Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

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Financial Planner Financial Advice Education Taxes 239

Wealth Management

AUGUST 19, 2022

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

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Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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Portfolio Clients Education Investments 290

Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.

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Wealth Management

AUGUST 19, 2022

Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.

Investing 246

Investing Investments Education Assets 246

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

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Abnormal Returns

MAY 21, 2025

podcasts.apple.com) Peter Lazaroff talks with Mark Higgins, author of "Investing in U.S. humbledollar.com) Who gets the education tax credit? savantwealth.com) Investing The time you spend tracking your stock investments, is time you can't spend on other aspects of your life. Financial History."

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Estate Planning Financial Services Education Retirement 157

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. I decided to take a closer look at my own investments and realized something shocking: I had been managing my money carelessly. My investments were managed through my bank, but there was very little guidance or adjustment over the years.

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Nerd's Eye View

DECEMBER 28, 2023

Throughout history, there has been an age-old question of the difference between an investment and an expense. What if there was a way to shift our financial mindset about expenses from one of endless sunk costs to one of intentional investment? But what if there was an alternative path? activities.

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Investing Investments Communication Education 244

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

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Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

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Financial Planner Clients Financial Advice Numbers 189

The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. FINANCIAL WRITING.

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Investing Investments Financial Planner Risk Tolerance 184

The Big Picture

OCTOBER 8, 2022

? ?. Michael Levy is CEO of Crow Holding , a 75-year old real estate investment and development firm. Previously, he worked in real estate finance and investment management at Morgan Stanley. The firm both developed and invests in commercial real estate. Michael Levy’s favorite books.

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Nerd's Eye View

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

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The Big Picture

APRIL 8, 2023

 This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York University’s Stern School of Business. His next book, “The Corporate Lifecycle: Business, Investment, and Management Implications,” will be published in December. He received his MBA and Ph.D.

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Nerd's Eye View

JUNE 17, 2025

What's unique about David, though, is how his firm has been able to attract $100 million in new client assets per month thanks in large part to his content creation and public commentary on investment markets as well as issues that advisors often avoid, including religion and politics.

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Clients Financial Advisor Assets Financial Services 130

The Big Picture

OCTOBER 15, 2022

The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets. Be sure to check out our Masters in Business next week with Marta Norton, Chief Investment Officer of Morningstar Investment Management. in client funds.

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Financial Advisor Education Retail Management 305

Nerd's Eye View

JULY 8, 2024

interest rates, and relatively little new tax legislation (yet). In the meantime, if you (or anyone else you know) wants to join our Team of Nerds, stay tuned for more openings in 2024, including the Managing Editor role (available now!)

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Ethics Education Financial Advice Taxes 239

Nerd's Eye View

JUNE 12, 2025

As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences. So how can advisors help clients understand dangers they haven't personally encountered? a tax bill or refund).

Financial Planner 130

Financial Planner Clients Tax Planning Planning 130

The Big Picture

MARCH 18, 2023

The Atlantic ) • Tech’s very bad year, in numbers : Reduced investment and large-scale layoffs have created dark times for tech globally. Chronicle of Higher Education ) • What Broken Windows Theory Can Teach Us : Now The discredited policing philosophy got one thing right: It isn’t crime that makes people feel unsafe.

Banking 304

Banking Education Economics Numbers 304

Nerd's Eye View

MAY 19, 2025

The available education budget is also an important consideration. A strategic investment in external training can help new advisors build up their technical ability, client meeting skills, and overall confidence as they continue to enhance the quality of the financial advice they deliver throughout their careers!

Financial Planning 146

Financial Planning Communication Certification Planning 146

Abnormal Returns

OCTOBER 12, 2022

radreads.co) Investing Under what circumstances should you tweak an off-the-shelf portfolio? humbledollar.com) Personal finance Personal finance education is increasingly going from anecdote to data. (bankeronfire.com) Companies are not looking out for your financial needs. tonyisola.com) Ambition comes with a price.

Education 246

Education Portfolio Investing Investments 246

Abnormal Returns

APRIL 24, 2024

50fires.com) Matt Ziegler talks with Justin Castelli about the intersection of life and investing. youtube.com) Barry Ritholtz talks closet indexing with Andrew Slimmon who is Managing Director at Morgan Stanley Investment Management. awealthofcommonsense.com) Personal finance How to avoid investment rip-offs.

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Insurance Math Retirement Education 259

MainStreet Financial Planning

NOVEMBER 8, 2024

Harvest Tax Losses If you have investments that have declined in value, consider selling them to offset capital gains from other investments—a strategy known as tax-loss harvesting. Contribute to a 529 College Savings Plan Contributions to a 529 plan grow tax-free, and withdrawals for qualified education expenses are also tax-free.

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Taxes Medical Education Retirement 98

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Wealth Management

JULY 20, 2023

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Wealth Management 189

Wealth Management Management Education Financial Planning 189

MainStreet Financial Planning

AUGUST 6, 2024

Establishing Habits: Saving and Investing Introduce saving habits early. As we made a few dollars, I am looking to invest in something that has more visibility, like this stand. Teaching children about money from a young age is an invaluable investment in their future.

Education 98

Education Banking Management Budgeting 98

Abnormal Returns

MAY 26, 2024

awealthofcommonsense.com) Why you should pay attention to your emotions when investing. nytimes.com) A better educated police force is a good thing. (allstarcharts.com) Every big market trend eventually hits an 'air pocket.' downtownjoshbrown.com) Strategy The economy is not the stock market, and vice versa.

Financial Advising 262

Financial Advising Economy Education Media 262

Carson Wealth

JANUARY 22, 2025

Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. What Is Market Volatility? At the onset of the COVID pandemic, the VIX hit 83 points.

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Investing Investments Marketing Marketing 52

Trade Brains

JUNE 11, 2025

Kris Gopalakrishnan (Age 70) Net Worth: ~$3.8 billion (Forbes, June 2025) Company: Infosys, Investment Ventures (Technology & Investments) As former COO and co‑founder of Infosys, Kris now focuses on AI and health‑tech investments—supporting the next wave of Bengaluru’s tech growth. Jitendra Virwani (Age 59) Net Worth: ~$2.8

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Healthcare Education Startup Medical 78

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

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Retirement Risk Tolerance Investing Investments 40

Abnormal Returns

SEPTEMBER 18, 2023

standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. kitces.com) The structured note business is growing rapidly. alphaarchitect.com)

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Planning Financial Advice Wealth Management Math 261

Abnormal Returns

JANUARY 17, 2024

morningstar.com) How your career should affect how you invest. wggtb.substack.com) Your financial education never really ends. (maddieburton.substack.com) Tony Isola, "Adopting conscious spending habits fosters a healthier relationship with money." ofdollarsanddata.com) More black Americans are participating in the stock market.

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Retirement Retirement Planning Insurance Education 254

Calculated Risk

MARCH 7, 2023

Institutional planning was driven higher by growth in education and healthcare projects, notably the continued investment in research laboratories. Commercial planning in February was bolstered by almost 20% growth in office planning activity, as data centers continued to steadily enter the planning queue.

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Healthcare Economics Planning Education 276

A Wealth of Common Sense

SEPTEMBER 29, 2023

A master-of-the-universe mentality is pervasive in finance because it’s a group of highly educated, competitive people. There are three things people in the finance world hate to admit: I don’t know. I was wrong. I didn’t expect that to happen. The problem is finance people (all people, really) are ve.

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Investments Investing Education Marketing 129

Abnormal Returns

DECEMBER 5, 2022

kindnessfp.com) Despite all the recent noise, ESG investing is a long term proposition. investmentnews.com) Momentum is growing for financial literacy education in high schools. (wealthmanagement.com) Factors to consider when looking at long term care insurance. investmentnews.com).

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Financial Planner Estate Planning Startup Communication 246

Nerd's Eye View

JANUARY 13, 2025

and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year! We're also further expanding our more 'deep-dive' educational programs.

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Financial Advice Ethics Education Financial Planning 146