Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.

Investments

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. I promise you will find it both entertaining and informative.

Banking

Wealth Management

JUNE 26, 2025

For more information, visit: [link] See more from Jason Diamond Louis Diamond CEO, Diamond Consultants Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms. Jason is a graduate of Emory University in Atlanta, Ga. with a Bachelor of Business degree in finance.

Financial Advisor

Nerd's Eye View

NOVEMBER 25, 2024

These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income. This timeline not only allows for the prospect to provide their information and Taylor's team to complete the analysis, but also gauges the prospect's commitment to a long-term relationship.

Financial Planning

Nerd's Eye View

NOVEMBER 4, 2024

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

Estate Planning

The Big Picture

MAY 29, 2025

RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility.

Portfolio

Investment Writing

APRIL 15, 2025

Investment commentary authors often know the markets well, but lack writing and editing expertise. Ive learned some lessons about how to edit investment commentary that I share below with you. Instability in the Middle East will continue, and heres how it affects our investing. If not, then cut it. Thats your goal, right?

Investments

Wealth Management

JULY 31, 2025

According to PwC research more than 60% of wealth management firms globally now use AI to refine client services, automate processes, and customize investment strategies. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Algorithmic bias presents another challenge.

Wealth Management

Carson Wealth

JULY 16, 2025

Let’s be honest—investment terminology can sound like a foreign language. Here’s the good news: You don’t need an MBA to get smart about investing. Ready to make sense of confusing investment terms and use them to your advantage? Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?

Investments

Nerd's Eye View

JUNE 27, 2025

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

Financial Planner

Nerd's Eye View

JULY 30, 2025

AI tools like ChatGPT and automated meeting notetakers offer meaningful time savings and productivity gains that can be a game-changer for supporting RIA marketing, client service, and investment research efforts. Recordkeeping is another key compliance obligation.

Compliance

WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. What is self-investing, and what are its pros and cons?

Financial Advisor

Midstream Marketing

OCTOBER 30, 2024

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clients looking for investment advice have many options.

Investment Advisor

Your Richest Life

JANUARY 27, 2025

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? Active investing involves a hands-on approach to managing your portfolio.

Investments

Zoe Financial

JANUARY 28, 2025

What do these mean, and which is a sounder investment strategy? Weve simplified the differences between time in the market and market timing to explain the best investing strategies for investors. 2 Investing Is An Emotional Rollercoaster When it comes to investments, company stock prices and markets fluctuate wildly on a daily basis.

Marketing

Wealth Management

JUNE 20, 2025

Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want. We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day.

Wealth Management

Nerd's Eye View

MARCH 7, 2025

stocks has outpaced the rest of the market by so much that the number of companies categorized as “large cap” has shrunk from nearly 500 to only around 150 over the last 15 years Amid fears that U.S. equities underperforming international stocks over the next 10 years Why today’s high U.S.

Financial Planner

Nerd's Eye View

JANUARY 6, 2025

This month's edition kicks off with the news that Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client portal and data hub for unifying key client information from multiple sources into a single client-friendly (..)

Startup

Harness Wealth

JULY 14, 2025

Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? What are the key tax strategies for alternative investments in 2025?

Taxes

The Big Picture

APRIL 28, 2025

History informs us that when US markets get slashed by 56%, it creates a very advantageous entry point into equities for fresh capital. In October 2009, I called the move off the lows The Most Hated Rally in Wall Street History. In seven months, the S&P 500 had moved 57.5% from the bottom, and the Nasdaq 100 had gained 64.6%.

Risk Management

Carson Wealth

JULY 8, 2025

It can be designed to accentuate your best features, made in a color and style that will both please you and be appropriate for the occasion in which it will be worn. The same is true of investment portfolios. The use of advanced investment strategies. One basic and popular strategy for building a portfolio is the 60/40 model.

Portfolio

Investment Writing

JUNE 18, 2025

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew from my quarterly investment letter survey that I conducted some years ago. Needs to reflect the voice of the investment team not marketing fluff.

Investments

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Financial Planner

Wealth Management

JULY 2, 2025

To prepare, firms must: Invest in clean, normalized data infrastructure Identify repeatable tasks that can be agentically delegated Train internal teams to supervise AI agents, not just manage software Rethink client experience in terms of context and continuity, not clicks and forms Because make no mistake: the borders are falling.

Wealth Management

Carson Wealth

JANUARY 22, 2025

Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term. How Volatility Affects Investment Returns Volatility can send the value of your portfolio on an uncomfortable roller coaster ride. What Is Market Volatility? At the onset of the COVID pandemic, the VIX hit 83 points.

Investments

Don Connelly & Associates

DECEMBER 16, 2024

Whether planning for retirement, investing in volatile markets, or managing tax implications, clients are often presented with intricate information that can leave them overwhelmed, confused, and anxious, undermining their ability to make informed decisions.

Communication

Carson Wealth

JANUARY 8, 2025

This personalized approach can help you make financial decisions that are well-informed and strategically sound. Behavioral Guidance and Emotional Support Investing often involves emotional decision-making, which can lead to impulsive actions during market volatility. The post Why Should I Hire a Financial Advisor?

Financial Advice

Cornerstone Financial Advisory

NOVEMBER 25, 2024

The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing

Clever Girl Finance

DECEMBER 23, 2024

Save more during high-earning months When you have a lucrative month, allocate the extra income to savings, investments, or your emergency fund to cover leaner periods. Invest in disability insurance Disability insurance protects your income if illness or injury prevents you from working. Expert Tip: Plan ahead!

Budgeting

Steve Sanduski

OCTOBER 27, 2024

By asking yourself whether your processes are solid, empowering, and beneficial to all (advisors, team, and clients), you can make informed decisions about when and how to implement technology effectively. Mastering the Mechanics: Covers operational aspects such as investments, financial planning, and account management.

Clients

Calculated Risk

MARCH 7, 2025

It remains to be seen how these developments might affect future spending and investment. As we parse the incoming information, we are focused on separating the signal from the noise as the outlook evolves. Further, recent surveys of households and businesses point to heightened uncertainty about the economic outlook.

Economics

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement

Yardley Wealth Management

SEPTEMBER 10, 2024

The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?

Retirement

Midstream Marketing

OCTOBER 30, 2024

Why Referrals Matter More Than Ever in the Digital Age In today’s online world, people receive a lot of information. Making Data-Driven Decisions to Improve Your Program Use the information you gather to make smart decisions about your referral program. These clients will likely keep using your services for a long time.

Financial Advisor

Validea

JANUARY 9, 2025

In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing.

Investments

Darrow Wealth Management

MARCH 3, 2025

Bonds, however, are more stable investments that provide income, but have much less upside. while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. Taxes, fees, expenses, trading costs, etc.

Risk Tolerance

Yardley Wealth Management

AUGUST 20, 2024

Understanding Market Volatility: Before diving into strategies for staying disciplined, it’s essential to understand what market volatility is and how it can impact your investments. It’s important to recognize that market volatility is a natural part of investing and not necessarily a cause for alarm.

Financial Planning