Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. for the month as the share of firms reporting a decline in firm billings increased.

Clients 270

Clients Numbers Economics Investments 270

Wealth Management

JUNE 26, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Financial Advisor 233

Financial Advisor Wealth Management Estate Planning Recruitment 233

Wealth Management

JULY 2, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Financial Advisor 259

Financial Advisor Estate Planning Wealth Management Financial Planning 259

Wealth Management

JUNE 23, 2025

Number 8860726. Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets 279

Assets Wealth Management Financial Advisor Estate Planning 279

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.

Financial Planner 223

Financial Planner Financial Advisor Tax Planning Clients 223

The Big Picture

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

Government 310

Government Economy Investments Investing 310

Wealth Management

JUNE 26, 2025

Number 8860726. Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Mason was also ordered to pay nearly $25 million in restitution to his victims and nearly $2.4 million to the IRS.

Clients 276

Clients Estate Planning Wealth Management Planning 276

Wealth Management

JUNE 20, 2025

Number 8860726. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Nerd's Eye View

NOVEMBER 19, 2024

We also talk about how Anjali grew her revenue primarily by not increasing her client headcount (which only rose from 35 to 45 clients over the past 6 years) and instead focused on raising her minimum annual retainer fee from $10,000 to $18,000 per client, why Anjali's current clients and prospects are largely willing to pay this fee given the tailored (..)

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Financial Planner 246

Financial Planner Retirement Retirement Planning Clients 246

Wealth Management

JULY 1, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Financial Planner 246

Financial Planner Certification CFP Education 246

The Big Picture

JUNE 26, 2025

But the data shows that if you invest during all time highs, you do better than you would if you’re investing randomly on any other day in a market cycle (see chart at top). Admittedly, the last all-time high always takes place before a bear market.

Valuation 268

Valuation Numbers Marketing Marketing 268

Wealth Management

JULY 9, 2025

Number 8860726. To get the ranking, it divides the total household net worth (excluding home equity) by the number of active investment advisors in the state to show the ones that are most and least saturated with advisors. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JUNE 27, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning 235

Financial Planning Sales Planning Retirement 235

The Big Picture

MAY 1, 2025

I chatted with Jean Chatzky of Your Money Map about HNTI and some general investing concepts. Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. The book is broken down into four categories of things not to do when youre investing.

Retirement 189

Retirement Numbers Investments Investing 189

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 217

Financial Planner Financial Advisor Estate Planning Clients 217

Wealth Management

JULY 17, 2025

Number 8860726. based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 221

Wealth Management Clients Management Estate Planning 221

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 52

Investments Investing Marketing Marketing 52

Calculated Risk

MAY 21, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. for the month. Click on graph for larger image.

Economy 162

Economy Numbers Economics Investments 162

Wealth Management

JULY 18, 2025

Number 8860726. Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. " Brennan’s response?

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Wealth Management

JULY 2, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 180

Wealth Management Estate Planning Planning Clients 180

Wealth Management

JULY 3, 2025

Number 8860726. Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Wealth Management

JUNE 10, 2025

Number 8860726. on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 256

Wealth Management Management Estate Planning Business Planning 256

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

Investments 195

Investments Investing Food Ethics 195

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 52

Investment Advisor Investing Investments Ethics 52

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 52

Taxes Investments Investing Assets 52

The Big Picture

FEBRUARY 18, 2025

We are four weeks out from the publication of “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” The result: Bad investment outcomes that should not have occurred. ” Audio, ebook, and hard copies are all scheduled to drop on the same day, March 18, 2025.

Investments 189

Investments Investing Numbers 189

Nerd's Eye View

JUNE 24, 2025

Read More.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Calculated Risk

JULY 16, 2025

A growing number of Districts cited labor shortages in the skilled trades. Employers in a few Districts ramped up investments in automation and AI aimed at reducing the need for additional hiring. Labor availability improved for many employers, with further reductions in turnover rates and increased job applications.

Economics 222

Economics Manufacturing Transportation Sales 222

Wealth Management

JULY 1, 2025

Number 8860726. based registered investment advisor with $1.1 WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Registered in England and Wales.

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

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 246

Financial Planner Asset Allocation Clients Commission 246

Wealth Management

JUNE 17, 2025

Number 8860726. Mariner is seeking to bolster its independent registered investment advisor channel by hiring Rob Sandrew to oversee the division, which includes more than 1,100 advisors and about $40 billion in client assets. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner 190

Financial Planner Clients Financial Advice Numbers 190

The Big Picture

OCTOBER 30, 2024

Meb Faber, Cambria Investments (October 30, 2024) Dividend investing has a long and storied history, but it turns out dividends are only part of the picture driving stock returns. He is the author of shareholder yield, a better approach to dividend investing just out in its second edition this week.

Valuation 147

Valuation Investments Investing Numbers 147