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 189

Financial Planner Clients Numbers Compliance 189

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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Clients Fee Only Planning Advertising 246

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 246

Fee Only Portfolio Clients Planning 246

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

WiserAdvisor

JUNE 13, 2025

Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Wealth management isn’t only for the ultra-rich. Yet even the best financial plans can stumble. A good estate plan ensures your assets go where you want them to. Earning money is just the beginning. The good news?

Estate Planning 52

Estate Planning Taxes Retirement Healthcare 52

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Financial Planning Planning Risk Tolerance Marketing 40

Yardley Wealth Management

FEBRUARY 4, 2025

The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. Tax Strategies for High-Income Earners in 2025.

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Taxes Wealth Management Healthcare Retirement 52

WiserAdvisor

JUNE 4, 2025

They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

WiserAdvisor

AUGUST 26, 2022

When it comes to money management, there are a lot of different schools of thought. If yes, then DIY financial planning might be a good option for you. On the other hand, if you tend to struggle with budgeting or find financial planning overwhelming, then professional money management could be a better solution.

Management 101

Management Financial Advisor Financial Planning Retirement Planning 101

Trade Brains

JUNE 13, 2025

May 2025 marked a significant milestone in the country’s investing journey, as Systematic Investment Plans (SIPs) continued their record-breaking streak. What used to be a tool for the financially savvy urban elite has now become India’s favorite way to invest. lakh crore in May, up from ₹13.89 lakh crore in April.

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International College of Financial Planning

JULY 30, 2022

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Here will discuss why CFP professionals are the first choice for millions of people worldwide regarding managing their finances. It can help you make better investment decisions and avoid going into debt.

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Certified Financial Planner Financial Planner Assets CFP 52

WiserAdvisor

MAY 29, 2025

A long-term perspective allows you to ride out market volatility, avoid impulsive decisions, and benefit from the natural growth of your investments over time. Time is another valuable asset in wealth building that allows you to benefit from the magic of compounding. Markets fluctuate, media narratives change, and fear can set in.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

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

Clever Girl Finance

JANUARY 22, 2024

10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? Articles related to being wise with money Manage your large sum of money smartly! The key to success is to approach them with a clear plan. Manage your large sum of money smartly!

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

Nerd's Eye View

MAY 21, 2024

Dann is a Managing Partner of Sincerus Advisory, an RIA based in New York City, that oversees approximately $165 million in assets under management for nearly 150 client households. Welcome to the 386th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Dann Ryan.

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Clients Fee Only Financial Planning Financial Advisor 130

Darrow Wealth Management

AUGUST 30, 2022

As you consider what approach is right for your situation, consider these options for managing a large inheritance. Depending on your financial situation and the type of asset you inherit, your options may differ. Further, many beneficiaries are eligible for a step-up in basis on eligible assets. What to do with an inheritance.

Accounting 111

Accounting Distribution Retirement Taxes 111

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline.

Retirement 40

Retirement Risk Tolerance Investments Investing 40

Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. However, the management of underlying assets in a gift annuity pool is a different matter.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities. However, the management of underlying assets in a gift annuity pool is a different matter. CHOOSING THE RIGHT INVESTMENT APPROACH. Tue, 09/29/2020 - 14:00. Treasury bonds), and 5% cash.

Management 52

Management Nonprofit Assets Risk Tolerance 52

Darrow Wealth Management

OCTOBER 28, 2024

When you own a business, your net worth is highly concentrated in one illiquid asset. A sale gives you the opportunity to diversify your investments, de-risk your financial situation, and improve your cash flow. Are you expecting any major purchases or new business investments? Many business owners want to keep working.

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Sales Taxes Estate Planning Planning 105

Darrow Wealth Management

OCTOBER 29, 2024

Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that you distribute between different asset classes, like stocks and bonds. There are a couple main reasons to rebalance your investment portfolio.

Asset Allocation 75

Asset Allocation Accounting Risk Tolerance Portfolio 75

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. Nuvama are more than just asset managers. Particulars Amt Particulars Amt CMP 4,943.10 Industry P.E (TTM)

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Wealth Management Management Planning Financial Services 40

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Essentially, liquidity refers to how quickly an investment can be turned into cash.

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Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Mon, 03/30/2020 - 16:04. As we now know, this celebration was premature.

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Management Marketing Marketing Clients 52

MarketWatch

APRIL 3, 2023

Canadian wealth and asset manager IGM Financial Inc. financial services advisory firm Rockefeller Capital Management for roughly $622 million — a move intended to expand into the U.S. IGM also said that it agreed to sell Investment Planning Counsel to the The Canada Life Assurance Co. stake in U.S.

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Management Financial Services Investment Planning Assets 40

Sara Grillo

OCTOBER 31, 2022

If they tell you they charge a percentage of assets under management, and you see that they also charge commissions, that should indicate that they either weren’t be that honest intentionally or weren’t careful about how they explained their fees to you, both of which are of concern. Do they manage money?

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

International College of Financial Planning

MARCH 13, 2023

Mutual funds provide a way to invest in a variety of financial assets, e.g., Stocks, bonds, and money market instruments. A fund manager oversees the pool of funds from multiple investors and allocates the funds to different assets.

Investments 52

Investments Investing Financial Planner Investment Planning 52

WiserAdvisor

AUGUST 31, 2023

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. But their support does not end there.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Nationwide Financial

OCTOBER 18, 2022

Talking to your clients about their children or grandchildren’s college plans as well as their own financial goals can help when deciding what type of 529 plan in which to invest. Plans also vary by state, so location will come into play when choosing between plans. 529 Education Savings Plan.

Clients 98

Clients Planning Education Taxes 98

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. There is no universal answer to this critical query.

Taxes 52

Taxes Investments Investing Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. As you manage your investment accounts …. As you buy and sell holdings ….

Taxes 52

Taxes Investments Investing Tax Planning 52

MainStreet Financial Planning

MARCH 15, 2023

This means that if a brokerage firm fails and a customer’s cash and securities are lost, SIPC will work to recover the assets and return them to the customer up to the coverage limit. It’s important to note that SIPC protection does not cover losses resulting from market fluctuations, fraud, or bad investment decisions.

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Insurance Coverage Insurance Accounting Banking 95

Validea

OCTOBER 10, 2024

In this episode of Excess Returns, we sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and author of the popular investing blog “A Wealth of Common Sense.” This conversation offers valuable lessons for investors at all levels, from beginners to seasoned professionals.

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Marketing Marketing Investment Planning Economy 52

Brown Advisory

SEPTEMBER 12, 2016

Hankin, Chief Executive Officer ⚑ Sustainable Investing Investors Seeking Sustainability Gain Confidence Through Screening By screening their portfolios, investors align their assets with their values and gain greater confidence in their long-term investment plans.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Investors Seeking Sustainability Gain Confidence Through Screening. By screening their portfolios, investors align their assets with their values and gain greater confidence in their long-term investment plans. Sustainable Alpha Five Ways to Invest That Make the World a Better Place.

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Investments Investing Portfolio Management Portfolio 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. Starting Out clients are typically focused on beginning to build wealth.

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Financial Planning Clients Planning Education 95