Abnormal Returns

DECEMBER 15, 2023

investmentnews.com) The efficiency of the ETF industry runs through a few key players. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion. newsletter.abnormalreturns.com) Mixed media Some news items you are unlikely to ever read. variety.com) Why every cable outlet is running reruns.

Startup 236

Startup License Financial Advising Media 236

Nerd's Eye View

MAY 26, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)

Financial Planner 229

Financial Planner Fiduciary Duty Retirement Financial Advisor 229

Nerd's Eye View

JANUARY 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that comment letters submitted regarding the Department of Labor's (DoL) proposed Retirement Security Rule, which is intended to strengthen standards regarding the provision of certain retirement-related advice, reflect the (..)

Financial Planner 206

Financial Planner Retirement Retirement Planning Financial Advisor 206

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 201

Financial Planner Numbers Clients Wealth Management 201

Abnormal Returns

FEBRUARY 15, 2024

thedial.world) Why the lab-grown meat industry seems stuck in neutral. bloomberg.com) Is there a path forward for the news media? (wallstreetfintech.substack.com) Factories Ireland is filling up with data centers and all that involves. nytimes.com) Longreads NFL owners have a succession problem.

Education 266

Education Media 266

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 231

Financial Planner Communication Electronics Retirement 231

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner 229

Financial Planner Retirement Planning Retirement Insurance 229

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. Read More.

Financial Planner 199

Financial Planner Financial Advice Fee Only Financial Planning 199

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 234

Startup Financial Advisor Clients Financial Planning 234

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. This is the next generation of the wealth management industry, and they want to stay ahead of the curve. Attendees from all over the country (and the world!)

Wealth Management 303

Wealth Management Financial Planning Clients Planning 303

Abnormal Returns

OCTOBER 10, 2023

Why the financial media industrial complex is built to stress us out. newsletter.abnormalreturns.com) Mixed media Why fake news on Israel-Gaza is rampant on Twitter. (allstarcharts.com) Strategy When your portfolio is your biggest worry, you are lucky. theirrelevantinvestor.com) We make worse decisions under stress.

Financial Advising 250

Financial Advising Media Portfolio Marketing 250

Nerd's Eye View

APRIL 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Financial Planner 205

Financial Planner Recruitment Insurance Financial Advisor 205

Nerd's Eye View

MARCH 29, 2024

Nonetheless, Kitces Research suggests that when it comes to financial advisors, those with sufficient experience can often have both, with thriving advisors earning more and working fewer hours!

Financial Planner 188

Financial Planner Insurance Coverage Financial Advisor Communication 188

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 206

Financial Planner Financial Services Electronics Compliance 206

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor.

Financial Planner 225

Financial Planner Fee Only Compliance CFP 225

Nerd's Eye View

JANUARY 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

Financial Planner 215

Financial Planner Financial Advisor Commission Budgeting 215

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 222

Financial Planner Fee Only CFP Commission 222

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 239

Financial Planner Retirement Taxes Insurance 239

Calculated Risk

APRIL 15, 2024

From Matthew Graham at Mortgage News Daily: After Months of Relative Calm, Rates are Starting to Look Panicked Again In 2023, there were multiple examples of mortgage rates moving up by roughly half a percent in a relatively short amount of time (1-3 weeks). The consensus is for 1.480 million SAAR, down from 1.521 million SAAR in February. •

Economics 100

Economics Marketing Marketing 100

Advisor Perspectives

FEBRUARY 20, 2024

If you are among the 56% of US workers with a retirement plan, I have some bad news for you: Your 401(k) will be gone in 10 years, tops. Not the money, thank goodness — Americans have trillions of dollars in these accounts, and there is an entire industry built around them — but the plans themselves.

Retirement Planning 111

Retirement Planning Retirement Accounting Planning 111

Wealth Management

SEPTEMBER 28, 2023

Preferred equity providers are increasingly looking to close financing gaps in the multifamily sector, according to Multi-Housing News. CoStar News looks into how the proliferation of AI is driving data center growth beyond their usual markets. These are among today’s must reads from around the commercial real estate industry.

Marketing 118

Marketing Marketing 118

Wealth Management

OCTOBER 11, 2023

Fred Barstein, contributing editor for RPA Edge, reviews all of the week’s industry news and selects the five important/interesting stories.

112

112

Wealth Management

OCTOBER 17, 2023

billion in stock and debt assumption to buy out Wyndham Hotels & Resorts, reports CoStar News. These are among today’s must reads from around the commercial real estate industry. Choice Hotels International offered $9.8 Cohen & Steers looked at what the September selloff in publicly-traded REITs said about the market.

Marketing 112

Marketing Marketing 112

Advisor Websites

OCTOBER 21, 2022

Later that day, you head out to meet a fellow advisor for dinner, who asks for your take on one of the most recent industry updates. As a financial advisor, it is necessary to remain up-to-date and current with industry news and market changes. As they ask, your face drops.

Financial Advisor 98

Financial Advisor Clients Marketing Marketing 98

Wealth Management

NOVEMBER 15, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

121

121

Trade Brains

SEPTEMBER 29, 2023

Fundamental Analysis of Exide Industries : Batteries are not just the silent powerhouses of our devices; they are the enablers of a cleaner future. In this fundamental Analysis of Exide Industries, we read about its history, operating segments, industry, financials and future plans.

Planning 119

Planning Manufacturing Sales License 119

Trade Brains

AUGUST 20, 2023

Fundamental Analysis of Balkrishna Industries: MRF share has reached dizzying heights crossing the Rs 1,00,000 mark making it difficult for retail investors to include it in their diversified portfolios. But did you know, the stock of Balkrishna Industries (another leading Indian tyre manufacturer) sells for Rs 2,500 only?

Planning 98

Planning Manufacturing Sales Accounting 98

Wealth Management

NOVEMBER 8, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

108

108

Trade Brains

FEBRUARY 19, 2024

Solar Industries : T he global industrial explosives industry anticipates annual growth, projecting a value surpassing US$ 16 billion by 2028. According to Mint, the Indian explosive industry is growing rapidly with annual usage at 500,000 tonnes, and is expected to reach $159.2 Solar Industries India Ltd.

Manufacturing 59

Manufacturing Electronics Startup Portfolio 59

Wealth Management

SEPTEMBER 6, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

118

118

Wealth Management

OCTOBER 4, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

111

111

Wealth Management

OCTOBER 18, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

108

108

Wealth Management

NOVEMBER 1, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

104

104

Trade Brains

MARCH 3, 2024

Dinesh Patidar, Shakti Pumps (India) Limited (SPIL) launched its business as a core pumping solutions company, elevated itself to becoming the first manufacturing unit for stainless steel pumps and energy-efficient motors, and has now made a strong presence in the pump industry. for solar pump installation. It exports to 100+ countries.

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

AUGUST 14, 2023

Fundamental Analysis Of Aarti Industries : Specialty chemicals have become essential in various industries ranging from pharmaceuticals, electronics, agriculture, and automotive. Arti Industries is one such stock in this space which is undergoing multiple developments from demerger to huge CAPEX.

Pharmaceutical 97

Pharmaceutical Planning Manufacturing Electronics 97

Trade Brains

MAY 23, 2023

Fundamental Analysis of Laxmi Organic Industries: After listing at a premium of 20% in March 2021, the stock of Laxmi Organic Industries rallied further by 200% in another 7 months. We’ll try to answer these and many other questions in our fundamental analysis of Laxmi Organic Industries Ltd.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Wealth Management

AUGUST 30, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

112

112