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The Big Picture
MARCH 22, 2023
Bank failures since 2001, scaled by amount of assets in 2023 dollars. The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). The post U.S.
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Wealth Management
MAY 4, 2023
As office real estate continues to navigate headwinds, investors are realizing that certain assets and markets within the sector can offer stability in volatile times.
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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Wealth Management
MARCH 5, 2024
Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.
309 
Nerd's Eye View
JUNE 28, 2023
One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.
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Wealth Management
AUGUST 24, 2023
Now in its fourth year, the virtual advisor technology conference AdviceTech.Live is run by Asset-Map, features 10-minute presentations from 20 companies and will be free to attend for the first time.
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Nerd's Eye View
AUGUST 28, 2024
For advisors who want to advise on clients' 401(k) plan assets but who can't manage them directly, there have generally been 2 options. And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., Read More.
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Wealth Management
FEBRUARY 7, 2023
The absence of comparable data presents a major hurdle for examining firms’ ESG factors.
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Nerd's Eye View
NOVEMBER 26, 2024
Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. My guest on today's podcast is Kevin Leahy.
Nerd's Eye View
APRIL 16, 2025
A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. The White House's tariff policies have dominated headlines in recent weeks, raising concerns among investors, consumers, and businesses.
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Nerd's Eye View
JANUARY 24, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
Wealth Management
JUNE 13, 2024
PGIM has been present in private credit for decades, but its plan for a major push is coming at a time when some of the industry titans are starting to worry if the boom is coming to an end.
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Nerd's Eye View
MARCH 18, 2024
And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts. Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first.
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The Big Picture
APRIL 28, 2025
The present concern is that, thanks to the Recency Effect, they no longer hate it enough Previously : The Most Hated Rally in Wall Street History (October 8, 2009) __ 1. Plus bonds down 15% – the first double-digit drop for both asset classes in 4 decades. People hated the rising stock market in the early 2010s.
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Nerd's Eye View
AUGUST 28, 2024
For advisors who want to advise on clients' 401(k) plan assets but who can't manage them directly, there have generally been 2 options. And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., Read More.
245 
Nerd's Eye View
MARCH 12, 2025
Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.
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The Reformed Broker
DECEMBER 8, 2022
This is a presentation for wealth management and asset management professionals, you can reg. Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward.
The Big Picture
MARCH 24, 2025
Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm.
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Nerd's Eye View
FEBRUARY 4, 2025
Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 client households.
Nerd's Eye View
DECEMBER 3, 2024
Eric is the Managing Partner of Prospero Wealth, an RIA based in Seattle, Washington, that oversees $52 million in assets under management for 80 client households. Welcome to the 414th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Eric Franklin.
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The Big Picture
AUGUST 25, 2023
The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck titled: Biggest Mistakes Made by UHNW Investors. below is my discussion of what the presentation will be like at the MoneyShow in Orlando on October 30.
Nerd's Eye View
JUNE 18, 2025
Historically, tax-related services within advisory firms were primarily focused on investment strategies, like using ETFs for their tax efficiency or implementing asset location and tax-loss harvesting strategies to boost after-tax returns. But it also demands new considerations in how those strategies are presented.
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Wealth Management
JUNE 11, 2025
But Here’s the Rub A comprehensive discussion along the lines suggested in the article I posted will require a lot of work by the agent, including all the data gathering, consultation with advanced planning attorneys, coordination with other advisors, presentation preparation, etc.
Calculated Risk
DECEMBER 31, 2024
Luke, CFA, Head of Commodities, Real & Digital Assets. Markets in Florida and Arizona are rising, but not keeping up with inflation, and are well off the over 10% gains annually from 2020 to present. Two markets have dominated the top ranks with New York leading all markets the past six months and San Diego the six months prior.
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The Irrelevant Investor
MAY 14, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin?
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The Big Picture
MAY 5, 2023
Past experience, to the extent that it is part of memory at all, is dismissed as the primitive refuge of those who do not have the insight to appreciate the incredible wonders of the present. (
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Abnormal Returns
OCTOBER 10, 2023
msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs. morningstar.com) The case for international value stocks at present. AI AI investment models can't explain how they do what they do. institutionalinvestor.com) How AI can be used to parse corporate risk disclosures.
Calculated Risk
MARCH 11, 2025
Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. After all, Treasury notes close to maturity are by their nature short maturity assets!)
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A Wealth of Common Sense
MAY 15, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin?
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Nerd's Eye View
MARCH 26, 2025
In this article, James Liu, CEO and founder of Clearnomics, and Lindsey Bell, the firm's Chief Market Strategist, present ten charts to help advisors contextualize the current market environment. Much of what's happening now reflects companies adapting to present-day challenges – from higher input costs to shifting consumer demand.
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Abnormal Returns
JULY 17, 2023
standarddeviationspod.com) Charles Schwab Charles Schwab ($SCHW) clients with $1 million in assets now are automatically enrolled in one of its private wealth management programs. investmentnews.com) Six tips for more confident presentation skills. citywire.com) Charles Schwab ($SCHW) is rethinking its real estate footprint.
The Big Picture
NOVEMBER 15, 2023
Following the presentation I gave on navigating financial disasters , I spoke with Jeff Hirsch of Stock Traders Almanac ( video here ). Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk. During our Q&A, he asked if I hated market timing and speculation.
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Discipline Funds
MARCH 10, 2025
But 20 years is a long time and most of us aren’t disciplined to let our assets sit around for 20 years because we live our lives in the present. It’s a long-term instrument that exacerbates that asset-liability mismatch in our lives. Of course, you can build multi-asset portfolios many different ways.
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Nerd's Eye View
NOVEMBER 21, 2023
Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. My guest on today's podcast is Suzanne Powell.
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The Big Picture
MARCH 2, 2023
The future doesn’t always cooperate with the present because whatever is going to happen hasn’t happened yet. Wall Street Journal ) Be sure to check out our Masters in Business interview this weekend with Maria Vassalou, Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management.
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Nerd's Eye View
MAY 14, 2024
Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. My guest on today's podcast is Danielle Howard.
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Nerd's Eye View
AUGUST 2, 2024
market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.
Nerd's Eye View
AUGUST 2, 2024
market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.
Nerd's Eye View
OCTOBER 23, 2024
While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.
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Nerd's Eye View
SEPTEMBER 8, 2023
Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)
Random Roger's Retirement Planning
JUNE 27, 2024
I don't minimize the benefits of being lucky but when someone understands how correlations work and how to implement some of the portfolio into low and negatively correlated assets, they are creating their own good luck.maybe? I have no idea when or if there will ever be a consequence for this risk but it is present.
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Nerd's Eye View
NOVEMBER 29, 2022
In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)
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The Big Picture
NOVEMBER 1, 2022
Making the cost of capital practically nothing had all sorts of ramifications, not the least of which was to make risk assets – stocks bonds real estate, etc. Jerome Powell should know better… 30-Year Fixed Mortgage Rates, 2020-Present. worth appreciably more. ZIRP and QE made the wealthy wealthier.
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Nerd's Eye View
JANUARY 31, 2023
Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households. My guest on today's podcast is Ali Swart.
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The Big Picture
FEBRUARY 11, 2023
This is the eighth year that I’ve presented this survey to a hand-selected group. trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. New Yorker ) • Do You Know How to Behave? Rieder helps to manage $2.5
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