Nerd's Eye View

JANUARY 6, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, The screens are simple, clean and raising the most important things to my eyes.’ I have a handful of stories like that. again, is about looking at the full technology stack.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Nerd's Eye View

DECEMBER 2, 2024

This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)

Clients 130

Clients Portfolio Management Numbers Retail 130

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 246

Communication Portfolio Management Clients Startup 246

Nerd's Eye View

AUGUST 2, 2022

In this episode, we talk in-depth about how after years of working as a trader, Matthew realized his career and retirement were dependent on the stock market and decided to diversify his investments in real estate so that he could create passive income for himself, how after years of investing in his own real estate properties and struggling with management (..)

Clients 244

Clients Financial Advisor Financial Planning Portfolio 244

Nerd's Eye View

NOVEMBER 29, 2022

And be certain to listen to the end, where Anh shares how she struggled early in her career to find a mentor that looked like her (especially as an Asian female advisor who is not from a wealthy background), but by leveraging study groups provided through LPL and other channels, she now has a steady foundation where she can gain insight with advisors (..)

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

MARCH 13, 2023

However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)

Compliance 245

Compliance Portfolio Management Planning Financial Planning 245

Nerd's Eye View

JUNE 2, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: AdvicePay, a provider of client billing solutions for flat-fee advisors, has acquired AdvisorBOB, which helps RIAs efficiently calculate and facilitate payouts to their advisors, giving AdvicePay a solution that covers the entire (..)

Financial Planning 130

Financial Planning Clients CFP Planning 130

Nerd's Eye View

OCTOBER 15, 2024

And be certain to listen to the end, where Mark shares how he and his firm navigated the transition from the insurance to the RIA channel amidst the market downturn of 2022 (and how they were able to make the most of the situation by adding exposure to higher-yielding bonds in the elevated interest rate environment), why Mark sees an opportunity for (..)

Retirement 130

Retirement Portfolio Management Investing 130

Nerd's Eye View

APRIL 23, 2024

In this episode, we talk in-depth about how Tyson's "Total Relationship" approach leads to particularly close relationships with their clients, including by developing a system to send what he calls "wow factor" gifts to mark key moments in the lives of the firm's clients, their families, and even their pets, why Tyson's firm breaks out its AUM fee (..)

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Nerd's Eye View

APRIL 9, 2024

We also talk about the high-touch services Andrew's firm offers its high-income clients, including how Andrew and his team shop for the best mortgage rates for clients among a curated group of lenders (and the way the firm systematized its approach to finding refinance opportunities for its clients), why Andrew decided to offer in-house tax services (..)

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

Clients 130

Clients Insurance Coverage Portfolio Management Numbers 130

The Big Picture

MAY 20, 2025

So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done.

Management 130

Management Numbers Transportation Accounting 130

Nerd's Eye View

OCTOBER 18, 2022

We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

Carson Wealth

DECEMBER 13, 2022

The phrase Wealth Manager has been used more frequently in the last decade and generally connotates an IAR who works with affluent clients or those with more complicated situations. These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations.

Wealth Management 52

Wealth Management Financial Advisor Management Certified Financial Planner 52

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Wealth Management

JULY 15, 2025

Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

130

130

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. Just go with your business plan.” Bill said, “No, no, no, we’re going to keep investing.

Clients 286

Clients Financial Advisor Taxes Investing 286

The Big Picture

JULY 18, 2023

. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. Now, what happened was a bit of luck.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

OCTOBER 8, 2024

My role was just to like dig through business plans, dig through drug development, and try to handicap what would work, but equally as interestingly, what’s gonna fail. When you’re an analyst, they’re training you to do the portfolio manager’s job.

Healthcare 147

Healthcare Medicine Portfolio Investing 147