article thumbnail

Model Portfolios Portend the End of 'Traditional' Financial Advice

Wealth Management

But a silent revolution is underway: model portfolios—pre-constructed investment portfolios—are rapidly replacing boutique portfolio management. This fee structure raises tough questions: Why should a HNW individual pay for investment management advisory when you can license the same model yourself?

article thumbnail

Friday links: uninterrupted straight lines

Abnormal Returns

monevator.com) How bad investment decisions feed on themselves. wsj.com) Angel investing ain't easy. humbledollar.com) Companies Reddit ($RDDT) thinks keeping its data in house, is more valuable than licensing it. (downtownjoshbrown.com) Just how much are the threat of tariffs driving the stock market?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bank stock under ₹25 in focus as SMFG plans additional $1.1 billion investment in the company

Trade Brains

billion investment, potentially raising its stake to 25 percent. This potential investment has fueled fresh optimism among investors, driving the stock price higher as the bank positions itself for its next phase of growth and transformation. Investing in equities poses a risk of financial losses. billion in Yes Bank.

article thumbnail

Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

Waycrest’s seven-person team will work with clients including physicians, business owners, attorneys and philanthropic families, primarily in Michigan and Florida, though it is licensed in 40 states. In June, Elevation Point invested in a team advisors from UBS that started up Family Offices Partners in Lafayette, La.

article thumbnail

Tax Advisor Weekly – April 4, 2025

Harness Wealth

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Transfer Pricing: The C-suite Needs to be Informed ( Steven C.

article thumbnail

Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

by Fred Barstein Jun 30, 2025 4 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs Recent in Investment See All Alternative investment visualization with stacks of coins and percentage signs.

article thumbnail

At The Money: How to Spend Your Money in Retirement

The Big Picture

After decades of working, saving, and investing, pivoting to spending down your accumulated wealth can be surprisingly difficult. She’s published numerous books on money investing and retirement. She joins Barry Ritholtz to discuss what you need to know about planning for retirement.