing 96

Manufacturing Retail Distribution Investment Advisor 96

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. abnormalreturns.com) Adviser links: forced distributions. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. awealthofcommonsense.com) The Dow lead the major indices in 2022. abnormalreturns.com) What you missed in our Sunday linkfest.

Startup 242

Startup Valuation Financial Advising Distribution 242

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. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Portfolio Investments 147

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.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 246

Retirement Planning Startup Clients Compliance 246

Nerd's Eye View

NOVEMBER 4, 2022

A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

Good Financial Cents

JANUARY 16, 2023

Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments. Unique Asset Classes. Yieldstreet IRA.

Assets 94

Assets Investing Investments Accounting 94

Nerd's Eye View

OCTOBER 8, 2024

billion in assets under management for 1,300 client households. My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

Nerd's Eye View

JUNE 25, 2024

Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. My guest on today's podcast is Christopher Jones.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

The Big Picture

JANUARY 1, 2024

trillion dollar in client assets. She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. Fingers are jammed, toes are stepped on, ankles are twisted, nails are broken. (

Economy 273

Economy Distribution Clients Investments 273

Wealth Management

JUNE 20, 2025

There is something to be said for owning your own distribution channel,” he said. What works really well for us and going back to growth, referrals are too hard, all the steps in a referral, when you give them [advisors] a branded mobile app of their own that they can show, the response is often: ‘oh I want that,’” said Fields.

Wealth Management 169

Wealth Management Management Financial Advisor Clients 169

Nerd's Eye View

SEPTEMBER 25, 2024

As a result, there's a common line of thinking that people saving for retirement should avoid pre-tax retirement accounts entirely and contribute (or convert existing pre-tax assets) to Roth instead – regardless of which tax bracket they're in today.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

The Big Picture

JULY 1, 2023

trillion dollar in client assets. She has worked at FT since 1988, and held leadership roles in investment management, distribution, technology, operations, and high-net-worth clients. Be sure to check out our Masters in Business next week with Franklin Templeton CEO Jenny Johnson , which manages $1.5

Distribution 200

Distribution Clients Management Investments 200

Mish Talk

DECEMBER 13, 2022

Q: Are any of the crypto exchanges using blockchain to keep track of assets? Blockchain's big promise was record keeping. FTX kept no records, of anything. A: No The crypto exchanges use paper ledgers or in the case of FTX, nothing at all for recording client funds. What a hoot!

Electronics 189

Electronics Distribution Government Assets 189