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

Wealth Management

AUGUST 8, 2025

Related: Private Credit Goes Big on Open-Ended Funds to Lure Retail Cash In April, the firm announced it would launch Yieldstreet 360 Managed Portfolios—a service in which it will build and manage diversified private markets portfolios across private credit, private equity, real estate and venture capital.

Marketing

Wealth Management

AUGUST 8, 2025

As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.

Estate Planning

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

Financial Advisor

Wealth Management

JULY 8, 2025

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

Wealth Management

Wealth Management

JUNE 23, 2025

Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so.

Assets

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner

Wealth Management

AUGUST 5, 2025

According to Alge, the firm initially divided its RIA outreach into two distribution channels: “institutional” (which largely included RIAs and professional buyers) and traditional retail (including wirehouses and regional IBDs, among other segments). Concept of digital social marketing.

Wealth Management

Wealth Management

AUGUST 4, 2025

GeoWealth said it plans to use the funding to expand its public-private model capabilities, including for product development and new hires. Related: Edward Jones Doubles SMAs on Managed Account Platform, with Further Expansion Planned Meanwhile, Apollo will make some private market investment strategies available in GeoWealth’s UMA platform.

Wealth Management

Wealth Management

JULY 30, 2025

Amanda Albright, Maxwell Adler July 30, 2025 2 Min Read (Bloomberg) -- AllianceBernstein LP plans to convert three of its fixed-income mutual funds into exchange-traded funds, underscoring the growing popularity of the lower-cost investment product. Concept of digital social marketing.

Estate Planning

Wealth Management

AUGUST 6, 2025

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

Wealth Management

Wealth Management

JULY 30, 2025

401(k) Real Talk Episode 161: July 30, 2025 401(k) Real Talk Episode 161: July 30, 2025 Open and honest conversation about IRA rollovers, the explosion in 401(k) plan formation, the possibility of private equity in DC plans and more. trillion by 2030 [link] Micro market fueling explosion of 401k plan formation [link].

Estate Planning

Calculated Risk

MAY 7, 2025

Over the month, commercial planning grew 3.3% while institutional planning fell 4.2%. Despite an uptick in April, the bulk of the DMIs growth was driven by a surge in data center planning, while momentum in other nonresidential sectors lagged behind , stated Sarah Martin, associate director of forecasting at Dodge Construction Network.

Healthcare

Trade Brains

NOVEMBER 6, 2024

on November 06, 2024 Also read… Anil agarwal Stock falls 8% after Govt of India Plans OFS of 10 Cr Shares 3. It offers a range of banking services, including retail, corporate, and wealth management. Share Price: The shares of Hindustan Unilever are trading at Rs. Share Price: The shares of Titan are trading at Rs. 3,188 down 1.3%

Banking

Wealth Management

AUGUST 5, 2025

Multi-account completion portfolios , enabling unified investment strategies across retail, retirement, and taxable accounts. It brings together financial planning, investment management and real-time execution into a single experience for the entire household, not only the account. Concept of digital social marketing.

Wealth Management

Wealth Management

JULY 31, 2025

She has over 20 years of experience as a business reporter and editor, including for Retail Traffic and National Real Estate Investor magazines. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Wealth Management

JULY 31, 2025

Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 22, 2025

That includes Creative Planning, Mariner, Savant Wealth, Cerity Partners, Hightower, Steward Partners and Corient, to name a few. They’ll combine services, such as investment management and financial planning. That’s followed by the retail bank b/d, wirehouse and hybrid RIA channels. Related: EP Wealth Acquires $1.2B

Estate Planning

Trade Brains

JULY 30, 2025

Cost Efficiency: By planning for the rupee to be digital, the RBI hopes to reduce the costs and logistical overhead of printing, storing, and distributing physical cash. Two Forms: Retail (CBDC-R): For individuals and merchants, enabling person-to-person (P2P) and person-to-merchant (P2M) payments.

Banking

International College of Financial Planning

JULY 9, 2025

The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest.

CFP

Clever Girl Finance

FEBRUARY 11, 2025

Follow your existing budget : Stick to your pre-planned necessities and nothing extra. No impulse purchases or retail therapy. 8 tips for planning a successful no spend month You need to set yourself up to be successful because not spending is a big challenge! No new clothes, beauty products, or gadgets.

Budgeting

Abnormal Returns

DECEMBER 11, 2024

sciencedaily.com) Spending Like it or not, more retail establishments are going cash-free. slate.com) Personal finance Financial planning is all about tradeoffs. (abnormalreturns.com) Real estate High-end Chicago residential real estate is struggling. wsj.com) What happens when a CCRC goes bankrupt?

Retirement

Wealth Management

JUNE 30, 2025

Will More Wealth Advisors Gravitate to 401(k) Plans? He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. at Natixis IM, said in a statement.

Management

Your Richest Life

NOVEMBER 12, 2024

Here are a few ways to keep your finances healthy during the holidays: Create a budget for a financially healthy holiday season Have you ever gone to the grocery store without a list, only to come home with an excess of snacks and treats you never planned to buy in the first place? It’s not just about gifts, either. From there, you can edit.

Budgeting

Clever Girl Finance

FEBRUARY 11, 2025

Instead of waiting until the last minute and breaking your low-buy rules, plan ahead. Sometimes it’s better to start small and build on that, especially if you’re a big spender or rely on retail therapy to soothe yourself. The key is to set clear and realistic rules that align with your financial goals.

Budgeting

Fortune Financial

APRIL 1, 2025

For example, in 2023, we discussed how an older car fleet would provide a long tailwind for auto parts retailers. So we’re now coming up in that zone and even talking to some of our customers, they’re planning 2, 3 years out for this wave, talking to us about how do we prepare for that.”

Financial Advisor

International College of Financial Planning

JUNE 17, 2025

LRS Limitations and Procedural Complexity The $250,000 LRS ceiling may restrict HNI strategies, and the current compliance requirements for fund transfer and documentation may deter retail investors. Guidance for Investors Retail investors should work with certified advisors to align global investments with long-term goals.

Compliance

Trade Brains

JULY 1, 2025

The government plans to raise around Rs 25,680 crore ($3 billion) by offloading stakes in public sector companies where it holds more than 75%, alongside the anticipated disinvestment of IDBI Bank. If retail investors, FIIs, and DIIs don’t actively participate, it may lead to selling pressure and a drop in share prices.

Marketing

Discipline Funds

APRIL 30, 2025

They consider multiple indicatorsnot just GDPincluding: Wholesale-retail sales Real personal income (excluding transfers) Employment (nonfarm payrolls) Industrial production Real personal consumption So far, only one element of this negative. And I’d argue the most important element, by far, is the labor market.

Insurance

Wealth Management

JULY 22, 2025

Related: Rise Growth-Backed Bleakley Rebrands to OnePoint BFG Wealth Partners Wood had previously advised on client assets of about $502 million and said communication and planned moves for those clients were going well so far. you have to have flexibility in that space to be able to provide best-in-class services, advice, and planning.”

Estate Planning

Clever Girl Finance

APRIL 22, 2025

Retail consignment 4. Financial planning services 12. Retail consignment When things get tough, one of the first things people cut down on are new clothes. Secondhand stores saw a 31% increase in sales during the last recession even as other retailers’ sales dropped. Baby products 2. Food and beverage 3.

Economy

Nerd's Eye View

DECEMBER 2, 2024

Welcome to the December 2024 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!

Clients

A Wealth of Common Sense

JULY 17, 2025

The CFA is considered the gold standard for investment analysis and portfolio management but doesn’t hold a lot of sway in the wealth management industry where holistic planning is the focus. You’re better off gaining financial planning knowledge from the CFP. Plus, the CFA exams are a lot of work.

CFP

Trade Brains

JUNE 20, 2025

This move also gives them access to India’s huge retail investor base, which is more than eager to back home-grown companies they already recognise. Investor Agreements — Funds often plan their exits on a 7–10-year cycle, pushing startups to list. Also read: The Defence Startups Behind the Success of Operation Sindoor 5.

Startup

WiserAdvisor

JUNE 17, 2025

According to Deloitte’s Center for Financial Services, generative AI tools could become the primary source of investment advice for retail investors by as early as 2027, with usage expected to soar to 78% by 2028. IBM has announced that it plans to invest $150 billion in the U.S. Tech giants are also fueling the innovation engine.

Financial Advisor

Random Roger's Retirement Planning

NOVEMBER 4, 2024

We spend a good bit of time looking at risk parity, trying to see if it can work in a retail accessible fund. There aren't too many of them and they don't seem to work very well.

Retail

Trade Brains

AUGUST 5, 2025

Feature Nippon India ETF Nifty 50 BeES UTI Nifty 50 Index Fund (Direct Plan – Growth) Type Exchange Traded Fund (ETF) Index Mutual Fund AUM (as on 1/08/25) ₹50,104 Cr ₹24,115.5 Such intraday liquidity will provide flexibility and control- particularly among active retail and institutional investors.

Taxes