Abnormal Returns

MARCH 18, 2024

(wiredplanning.com) Ben Johnson and Julie Willoughby talk with Tony Davidow who is a senior alternative investment strategist for the Franklin Templeton Institute. riabiz.com) When do you need to register as an investment adviser? investmentnews.com) How home buying is going to change with the upheaval of realtor commissions.

Wealth Management 217

Wealth Management Commission Management Clients 217

Nerd's Eye View

DECEMBER 7, 2022

For investment advisers looking to attract prospective clients, advertising the performance of their investment strategies would be a logical way to market their services (at least if they had strong historical returns!). Two final prohibitions under the Marketing Rule include restrictions on the use of predecessor performance (e.g.,

Advertising 219

Advertising Investing Investments Marketing 219

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

Calculated Risk

APRIL 29, 2024

The BEA reported that investment in non-residential structures decreased at a 0.1% The first graph shows investment in offices, malls and lodging as a percent of GDP. Investment in offices (blue) increased slightly in Q1 and was up 4.1% And the office vacancy rate is at a record high, and this will hold down office investment.

Commission 103

Commission Manufacturing Investing Investments 103

The Big Picture

MAY 9, 2024

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.

Media 334

Media Taxes Math Investing 334

Nerd's Eye View

OCTOBER 25, 2023

There is a general understanding that investment advisers have a fiduciary relationship with their clients – in other words, that they are required to act in the client's best interests. These 3 components in practice make up a core part of the adviser's fiduciary duty to their clients.

Fiduciary Duty 227

Fiduciary Duty Commission Clients Accounting 227

Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

Investing 119

Investing Investments Accounting Commission 119

Abnormal Returns

MARCH 20, 2024

youtube.com) Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach. peterlazaroff.com) Investing There's no magic rule for asset allocation. wsj.com) Personal finance Compounding your investments is great, but at some point you need to spend it. stock market has held up.

Asset Allocation 227

Asset Allocation Retirement Commission Taxes 227

Calculated Risk

JULY 28, 2022

Note: The second graph - residential investment as a percent of GDP - is useful in predicting a Fed induced recession. The graph below shows the contribution to GDP from residential investment, equipment and software, and nonresidential structures (3 quarter trailing average). Residential investment (RI) decreased at a 14.0%

Investing 140

Investing Investments Government Commission 140

Truemind Capital

APRIL 12, 2024

Regular plans are sold by distributors/agents who receive commissions of up to 1.75%/annum (on a monthly payout basis), till your investments are outstanding. Direct plans are recommended by SEBI Registered Investment Advisers (RIAs). This is reflected in the returns. returns, a difference of 1.50%/annum.

Planning 105

Planning Commission Management Investing 105

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner 236

Financial Planner Fee Only Commission Retirement Planning 236

Good Financial Cents

FEBRUARY 24, 2023

With most investing apps now offering commission-free trading, online brokers must find more creative ways to stand out. Webull , on the other hand, tries to place the focus on the customer by offering free stocks , fractional share investing, a user-friendly trading platform, extended hours trading, and 24/7 support.

Investing 95

Investing Investments Commission Accounting 95

Wealth Management

MARCH 18, 2024

The commission accused Global Predictions and Delphia of “AI washing,” making misleading claims about how they each used artificial intelligence in managing investments.

Commission 114

Commission Management Investing Investments 114

Ron A. Rhodes

MARCH 18, 2023

While the SEC has provided an interpretative release [SEC Release IA-5248, Commission Interpretation Regarding Standard of Conduct for Investment Advisers (July 12, 2019)] regarding the fiduciary duties of investment advisers,…

Fiduciary Duty 69

Fiduciary Duty Commission Investing Investments 69

Wealthfront

MARCH 1, 2023

Today, we’re thrilled to announce Wealthfront is expanding into stock investing to serve a broader set of our clients’ investing needs. Our Stock Investing Account has all of the features you’d expect from a stock trading app including fractional shares, zero commissions, and a $1 minimum.

Investing 52

Investing Investments Commission Accounting 52

Calculated Risk

JANUARY 29, 2024

The BEA reported that investment in non-residential structures increased at a 3.2% Investment in petroleum and natural gas structures increased in Q4 compared to Q3 and was up 5% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q4. Click on graph for larger image.

Commission 107

Commission Manufacturing Investing Investments 107

Good Financial Cents

JULY 6, 2023

You have to invest your money if you want it to start growing to its full potential. Also know that most “regular people” who’ve built real wealth started with small sums, kept on investing, and watched as their money snowballed from there. But, how do you do that if you only have $100 to get started? Ads by Money.

Investing 98

Investing Investments Accounting Certification 98

Calculated Risk

JANUARY 26, 2023

Note: The first two graphs - Investment Contributions and Residential Investment as a percent of GDP - are useful in predicting Fed induced recessions. The graph below shows the contribution to GDP from residential investment, equipment and software, and nonresidential structures (3 quarter trailing average). annual rate in Q4.

Investing 87

Investing Investments Government Commission 87

The Big Picture

MAY 26, 2024

One reason the private-market sector is shifting to private wealth is institutional appetite for alternative investments has weakened, and major fund managers need new sources of capital.

Commission 154

Commission Management Government Retirement 154

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Wealth Management 80

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Trade Brains

JUNE 27, 2023

Best Investment Apps in India : Since 2020’s sudden growth spurt in demat accounts in India, the interest in stocks, trading, and investing hasn’t simmered. Smartphones, faster internet, and online trading and investing accounts have made it that much easier to trade and invest. Direct IPO application through Kite.

Investing 52

Investing Investments Startup Commission 52

Nerd's Eye View

MAY 10, 2024

billion (thanks to expected reductions in commissions and the embedded costs in these annuities). could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 Read More.

Financial Planner 225

Financial Planner Retirement Planning Retirement Valuation 225

Calculated Risk

JULY 29, 2022

The BEA reported that investment in non-residential structures decreased at a 11.7% Investment in petroleum and natural gas structures increased in Q2 compared to Q1 and was up 31% year-over-year. The first graph shows investment in offices, malls and lodging as a percent of GDP. annual pace in Q2. year-over-year.

Commission 145

Commission Manufacturing Investing Investments 145

Good Financial Cents

APRIL 26, 2023

Investing well is about balancing risk and reward. The unprecedented challenges facing the world economy have many savers looking to reduce their exposure to risky investments and move towards those with lower risk. The Top 15 Best Low-Risk Investments With The Highest Returns: Zero Risk Investments Seriously, this is free money.

Investing 98

Investing Investments Insurance Certification 98

Good Financial Cents

MARCH 28, 2023

As a financial planner, I get a lot of concerned questions from my clients regarding their investments. This is a great question because many people don’t know their investments have protection in the first place, or they’re misinformed about what the protection actually covers. Not all investments are eligible for SIPC protection.

Investing 83

Investing Investments Insurance Accounting 83

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 235

Financial Planner Communication Electronics Retirement 235

Good Financial Cents

MARCH 20, 2023

When at the point of wondering how to invest $200,000, that’s definitely a good sign. After all, having this amount to invest means you’re on the fast path to building long-term wealth. But, how much can you end up with if you invest $200,000 wisely, today? Table of Contents How to Invest $200,000 Starting Today 1.

Investing 98

Investing Investments Risk Tolerance Retirement 98

Calculated Risk

JANUARY 3, 2024

Today, in the Real Estate Newsletter: Question #8 for 2024: How much will Residential investment change in 2024? 8) Residential Investment: Residential investment (RI) was slightly negative through the first three quarters of 2023 as the housing market appeared to bottom. How about housing starts and new home sales in 2024?

Sales 66

Sales Investing Investments Commission 66

Random Roger's Retirement Planning

APRIL 21, 2024

The commissions on annuities are usually enormous. I've mentioned a couple of times that investment products that annuitize income streams are very likely to improve to the point of making more sense than annuities as insurance products. The intent is to help people from getting conflicted advice. and $105.00.

Investing 49

Investing Investments Retirement Insurance 49

Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 221

Financial Planner Financial Advisor Commission Budgeting 221

Good Financial Cents

JUNE 25, 2023

That makes it very different from the US dollar, and it comes with unique risks that could make Bitcoin a good or bad investment, depending on your unique investment goals. If you’re looking into cryptocurrency for the first time, you may be wondering, “can I start by investing $100 in Bitcoin?”

Investing 75

Investing Investments Accounting Commission 75

Envision Wealth Planning

MARCH 17, 2022

are paid through a commission. Who is a Fiduciary Investment Adviser Representative? By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. The Chartered Financial Analyst or CFA is considered the premier investment designation.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

Validea

NOVEMBER 15, 2023

But today’s investor, mostly due to structural efficiencies, technology, fees, optionality and tools, resources and investing education, is probably better off than ever before. Firms like Robinhood were embraced by millions of new investors, and the zero-commission trend is now the standard among major online brokerages in the U.S.

Commission 115

Commission Education Portfolio Assets 115

Nerd's Eye View

MAY 22, 2024

Which can allow companies to protect the 'investments ' they have made in their employees and maintain continuity amongst their staff.

Financial Advice 207

Financial Advice Commission Clients Financial Advisor 207

Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

Investing 84

Investing Investments Education Accounting 84

Good Financial Cents

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Yieldstreet Alternatives.

Assets 93

Assets Investing Investments Accounting 93