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

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 237

Financial Planner Taxes Numbers Planning 237

Nerd's Eye View

JUNE 27, 2025

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

Financial Planner 217

Financial Planner Financial Advisor Estate Planning Clients 217

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

JULY 9, 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 196

Wealth Management Estate Planning Business Planning Taxes 196

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 243

Estate Planning Planning Communication Clients 243

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 258

Financial Advisor Estate Planning Wealth Management Financial Planning 258

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 216

Wealth Management Clients Management Estate Planning 216

Wealth Management

JULY 18, 2025

Number 8860726. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I Registered in England and Wales. " Brennan’s response?

Estate Planning 273

Estate Planning Wealth Management Clients Planning 273

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? Table of Contents What are alternative investments?

Taxes 52

Taxes Investing Investments Assets 52

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 278

Assets Wealth Management Financial Advisor Estate Planning 278

The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investing 157

Investing Investments Management Engineering 157

Nerd's Eye View

JUNE 24, 2025

Read More.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

Nerd's Eye View

JANUARY 6, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 189

Financial Planner CFP Certification Retirement Planning 189

Abnormal Returns

MARCH 14, 2025

(fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute. freakonomics.com) Laurence Kotlikoff talks with Prof. Richard Berner about the evisceration of financial oversight.

Budgeting 147

Budgeting Economy Taxes Economics 147

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

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 144

Investing Investments Assets Retail 144

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.

Clients 200

Clients Financial Planning Risk Tolerance Planning 200

Abnormal Returns

JULY 21, 2025

(youtube.com) Investing RIAs are bypassing investments in venture capital for private debt and equity. blogs.cfainstitute.org) Taxes When it comes to tax planning, what you need to know about the BBB. blogs.cfainstitute.org) Taxes When it comes to tax planning, what you need to know about the BBB.

Wealth Management 147

Wealth Management Estate Planning Wealth Advisor Tax Planning 147

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?

Investing 52

Investing Investments Marketing Marketing 52

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes 52

Taxes Tax Planning Education Medical 52

Abnormal Returns

JUNE 18, 2025

chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book "How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them." tonyisola.com) Personal finance Why it's hard to reduce your pre-tax retirement balances. abnormalreturns.com)

Retirement 173

Retirement Financial Advice Taxes Numbers 173

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 254

Wealth Management Management Estate Planning Business Planning 254

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

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 144

Valuation Investing Investments Numbers 144

Harness Wealth

JULY 14, 2025

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%

Taxes 52

Taxes Investing Investments Sales 52

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Table of Contents What is tax-loss harvesting?

Taxes 52

Taxes Assets Portfolio Sales 52

Nerd's Eye View

JANUARY 20, 2025

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

Financial Advisor 247

Financial Advisor Financial Advice Financial Planner Estate Planning 247

The Big Picture

FEBRUARY 5, 2025

He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. Is this the right investment vehicle for me? I think that’s generally how the media works at investing, right?

Taxes 144

Taxes Portfolio Management Investing 144

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.

Investing 190

Investing Investments Food Ethics 190

Wealth Management

JUNE 10, 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 144

Wealth Management Marketing Marketing Tax Planning 144

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension? This is not the case.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

MainStreet Financial Planning

MARCH 7, 2025

Tax season can feel overwhelming, whether you’re filing for the first time or you’ve been doing it for years. Should you tackle your taxes on your own, or is it time to bring in a professional? Lets explore the pros and cons of DIY tax preparation and when seeking expert help might be the right move.

Taxes 52

Taxes Financial Planning Planning Numbers 52

Wealth Management

JULY 10, 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 162

Wealth Management Estate Planning Clients Planning 162

Harness Wealth

APRIL 30, 2025

Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition.

Taxes 52

Taxes Planning Tax Planning Sales 52