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 218

Financial Planner Communication Electronics Retirement 218

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. Crisil Ltd.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

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 169

Clients Investing Investments Communication 169

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 221

Communication Portfolio Management Clients Tax Planning 221

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 193

Wealth Management Retirement Communication Investment Planning 193

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? But what’s the best way to communicate about the recent market events? Why You Should Communicate During Volatility. Call if they have questions.

Communication 52

Communication Clients Marketing Marketing 52

Abnormal Returns

NOVEMBER 17, 2023

alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. blairbellecurve.com) Lessons learned from a talk with Christopher Davis including 'Effective communication is about building goodwill with the person you are working with.' Concentration How worried should you be by an increasingly concentrated stock market?

Financial Advising 234

Financial Advising Startup Media Communication 234

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 213

Clients Financial Planning Financial Advisor Communication 213

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.,

Financial Advisor 189

Financial Advisor Communication Clients Financial Planning 189

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 186

Financial Planner Asset Allocation Clients Risk Management 186

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 187

Financial Planning Clients Planning Financial Advisor 187

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 200

Financial Planner Financial Advisor Commission Budgeting 200

International College of Financial Planning

MAY 9, 2024

This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients. Modern customer relationship management (CRM) systems also streamline client communications by efficiently tracking interactions and automating routine communications.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. The first step is to decide how many positions you want to hold in the portfolio.

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

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 203

Estate Planning Retirement Communication Financial Planning 203

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 202

Startup Financial Guidance Financial Advising Media 202

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 176

Financial Planning Planning Estate Planning Clients 176

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

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 187

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 187

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

Clients 169

Clients Risk Tolerance Financial Planning Planning 169

The Big Picture

DECEMBER 12, 2022

Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. Blackstone is the world’s largest owner of commercial real estate globally with a $565 billion portfolio and $319 billion in investor capital. Wall Street Journal ). • Gen Z came to ‘slay.’ Washington Post ).

Math 294

Math Economy Communication Economics 294

Nerd's Eye View

MARCH 20, 2024

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client's life, advisors often place special emphasis on this data point when they present a financial plan.

Communication 214

Communication Clients Risk Tolerance Financial Planning 214

Workable Wealth

SEPTEMBER 30, 2020

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. A portfolio is the place where you house and manage your investments. What is it made of and how can you customize it to fit your needs?

Portfolio 52

Portfolio Investing Investments Government 52

Abnormal Returns

AUGUST 8, 2022

Markets Joshua Brown, "2022’s volatility has been incredibly unique for this era – we haven’t seen a plus 20% or minus 10% year for the 60/40 stock-bond portfolio since 1975 up until now." thediff.co) Startups On the value of bring angels onto your cap table with a background in marketing and communications. The consumer is confused.

Startup 130

Startup Financial Advising Communication Media 130

Trade Brains

JANUARY 4, 2024

Fundamental Analysis Of Tanla Platform s: Have you ever thought about who connects you to enterprises and developers for communications or verifications? Today they are among the largest Cloud Communication providers in the world. Tanla’s revenues are derived from its digital platforms and enterprise communications businesses.

Planning 69

Planning Communication Certification Healthcare 69

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication.

Advertising 130

Advertising Portfolio Management Economy Food 130

Abnormal Returns

AUGUST 12, 2022

(mebfaber.com) Justin Carbonneau and Jack Forehand talk with Phil Huber about his approach to portfolio buildling. youtube.com) Bill Brewster talks with Tom Morgan, Director of Content and Communications at The KCP Group, the 'most interesting man in finance.'

Food 130

Food Communication Economics Banking 130

Trade Brains

JULY 17, 2022

Rakesh Jhunjhunwala’s Portfolio: Since his rise in the stock market Rakesh Jhunjhunwala has always shown an attraction towards stocks of the Tata group. Titan turned out to be one of the biggest contributors to the magnate’s portfolio to this date. TATA COMMUNICATIONS (1.1% This earned him over three-times profit.

Portfolio 52

Portfolio Communication Budgeting Investing 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Random Roger's Retirement Planning

SEPTEMBER 9, 2023

Here's a chart from Portfoliovisualizer where Portfolio 1 is the Seven, Portfolio 2 is the Vanguard S&P 500 ETF (VOO) and Portfolio 3 is the Invesco S&P 500 Equal Weight ETF (RSP) all YTD. With the weight to BTAL, Portfolio 3 did outperform in 2022 but by less than 200 basis points against both Portfolios 1 and 2.

Portfolio 74

Portfolio Accounting Communication Education 74

WiserAdvisor

JULY 25, 2023

Portfolio value : The first component that affects you is the portfolio value. The financial advisor is responsible for creating a well-diversified portfolio that generates inflation and risk-adjusted returns for the client. Make a note of their communication skills and interest in the conversation.

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

BlueMind

OCTOBER 25, 2022

When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Good communication is the key to a successful advisor-client relationship. Category: Clients Risk.

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

Nerd's Eye View

APRIL 11, 2023

We also talk about why despite the rising industry trend towards centralized model portfolios managed on a discretionary basis, over 90% of the assets that Thomas and his firm manage are held on a non-discretionary basis, how Thomas has found because he mostly manages non-discretionary assets and has to call clients about every investment recommendation (..)

Financial Advisor 130

Financial Advisor Medical Financial Planning Clients 130

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios. We begin with advice— an in-depth engagement and discovery process to learn exactly how you view the intersection of your values with your portfolio. The goals you express during our discovery process dictate the types of solutions used in your portfolio.

Portfolio 52

Portfolio Clients Investing Investments 52