Nerd's Eye View

JUNE 15, 2023

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. pressure from family members, an attractive 'deal' offered by an investment management firm, etc.)

Clients 172

Clients Investments Investing Communication 172

Nerd's Eye View

MAY 8, 2024

Measuring a client's tolerance for risk is an essential (and required!) step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. Would you agree to this investment?").

Clients 226

Clients Risk Tolerance Financial Planning Planning 226

Random Roger's Retirement Planning

OCTOBER 19, 2024

Barron's had an article about rebalancing portfolios noting that the run in stocks was a good time to rebalance the equity allocation back down closer to target, whatever that might be and also rebalance down some of the relative winners. Over the years, I've trimmed here and there when holdings get too big relative to the portfolio.

Portfolio 96

Portfolio Taxes Clients Financial Advisor 96

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 213

Clients B2B Estate Planning Planning 213

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 196

Management Investments Investing Wealth Management 196

Abnormal Returns

FEBRUARY 13, 2023

Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing. kitces.com) Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. etf.com) Things to keep in mind when direct indexing a client's portfolio.

Clients 204

Clients Retirement Financial Services Taxes 204

A Wealth of Common Sense

JANUARY 16, 2024

Diversification is one of the first building block portfolio management concepts I ever learned in my first job in the investment industry. Our firm would create a Harry Markowitz efficient frontier chart for every client portfolio. The interesting thing to me about producing these chart.

Portfolio Management 131

Portfolio Management Portfolio Management Clients 131

Nerd's Eye View

JUNE 12, 2024

Financial advisors, as professionals whose clients rely on their advice to make financial decisions, are legally and financially responsible for the advice that they give.

Fiduciary Duty 185

Fiduciary Duty Risk Tolerance Investments Investing 185

Random Roger's Retirement Planning

OCTOBER 30, 2024

The paper itself wasn't too in depth but they did provide a little bit of a framework for portfolio construction with alts. That sort of reminds me of the Permanent Portfolio or at least inspired by the Permanent Portfolio which allocates an equal 25% to equities, long bonds, gold and cash. and PRPFX is 0.67. and PRPFX is +0.61.

Portfolio 52

Portfolio Numbers Risk Management Assets 52

Random Roger's Retirement Planning

OCTOBER 29, 2024

Fund provider Tidal/ETF Masters, more of a white label than an actual provider, had a fun article titled Building A Financial Independence/Retire Early Portfolio With ETFs. The article spells out several alternative strategies to build out a portfolio once you achieve FIRE. They didn't name names or talk about weightings.

Portfolio 52

Portfolio Retirement Retail Investments 52

Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

Financial Advisor 130

Financial Advisor Investments Investing Financial Services 130

Nerd's Eye View

JULY 6, 2022

Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. In some cases, it is clear to advisors that it would be inappropriate to try to persuade a client to go against their values.

Clients 171

Clients Asset Allocation Financial Advisor Portfolio 171

Wealth Management

JUNE 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Investments 111

Investments Investing Portfolio Assets 111

Truemind Capital

OCTOBER 11, 2024

If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” For successful investing, one must avoid noise and distractions.

Investments 59

Investments Investing Valuation Portfolio 59

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 117

Assets Investments Investing Portfolio 117

Don Connelly & Associates

APRIL 8, 2024

If it's like the last couple of elections, financial advisors are sure to see some clients wringing their hands over which candidate will win the White House and how that will impact the financial markets and their investments. The post Should FAs Allow Clients’ Political Opinions to Influence Their Investment Decisions?

Clients 52

Clients Investments Investing Financial Advisor 52

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

Assets 99

Assets Clients Marketing Marketing 99

Truemind Capital

JUNE 21, 2024

Lessons to learn to get better value from your wealth manager We onboarded a client with a portfolio of around INR 50 Crores, earlier managed by a big & reputed wealth management company. The portfolio was constructed for retirement purposes with 12 years of investment horizon. What’s wrong with this portfolio?

Wealth Management 69

Wealth Management Management Portfolio Commission 69

Midstream Marketing

OCTOBER 30, 2024

A strong brand identity is key to getting and keeping clients in this tough market. Websites, social media, and SEO offer great opportunities to connect with new clients online. They need to put in more effort to attract prospective clients looking for financial advice. Clients looking for investment advice have many options.

Investment Advisor 52

Investment Advisor Investments Investing Ethics 52

Trade Brains

DECEMBER 13, 2023

Best Anil Kumar Goel Portfolio Stocks : Stock markets generate wealth for anyone who is patient and knows what they are doing. To mark his success in the investing world, He is Anil Kumar Goel, who overcame adversity and perseverance, which paid off in the long run. In September 1992, he invested Rs. Who is Anil Kumar Goel?

Portfolio 59

Portfolio Investments Investing Manufacturing 59

Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households.

Clients 178

Clients Financial Advisor Financial Planning Portfolio Management 178

Sara Grillo

MAY 9, 2022

Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. Direct indexing, once personalized and/or sampled, will result in a portfolio that resembles an index no more than a plate of scrambled eggs does. Nobody is going to want to unwind a portfolio of 500 stocks.

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style. trillion in client assets. billion in 166 diversified investments.

Management 144

Management Investments Investing Portfolio 144

Wealth Management

MARCH 20, 2024

Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor.

Clients 70

Clients Portfolio Marketing Marketing 70

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” While I could give them all the technical information and thought processes behind it, that may not help the client understand. Constructing buildings and portfolios.

Retirement 88

Retirement Clients Investments Investing 88

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 206

Fee Only Portfolio Clients Planning 206

The Big Picture

JULY 10, 2024

Investing Is Hard with Brian Portnoy (July 10, 2024) Why is investing so hard? Portnoy has held senior investment roles throughout the hedge fund and mutual fund industries. TRANSCRIPT Barry Ritholtz : Have you ever wondered why investing is so hard? It turns out that investing is hard for a reason. and numbers.

Investments 144

Investments Investing Numbers Portfolio 144

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 113

Portfolio Clients Education Investing 113

Wealth Management

FEBRUARY 15, 2024

Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.

Investments 120

Investments Investing Portfolio Clients 120

Advisor Perspectives

OCTOBER 18, 2023

There is a growing movement among investors to align their portfolio to their values or belief systems. Advisors can use Direct Indexing products and Separately Managed Accounts to help their clients pursue faith- or values-based investing.

Clients 75

Clients Investments Investing Accounting 75

Wealth Management

SEPTEMBER 20, 2022

These mistruths can bias investment decisions and distort advisor-client relationships.

Investments 112

Investments Investing Portfolio Clients 112

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

Investments 201

Investments Investing Financial Advisor Compensation Planning 201

Nerd's Eye View

MARCH 8, 2023

In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.

Investments 172

Investments Investing Portfolio Economics 172

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 154

Financial Planner Financial Advisor Retirement Clients 154

Advisor Perspectives

OCTOBER 23, 2024

Determining your client’s risk tolerance is a critical first step in constructing a tailored investment portfolio.

Risk Tolerance 59

Risk Tolerance Clients Portfolio Investments 59

Abnormal Returns

SEPTEMBER 9, 2024

(podcasts.apple.com) Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.'

Financial Planner 223

Financial Planner Estate Planning CFP Financial Advice 223

Wealth Management

OCTOBER 6, 2023

Chief investment officers from nine of the largest RIAs reveal how they are tweaking client portfolios in response to the markets, and detail their best investment ideas right now. "Higher-for-longer" interest rates, earnings volatility, multiple expansion.

Investments 113

Investments Investing Portfolio Clients 113