Wealth Management

JUNE 23, 2025

Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.

Investments

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning

The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.

Investments

Wealth Management

JULY 28, 2025

BlackRock CIO Rick Rieder penned a column for the Financial Times exploring how markets have become less volatile throughout 2025. These are among the investment must-reads we found this week for financial advisors. Vanguard has added to its model portfolio lineup.

Investments

Wealth Management

JUNE 18, 2025

Explore three mega-trends in private market investing, including big partnerships, semi-liquid structures and retirement plan integration.

Retirement Planning

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers. Read More.

Clients

Wealth Management

JUNE 16, 2025

Mercer Advisors' Don Calcagni discussed the latest investment vehicles transforming strategies, the ongoing active versus passive management debate and the nuances of private markets.

Wealth Management

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers. Read More.

Clients

Wealth Management

JULY 8, 2025

BNY integrates iCapital with AltsBridge platform, attempting to streamline access to private market strategies and improve investment management.

Investments

Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Retirement Planning

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Does Time In the Market Beat Market Timing?

Marketing

Wealth Management

JULY 7, 2025

Zephyr's Ryan Nauman and FolioBeyond's Dean Smith cover the changing landscape of fixed income investing, the impact of tariffs, the importance of managing drawdown risk, and adapting investment strategies to modern market conditions.

Risk Management

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

MAY 5, 2025

First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. It yielded 78,600 hits. And thats fine.

Investments

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients

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

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

Banking

Midstream Marketing

OCTOBER 30, 2024

RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast.

Investment Advisor

Nerd's Eye View

JULY 29, 2025

What's unique about Monish, though, is how his firm goes deep in evaluating portfolios and alternative investment opportunities to find potential matches for particular client needs to attract and serve a high-net-worth clientele.

Clients

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?

Investments

Wealth Management

JULY 11, 2025

Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.

Management

Wealth Management

JULY 8, 2025

Elizabeth Warren Regulation & Compliance Warren, Empower Face Off Over Companys Private Market Moves Warren, Empower Face Off Over Companys Private Market Moves by Patrick Donachie Jul 8, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs (..)

Wealth Management

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management

Wealth Management

JULY 2, 2025

I heard anecdotally from a lot of the firms that the focus on millennials is kind of more of a marketing idea than an execution idea. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

Financial Advisor

Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. for the market between 1970-1996.

Investments

Wealth Management

JUNE 26, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

Financial Advisor

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.

Compliance

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

Carson Wealth

JANUARY 22, 2025

Understanding Market Volatility and Its Effects Youve probably heard the stock market described as volatile in recent years. What Is Market Volatility? Volatility in the market is the extent to which the price of stocks or other investments fluctuate in the short term.

Investments

The Big Picture

DECEMBER 19, 2024

This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. Trade responsibly, for the Market is fragile.”

Startup

Carson Wealth

APRIL 21, 2025

One potential positive is market breadth has held up quite well in the face of the near-bear market. Additionally, the National Association of Active Investment Managers (NAAIM) Exposure Index came in at its lowest level in 17 months, suggesting RIAs are finally tossing in the towel as well.

Marketing

Wealth Management

AUGUST 8, 2025

Concept of digital social marketing. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Estate Planning

Midstream Marketing

OCTOBER 30, 2024

Old marketing methods still have their place, but referral marketing is a better option for financial advisors today. This blog will explain why referrals matter and offer a simple guide to create a strong referral marketing strategy. This way of promoting services is much more effective than ads or any marketing campaign.

Financial Advisor

Validea

NOVEMBER 9, 2024

Over several months, this trader generated impressive returns by following social media trends and timing market sentiment. Their approach involved monitoring Twitter activity, following popular crypto influencers, and making quick trades based on perceived market momentum. So what constitutes a sound investment process?

Investments

Nerd's Eye View

JUNE 27, 2025

The report suggests that firms seeking to boost their organic growth could do so by, among other tactics, building a stronger brand (e.g., by identifying what truly differentiates them in the marketplace for advice), leveraging digital lead generation capabilities, and more effectively using CRM software.

Financial Planner

Wealth Management

JUNE 20, 2025

Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Carson Wealth

MARCH 17, 2025

Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Historically, the S&P 500 has come fully out of the correction about three times as often as it has entered a bear market. corrections per year since 1928.

Marketing