Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 175

Estate Planning Financial Advisor Startup Clients 175

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 196

Startup Wealth Management Clients Portfolio 196

Abnormal Returns

DECEMBER 15, 2023

theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. newsletter.abnormalreturns.com) Mixed media Some news items you are unlikely to ever read. Rates Interest rates have peaked. disciplinefunds.com) Why the stock and bond markets are actually in disagreement. readtpa.com)

Startup 231

Startup License Financial Advising Media 231

Abnormal Returns

MARCH 18, 2024

wsj.com) How home buying is going to change with a new commission regime. wsj.com) America's news business has lost its ability to hold power to account. IPOs Apple ($AAPL) and Google ($GOOGL) are exploring putting Google's AI on the iPhone. spyglass.org) A closer look at Reddit's risks. econbrowser.com) Strong economy?

Financial Advising 238

Financial Advising Commission Food Economy 238

Abnormal Returns

APRIL 8, 2024

nytimes.com) A new platform has launched to allow investors to trade stakes in private companies. riabiz.com) The latest financial advisortech news including the coming launch of Shaping Wealth's new behavioral-finance AI solution. news.crunchbase.com) The Accuidity Megacorn Fund tracks the Forge Accuidity Private Market Index.

Wealth Management 239

Wealth Management Retirement Planning Assets 239

The Big Picture

MAY 8, 2023

The Doc runs a full battery of tests, and delivers the bad news to the patient: “ Unfortunately, everything is okay… ” And that seems to be the same way many of today’s glass half-empty investors are digesting information about the markets. Consider : – Unemployment at 3.4% Consider : – Unemployment at 3.4%

Banking 309

Banking Media Marketing Marketing 309

Nerd's Eye View

APRIL 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Financial Planner 199

Financial Planner Recruitment Insurance Financial Advisor 199

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 226

Financial Planner Communication Electronics Retirement 226

Abnormal Returns

MARCH 11, 2024

riabiz.com) Morgan Stanley Wealth Management is launching a new Private Markets Transaction Desk. wealthmanagement.com) The latest in advisortech news including MSCI's acquisition of Fabric Risk. kitces.com) Harness Wealth is offering a new tax advisory platform. techcrunch.com) XYPN XYPN Sapphire has launched.

Wealth Management 259

Wealth Management Clients Taxes Management 259

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 211

Estate Planning Financial Planning Planning Wealth Management 211

Abnormal Returns

APRIL 11, 2024

theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. Markets These 15 stocks destroyed the most value in the past decade. morningstar.com) Is the worst over for the UK stock market? ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. Better and less. would be shrinking.

Media 260

Media Financial Advising Economy Economics 260

Abnormal Returns

DECEMBER 7, 2023

vanityfair.com) 'News Nation' is now just Fox News-lite. (axios.com) 30-year mortgage rates have dropped from 8% back to 7%. housingwire.com) Companies P&G ($PG) is still writing down the value of Gillette. wsj.com) What phrases and words companies stood out in conference calls in 2023? Then check out our weekly e-mail newsletter.

Digital Media 226

Digital Media Electronics Financial Advising Startup 226

Abnormal Returns

APRIL 1, 2024

ft.com) Some positive news on the manufacturing front. Markets How major asset classes performed in March 2024. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight. wsj.com) AI You can now use ChatGPT without a login.

Assets 219

Assets Financial Advising Wealth Management Engineering 219

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. 2 Regardless, something is amiss. .”

Media 349

Media Economy Economics Wealth Management 349

The Big Picture

JULY 13, 2023

The Ringer ) • Empty Office Buildings Are Being Turned Into Vertical Farms : With office usage hovering near 50 percent of pre-pandemic levels, cities are putting the underutilized space to new use growing food. “This is worrying news for the planet.” “This is worrying news for the planet.”

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

Nerd's Eye View

MARCH 29, 2024

Nonetheless, Kitces Research suggests that when it comes to financial advisors, those with sufficient experience can often have both, with thriving advisors earning more and working fewer hours! Read More.

Financial Planner 182

Financial Planner Insurance Coverage Financial Advisor Communication 182

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 206

Financial Planner Certification CFP Financial Advice 206

The Big Picture

APRIL 21, 2024

New York Times ) • A brief, weird history of brainwashing : L. New York Times ) • A brief, weird history of brainwashing : L. New York Times ) • A brief, weird history of brainwashing : L. Local residents fear the agreement has ‘opened Pandora’s box.’ ( The Guardian ) • Why don’t rich people eat anymore? Time is slippery.

Accounting 150

Accounting Education Assets Management 150

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 211

Retirement Planning Compliance Startup Clients 211

Abnormal Returns

APRIL 20, 2024

theguardian.com) Coke's new plastic bottles use less plastic. (axios.com) Did Ford’s ($F) Mustang Mach-E gamble pay off? insidehook.com) Why people fear autonomous vehicles. theverge.com) The dilemma of cheap China EVs. msn.com) Transport Boeing ($BA) has been a mess for awhile now. nytimes.com) Mexico City's transit system is sinking.

Food 173

Food Financial Advising Media Transportation 173

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 217

Financial Planner Fee Only CFP Commission 217

Abnormal Returns

JANUARY 22, 2024

bloomberg.com) The good news on real wages. Markets Putting the past bear market into historical perspective. awealthofcommonsense.com) Bitcoin How supply and demand drives Bitcoin. theirrelevantinvestor.com) FTX sold a bunch of the Grayscale Bitcoin Trust ($GBTC). coindesk.com) Is Bitcoin mining a good business? A look back 40 years later.

Financial Advising 238

Financial Advising Startup Media Economy 238

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 211

Financial Advisor Clients Planning Distribution 211

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Financial Planner 241

Financial Planner CFP Certification Communication 241

The Big Picture

NOVEMBER 4, 2023

Bloomberg Green ) • Loud and uncowed: how UnHerd owner Paul Marshall became Britain’s newest media mogul : UnHerd has quickly become one of the biggest sites for political commentary in the UK, and now the hedge fund founder behind it – who also funds GB News and donates to the Tories – is trying to add the Telegraph to a fast-growing empire.

Medicine 288

Medicine Startup Engineering Manufacturing 288

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 215

Compliance Valuation Financial Advisor Clients 215

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 215

Financial Planner Compliance CFP Clients 215

The Big Picture

JULY 5, 2023

There are some who believe this is good news, but as we pointed out in May , it’s a meaningless, lagging survey. This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two years and down sharply from its recent peak of 6.8%.”

Economy 290

Economy Economics Investing Investments 290

The Irrelevant Investor

APRIL 5, 2024

Seven years ago I wrote a post about why negative catalysts are a million times easier to identify than positive ones: “Bad news smashes your face against an amplifier, while good news just plays quietly in the background.” H/t Tom Morgan) I saw someth.

106

106

Advisor Perspectives

MARCH 14, 2024

’s annual artificial intelligence conference is just days away and expectations are high for the semiconductor maker to deliver news that will sustain the blistering rally in its stock. Nvidia Corp.’s

105

105

Discipline Funds

MARCH 12, 2024

Bonds sold off on the news as investors started to project the likelihood of later rate cuts. And there’s still very good news in there as the shelter component is still reading 5.8% I say this is good news because I expect shelter to moderate into the 3.5% on the headline and 3.8% on the core.

Economy 109

Economy Economics Marketing Marketing 109

Advisor Perspectives

FEBRUARY 20, 2024

If you are among the 56% of US workers with a retirement plan, I have some bad news for you: Your 401(k) will be gone in 10 years, tops. Not the money, thank goodness — Americans have trillions of dollars in these accounts, and there is an entire industry built around them — but the plans themselves.

Retirement Planning 111

Retirement Planning Retirement Accounting Planning 111

Wealth Management

SEPTEMBER 28, 2023

Preferred equity providers are increasingly looking to close financing gaps in the multifamily sector, according to Multi-Housing News. CoStar News looks into how the proliferation of AI is driving data center growth beyond their usual markets. These are among today’s must reads from around the commercial real estate industry.

Marketing 110

Marketing Marketing 110

Calculated Risk

APRIL 15, 2024

From Matthew Graham at Mortgage News Daily: After Months of Relative Calm, Rates are Starting to Look Panicked Again In 2023, there were multiple examples of mortgage rates moving up by roughly half a percent in a relatively short amount of time (1-3 weeks). The culprit was economic data. The consensus is for a 0.4% The consensus is for a 0.4%

Economics 101

Economics Marketing Marketing 101

Trade Brains

SEPTEMBER 28, 2023

India can become the 3rd largest economy by 2027 and even the 2nd largest by 2075, surpassing the US. But hold on! Isn’t it very soon to celebrate? Here’s a truth, a fact, or, you can say, a reality, that we are not yet ready to accept. The increasing youth unemployment! 66% of India’s population (that’s 808 million people) is under the age of 35.

Education 111

Education Economy Numbers Portfolio 111

Wealthfront

APRIL 17, 2024

It can be tempting to adjust your investing strategy based on the news, including news about interest rates—and there’s been plenty of that lately, as many people speculate about if and when the Federal Reserve will cut the target range for the federal funds rate.

Investing 52

Investing Investments 52

Calculated Risk

APRIL 8, 2024

From Matthew Graham at Mortgage News Daily: Mortgage Rates Near Highest Levels Since February Mortgage rates moved up somewhat abruptly today as the bond market lost more ground over the weekend. there weren't any compelling news headlines or economic reports driving the weakness.

Economics 67

Economics Management Marketing Marketing 67