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The Power of the Midyear Gut Check

Wealth Management

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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

Also in industry news this week: How a recent survey shows that financial advisors are increasingly attracted to independent affiliation models, with greater autonomy, higher potential pay, and the ability to build value in a business cited as key factors driving this preference.

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The Latest In Financial #AdvisorTech (October 2022)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Ethic Investing raises a $50M Series C round as values-based “personalized indexing” through direct indexing tools continues to gain momentum.

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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics 246
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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School.

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The Latest In Financial #AdvisorTech (August 2024)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5