Are Industry Events Worth It? Part 2
Wealth Management
OCTOBER 9, 2023
Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to a conference organizer, where events budgets are headed and why weekend events are a thing.
Events Related Topics 
Fifteen Creative Client Events for Financial Advisors
Wealth Management
MARCH 28, 2025
Smaller, more intentional gatherings financial advisors hold with clients create opportunities for conversations, introductions and growth.
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Friday links: bearish events
Abnormal Returns
DECEMBER 15, 2023
Rates Interest rates have peaked. disciplinefunds.com) Why the stock and bond markets are actually in disagreement. bloomberg.com) Charlie Munger Ten quotes from Charlie Munger including "Take a simple idea and take it seriously." mastersinvest.com) Some more thoughts from the late Charlie Munger.
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Research links: simple corporate events
Abnormal Returns
JULY 9, 2024
Asset pricing The CAPM doesn't work. Maybe this measure does. klementoninvesting.substack.com) Brown stocks outperform green stocks. alphaarchitect.com) Hedge funds Replicating multi-strategy hedge fund returns is kind of a waste. insights.finominal.com) Do even failed activist investors help stock prices?
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Putting the ‘Tech’ in Spend Management Techniques
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
How to integrate technology into your accounting practices Save your seat for this event to gain exclusive access to insights on driving change in your organization with the help of technology and much more! June 6th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST
The Power of Thoughtful Financial Advice During Key Life Events
Wealth Management
JUNE 16, 2023
Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.
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Wall Street Builds S&P 500 ‘No Dividend’ Fund in New Tax Dodge
Wealth Management
JULY 8, 2025
Roundhill Investments launches S&P 500 No Dividend Target ETF, designed to track benchmark performance while avoiding dividend payouts to reduce taxable events.
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Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed
Wealth Management
JANUARY 11, 2024
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
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40 Million Opportunities to Lead with Advice
Wealth Management
JUNE 26, 2025
Five age-based milestones and life events present more than 40 million opportunities for advisors to showcase their care and expertise beyond traditional investment strategies, build trust and create after-tax value.
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Crisis Management Financial Planning: Preparing for Unexpected Events
Carson Wealth
JUNE 27, 2025
Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. To prepare for these events, you must have enough assets—or access to enough assets—to survive, recover, and move on. While your opportunities may be greater, the challenges can also be magnified.
How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider
Nerd's Eye View
NOVEMBER 11, 2024
Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors' typical expertise and interest. Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options.
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Ripples in the Pond
The Big Picture
NOVEMBER 27, 2024
We rarely understand fully how each new event will impact all of the others that came before it and how the next events in time will affect what preceded it. Hey, someone’s dart will come closest to the target, but I defy you to identify in advance whose dart it will be. Investors should consider this when they create a portfolio.
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Raymond James Adds $1.1B New York Team From Ameriprise
Wealth Management
JULY 1, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy New York Team From Ameriprise Raymond James Adds $1.1B New York Team From Ameriprise The Valhalla, N.Y. group will establish three separate practices on Raymond James’ independent platform.
The 18 Best Financial Advisor Conferences To Attend In 2025
Nerd's Eye View
OCTOBER 28, 2024
However, the good and bad news of this evolution is that because conferences are more specialized than ever, there's even more opportunity to get value out of a 'good-fit' conference… and it's even more of a waste of time to go to an event that is not a good fit for the advisor's needs and circumstances!
The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim
Wealth Management
JUNE 27, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Estate Planning 273
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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race
Wealth Management
JULY 2, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Planning 270
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Schwab Expands Roster of No Transaction Fee Mutual Funds
Wealth Management
JULY 8, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison
Wealth Management
JUNE 26, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
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Bloomberg Hedge Fund & Alternative Manager Forum 2025
The Big Picture
JUNE 24, 2025
Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025.
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Highlights From The Advise AI Conference 2024
Nerd's Eye View
NOVEMBER 18, 2024
For example, while some speakers discussed how AI leverages data at scale, others, like Sindhu Joseph of CogniCor, highlighted how the platform identified life events and changes (such as the birth of a child) to prompt timely, personalized advisor outreach.
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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses
Wealth Management
JUNE 26, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards
Wealth Management
SEPTEMBER 8, 2023
The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.
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Are Tariffs a New US VAT Tax?
The Big Picture
MARCH 31, 2025
This is what markets do: They suss out the complexities of events and calculate the probability of how they will impact future cash flows. ~~~ The tariff structure that exists today was based on agreements from the Uruguay Round that established the World Trade Organization. 2) What will their impact be on economic activity and inflation?
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Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)
#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra
Nerd's Eye View
FEBRUARY 18, 2025
In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)
Advisors Tell Clients to ‘Buy the Dip’
Wealth Management
AUGUST 6, 2024
Financial advisors view the market correction as a normal course of events and a good buying opportunity. Market volatility is my best friend,” one advisor said. This is an opportunity to show clients why they pay us a fee, to navigate difficult times with a rock steady approach.”
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Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement
Nerd's Eye View
NOVEMBER 27, 2024
Additionally, life events that change a client's financial circumstances, such as retirement, receiving a windfall, or selling a business, can be ideal opportunities to revisit charitable giving as part of a client's evolving financial and personal goals.
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Takeaways From Day 1 of Wealth Management EDGE
Wealth Management
JUNE 10, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
10 States with the Most and Least Potential AUM Per Advisor
Wealth Management
JULY 9, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
“Nobody Knows Anything,” Wall Street Strategist Edition
The Big Picture
JANUARY 2, 2025
Random events can and will completely derail the best laid plans we may make. Similarly, there are numerous problems with forecasting. I’ll discuss why biases and cognitive errors lead to prediction errors in an upcoming post. For today, let’s just focus on how variable the future is. And randomness is served up daily.
Banking 345
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Top.
The Reformed Broker
MARCH 12, 2023
Financial conditions are now contracting hard due in part to the events of this week but also because monetary policy operates on a lag – and the first Fed Funds hike of the cycle. I feel pretty confident in making this call, and I don’t make market calls very often: We have seen the top for 2-year Treasury yields. The post Top.
Marketing 361
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You weren’t supposed to see that
The Reformed Broker
OCTOBER 3, 2022
You will be familiar with the sequence of these events. I’m going to tell you a quick story in the order in which it happened. You were there. But you may not have reached the shocking conclusion that I have. At least not yet. Wait for it… Our story begins in 2019… It was the best of times, it was the best of times.
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Making the Most of Planning Opportunities: Health Insurance Optimization
Wealth Management
SEPTEMBER 26, 2023
Life events or job changes can be a great client touchpoint around the need for review of client health insurance.
Insurance 314
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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets
Wealth Management
JUNE 23, 2025
CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.
Assets 278
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A 10-Day Test Is Coming for Bond Market Battered by Selloff
Wealth Management
OCTOBER 28, 2024
A series of market-moving events are coming in rapid succession, including next week's presidential election and the Fed's first meeting since it lowered interest rates in September.
Marketing 289
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Revolutionizing Advice – April 19th!
The Reformed Broker
APRIL 10, 2023
A must-attend event for every RIA owner and practitioner, featuring Michael Kitces, Josh Brown, and Penny Phillips.
Insights From Advyzon’s Inaugural Conference With John Mackowiak
Wealth Management
MARCH 19, 2024
Learn how Advyzon's commitment to client education and product innovation wowed at their inaugural event.
Education 306
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U.S. Bank Failures, 2001 – Present
The Big Picture
MARCH 22, 2023
The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). Bank failures since 2001, scaled by amount of assets in 2023 dollars. The post U.S.
Banking 331
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Weekend Reading For Financial Planners (January 18–19)
Nerd's Eye View
JANUARY 17, 2025
Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financial advisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)
MiB: Peter Goodman, How the World ran Out of Everything
The Big Picture
NOVEMBER 8, 2024
His new book “ How the World Ran Out of Everything: Inside the Global Supply Chain ” discusses the events that led to up to the c0llapse of global trade during the pandemic. He was also a Pulitzer finalist for his work covering the 2008 financial crisis.
Economics 189
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Beliefs, Misconceptions & Behaviors
The Big Picture
FEBRUARY 18, 2025
I am slowly easing back into my regular writing routine, discussing how topical events often reflect the ways we deploy our risk capital. I stopped writing my column and blog posts (mostly) to focus on this from December 2023 right up until January 2025. I suspect you might hear more about it in the coming weeks.
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Danny Kahneman: What if Everything is Narrative Fallacy?
The Big Picture
MARCH 28, 2024
The explanatory stories that people find compelling are simple; are concrete rather than abstract; assign a larger role to talent, stupidity, and intentions than to luck; and focus on a few striking events that happened rather than on the countless events that failed to happen. He helped humanity move forward.
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Goldman: "When Will Growth Slow, and When Will We Know?"
Calculated Risk
APRIL 22, 2025
Our analysis cautions against dismissing the current deterioration in the survey data despite their recent record, and the evolution of the data in recent weeks is consistent with previous event-driven growth slowdowns.
Sales 179
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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA
Wealth Management
JULY 3, 2025
He’s joined by Nicole James, his wife and director of client events, Edith Corrales, operations associate, and Amelia Kitchens, front office representative. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B
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