Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 144

Wealth Management Marketing Marketing Tax Planning 144

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

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 242

Clients Investments Investing Communication 242

Nerd's Eye View

APRIL 16, 2025

The current environment also presents an opportunity for advisors to emphasize the benefits of diversification – how it has helped protect client portfolios from the worst of recent market declines while still allowing them to participate in market gains.

Clients 228

Clients Financial Planning Financial Advice Portfolio 228

Abnormal Returns

JANUARY 3, 2025

Business Matt Reustle talks with Jonathan Eng a Portfolio Manager at Causeway Capital Management about luxury goods maker Kering. pushkin.fm) Brett McKay talks with Todd Rogers author of "Writing for Busy Readers: Communicate More Effectively in the Real World." puck.news)

Portfolio Management 144

Portfolio Management Communication Portfolio Management 144

Abnormal Returns

JULY 22, 2024

fastcompany.com) Advisers Off-channel communications surpassed marketing as the leading compliance concern for RIAs. kitces.com) Despite the hype, alternatives are a small part of adviser portfolios. (fa-mag.com) (thinkadvisor.com) Why staggered retirements make a lot of sense.

Compliance 261

Compliance Retirement Communication Consulting 261

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients 233

Clients Marketing Marketing Financial Planning 233

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals.

Clients 233

Clients Marketing Marketing Financial Planning 233

The Big Picture

MARCH 20, 2025

Whats fun is that while Ritholtz is preaching a very conservative investing style, his own style of writing and communicating ideas is anything but. Plainly a fan of movies, music and books, Ritholtz makes a powerful case against individual stock portfolio building via the classic William Goldman line about Hollywood: no one knows anything.

Investments 147

Investments Investing Communication Retirement 147

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 182

Financial Planner CFP Financial Advisor Retirement 182

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 246

Communication Portfolio Management Clients Startup 246

Nerd's Eye View

AUGUST 30, 2024

Also in industry news this week: While many pre-retirees feel unprepared for retirement, longitudinal survey data suggest most will end up living a comfortable retirement, suggesting a role for financial advisors to show them projections of what their retirement could actually look like According to a recent survey, high-net-worth individuals are largely (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

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) How direct indexing can be used in bond portfolios. msn.com) Why follow-up questions are crucial in financial planning. thinkadvisor.com)

Wealth Management 257

Wealth Management Retirement Communication Investment Planning 257

The Big Picture

NOVEMBER 28, 2024

The Plain Simple Life ) • Buffett’s Life Advice May Be More Valuable Than His Portfolio : The Oracle of Omaha’s latest letter shares his insight on how to leave behind a strong family and a lasting legacy. His research focuses on cultural influences on styles of cognition, communication & collaboration. Can we come to dinner?

Communication 130

Communication Food Government Portfolio 130

Nerd's Eye View

JULY 26, 2024

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Communication 130

Communication Clients Financial Planning Financial Advisor 130

Nerd's Eye View

APRIL 29, 2025

So, whether you're interested in learning about building a sustainable next-gen service offering, effectively setting (and communicating) a minimum fee to ensure profitability, or marketing through content creation, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Gideon Drucker.

Clients 130

Clients Financial Advisor Planning Assets 130

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.

Financial Planner 246

Financial Planner Retirement Communication Retirement Planning 246

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. disciplinefunds.com) The Fed's communication regime is a mess. Rates Allan Sloan, "Don’t fall in love with your money fund." barrons.com) You likely don't need a long-term bond fund. wsj.com) Strategy The market's most important lessons have to be experienced.

Financial Advising 274

Financial Advising Taxes Communication Manufacturing 274

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. riabiz.com) Advisers Santiago Burridge, "You can’t have a relationship with a portfolio or an algorithm." wiredplanning.com) Daniel Crosby talks with Emily Koochel about defining and seeking financial wellness.

Estate Planning 245

Estate Planning Retirement Communication Banking 245

Abnormal Returns

MARCH 14, 2023

(theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) SVB failed in its communication strategy. ft.com) Social media will change any future financial crisis. theatlantic.com) Josh and Michael talk SVB with Samir Kaji who is CEO and co-founder of Allocate.

Startup 244

Startup Financial Guidance Financial Advising Banking 244

Nerd's Eye View

OCTOBER 5, 2023

For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement.

Clients 246

Clients Financial Planning Communication Financial Advisor 246

Nerd's Eye View

NOVEMBER 14, 2023

In this episode, we talk in-depth about why Eric intentionally built his Financial Prosperity Index to cover 100 different questions where the client is scored across 9 different domains and then receives an aggregate weighted score and a letter grade (with identified areas of improvement to lift their grade higher), why Eric has found that even prospective (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

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.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Trade Brains

SEPTEMBER 17, 2023

Newgen is the market leading supplier of a unified digital transformation platform with native process automation, content services, and communication management capabilities. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis! Market Cap (Cr.) EPS (TTM) 26.77 Stock P/E (TTM) 32.76 Holding Value 212.8

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Financial Planner 246

Financial Planner Financial Advisor Commission Budgeting 246

Validea

DECEMBER 5, 2024

Andrew, who manages over a billion dollars in assets, shares valuable insights on why managed futures remain underutilized despite their proven benefits for portfolio diversification.

Management 59

Management Communication Portfolio Investing 59

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 (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job. Remember, markets move.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Wealth Management

JUNE 12, 2025

John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat. Infrastructure includes communications, data centers, utilities, satellites, transportation and energy pipelines. She’s also a big believer of active in real estate and preferred securities.

Assets 157

Assets Management Wealth Management Risk Management 157

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Validea

JUNE 6, 2025

But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays – they’re momentum leaders too. Top 5 Breakout Stocks in Berkshire Hathaway’s Portfolio 1. Charter Communications (CHTR) 12M Relative Strength: 84 P/E Ratio: 10.9 Verisign (VRSN) 12M Relative Strength: 87 P/E Ratio: 34.0

Portfolio 52

Portfolio Financial Services Valuation Communication 52

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.

Management 83

Management Taxes Estate Planning Asset Allocation 83