Nerd's Eye View

APRIL 24, 2024

Yet, in the Monte Carlo success/failure framework, that balance point exactly represents a 50% probability of success, which seems intuitively 'wrong' given that the analysis targeted the precise spending level that would preclude both overspending and underspending!

Communication 203

Communication Retirement Clients Planning 203

Advisor Perspectives

FEBRUARY 27, 2023

Being flexible with spending matters. My analysis shows that variable spending strategies – including floor-and-ceiling, guardrail, actuarial and other methods – can dramatically increase sustainable retirement spending.

Retirement 98

Retirement 98

Advisor Perspectives

JANUARY 20, 2024

Factors are long run drivers of portfolio risk and returns. Having strategic allocations to factors may increase a portfolio’s expected return.

Portfolio 52

Portfolio 52

Abnormal Returns

NOVEMBER 12, 2023

Top clicks this week A five-step framework for reading market news. tker.co) What does the S&P 493 tell us? economist.com) This week was a good example why you should never be positioned for extremes. theirrelevantinvestor.com) Small and mid-cap stocks have badly lagged large caps.

Investing 253

Investing Investments Marketing Marketing 253

Diamond Consultants

JUNE 14, 2023

The above list, combined with the “table stakes” factors, provides a solid framework for evaluating potential firms—as well as your own. In extreme cases, advisors might even feel it’s actively working against them due to red tape, bureaucracy, and management ineffectiveness.

Recruitment 52

Recruitment Wealth Management Economics Clients 52

The Big Picture

OCTOBER 5, 2022

It’s worth considering how many of our stories all have a very similar framework — and what that means about the tales we tell ourselves… Source : How To Create the Perfect Story. In my conversation with David McRaney about belief and persuasion, we touched upon narratives, including Joseph Campbell’s Hero’s Journey.

272

272

Abnormal Returns

JANUARY 16, 2024

apolloacademy.com) Earlier on Abnormal Returns Research links: a handy framework (abnormalreturns.com) Adviser links: limited progress. (ft.com) Economy How's the consumer doing? theirrelevantinvestor.com) Financial conditions are easing. abnormalreturns.com) What you missed in our Sunday linkfest.

Financial Advising 221

Financial Advising Economy Media Marketing 221

Wealth Management

MARCH 12, 2024

Northwestern’s Trenton Hazen will lead new division and develop retirement plan services as the $500M RIA builds out a family office framework.

Retirement 120

Retirement Retirement Planning Planning 120

Nerd's Eye View

MARCH 27, 2024

One method introduced by Jonathan Guyton and William Klinger in 2006 is the "guardrails" framework. surprised at the depth of spending cuts called for by this approach.

Retirement 183

Retirement Portfolio Clients Financial Advisor 183

Wealth Management

MAY 9, 2024

Just 2% of assets are offered via a Unified Managed Account framework.

Accounting 101

Accounting Assets Management 101

Abnormal Returns

JANUARY 17, 2024

abnormalreturns.com) Research links: a handy framework. (apricitas.io) Earlier on Abnormal Returns Personal finance links: ebbs and flows. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Startup 244

Startup Financial Advising Insurance Media 244

Nerd's Eye View

APRIL 24, 2023

Advice Engagement is a framework that can help advisors address the challenge of motivating clients. Ultimately, the key point is that Advice Engagement can serve as a vital framework to help advisors focus on understanding their clients’ needs and improving their outcomes.

Financial Planning 213

Financial Planning Clients Planning Education 213

A Wealth of Common Sense

MAY 2, 2024

Are you aware of any frameworks on how to determine a ballpark target savings rate? A reader asks: On this week’s show you discussed lifestyle creep and that one way to mitigate it is by maintaining or increasing your savings rate. we set a target savings rate and th.

Budgeting 91

Budgeting Taxes 91

Abnormal Returns

NOVEMBER 6, 2023

Markets A five-step framework for reading market news. tker.co) By these measures, small cap stocks are cheap. morningstar.com) What happens historically after a Zweig Breadth Thrust? quantifiableedges.com) Strategy Failure is inevitable when it comes to investing.

Financial Advising 213

Financial Advising Media Economy Economics 213

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

Financial Planner 221

Financial Planner Commission Financial Advisor Communication 221

The Big Picture

AUGUST 18, 2023

Update Your Models and Mental Framework. In particular, I address five issues, all of which should be familiar to this site’s readers: 1. Every Inflation Era Is Different 2. Lose the 2% Inflation Target 3. FOMC is Always Late! Inflation Expectations Surveys Are Useless 5.

Communication 246

Communication Banking 246

Abnormal Returns

SEPTEMBER 1, 2023

infiniteloopspodcast.com) Corey Hoffstein talks about 15 lessons, ideas, and frameworks from 15 years of quant investing. (rationalreminder.ca) Jim O'Shaughnessy talks with Frederik Gieschen about the life and work of Andy Beal, the richest banker in America.

Wealth Management 235

Wealth Management Management Investing Investments 235

Advisor Perspectives

JANUARY 29, 2024

Much discussion of economics since the publication of Thomas Piketty’s book has indeed been influenced by his data and analytic framework.

Economics 98

Economics 98

Advisor Perspectives

APRIL 29, 2024

My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. Most clients have no idea what retirement failure means to them and how a given failure rate should influence their planning.

Retirement 105

Retirement Clients Planning Investing 105

Alpha Architect

APRIL 29, 2024

As it turns out, those hopes are only weakly fulfilled by the MLM framework. These machine learning models may be better equipped to address the multidimensional nature of stock returns when compared to traditional sorting and cross-sectional regressions used in factor research. Can Machine Learning Improve Factor Returns?

Investing 87

Investing Investments 87

Wealth Management

SEPTEMBER 5, 2023

What might have been a framework to encourage more ethical investing has become a bureaucratic nightmare of box ticking.

Ethics 120

Ethics Investing Investments 120

Abnormal Returns

MAY 23, 2023

aqr.com) Research Christopher Schelling, "Turning a descriptive asset allocation framework into a proscriptive decision-making process ensures the constantly adapting and evolving world of alternatives will leave you further behind the first adopters, who often capture much of the alpha."

Asset Allocation 146

Asset Allocation Insurance Economics Assets 146

Wealth Management

SEPTEMBER 13, 2023

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

Wealth Accumulation 107

Wealth Accumulation Clients 107

Alpha Architect

SEPTEMBER 11, 2023

Trend follower nerd alert: This study is important because it offers a comprehensive analysis of TS momentum strategies, its unifying framework that links performance to underlying variables, and its practical implications for investors seeking to enhance their understanding of momentum investing and improve their portfolio performance.

Portfolio 110

Portfolio Investing Investments 110

Truemind Capital

JANUARY 22, 2024

She came well prepared with an investment framework in her mind where one of the main criteria was if she doesn’t understand the business well, she won’t invest in it. Even when the idea seemed very appealing and others were getting interested, Namita stuck to her investment framework and let go of many investment opportunities.

Investing 52

Investing Investments Management 52

Advisor Perspectives

APRIL 17, 2024

Last July, the House Financial Services Committee approved two major pieces of legislation aimed at creating a regulatory framework for the cryptocurrency industry, the Financial Innovation and Technology for the 21st Century Act and the Clarity for Payment Stablecoins Act.

Financial Services 52

Financial Services 52

Wealth Management

JULY 19, 2023

Redd discusses the Uniform Trust Code’s framework that allows interested parties who can’t participate in trust transactions to have their concerns addressed.

91

91

Wealth Management

MARCH 21, 2023

It’s rare to find a firm that grows strongly and consistently without a strategic growth framework approach.

120

120

Nerd's Eye View

JANUARY 5, 2024

Also in industry news this week: Recent data show that RIAs are gaining on wirehouses in terms of advisor headcount and assets under management, with these trends expected to continue over the next several years The range of actions independent broker-dealers are taking to keep advisors under their umbrellas From there, we have several articles on (..)

Financial Planner 197

Financial Planner Retirement Retirement Planning Financial Advisor 197

Validea

FEBRUARY 24, 2023

Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variety of topics, including the interaction between Fed and Treasury policy, the biggest lessons he learned at Bridgewater, the future of inflation and what his framework says about the current market.

Marketing 81

Marketing Marketing 81

Alpha Architect

JANUARY 8, 2024

We examine the research around the question of what the proper framework for building a defensive factor strategy is. Is a quantitative defensive factor strategy feasible? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Assets 73

Assets Investing Investments 73

Abnormal Returns

JULY 4, 2023

Harry Markowitz Sonu Varghese, "This risk-return framework is widely used for portfolio construction, and we can thank Markowitz for that." carsongroup.com) Cullen Roche, "He [Markowitz] was more computer programmer than financial theorist."

Investing 155

Investing Investments Portfolio Economics 155

Advisor Perspectives

FEBRUARY 25, 2024

Careful data management and having a formal impact measurement framework in place are essential to preventing greenwashing and ensuring consistent impact delivery.

Management 52

Management 52

Covisum

MARCH 20, 2024

The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients. Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September.

CFP 52

CFP Retirement Clients 52

Don Connelly & Associates

MARCH 18, 2024

In other words, it requires the SMART goal-setting framework. Although goal setting isn't rocket science, it does require a deliberate process to ensure your goals are Specific, Measurable, Achievable, Relevant, and Time-bound.

Clients 52

Clients Financial Advisor Accounting Communication 52

Risk Management Guru

NOVEMBER 23, 2023

Navigating the Regulatory Rapids: Practical Strategies for Success In the face of these challenges, established risk managers advocate for a comprehensive approach that encompasses robust risk management frameworks, comprehensive compliance programs, proactive engagement with regulators, and strategic utilization of expert guidance.

Compliance 52

Compliance Risk Management Financial Services Management 52

Nerd's Eye View

FEBRUARY 7, 2024

Fortunately, there is framework that advicers can use to ask authentic and impactful follow-up questions called the Iceberg Method. One of the best ways to accomplish that goal is not to ask better questions, but to also ask engaging follow-up questions that build trust and rapport with clients.

Clients 223

Clients Communication Financial Planning Retirement 223