Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 201

Financial Planner Financial Advice Financial Advisor Tax Planning 201

Abnormal Returns

DECEMBER 4, 2023

(standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice. kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). thereformedbroker.com) How financial advisers can publish their own book.

Wealth Management 201

Wealth Management Financial Advice Financial Advising Communication 201

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'

Planning 243

Planning Financial Advice Wealth Management Math 243

Wealth Management

FEBRUARY 13, 2023

After all, 300 years of investing advice has basically given the same guidance.

Financial Advice 77

Financial Advice Investing Investments 77

Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

Nerd's Eye View

SEPTEMBER 12, 2023

In this episode, we talk in-depth about why Jason built Altruist as a solution to help RIAs based on his own experience as an engineer, RIA owner, and TAMP owner, to leverage the economics being an RIA custodian in order to offer advisors their core investment systems at a lower cost, how Jason leveraged many of the programs' infrastructures and processes (..)

Financial Advisor 199

Financial Advisor Investing Investments Financial Advice 199

Abnormal Returns

OCTOBER 16, 2023

wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. standarddeviationspod.com) M&A Are smaller RIAs at risk because of national, full-service firms?

Compliance 216

Compliance Financial Planner Financial Advice Investment Advisor 216

Nerd's Eye View

MAY 7, 2024

So, whether you're interested in learning about entering the financial advice industry as a career changer, how to build a partnership with a more senior advisor, or how to maintain work-life balance while advancing in your career, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Hannah Provost.

Banking 153

Banking Financial Advisor CFP Financial Advice 153

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This not only improves responsiveness but also helps in building more robust, more personalized relationships with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." Finally, over time, regime changes have also lowered the overall risk of equity investing.

Asset Allocation 231

Asset Allocation Wealth Accumulation Assets Portfolio 231

SEI

DECEMBER 8, 2023

An SEI survey of financial advisors finds that loss aversion, recency & familiarity biases affect financial advice. How a goals-based approach & coaching can help.

Financial Advice 52

Financial Advice Investing Investments Financial Advisor 52

Abnormal Returns

SEPTEMBER 22, 2023

rcmalternatives.com) Barry Ritholtz talks investment edges with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management. ritholtz.com) Howard Lindzon talks with Chris Temple about his documentary "This is Not Financial Advice."

Financial Advice 217

Financial Advice Numbers Management Assets 217

Validea

AUGUST 23, 2023

Trying to predict how AI will transform the investment industry? Back then, computers offered more information to portfolio managers, gave financial advisors software to manage their business, and provided researchers with better analytics. The post How Will AI Transform Investing? How will AI affect those three industry roles?

Investing 52

Investing Investments Portfolio Management Financial Advisor 52

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 210

Financial Planning Marketing Marketing Financial Advice 210

The Big Picture

SEPTEMBER 10, 2022

This week, we speak with Kristen Bitterly Michell, Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. She leads the investments organization for Citi Global Wealth in North America. Her focus includes investments as well as the technology and platform as digitalization takes over.

Financial Advice 193

Financial Advice Clients Investing Investments 193

Abnormal Returns

OCTOBER 19, 2022

Investing A bear market provides different opportunities for different generations. awealthofcommonsense.com) Why now is a great time to get started investing. theguardian.com) Personal finance Helpful personal financial advice should not make you feel bad about yourself.

Financial Advice 147

Financial Advice Financial Planning Planning Investing 147

Nerd's Eye View

FEBRUARY 23, 2024

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

Financial Planner 195

Financial Planner Certification CFP Financial Advice 195

Advisor Perspectives

JUNE 30, 2023

Financial advice often focuses on boosting personal savings rates and maximizing return on investment during a worker’s accumulation years. Equally important, however, is the decumulation process, when people spend those savings in the form of income.

Retirement 98

Retirement Financial Advice Investing Investments 98

Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this? Don’t be fooled!

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

Abnormal Returns

JUNE 5, 2023

Podcasts Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. peterlazaroff.com) Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. thinkadvisor.com) Fidelity Institutional’s alternative investments platform continues to garner assets.

Financial Advice 130

Financial Advice Financial Planning Retirement Portfolio 130

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the future of the advisor conference.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 130

Discipline Funds

DECEMBER 28, 2022

Understanding Modern Portfolio Construction Understanding the Modern Monetary System Everything you need to know about finance and investing in less than an hour How The Economic Machine Works in 30 Minutes Section 1 – Understanding Money & the Macroeconomy What Is Money? Why Indexing Works Should You Use an Automated Investment Service?

Investing 52

Investing Investments Asset Allocation Risk Management 52

Abnormal Returns

SEPTEMBER 14, 2022

wsj.com) Investing One thing that doesn't change about markets is human behavior. dariusforoux.com) An investment in a private fund requires a different level of due diligence. humbledollar.com) Personal finance Six stories of people who subsequently sought out financial advice. Whatever right means for you."

Financial Advice 147

Financial Advice Retirement Banking Planning 147

Nerd's Eye View

SEPTEMBER 21, 2022

There are many financial advisors who take issue with the financial advice offered by popular personal finance personalities such as Dave Ramsey.

Financial Planning 234

Financial Planning Planning Financial Advice Clients 234

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 185

Financial Planner Numbers Clients Wealth Management 185

The Big Picture

AUGUST 31, 2022

It Should Be Easy to Get Affordable Financial Advice: Ritholtz. A further discussion of last week’s Tales from the Dark Side. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.

Financial Advice 173

Financial Advice Media Investing Investments 173

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Nerd's Eye View

APRIL 4, 2024

Which would invariably result (after a considerable investment of both the firm owner's time and money) in a less-than-optimal experience for the new advisor and would likely do little to improve the industry's already dismal retention rate.

Financial Planner 186

Financial Planner CFP Professional Services Financial Planning 186

Abnormal Returns

JUNE 12, 2023

riabiz.com) Canadian private equity firm Altas Partners has agreed to invest in Mercer Global Advisors. wealthmanagement.com) People seem to view all forms of financial information on par with each other. James Choi author of “Popular Personal Financial Advice Versus the Professors.” kitces.com) M&A McKinsey & Co.

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

Retirement 52

Retirement Portfolio Investing Investments 52

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Compliance 205

Compliance Valuation Financial Advisor Clients 205

Sara Grillo

APRIL 19, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. Don’t be fooled!

Financial Advisor 97

Financial Advisor Financial Advice Accounting Compliance 97

Nerd's Eye View

DECEMBER 12, 2022

Earlier this year, we introduced our own Investment Adviser Representative (IAR) CE programs that allow those in the growing number of states that have adopted the NASAA Model Rule to meet their 12 hours/year CE requirement. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Read More.

Education 203

Education CFP Certification License 203

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., Read More.

Taxes 225

Taxes Financial Planning Financial Advisor Clients 225

Abnormal Returns

MAY 22, 2023

(thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. riabiz.com) Why Bain Capital invested in CI Private Wealth.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Advisor Perspectives

JANUARY 31, 2024

Regulatory conflation between financial advice and investment advice detrimentally impacts how financial services are delivered to our citizens.

Financial Advice 40

Financial Advice Financial Services Investing Investments 40

Nerd's Eye View

JANUARY 22, 2024

If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems. Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process.

Financial Advisor 185

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 185