Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

Investments 240

Investments Investing Clients Risk Tolerance 240

Wealth Management

MAY 14, 2025

Empower has worked with private market investment providers such as Apollo and Goldman Sachs to make private credit, equity, and real estate available in defined contribution retirement plans.

Retirement Planning 202

Retirement Planning Investments Investing Marketing 202

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. Stick to your plan.

Investments 146

Investments Investing Risk Tolerance Portfolio Management 146

Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investing 237

Investing Investments Distribution Accounting 237

The Big Picture

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Source : How Next-Generation Advisors Steer Clients Away From Bad Investing Mistakes A key role of a financial advisor is to prevent clients from making rash decisions during volatile markets. billion in assets under management.

Clients 147

Clients Investments Investing Wealth Advisor 147

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 244

Clients Financial Advisor Business Planning Taxes 244

Wealth Management

JUNE 10, 2025

on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. WealthManagement.com Staff June 10, 2025 6 Slides START SLIDESHOW Joey Corsica Captured & SpotMyPhotos The Wealth Management EDGE conference kicked off at The Boca Raton resort in Boca Raton, Fla.,

Wealth Management 254

Wealth Management Management Estate Planning Business Planning 254

The Big Picture

NOVEMBER 15, 2023

Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Manage all of the above toward your financial goals and plan. Merely telling people NOT to do those things is ineffective.1

Investments 344

Investments Investing Portfolio Economics 344

The Big Picture

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. Or, as John Kenneth Galbraith observed, The only function of economic forecasting is to make astrology look respectable. ~~~ Public Enemy’s 13th album was titled “ Man Plans, God Laughs.” And randomness is served up daily.

Banking 345

Banking Planning Economics Investing 345

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.

Investments 159

Investments Investing Management Engineering 159

Wealth Management

JULY 16, 2024

BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. These are among the investment must reads we found this week for wealth advisors. Fortune profiled nine executives in the burgeoning private credit arena.

Investments 306

Investments Investing Wealth Advisor Planning 306

The Big Picture

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. Come up with your own plan, style, and strategy that you can live with. It yielded 78,600 hits.

Investing 295

Investing Investments Portfolio Planning 295

Nerd's Eye View

FEBRUARY 5, 2025

However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared to traditional health insurance plans. While HDHPs are often expected to come with higher deductibles than traditional plans, these deductibles may be higher than they appear.

Accounting 234

Accounting Taxes Medical Healthcare 234

Wealth Management

NOVEMBER 11, 2024

Creative Planning's purchase of the Lawrence-based RIA Edmonds Duncan comes several weeks after TPG Capital announced a minority investment into the Peter Mallouk-led RIA.

Planning 290

Planning Investing Investments 290

Fintoo

JUNE 12, 2025

Introduction: The Investment Dilemma Imagine you’ve just received a hefty bonus or sold a property, and now you’re pondering: “Should I invest this lump sum in the stock market?” ” The market’s volatility makes you hesitant.

Planning 106

Planning Investing Investments Marketing 106

Wealth Management

MAY 1, 2024

While corporate pension plans have adopted alternative investment options, such as private equity and credit, 401(k) plan managers face big obstacles to accessing the space, Cerulli survey shows.

Planning 299

Planning Management Investing Investments 299

Wealth Management

MARCH 19, 2024

Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors. Grayscale has signaled that it intends to lower fees on its Bitcoin ETF.

Investments 289

Investments Investing Wealth Advisor Planning 289

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

Nerd's Eye View

FEBRUARY 11, 2025

Read More.

Planning 162

Planning Valuation Financial Advisor Sales 162

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

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 246

Financial Planner Certification CFP Education 246

Advisor Perspectives

JUNE 10, 2025

is planning to invest as much as $500 billion in Europe over the next 10 years, underlining the continent’s growing appeal to investors during a period of geopolitical flux. Blackstone Inc.

Planning 64

Planning Investments Investing 64

Wealth Management

JUNE 11, 2024

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. These are among the investment must reads we found this week for wealth advisors. ETF.com looked at how inflation and expectations on potential interest rate cuts is affecting rate-sensitive ETFs.

Investments 288

Investments Investing Wealth Advisor Wealth Management 288

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Calculated Risk

DECEMBER 4, 2024

Sales of farm equipment were a notable headwind to overall investment activity, and several contacts expressed concerns about the future prices of equipment given ongoing weakness in the farm economy. Still, contacts generally reported financing remained available.

Economics 278

Economics Economy Sales Investing 278

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

Nerd's Eye View

JANUARY 20, 2025

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content.

Financial Advisor 246

Financial Advisor Financial Advice Financial Planner Estate Planning 246

A Wealth of Common Sense

DECEMBER 8, 2024

Not all investment mistakes are created equal. Here’s a look at Ben’s hierarchy of investment mistakes: Annoying mistakes.These are the investment mistakes that can cause regret but don’t necessarily wreck your plan. Some are annoying. Some are self-inflicted. Some are painful.

Investments 129

Investments Investing Planning 129

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. advisorperspectives.com) Advisers A plan for onboarding client service associates. advisorperspectives.com) Financial planning CAN change lives. riabiz.com) Why XYPN felt they needed to launch Sapphire.

Risk Tolerance 271

Risk Tolerance Retirement Financial Planning Consulting 271

Wealth Management

JUNE 10, 2025

Alex Ortolani , Senior Reporter June 10, 2025 1 Min Read SilverStar President and Lead Principal Tim Hudson Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings , has acquired a former Kestra Advisory Services firm in the Houston metro area to merge with its LifeBridge Financial Group and create a $1.4

Wealth Management 176

Wealth Management Engineering Estate Planning Management 176

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Financial Advisor 228

Financial Advisor Clients Financial Planning Planning 228

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. Read More.

Clients 200

Clients Financial Planning Risk Tolerance Planning 200

Nerd's Eye View

JUNE 3, 2025

What's unique about Nina, though, is how she has developed a "money personality" assessment that allows her to both better understand how her clients' money behaviors might affect the financial planning process and to ensure consistent client service among the advisors at her firm.

Clients 241

Clients Risk Tolerance Financial Advisor Assets 241

Wealth Management

JUNE 11, 2025

Duran and the industry's self-proclaimed nerd, Michael Kitces, participated in a "Financial Feud" game show where they debated topics such as private equity, succession planning and the value of a brand.

Wealth Management 175

Wealth Management Management Financial Advisor Business Planning 175

Nerd's Eye View

JANUARY 21, 2025

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)

Taxes 208

Taxes Tax Planning Financial Advisor Compensation Planning 208

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Financial Planner 228

Financial Planner Commission Communication Clients 228

Abnormal Returns

NOVEMBER 6, 2024

morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. podcasts.apple.com) Taxes A year-end tax planning checklist. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estate plan. They aren't going up in value.

Estate Planning 167

Estate Planning Tax Planning Retirement Taxes 167