The Big Picture

DECEMBER 16, 2023

This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. Stephen is a highly ranked analyst, was Institutional Investor All-America Research Poll, and was the winner in the Best Bank for Equity Research category in the 2016 and 2017 Technical Analyst Awards.

Portfolio Management 158

Portfolio Management Portfolio Assets Management 158

Wealth Management

MARCH 14, 2023

However, advisory firms who did invest in cybersecurity tools reported higher levels of satisfaction with them than in any other software category.

Investing 115

Investing Investments 115

Calculated Risk

FEBRUARY 21, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2024. in January. Any score below 50.0 indicates decreasing business conditions. Click on graph for larger image.

Economy 120

Economy Investing Investments Clients 120

The Big Picture

FEBRUARY 11, 2023

They were prompted with 12 different Apple-related subjects, and asked to rate them on a scale from 1 to 5 and optionally provide text commentary per category. ( trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council. Rieder helps to manage $2.5

Investing 269

Investing Investments Management Economics 269

Abnormal Returns

FEBRUARY 17, 2024

insidehook.com) Autos Higher income countries invest more in road safety. spyglass.org) Spatial computing is going to be a new category. abnormalreturns.com) There is no holy grail in investing. EVs How automakers and buyers got out of sync in the EV space. vox.com) Why autonomous vehicles are not here yet.

Food 212

Food Math Financial Advising Startup 212

Nerd's Eye View

SEPTEMBER 4, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Former United Capital Partners founder/CEO Joe Duran is reportedly exploring the launch of a new RIA 4 years after selling his firm to Goldman Sachs, with a reported emphasis on providing lead generation opportunities for advisors (..)

Startup 230

Startup Financial Advisor Clients Financial Planning 230

Calculated Risk

NOVEMBER 15, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2024. emphasis added Click on graph for larger image. This graph shows the Architecture Billings Index since 1996.

Numbers 129

Numbers Investing Investments Clients 129

Nerd's Eye View

MAY 1, 2023

only' checking client portfolios for tax-loss harvesting every other day, after having advertised daily checks) – a first for the SEC in scrutinizing an RIA not for failing to execute its investment promises to clients, but for failing to execute tax-loss harvesting promises instead.

Taxes 189

Taxes Retirement Planning Advertising Retirement 189

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 228

Communication Portfolio Management Clients Tax Planning 228

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement.

Education 213

Education CFP Certification License 213

oXYGen Financial

AUGUST 7, 2022

[CDATA[ The trivia game that started it all where you challenged your knowledge of various categories to obtain 6 different colored wedges to win the game. Well, each piece of your "pie" represents a different investment that you have, and the different colors are there to help you identify your investments so that. ]]

Portfolio 98

Portfolio Investing Investments 98

Truemind Capital

MARCH 6, 2024

Sebi introduced Registered Investment Adviser(RIA) as a category of intermediaries in 2013 to safeguard the interests of investors. RIAs are competent professionals offering unbiased and optimum investment advice to their clients. But what led Sebi to introduce the regulations for investment advisory?

Commission 52

Commission Investing Investments Compliance 52

A Wealth of Common Sense

JULY 21, 2022

Should I continue to buy the dip or invest in my home (ie, new fence, additional rooms/bathroom, etc.? I understand the line of thinking here but I look at the stock market and investing in your home as two separate categories when it comes to capital allocation decisions. People invest in the.

Investing 92

Investing Investments Marketing Marketing 92

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 186

Compliance Portfolio Management Planning Financial Advisor 186

The Big Picture

JULY 7, 2023

How did they develop their investment philosophy? I am going to continue to assemble lists by various categories per listeners’ requests: Private Equity, Billionaires, Professors, etc., I wanted to be able to reach investors and show them there was a better way to learn about investing. What were they reading?

Engineering 322

Engineering Media Management Investing 322

Carson Wealth

APRIL 15, 2024

In fact, now is a good time to remind investors that having to endure volatility is the toll we pay to invest. Inflation within every other major category, including food prices, vehicle prices, and even household furnishings, apparel, airfares, and hotels prices, has eased relative to last June. Headline inflation is up 3.5%

Marketing 97

Marketing Marketing Food Insurance 97

Calculated Risk

SEPTEMBER 20, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2024. emphasis added Click on graph for larger image. This graph shows the Architecture Billings Index since 1996.

Investing 121

Investing Investments Clients 121

Advisor Perspectives

JANUARY 16, 2024

Real asset categories – such as natural resources, infrastructure and real estate – have historically served as an effective hedge against inflation, demonstrated resilience across economic cycles, and provided diversification to more traditional portfolios.

Assets 59

Assets Portfolio Management Portfolio Economics 59

Bell Investment Advisors

JANUARY 4, 2024

The market volatility that first appeared in August eventually forced most categories of stocks into negative territory for the year. That rally, which continued through December, boosted major categories of stocks by double digits, including several percentage points in December alone. Then, near the end of October, a rally began.

Economics 52

Economics Financial Market Investment Advisor Government 52

Nerd's Eye View

FEBRUARY 6, 2023

And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” (and also added the changes to our AdvisorTech Directory) as well!

B2B 205

B2B Financial Advice Clients Planning 205

Advisor Perspectives

SEPTEMBER 13, 2023

Artificial Intelligence has been a category-killer among investment themes in the past year. My guest today, Valery Talma, will share his perspective on the state of the art in AI investment management and how advisors can serve their clients better with AI-powered strategies.

Management 52

Management Investing Investments Wealth Management 52

Calculated Risk

MARCH 20, 2024

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2024. for the month. Click on graph for larger image. This graph shows the Architecture Billings Index since 1996.

Economics 65

Economics Numbers Investing Investments 65

MarketWatch

MARCH 3, 2023

We are continuing to explore all options for how we can best compete in the e-vapor category.” Altria said it estimated the value of its investment in Juul at $250 million. Juul faces significant regulatory and legal challenges and uncertainties, many of which could exist for many years. Shares finished 0.2% after hours.

License 98

License Investing Investments Marketing 98

Validea

APRIL 25, 2024

Further Research High Mohanram G-Score Stocks Partha Mohanram Portfolio The post Separating Winners from Losers in Growth Investing: The Mohanram Approach appeared first on Validea's Guru Investor Blog.

Advertising 52

Advertising Investing Investments Manufacturing 52

Wealth Management

SEPTEMBER 8, 2022

The funds will invest in equity securities that exclude certain categories, such as gambling, adult entertainment and chemical weapons.

Investing 63

Investing Investments 63

Nerd's Eye View

APRIL 26, 2023

The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g.,

Compliance 234

Compliance Clients Advertising Accounting 234

Clever Girl Finance

SEPTEMBER 7, 2023

Categories to include in your family budget Expenses unique to families with kids What is a reasonable family budget? For instance, to include these special occasions in your budget, set aside a separate category for the “Special Occasions Fund.” Quicken explains that this is often the most expensive budgeting category.

Budgeting 77

Budgeting Transportation Medical Insurance 77

Trade Brains

OCTOBER 17, 2023

The increasing purchasing power of urban consumers has led to a surge in demand for branded goods across various categories. The company purchases products directly from manufacturers or FMCG companies and through a network of wholesale market suppliers, enabling competitive pricing across product categories. trillion by 2030.

Retail 104

Retail Food Taxes Portfolio 104

Calculated Risk

APRIL 19, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment later in 2023. emphasis added Click on graph for larger image.

Banking 98

Banking Investing Investments 98

The Big Picture

OCTOBER 12, 2023

Chief Investment Officer ) • How a Social Network Fails : Elon Musk and Linda Yaccarino are making the same mistake that has tanked other social networks. ( Now, the National Institutes of Health is considering new animal welfare rules that would put them in the same category as monkeys.

Ethics 130

Ethics Economy Financial Services Management 130

Calculated Risk

MAY 24, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment later in 2023 and into 2024. emphasis added Click on graph for larger image.

Economics 89

Economics Investing Investments Clients 89

Calculated Risk

JULY 19, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment later in 2023 and into 2024. The ABI score of 50.1 emphasis added Click on graph for larger image.

Economy 96

Economy Investing Investments Economics 96

Validea

SEPTEMBER 12, 2022

That foundation could be one reason why its $504 million Bridgeway Small-Cap Value fund has beat 99% of Morningstar’s Small Value Category with a 14.9% That was where he became passionate about the investment models developed by Fama & French, combining his work in investing with his love for numbers and statistics.

Valuation 59

Valuation Engineering Numbers Management 59

Calculated Risk

OCTOBER 18, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment into 2024. The score of 44.8 emphasis added Click on graph for larger image. The index was at 44.8

Investing 69

Investing Investments Clients 69

The Big Picture

OCTOBER 19, 2022

” Then, they awarded two of those winners — one in each age category — the top prize. ( He runs the business that provides investments, services, education, and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. NBA Power Rankings: Warriors at No. The Athletic ).

Ethics 140

Ethics Financial Advisor Education Management 140

Nerd's Eye View

APRIL 26, 2023

The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g.,

Compliance 236

Compliance Clients Advertising Accounting 236

FMG

FEBRUARY 3, 2023

Categorize Categories are used to describe your business and connect you to customers searching for the services you offer. Google auto-populates these categories, so you won’t be able to create your own. However, they offer plenty of specific categories for the financial services industry.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52