Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

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Financial Planner Communication Electronics Retirement 225

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." (investmentnews.com) Advisers Why private equity hasn't tired of investing in wealth management firms yet.

Wealth Management 185

Wealth Management Retirement Communication Investment Planning 185

Investment Writing

SEPTEMBER 5, 2023

Commentary about portfolio performance is part of every investment manager’s communications. It can consist of a single line giving portfolio returns. In this article, I review portfolio performance reports’ common components. In this article, I review portfolio performance reports’ common components.

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Portfolio Clients Management Investing 52

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 228

Communication Portfolio Management Clients Tax Planning 228

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Trade Brains

JULY 30, 2022

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. of Rekha Jhunjhunwala’s portfolio.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio.

Portfolio 52

Portfolio Investing Investments Government 52

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING. Tue, 09/06/2022 - 10:17.

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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).

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Investing Investments Accounting Commission 119

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

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Financial Planner Asset Allocation Clients Risk Management 194

Indigo Marketing Agency

JANUARY 25, 2022

Investors are worried about their portfolios and their purchasing power. But as a financial advisor, how should you communicate with your clients about market volatility? As a financial advisor, you know that market declines are a normal part of investing. Why You Should Communicate During Volatility.

Communication 52

Communication Clients Marketing Marketing 52

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 208

Financial Planner Financial Advisor Commission Budgeting 208

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) SVB failed in its communication strategy. news.crunchbase.com) Y Combinator is getting out of the business of late state investing.

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Startup Financial Guidance Financial Advising Media 189

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. Crisis Communications 101. As seen in Family Wealth Report. Here’s how. Step One – Take the Temperature .

Communication 52

Communication Clients Planning Financial Services 52

Nerd's Eye View

DECEMBER 14, 2023

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards delve into Carl's latest project – the "50 Fires" podcast. While conversations between financial advisors and their clients often focus on the quantitative aspects of a client's financial life (e.g.,

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Financial Advisor Communication Clients Financial Planning 197

The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Investing Investments Clients Management 130

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 195

Financial Planning Clients Planning Financial Advisor 195

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?

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Clients Investing Investments Financial Advisor 52

Nerd's Eye View

MAY 8, 2024

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?"). Measuring a client's tolerance for risk is an essential (and required!)

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Clients Risk Tolerance Financial Planning Planning 229

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investing 52

Investing Investments Portfolio Management Portfolio 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. Before we move forward to know the differences, let’s understand what asset management and investment management is.

Management 52

Management Assets Investing Investments 52

International College of Financial Planning

JUNE 14, 2023

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. Investment advice can be delivered online or offline channels.

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Investment Advisor Investing Investments Certification 52

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process.

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Financial Advisor Insurance Coverage Charitable Planning Estate Planning 195

Nerd's Eye View

NOVEMBER 21, 2022

Which means that on any given workday, advisors might find themselves reviewing one client’s portfolio and another’s estate plan in the morning, and having a meeting with a third client later in the afternoon.

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Financial Planning Planning Estate Planning Clients 183

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?” Constructing buildings and portfolios. A retirement investment portfolio is like owning an apartment building. Yet for many years I struggled to find a good analogy for my clients.

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Retirement Clients Investing Investments 83

Nerd's Eye View

MAY 10, 2024

Read More.

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Financial Planner Retirement Planning Retirement Valuation 213

Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Diversification is a risk management strategy that seeks to ensure your portfolio isn’t over- or underexposed in a certain area. Let’s jump in. Diversification.

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Investing Investments Asset Allocation Risk Tolerance 52

Brown Advisory

FEBRUARY 26, 2021

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Brown Advisory

FEBRUARY 26, 2021

Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios. Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. Read more >.

Portfolio 52

Portfolio Nonprofit Taxes Investing 52

Good Financial Cents

NOVEMBER 14, 2022

Whether you’re a newbie or a seasoned investor, you’ve probably heard these words from a friend or family member who invests in the S&P 500: “Just buy an index fund.”. But does it make sense for ALL investors to invest in the S&P 500? What if you’re not 100% comfortable investing all your money in the stock market?

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Investing Investments Risk Tolerance Portfolio 64

Good Financial Cents

JULY 26, 2022

With the stock market being so volatile as of late, it’s no wonder people are worried about their investments. However, there are still some good investments out there that can help you hedge against inflation and make a profit. Inflation can also have an impact on investments. What to Invest in During High Inflation?

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

Trade Brains

NOVEMBER 23, 2023

Its subsidiary, Tata Communications, controls about 30% of the world’s internet routes. Tata Communications, previously known as Videsh Sanchar Nigam Limited (VSNL), represents over 300 companies from the Fortune 500. So, who is that company? It’s none other than Tata Group. Pretty amazing, right? of the world’s GDP.

Communication 59

Communication Media Engineering Portfolio 59

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

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WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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Financial Advisor Risk Tolerance Communication Taxes 52