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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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Portfolio Income And How To Earn It

Clever Girl Finance

Below is a brief overview of the other two types of income for your reference: Earned income is the money you earn from working (exchanging time for money), such as wages from a job or income from your small business. Shareholders (owners of the company’s stock) receive dividends based on the number of shares they hold.

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5 Facts You Need to Know About Your Retirement Plan

Getting Your Financial Ducks In A Row

Many of us are covered by one or more types of defined contribution retirement plans, such as a 401(k), 403(b), 457, or any of a number of other plans. What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS.

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How Often Should You Rebalance Your 401(k)?

WiserAdvisor

Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Your investment strategy determines the target percentages for each asset, often based on your risk tolerance, investment goals, and time horizon. Click to compare vetted advisors now.

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How to protect your Cash

MainStreet Financial Planning

You should always review your account agreements with each institution and understand the risks associated with the investments. SIPC refers to this as “separate capacity”, for example, individual, joint accounts, or trust accounts. Accounts held in the same capacity are combined for purposes of the SIPC protection limits.

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Financial Planning Opportunities in a Volatile Market

eMoney Advisor

Loss aversion refers to having an emotional reaction to a loss rather than making a rational conclusion. Re-examine Risk Tolerance Volatile markets may cause your clients to rethink their risk tolerance, especially those who are close to retirement.

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12 Highly Liquid Investments To Have

Clever Girl Finance

The downside to highly liquid investments 12 Highly liquid vs short term highly liquid investments Expert tip: Know your risk tolerance When does it make sense to pursue a liquid investment? You may also hear highly liquid investments referred to as cash equivalents. What is the most liquid investment? Some offer up to 5.3%