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Fed's Beige Book Economic activity rose slightly in most Districts. The rise in electricity demand was driven by rapid expansions in data centers and was reportedly planned to be met by investments in renewable generation capacity in coming years. Business contacts expressed optimism that demand will rise in coming months.
Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. For financial planning services, a similar approach to documentation can be applied to support regulatory compliance from the start of client engagement through all the steps that follow.
With summer approaching, though, we are entering the season of respite – a time when most advisors take more time off (if only because clients are harder to pin down for summer meetings, especially as post-pandemic summer vacations away from home are back in full swing)… and find some time to read and catch up on a few good books!
Paul is the CEO of More Clients More Fun, a marketing company that helps financial advisors conceptualize and publish their own book in a consolidated 6-week process.
The best films, books, and music releases are unknown in advance. Random events can and will completely derail the best laid plans we may make. ” If you want to read more of the fun details, well, than order the book. We remain clueless as to what sports teams will win it all or who will be the MVP for any league.
Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content.
The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households. Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast!
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
I liked Abundance by Derek Thompson and Ezra Klein because the theme of the book is about doing stuff rather than scarcity. The big ideas from the book revolve around the fact that there’s too much red tape when it comes to things like housing, energy, healthcare and technology development.
I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.
That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing. Here is a broad overview of each of the 10 main sections, which can help you quickly grasp the key ideas in the book. Create a financial plan (then stick to it). Bad Ideas : 1. Index (mostly).
podcasts.apple.com) Barry Ritholtz talks with Cass Sunstein, professor at Harvard Law School and co-author of the new book, “Algorithmic Harm: Protecting People in the Age of Artificial Intelligence.” wsj.com) How to get money out of your 529 plan. (sites.libsyn.com) Ezra Klein talks with Kathryn Schulz author of “Lost & Found.”
Books An excerpt from "Everything is Tuberculosis" by John Green. niemanlab.org) An excerpt from Sophie Gilberts new book, "Girl on Girl: How Pop Culture Turned a Generation of Women Against Themselves." pivotal.substack.com) The administration is planning to suspend a whole slew of regulations.
The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks. Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said.
Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP.
At The Money: At The Money: Planning Your Retirement? Full transcript coming soon. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” That is the question?
This is because telling the full story of an advisor's background, philosophy, and expertise could easily fill up a book; in fact, many advisors have written books to share their knowledge and experience, which can establish them as trustworthy and desirable professionals for prospects to seek out. Read More.
podcasts.apple.com) Luca Dellanna and Ismail Manik talk with Barry Ritholtz about his book "How NOT to Invest." morningstar.com) Aging There no magic bullet when it comes to planning for long term care. Podcasts Peter Mallouk and Charlie Bilello talk with Jonathan Clements about some big lessons.
We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets under management.
Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B LPL Recruits $250M Fresno Team From Osaic Fresno, Calif.-based
In his new book, the ‘father of life planning’ advocates for a broader fiduciary duty, one that extends to all institutions. Here’s how advisors play into that grand vision.
ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning.
Many, if not most, investing books aim to teach people how TO invest. The book is broken down into four categories of things not to do when youre investing. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments.
What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)
Podcasts Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." citywire.com) How to learn about financial planning on the cheap. investmentnews.com) Financial planning is all about building resilience. thinkadvisor.com) Charles Schwab ($SCHW) is willing to step on some toes to take RIA mindshare.
podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." awealthofcommonsense.com) Steve Chen talks with Christine Benz about her book "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement."
Fed's Beige Book Reports across the twelve Federal Reserve Districts indicate that economic activity has declined slightly since the previous report. Reports on bank loan demand and capital spending plans were mixed. Two Districts noted that, for many of their contacts, hiring plans had not changed since the start of the year.
(contessacapitaladvisors.com) Family Some Bitcoin diehards are shunning 529 college savings plans for the cryptocurrency. wsj.com) A review of Sahil Bloom's new book "The 5 Types of Wealth." bloomberg.com) Selling Girl Scout cookies has jumped the shark. readthejointaccount.com) Personal finance Emergency fund 101.
What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)
Order Book: As of March 31, 2025, the company’s order book stands at Rs. The company expects to realize around 55–60 percent of order book revenue in the next three years, with the remainder over 8–10 years. Genus Power Infrastructures Limited’s total order book stands at approximately 2.52 The stock is trading below 19.30
How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. There are two types of structured sequences.
Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” Let’s talk about your call to action for financial advisors. Because “Book a Call” isn’t cutting it. But for many financial advisors, that CTA ends up being a button that says…“Book a Call.” Stop guessing and start converting.
(talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” marketwatch.com) Aging More than half of Baby Boomers plan to never sell their house. morningstar.com) George Kinder has a new book, “The Three Domains of Freedom.” cnbc.com)
awealthofcommonsense.com) Early in retirement is the time to do some tax planning. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. ritholtz.com) How pour-over coffee got so good.
With minimal capex of ₹40 crore, a ₹400 crore equity infusion is planned for HAM projects, balance over FY27–28. PNC Infratech reports a robust order book of Rs 17,700 crore as of March 31, 2025, over 3.2 PNC Infratech reports a robust order book of Rs 17,700 crore as of March 31, 2025, over 3.2 times FY25 revenue.
The renewable energy and transmission sectors continue to present promising growth opportunities, highlighted by Power Grid’s planned capital expenditure of Rs. Following are a few stocks in the transmission sector with an order book of upto Rs. As of March 2025, the company reported a closing order book of Rs. 486 on Friday.
Podcasts Blair duQuesnay talks with George Kinder about his new book "The Three Domains of Freedom." frazerrice.com) Creative Planning TPG just bought a big stake in Creative Planning. blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk.
Take a break from the sell-off and plan a fun night for this Monday. We will be discussing his latest book, plus all of his prior best sellers and films. A Q&A will follow.Everybody who comes gets a signed copy of the new book. A Q&A will follow.Everybody who comes gets a signed copy of the new book.
In this episode, we talk in-depth about how David's weekly market commentaries (which he has written since 2008 and draws 15,000 weekly viewers across blog, podcast, and video formats) familiarize readers with his firm's investment approach and put it top-of-mind when they are ready to seek out a financial advisor, how David has written multiple books (..)
Just a 10-Step Plan to Create Your Rich Life Together." theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. awealthofcommonsense.com) Three insights from Daniel Crosby's new book "The Soul of Money." No More Fights. barrons.com) Don't let bad energy ruin your portfolio.
podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. theatlantic.com) Five insights from Dana Miranada's new book, "You Dont Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease." nextbigideaclub.com) Five types of wealth you should actually shoot for.
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