Inside Information

FEBRUARY 1, 2024

I remember when software was first introduced into the financial planning space, first as a spreadsheet called Visicalc, later Lotus 123, then Excel, and some financial planning calculators were built on top of them that looked a lot like the planning programs of today. What was the reaction? Is this going to replace us?

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Are commissions bad? Macchia says that agents would be happy to take even a small commission. Sara’s upshot.

Insurance 59

Insurance Financial Advisor Retirement License 59

Harness Wealth

JUNE 1, 2023

Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Sara Grillo

APRIL 11, 2022

Saving investors from the “Humpty Dumpty portfolio” Rick has delivered a high value service to investors by decluttering the “Humpty Dumpty portfolios” made by other advisors creating “complexity for the sake of job security.” I was managing their money in. CFA designation, correct.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. New Retirement also lets you create a free account, which comes with an overview of your finances, a retirement planning dashboard, and other perks.

Investing 109

Investing Investments Marketing Marketing 109

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52