Abnormal Returns

JULY 14, 2025

Podcasts Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. billion valuation. kindnessfp.com) A child's wedding is a good time to check in with a client. wealthmanagement.com) Bank of New York Mellon Corp. ($BK)

Wealth Management 147

Wealth Management Financial Planner Valuation Communication 147

Nerd's Eye View

JANUARY 3, 2025

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 (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. Mergers and partnerships between RIAs and tax firms have moved beyond sharing client referrals to bringing the practices into one firm or relationship.

Accounting 262

Accounting Taxes Estate Planning Wealth Management 262

Wealth Management

JUNE 10, 2025

Ask: • Am I serving the types of clients I enjoy working with most? • Are you on track regarding revenue, AUM, new clients, and team development? Is your brand aligned with the clients you want to attract? Reconnect with Your “Why” When business is moving fast, losing sight of purpose is easy.

Wealth Management 239

Wealth Management Financial Advisor Recruitment Management 239

The Big Picture

OCTOBER 30, 2024

The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade. Let’s bring in Meb Faber founder and CIO of Cambria. So Meb, let’s start with the basics.

Valuation 144

Valuation Investing Investments Numbers 144

Abnormal Returns

DECEMBER 3, 2024

techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. theverge.com) Fidelity marked up its valuation of X. abnormalreturns.com) Adviser links: loving clients' problems. (wsj.com) Meta ($META) is reportedly investing $10 billion in subsea cables. Well, you should.

Math 147

Math Valuation Startup Economy 147

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 162

Financial Planner Compliance Commission Retirement 162

The Big Picture

APRIL 17, 2025

The article suggests they were more interested in their own financial well-being than that of their clients. My advice was not based on fear of a bubble or the (over)valuation of Yahoo; rather, I suggested employing a regret minimization framework.2 The Latin phrase Res ipsa loquitur comes to mind: The thing speaks for itself.

Investments 264

Investments Investing Accounting Startup 264

Steve Sanduski

JUNE 3, 2025

In a nutshell: RIA valuations are high. ’ How about client experience? The post David DeVoe on the State of RIA M&A and How to Maximize Your Firms Valuation appeared first on Steve Sanduski. Private equity is everywhere. Industry consolidation is accelerating. ‘Okay, you got me there. ‘Yes.

Valuation 52

Valuation Consulting Compliance Education 52

Wealth Management

JULY 23, 2025

Going from a privately held, smaller boutique investment firm to a large publicly traded company, when we think about what our clients’ experience was going to be, what our team’s experience was going to be, there were a lot of unknowns.” Today, they serve about 150 clients, including high-net-worth individuals, families and business owners.

Estate Planning 159

Estate Planning Wealth Management Valuation Planning 159

The Big Picture

MAY 1, 2025

I wrote two posts recently based on what clients where asking. I looked at Recession, Profits, Valuations, US Dollar, Geopolitics, Market crashes. Are the fears many people have about us entering into a recession overblown? So the follow up was: 7 Increasing Probabilities of Error.

Retirement 184

Retirement Numbers Investing Investments 184

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. So, what can advisors do to ensure a successful client transition from one generation to the next? But is that fair?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Steve Sanduski

FEBRUARY 18, 2025

But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Things such as valuation, insurance, storage, and the succession plan.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

The Big Picture

JULY 1, 2025

There’s interesting clients, there’s quite a lot of us partners there. I mean, I was in Zurich, but I was serving a lot of the European clients. But then it’s up to the client to implement it. So Bain does a lot of due diligence for private equity clients. Why don’t you go to Zurich, for example?

Investments 144

Investments Investing Consulting Insurance 144

Steve Sanduski

JANUARY 22, 2025

We dive into their approach to scaling through acquisitions, the importance of organic growth, and how they’re investing in their team to create a company culture that prioritizes innovation, client success, and career development. Gary and Mike’s approach to acquisitions, from valuation through integration.

Wealth Management 52

Wealth Management Management Clients Valuation 52

The Big Picture

NOVEMBER 26, 2024

His firm runs over $10 billion in client crypto assets. He is the chief investment officer at Bitwise Asset Management, the firm manages over 10 billion in client assets in crypto. Bitcoin’s valuation technique is different from other crypto assets like Ethereum. Let’s start with just the basics, Matt.

Investments 144

Investments Investing Assets Retail 144

Harness Wealth

APRIL 30, 2025

They receive copies of W-2s from employers, 1099s from clients, and other income-reporting documents. The IRS carefully scrutinizes these deductions to ensure compliance with strict valuation and documentation requirements. When your reported income doesn’t align with these third-party sources, it creates a discrepancy.

Compliance 52

Compliance Taxes Accounting Assets 52

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Tech Selloff: The Magnificent Seven are now in correction territory after leading gains for two years.

Marketing 52

Marketing Marketing Economics Taxes 52

Nationwide Financial

AUGUST 7, 2024

Valuations : The S&P 500’s forward price-to-earnings ratio (P/E) is currently at 20.8, Cycle Watch offers valuable insights to enhance client conversations on market shifts and economic trends. above its 10-year average of 17.9x. The MSCI EAFE® Index is potentially more attractively valued at 13.8x

Economics 52

Economics Economy Valuation Retail 52

Trade Brains

JUNE 22, 2025

crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. crore, highlighting strong business performance relative to valuation. It operates through multiple offices and serves over 3,500 clients with a workforce of lakhs of associates.

Valuation 59

Valuation Marketing Marketing Recruitment 59

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. And as a result, I got hired away by one of Anderson’s clients, which was Aetna.

Management 130

Management Assets Portfolio Insurance 130

Nerd's Eye View

JULY 2, 2025

In this guest post, James Liu, CEO and founder of Clearnomics, offers an analysis of nine key questions that could be relevant for upcoming client conversations, from the potential economic and market impact of tariffs to the Federal Reserve's views on interest rates and their future direction. While the U.S. So far, though, the U.S.

Clients 147

Clients Marketing Marketing Valuation 147

Truemind Capital

JANUARY 10, 2025

During this recent correction, none of our clients reached out to us with concerns. Because our client’s portfolios declined much less than the correction in the markets. Naturally, at some point, markets course-correct and that leads to heartburn. They understand what to expect from investments.

Marketing 52

Marketing Marketing Asset Allocation Portfolio 52

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Main Fundamental Drivers of the Market Will earnings continue to grow?

Marketing 40

Marketing Marketing Economy Taxes 40

Truemind Capital

JULY 18, 2025

Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. We are advising clients to avoid fresh property purchases at this stage. We remain cautiously optimistic as supply-side pressures in equity markets are rising again and pose a key risk for equity returns.

Financial Market 52

Financial Market Marketing Marketing Portfolio 52

Harness Wealth

FEBRUARY 4, 2025

Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Eligibility: Typically requires accredited investor or qualified client status due to regulatory restrictions. Their valuations can be uncertain since they are not traded on public markets.

Taxes 52

Taxes Investments Investing Startup 52

The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And one of the common conversations is, I have a client, he’s got millions of dollars invested. We can’t get him to spend money.

Investments 144

Investments Investing Retirement Management 144

Trade Brains

JULY 24, 2025

Vanguard is renowned for its client-first approach and emphasis on long-term, diversified investment strategies across global markets.As Vanguard Fund is one of the world’s largest investment management firms, known for its low-cost mutual funds and exchange-traded funds (ETFs). percent as compared to the previous closing price.

Investments 52

Investments Investing Financial Services Manufacturing 52

Abnormal Returns

JANUARY 13, 2025

riabiz.com) Advisers Clients are going to assess "success rates" from a Monte Carlo simulation differently. thinkadvisor.com) How technology is helping advisers do their real job - helping clients. advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Investing Caffeine

DECEMBER 2, 2024

Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% Time will tell. per year) because of the -20% hit on stocks during 2022. Source: Yardeni.com As always, the future is uncertain, and risks abound for next year.

Marketing 52

Marketing Marketing Valuation Economics 52

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management 141

Wealth Management Retirement Planning Assets 141

The Big Picture

APRIL 8, 2025

I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad. All the clients were getting proprietary Sanford Bernstein asset Management product. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

My biggest client turned out to be the Merrill Lynch Investment Strategy Group. Went back and got my MBA, and after a while, without sounding stupid about this, realized I was a, I knew more about this stuff than many of my clients did. But the heart of the firm was still on the private client side for any number of strategic reasons.

Numbers 144

Numbers Investments Investing Economics 144

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3% for the week and 32.3%

Marketing 40

Marketing Marketing Economics Taxes 40

Random Roger's Retirement Planning

NOVEMBER 26, 2024

Valuation as a tool for timing anything has a lousy track record. Obviously there are no absolutes on this point, client and personal holding BLNDX as one example, but always explore the simpler path when there is one. I saw a reference to HELO being identical to Simplify Hedged Equity (HEQT).

Assets 52

Assets Valuation Taxes Portfolio 52

The Big Picture

MAY 20, 2025

Tell us about the mutual funds in ETFs you run on behalf of Bridgeways clients. 00:27:25 [Speaker Changed] Sometimes I get into conversation with a prospective client and you might hear something like, you know, it sounds like you’re good guys, you know, you’re philanthropically geared and you get awards is a great place to work.

Management 130

Management Numbers Transportation Accounting 130

FMG

MAY 14, 2025

An excellent financial advisor website makes all the difference in connecting with a potential client. This is a brilliant way to target next-generation clients with a built-in client retention plan. The advisor website also includes a What Our Clients Say About Us page that takes a unique approach to client testimonials.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52