Wealth Management

MARCH 22, 2024

Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.

Assets 118

Assets Management 118

Abnormal Returns

AUGUST 9, 2023

wsj.com) Investing Why individual investors have a leg up on professionals. blog.validea.com) Personal finance Want to build wealth? ofdollarsanddata.com) Why you shouldn't confuse wealth with income. (nytimes.com) What you need to know when buying a home from a builder. Boost your income.

Insurance 239

Insurance Retirement Investing Investments 239

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner 206

Financial Planner Strategic Planning Retirement Planning Retirement 206

Wealth Management

APRIL 4, 2024

The firm, which already works with individual investors, wants to build up its relationships across private wealth distribution channels.

Assets 97

Assets Management Distribution 97

The Big Picture

APRIL 11, 2024

Trading was expensive, and the clubby brokerage industry had long indulged the large institutions at the expense of individuals. Data was expensive, professional analysis complex, and only a handful of companies served individual investors. That new information arrived through the mail, once a quarter or so.

Commission 349

Commission Taxes Management Electronics 349

Nerd's Eye View

OCTOBER 6, 2023

Read More.

Financial Planner 243

Financial Planner CFP Certification Communication 243

Nerd's Eye View

MARCH 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Salesforce Financial Services Cloud highlights a new pre-built multi-custodial data feeds solution in its AppExchange, dubbed Attune and powered by BridgeFT, as the CRM provider seems to come 'downmarket' into mid-sized independent (..)

Startup 202

Startup Wealth Management Clients Portfolio 202

The Big Picture

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. You literally own all of those stocks individually. You know, these is 401 K’s IRAs, 403 B’s.

Taxes 234

Taxes Portfolio Wealth Management Management 234

Wealth Management

OCTOBER 5, 2023

TwinFocus works with ultra-high-net-worth individuals, many of whom built first generation wealth. The firm is trying to bring them real estate investment opportunities while avoiding today’s high leverage costs.

Investing 121

Investing Investments 121

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning 217

Estate Planning Financial Planning Planning Wealth Management 217

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Most individuals choose to have a certain amount of money transferred from each paycheck directly into their investment accounts so they don’t even have the option to spend it.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

The Big Picture

AUGUST 25, 2023

China, Clickbait, & Market Crises: What Investors Should Know About Behavioral Economics Here is the Moneyshow’s description: “Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing.

Wealth Management 246

Wealth Management Economics Assets Management 246

oXYGen Financial

MARCH 31, 2024

[CDATA[ In the ever-evolving landscape of personal finance, individuals and business owners are constantly seeking avenues to optimize their wealth management strategies. Offering flexibility, ]]

Wealth Management 52

Wealth Management Investing Investments Management 52

Nerd's Eye View

JUNE 9, 2023

Also in industry news this week: A study has found that during the past several years, investors are not just bypassing mutual funds for ETFs, but are increasingly investing in individual equities, shaped by a new wave of younger market participants Congressional leaders are planning to introduce legislation that would fix a variety of drafting errors (..)

Financial Planner 173

Financial Planner Financial Advisor License Retirement 173

Nerd's Eye View

JULY 5, 2023

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy.

Valuation 239

Valuation Economics Portfolio Investing 239

Abnormal Returns

SEPTEMBER 7, 2022

(morningstar.com) Investing You don't need to buy individual stocks to meet your financial goals. humbledollar.com) Personal finance Jack Raines, "Experiences are our opportunities to cash in our other forms of wealth for something memorable." peterlazaroff.com) All the reasons why active investing lags passive.

Retirement 245

Retirement Financial Planning Assets Investing 245

NAIFA Advisor Today

JANUARY 29, 2024

Tom Palmeri is a Life Underwriting Training Council Fellow (LUTCF) committed to helping clients build and safeguard their wealth. Tom specializes in helping individuals and businesses achieve their financial goals through compassion and empathy.

Insurance 94

Insurance Financial Advisor Clients Planning 94

Wealth Management

DECEMBER 18, 2023

These 10 individuals are set to innovate and influence the wealth management industry in 2024.

Wealth Management 103

Wealth Management Management 103

Abnormal Returns

SEPTEMBER 4, 2023

thinkadvisor.com) UHNW individuals don't want to talk about traditional retirement. thereformedbroker.com) IPO wealth is a unique financial planning opportunity. (kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving.

Estate Planning 239

Estate Planning Retirement Financial Planning Planning 239

Abnormal Returns

MARCH 1, 2023

(whitecoatinvestor.com) Investing A look at how to 'avoid financial disasters' for HNW individuals. tonyisola.com) Wealth is in service of us living happy & fulfilling lives. ritholtz.com) What to do if you have a bad 401(k) plan. whitecoatinvestor.com) Fulfillment How our addictions prevent us from living a fuller life.

Retirement Planning 200

Retirement Planning Retirement Planning Investing 200

Nerd's Eye View

JANUARY 19, 2024

Nevertheless, there is potential for many individual RIAs to expand their staffing further, with the addition of specialized planning and operations roles being seen as a potential avenue to boost firm growth. in 2023, the RIA space showed significantly more strength, with 10.4%

Financial Planner 229

Financial Planner Fiduciary Duty Retirement Retirement Planning 229

Nerd's Eye View

SEPTEMBER 21, 2022

Some disagree on technical details like the plausibility (or purported lack thereof) of his assumptions for future investment returns, while others criticize broader elements of his approach (like his reliance on rules of thumb and a one-size-fits-all approach to building wealth).

Financial Planning 242

Financial Planning Planning Financial Advice Clients 242

Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). ARWL stock gave a stellar return of 233% in just one year. in FY18 to 15.2%

Wealth Management 59

Wealth Management Distribution Clients Assets 59

Tobias Financial

OCTOBER 12, 2023

While this progression is noteworthy, it’s essential to recognize the challenges faced by Latino individuals in achieving financial stability. Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation.

Financial Planning 98

Financial Planning Planning Wealth Accumulation Strategic Planning 98

Nerd's Eye View

MAY 19, 2023

Also in industry news this week: CFP Board adopted a set of revised procedural rules, including establishing the ability to conduct “informal inquiries” in response to complaints to better identify potential wrongdoing A patent that allowed Vanguard to launch ETFs as share classes of its existing mutual funds expired this week, but it is (..)

Financial Planner 194

Financial Planner CFP Financial Advisor Clients 194

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Financial Advisor 218

Financial Advisor Financial Planner Insurance Clients 218

The Big Picture

JANUARY 30, 2023

In 2020, all you had to do was Hodl Meme stocks; In 2021, it was day trade your way to wealth; before that, just be a Crypto bro, or you can “ Have fun being poor !” Those rare folks who day-trade, or flip houses, or garner passive incomes as a route to wealth 1 are busy doing those things. Investment TikTok is the best!

Media 291

Media Economics Investing Investments 291

WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. Rich individuals do not simply hoard their money in bank accounts. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns.

Investing 59

Investing Investments Financial Advisor Taxes 59

Nerd's Eye View

JULY 10, 2023

This move was more successful, and as prospects started to come in, the firm refined their ideal target client further to individuals within 12 months of retirement, who wanted planning and investment management, and had investible assets greater than $1 million.

Financial Planning 240

Financial Planning Retirement Planning Clients 240

NAIFA Advisor Today

JUNE 28, 2023

Scott Blake is a Wealth Management Advisor and Founder at a leading wealth management firm delivering comprehensive planning, investment, and insurance services for individuals, families, and businesses to help them achieve financial success and live rich, rewarding lives.

Wealth Management 96

Wealth Management Insurance Financial Advisor Management 96

Nerd's Eye View

SEPTEMBER 2, 2022

The variety of ways individuals approach retirement, from choosing where to live to finding purpose in their daily lives. We wrap up with three final articles, all about mental frameworks: How operating from a set of ‘big beliefs’ can help advisors assess the needs of individual clients. Read More.

Financial Planner 203

Financial Planner Strategic Planning Retirement Planning Retirement 203

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Financial Planner 217

Financial Planner Retirement Retirement Planning Advertising 217

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! The downside: increased interest income is ordinary, taxable income taxed at potentially the highest individual income tax rate (37% in 2023). The post 9 Year-End Planning Tips from a Wealth Planner appeared first on Carson Wealth.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Darrow Wealth Management

JUNE 14, 2023

There are many ways individuals become suddenly wealthy. Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. What is sudden wealth? What is sudden wealth? We can’t be experts in everything.

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Nerd's Eye View

SEPTEMBER 6, 2023

Financial advisory clients are routinely concerned about lurking threats to their hard-earned wealth in the form of a large unforeseen judgment on a liability claim. While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.

Education 239

Education Assets Clients Estate Planning 239

Nerd's Eye View

OCTOBER 21, 2022

Also in industry news this week: The wealth of those in the Millennial and Generation Z cohorts increased by 25% in 2021 and members of these generations are willing to pay for financial advice, according to a new study. Social Security COLA for 2023. Enjoy the ‘light’ reading! Read More.

Financial Planner 163

Financial Planner Retirement Planning Retirement Insurance 163

Wealth Management

MARCH 14, 2023

The head of Brookfield Oaktree Wealth Solutions discusses the RIA landscape and how alternatives have shifted from institutional to individual investors.

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