Nerd's Eye View

DECEMBER 18, 2023

As 2023 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd's Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). We recognize (and appreciate!) that this blog – its articles and podcasts – is a regular habit for tens of thousands of advisors, but that not everyone has the time or opportunity to read every blog post or listen to every podcast that is

Financial Advisor 231

Financial Advisor Numbers 231

Abnormal Returns

DECEMBER 18, 2023

Podcasts Daniel Crosby talks wealth confidence with Anthony Damtsis who is Deputy Head of Behavioral Finance at TD Wealth. (standarddeviationspod.com) Thomas Kopelman talks planning for people planning to move outside the U.S. with Jack Thomas. (podcasts.apple.com) The biz What is the endgame for Betterment? (citywire.com) After some false starts, Apex Fintech, the clearing firm, filed for an IPO.

Retirement 231

Retirement Accounting Planning Clients 231

The Big Picture

DECEMBER 18, 2023

Love this giant chart! You can order one at Investments Illustrated The post 2023: The Big Picture appeared first on The Big Picture.

Investing 269

Investing Investments Marketing Marketing 269

Abnormal Returns

DECEMBER 18, 2023

Markets The VIX is at its lowest level since the onset of the pandemic. (axios.com) Junky stocks have benefited greatly from the recent rally. (ft.com) Here are some more signs of market strength. (allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. (awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened.

Financial Advising 220

Financial Advising Startup Media Government 220

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Wealth Management

DECEMBER 18, 2023

CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.

Financial Advisor 114

Financial Advisor 114

Advisor Perspectives

DECEMBER 18, 2023

Investors were pleased about the Federal Reserve’s latest policy announcement — perhaps a touch more so than Chair Jerome Powell and his colleagues might wish.

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Wealth Management

DECEMBER 18, 2023

The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.

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Assets 116

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year. From RIA compliance best practices to using behavioral marketing tactics to get more clients, this list is loaded with one helpful resource after another to send you into 2024.

Financial Advisor 100

Financial Advisor Compliance Clients Marketing 100

Integrity Financial Planning

DECEMBER 18, 2023

One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Stick to a Well-Constructed Plan Having a well-defined blueprint for your retirement plan, which considers your budget and expected expenditures, is crucial.

Retirement 97

Retirement Retirement Planning Planning Financial Planning 97

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Carson Wealth

DECEMBER 18, 2023

The Inflation Problem is Easing, and the Fed’s Likely Going to Cut Rates The Federal Reserve recognized strong progress on inflation at its most recent policy meeting. Yields plummeted and equities rallied following the Fed’s announcement. Rate-cut expectations have risen substantially, including by the Fed. Over the next five years, we continue to favor U.S. equities, potentially supported by a virtuous productivity cycle.

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Marketing Marketing Economy Investing 96

Wealth Management

DECEMBER 18, 2023

In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations.

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Cornerstone Financial Advisory

DECEMBER 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index picked up 2.85% for the week.

Marketing 96

Marketing Marketing Taxes Economics 96

Advisor Perspectives

DECEMBER 18, 2023

Trying to outperform the market by timing exits (just before the bear awakens from its hibernation) and entries (as the bull enters the arena) is a fool’s errand.

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Marketing Marketing 126

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Wealth Management

DECEMBER 18, 2023

Wealthspire's Mike LaMena discusses his journey, his firm's offerings and multi-generational planning.

Clients 106

Clients Planning 106

Advisor Perspectives

DECEMBER 18, 2023

We analyze a case study for a wealthier couple with $5.5 million in investment assets and a larger retirement spending goal.

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Taxes Management Retirement Assets 98

Wealth Management

DECEMBER 18, 2023

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.

Numbers 114

Numbers Planning Wealth Advisor Retirement Planning 114

WiserAdvisor

DECEMBER 18, 2023

Navigating the journey to retirement can often feel like a complex puzzle, especially when it comes to figuring out how much you need to save. It’s a question that resonates with almost everyone, primarily because it determines their comfort during the non-working years of their lives. The answer to “how much you need to retire” is shaped by various factors, including the kind of retirement life you dream of, your age, and the expenses you anticipate during your retirement years.

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Retirement Retirement Planning Risk Tolerance Healthcare 105

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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

Banking

Wealth Management

DECEMBER 18, 2023

The once popular securities lost their appeal this year as the Federal Reserve hiked interest rates to control inflation.

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A Wealth of Common Sense

DECEMBER 18, 2023

Today’s Talk Your Book is brought to you by Alternative Fund Advisors: We are joined by Marco Hanig, Managing and Founding Principal of Alternative Fund Advisors to discuss the momentum behind private credit. On today’s show, we discuss: What is Private Credit? Why banks are no longer lending to some businesses The difference between a loan and a bond Interval funds vs mutual funds Why private credit deserve.

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Banking Management 71

Wealth Management

DECEMBER 18, 2023

The industry is grappling with an unprecedented set of existential challenges.

Wealth Management 119

Wealth Management Assets Management 119

Advisor Perspectives

DECEMBER 18, 2023

There's more to an overlay program than just cash equitization and systematic rebalancing. The flexibility of the program allows for several other exposure management strategies.

Management 59

Management Portfolio 59

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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting

Wealth Management

DECEMBER 18, 2023

DocuSign, which went public in 2018, has been hurt by increasing competition from Adobe Inc.’s document business.

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Sales 102

Trade Brains

DECEMBER 18, 2023

Azad Engineering IPO Review : Companies in the Aerospace and defense industry have been welcomed grandly on the Stock Market with bumper listing gains. Just take the example of MTAR Tech and Paras Defense. Both of them were listed, showering gains of 77% and 180% respectively. In this article on Azad Engineering IPO Review, we shall see about the company, financials, Key Players in the market and much more.

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Engineering Manufacturing Valuation Marketing 59

Wealth Management

DECEMBER 18, 2023

These 10 individuals are set to innovate and influence the wealth management industry in 2024.

Wealth Management 103

Wealth Management Management 103

Trade Brains

DECEMBER 18, 2023

Fundamental Analysis of Gravita India : “What is good for the environment can also be good for the economy.” With this belief and with the vision to be the most valuable company in the recycling space globally by 2026, Gravita India has been recycling and creating value for its stakeholders for more than 3 decades. In this article, we will perform a Fundamental Analysis of Gravita India and take a look at thier business, financials, future plans and more.

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Planning Manufacturing Marketing Marketing 59

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Creating a winning digital lending experience requires plenty of focus on the needs of customers and more. Biz2X Chief Product Officer Aaron Traub covers everything from how to create such an experience, areas to hone in on, pitfalls to avoid, and plenty more in this insightful article. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

Communication

Wealth Management

DECEMBER 18, 2023

Olivia Eisinger is the general manager of advisory at Apex Fintech Solutions.

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Management 103

Advisor Perspectives

DECEMBER 18, 2023

Because of the robust performance of the magnificent seven, portfolios are overweight to large-cap stocks, resulting in an underweight to small- and mid-cap stocks, as well as international equities.

Marketing 59

Marketing Marketing Portfolio 59

Wealth Management

DECEMBER 18, 2023

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Estate Planning 95

Estate Planning CFP Planning 95