Wealth Management

MARCH 21, 2024

About 36% of affluent millennials said they’d probably or definitely leave their current firm in the next year, according to a J.P. Power survey.

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Nerd's Eye View

MAY 15, 2025

There is a definitive difference between actual and perceived capability, and young advisors may risk overcompensating by diving too deeply into the granular details of their recommendations.

Financial Planning 225

Financial Planning Planning Communication Clients 225

Trade Brains

AUGUST 21, 2024

Three Stars South Candlestick Pattern – Definition The three stars south candlestick pattern is a three-candlestick pattern that generally indicates the potential end of a downtrend or a trend reversal. The post Three Stars South Candlestick Pattern – Definition And More appeared first on Trade Brains.

Risk Management 98

Risk Management Marketing Marketing Management 98

Wealth Management

OCTOBER 19, 2023

The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.

Budgeting 312

Budgeting 312

Wealth Management

SEPTEMBER 15, 2023

The IAA is urging the SEC to change its "small business" definition to be based on employee headcount instead of assets under management.

Assets 306

Assets Management 306

The Reformed Broker

APRIL 15, 2023

Louis XIV fascinates me, I definitely wa. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world. The post This Week on TRB appeared first on The Reformed Broker.

Food 339

Food 339

Walkner Condon Financial Advisors

OCTOBER 18, 2023

By: Nate Condon The post The Definition of Work-Optional Lifestyle appeared first on Walkner Condon Financial Advisors. People who live a work-optional lifestyle tend to have more flexibility and feel less restrictive than those who simply define themselves as retired. Let’s hope that this trend continues!

Retirement 105

Retirement Financial Advisor Retirement Planning Clients 105

The Reformed Broker

JANUARY 21, 2023

The Knicks lost but we definitely won . That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.

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The Big Picture

SEPTEMBER 2, 2022

This is the reason why a $20 trillion, complex global economy with so many different moving parts cannot rely on an oversimplified and dumbed down definition 1 — like two consecutive quarters of negative GDP. Of course, some people insist on using this definition. The FRED Blog , August 29, 2022. Soft Landing RIP (July 25, 2022).

Manufacturing 324

Manufacturing Economy Economics Sales 324

Wealth Management

NOVEMBER 19, 2024

The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive.

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Nerd's Eye View

NOVEMBER 20, 2024

While this requirement might sound relatively straightforward, the lack of a single definition for what this duty actually requires can make it challenging for advisers seeking to understand precisely what it means to comply with this responsibility.

Fiduciary Duty 244

Fiduciary Duty Clients Commission Accounting 244

Wealth Management

MARCH 9, 2023

Your definition of success must be defined and agreed upon before you set out on a business journey.

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The Big Picture

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. It is all part of the dynamics of risk markets that by definition go up and down. Have a look at the BAML chart above. 2 The current move from 2021 highs is shown in red.

Marketing 336

Marketing Marketing Economics Portfolio 336

Wealth Management

APRIL 24, 2023

Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience.

Management 264

Management Investments Investing 264

Abnormal Returns

OCTOBER 22, 2023

morningstar.com) There is no single definitive model for the term premium. (awealthofcommonsense.com) Just how expensive are the 'Magnificent Seven' stocks? blog.validea.com) Why TIPS now merit 'serious consideration.' wsj.com) Do investors really understand the return profile of options-writing funds?

Marketing 305

Marketing Marketing 305

Abnormal Returns

OCTOBER 31, 2023

insights.finominal.com) Sustainable investing has a definitional problem. (papers.ssrn.com) Research Do stocks really become less risky over the long run? morningstar.com) Active managers don't successfully turn high volatility into alpha. alphaarchitect.com) How environmental conditions affect investing decisions.

Investments 284

Investments Investing Management Marketing 284

Nerd's Eye View

DECEMBER 6, 2023

Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition. Nevertheless, the 'securities' component of the definition has several nuanced exceptions.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

Advisor Perspectives

SEPTEMBER 27, 2023

Too many industry “experts” make value out to be much more elusive and complicated than it is.

Clients 112

Clients 112

The Big Picture

JULY 6, 2024

Tom Walker offers his balanced, professional — and definitely not celebratory — take on the closing of this chapter in British political history. More than that: It’s been thoroughly punished by the British public, reduced to barely 120 seats, the party’s worst result in its history.

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The Reformed Broker

DECEMBER 15, 2022

There’s definitely a cloud hanging over the year to come – we’ve never seen a steeper or faster rate hiking cycle in the last half century and a lot of trends that mad. The post Surviving the Recession – on newsstands now!

Financial Advisor 246

Financial Advisor Banking Marketing Marketing 246

Abnormal Returns

SEPTEMBER 26, 2024

fastcompany.com) Why you should focus on your definition of success, not someone else's. (newsletter.abnormalreturns.com) Mixed media Some employers are getting out of the business of providing their employees health coverage. npr.org) Warren Buffett's children will have a lot of money to give away. hottakes.space)

Financial Advising 273

Financial Advising Media Economy Investments 273

Wealthfront

APRIL 22, 2025

The future is always uncertainthis is true no matter which period of history you look at, and its definitely true right now. Over the last several weeks, financial markets have been volatile because of uncertainty about the impact and extent of tariffs.

Investing 88

Investing Investments Marketing Marketing 88

Abnormal Returns

AUGUST 9, 2022

evidenceinvestor.com) Customized portfolios are by definition more concentrated. (mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. insights.factorresearch.com) Active share doesn't tell us anything about future performance. papers.ssrn.com).

Asset Allocation 240

Asset Allocation Accounting Portfolio Assets 240

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 159

Financial Planner Compliance Commission Retirement 159

The Big Picture

NOVEMBER 5, 2022

He co-authored the definitive book on ETFs, “ A Comprehensive Guide To Exchange-Traded Funds ,” for the CFA Institute. As Managing Director of ETF.com, he was a key participant in the rise of the passive and ETF industry. Previously, he was Was Managing Director at Barclays Global Investors. Edward Chancellor’s authored books.

Valuation 311

Valuation Economy Management Marketing 311

Abnormal Returns

APRIL 2, 2024

By this definition, we’re in the midst of a macroeconomic anxiety attack." (bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face. nytimes.com) The February JOLTS report shows a stable jobs market.

Financial Advising 272

Financial Advising Media Economy Numbers 272

Abnormal Returns

NOVEMBER 23, 2023

nytimes.com) Fossil reconstructions are by definition, man-made. (projects.apnews.com) Drones have disrupted the nature of deep-sea prospecting. bloomberg.com) CTE isn't just an issue for professional football players. undark.org) Little was known about the Canada jay until Dan Strickland came along. npr.org)

Food 271

Food Consulting Marketing Marketing 271

The Big Picture

JULY 22, 2022

I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain. By definition, they cannot be wrong – only better or worse than expected. What can be wrong?

Executive Compensation 352

Executive Compensation Government Marketing Marketing 352

The Big Picture

MAY 4, 2023

If you are a wages & labor nerd, definitely go check out the entire piece. When we reduce selection and attenuation biases—by excluding areas with local minimum wages and high-wage counties—we find large, significant positive employment effects. Previously : Why Aren’t There Enough Workers?

Food 364

Food Economy Retail Retirement 364

Abnormal Returns

JUNE 2, 2023

open.spotify.com) Russ Roberts talks with Luca Dellana author of "Ergodicity: Definition, Examples, And Implications, As Simple As Possible." (open.spotify.com) Non-finance Brian Koppelman talks with Seth Godin author of the new book "The Song of Significance: A New Manifesto for Teams." econtalk.org) Preet Bharara.

Portfolio Management 272

Portfolio Management Management Numbers Portfolio 272

Abnormal Returns

FEBRUARY 7, 2024

moontower.substack.com) Finance The SEC has expanded its definition of who is a 'securities dealer.' Strategy In the long run, fundamentals matter. albertbridgecapital.com) Some classic investing lessons from Ed Thorp. wsj.com) Incentives matter when it comes to capital providers. chudson.substack.com) Where corporations are borrowing.

Financial Advising 259

Financial Advising Media Retirement Assets 259

The Big Picture

SEPTEMBER 22, 2022

The entire 72-page PDF is definitely worth checking out… Previously : Wealth Distribution Analysis (July 18, 2019). Much of the media focused on a silly number – a forecast of the number of global millionaires by 2026 at >87 million from 62 million in 2021 – a gain of ~40%. Wealth Distribution in America (April 11, 2019).

Distribution 331

Distribution Numbers Media Investments 331

Calculated Risk

AUGUST 7, 2022

As such, it doesn’t provide definitive evidence regarding the state of the overall economy. Graphs and excerpts reprinted with permission. Rail traffic in July was evenly balanced between commodities with carload gains and those with declines.

Economy 245

Economy 245

The Big Picture

MARCH 1, 2023

I mentioned how much fun it was to get back on stage , but it definitely took a while to settle into a groove. I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month.

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Abnormal Returns

FEBRUARY 1, 2024

sports.yahoo.com) The Vision Pro The Vision Pro is definitely a first gen device. (wsj.com) Finance More banks are marking down the value of U.S. office loans. marketwatch.com) Amer Sports ($AS) is now public. spyglass.org) Augmented reality looks to be the future of computing. vanityfair.com) A round up of Vision Pro reviews.

Financial Advising 283

Financial Advising Taxes Manufacturing Media 283

Abnormal Returns

SEPTEMBER 1, 2023

calculatedriskblog.com) The job market is definitely slowing. (ft.com) Lessons from the mutual fund trading scandal, 20 years on. morningstar.com) Economy The August NFP showed continued growth and a 3.8% unemployment rate. bonddad.blogspot.com) The Fed is done. ritholtz.com) Seven economic myths including that the consumer is 'tapped out.'

Financial Advising 261

Financial Advising Advertising Economy Retail 261

Abnormal Returns

DECEMBER 14, 2022

morningstar.com) Rest Khe Hy, "We’ve completely abandoned the concept of leisure and rest – because they are, by definition, unproductive." (peterlazaroff.com) Dan Kemp and Ollie Smith talk with Joe Wiggins author of the new book "The Intelligent Fund Investor." radreads.co) Rest is doing something that will not move your goals forward.

Investing 245

Investing Investments Retirement Planning Banking 245