Wealth Management

JULY 12, 2023

Make sure that clients are using the right valuation.

Estate Planning 245

Estate Planning Planning Valuation Clients 245

Abnormal Returns

SEPTEMBER 8, 2024

(awealthofcommonsense.com) Early in retirement is the time to do some tax planning. worksinprogress.co) Good luck trying to time the stock market using valuation metrics. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) How pour-over coffee got so good.

Tax Planning 293

Tax Planning Valuation Retirement Taxes 293

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner 189

Financial Planner Clients Financial Advice Numbers 189

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Financial Advisor 147

Financial Advisor Clients Valuation Sales 147

Wealth Management

AUGUST 29, 2022

NAPFA selected FP Transitions to build a custom ‘continuity partner matching’ program for members with vetted buyers, equity plans and valuation services.

Valuation 264

Valuation Planning 264

Abnormal Returns

DECEMBER 18, 2024

Just a 10-Step Plan to Create Your Rich Life Together." awealthofcommonsense.com) Market valuations aren't going to help you time the stock market. theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. No More Fights. barrons.com) Don't let bad energy ruin your portfolio.

Retirement Planning 130

Retirement Planning Retirement Valuation Insurance 130

Abnormal Returns

MAY 6, 2024

(wiredplanning.com) Steve Chen talks with Jordan Hutchison, Vice President of Technology for RFG Advisory, about the evolving landscape of financial planning. podcasts.apple.com) Altruist Altruist has raised $169 million, elevating its valuation to more than $1.5 advisorhub.com) How Altruist merited its new valuation.

Estate Planning 257

Estate Planning Valuation Financial Planning Planning 257

Wealth Management

APRIL 30, 2025

New IRS Circular 230 changes may require USPAP/IVS compliance for business valuations, leading to longer wait times and higher costs for estate planning appraisals.

Estate Planning 235

Estate Planning Compliance Valuation Planning 235

Abnormal Returns

AUGUST 27, 2024

mrzepczynski.blogspot.com) How Japanese companies plan to boost valuations. (dimensional.com) Do evergreen PE funds adequately capture returns? alphaarchitect.com) Research Sector performance mean reverts. mailchi.mp) The market cares who is CEO, just look at the stock prices.

Valuation 271

Valuation Planning Marketing Marketing 271

Abnormal Returns

JANUARY 13, 2025

advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. (riabiz.com) Advisers Clients are going to assess "success rates" from a Monte Carlo simulation differently. thinkadvisor.com) How technology is helping advisers do their real job - helping clients. 199A deductions.

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

The Big Picture

MARCH 18, 2025

We view valuation as a snapshot in time instead of recognizing how it evolves over a cycle, driven primarily by changes in investor psychology. Create a financial plan (then stick to it). We evolved in an arithmetic world, so we are unprepared for the exponential math of finance. This is the best advice I can offer : A. Index (mostly).

Investing 317

Investing Investments Math Media 317

Wealthfront

SEPTEMBER 3, 2022

billion valuation. The post Our Plans to Remain an Independent Company appeared first on Wealthfront Blog. We are continuing to explore ways to work together in a partnership and UBS has given us $69.7 million in financing at a $1.4 I am incredibly excited about Wealthfront’s path forward […].

Planning 139

Planning Valuation 139

NAIFA Advisor Today

APRIL 10, 2025

United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. Supreme Courts 2024 decision in Connelly v.

Planning 52

Planning Valuation Insurance Taxes 52

Nerd's Eye View

MAY 10, 2024

could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 billion (thanks to expected reductions in commissions and the embedded costs in these annuities).

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Abnormal Returns

MARCH 13, 2024

on.ft.com) There is still a lot of uncertainty around office building valuations. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. (wired.com) The spot Bitcoin ETF fee war is here. etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. cnn.com) Ashley Furniture is a 'quiet juggernaut.'

Financial Advising 312

Financial Advising Valuation Retail Media 312

Nerd's Eye View

MARCH 14, 2025

Also in industry news this week: A recent survey finds that while advisors are increasingly using passive investment vehicles, many are taking the time to look beneath the hood to examine the makeup of different indexes in order to choose the best option for their clients A survey of advisors working at enterprise firms shows a significant increase (..)

Financial Planner 162

Financial Planner Compliance Commission Retirement 162

Abnormal Returns

JUNE 27, 2024

(carsongroup.com) Strategy Investing is planning. hbr.org) Startups SpaceX is doing a tender at a $210 billion valuation. mrzepczynski.blogspot.com) Why you shouldn't care what other investors or the markets are doing. safalniveshak.com) Companies Monster Beverage ($MNST) is unique not only for its stock performance.

Financial Advising 272

Financial Advising Startup Valuation Manufacturing 272

Abnormal Returns

MAY 8, 2023

(financial-planning.com) The biz What variables matter when it comes to RIA valuation. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Steve Sanduski

JUNE 3, 2025

In a nutshell: RIA valuations are high. But the number one driver of these trends isn’t aging founders and succession planning. The post David DeVoe on the State of RIA M&A and How to Maximize Your Firms Valuation appeared first on Steve Sanduski. Private equity is everywhere. Industry consolidation is accelerating.

Valuation 52

Valuation Consulting Compliance Education 52

Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Steve Sanduski

FEBRUARY 18, 2025

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes. Fractional collectible investments.

Financial Planning 52

Financial Planning Planning Valuation Clients 52

Abnormal Returns

DECEMBER 26, 2022

(morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. thinkadvisor.com) Being able to move unused 529 plan funds into an IRA is a neat trick.

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

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. Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns.

Taxes 52

Taxes Planning Tax Planning Sales 52

Nerd's Eye View

OCTOBER 3, 2022

Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations).

Commission 246

Commission Financial Planning Ethics Planning 246

Nerd's Eye View

OCTOBER 4, 2024

Further, Artificial Intelligence (AI) was the most cited factor driving industry growth during the next 3 years, with client data integration as a primary area for improvement, suggesting an opportunity for AI tools to help advisors make the most of the significant amount of client data they possess (possibly saving time in the process) and potentially (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

Discipline Funds

OCTOBER 9, 2024

On the one hand you might assume that high valuations are bad because “expensive” usually implies bad. On the other hand, you could argue that high valuations simply reflect a price premium. The way I like to think about valuations is that they’re reflective of long-term price premiums.

Valuation 96

Valuation Economy Financial Planning Economics 96

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 139

Wealth Management Financial Advisor Management Recruitment 139

Nerd's Eye View

AUGUST 19, 2024

Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner.

Planning 130

Planning Risk Tolerance Clients Valuation 130

Nerd's Eye View

JULY 9, 2024

So, whether you're interested in learning about navigating an internal succession plan, handling the financial realities of taking on debt to purchase the firm, or creating a plan to grow the firm and its staff after taking over, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Alex Lewis.

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Abnormal Returns

DECEMBER 7, 2023

techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. (ft.com) VC SimpleClosure, a start-up that helps other start-ups wind down their operations, is doing a booming business. nytimes.com) Is Austin, TX losing its luster as a startup hub?

Digital Media 268

Digital Media Financial Advising Electronics Startup 268

Carson Wealth

MAY 23, 2024

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your Estate Plan appeared first on Carson Wealth.

Estate Planning 120

Estate Planning Planning Distribution Valuation 120

Abnormal Returns

JULY 24, 2023

podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. washingtonpost.com) Advisers Financial planning is a very specific field. (behindthebalancesheet.com) Brendan Frazier talks with Michael Thomas about the power of data visualization to affect client behavior.

Valuation 243

Valuation Communication Financial Planning Management 243

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Read More.

Financial Planner 240

Financial Planner Retirement Planning Financial Advisor Medical 240

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

Compliance 246

Compliance Valuation Clients Financial Advisor 246

Nerd's Eye View

JULY 23, 2024

What's unique about Dustin, though, is how his firm allows financial advisors to tap into bank lending, an historically challenging source of debt capital for the advisory industry, to finance both RIA and independent broker-dealer transactions from internal succession plans to acquisitions and other growth initiatives. Read More.

Banking 130

Banking Financial Advisor Planning Valuation 130

Trade Brains

JUNE 11, 2025

The company plans to issue convertible senior notes worth $1.75 Furthermore, analysts question the stock’s premium valuation. Written By Fazal Ul Vahab C H The post GameStop Plans to bet bigger on Bitcoin with Fresh $1.75 The video game retailer announced a new $1.75 billion fundraising effort late Wednesday.

Planning 52

Planning Retail Valuation Assets 52

Trade Brains

NOVEMBER 6, 2024

Many fundamentally strong Nifty 50 stocks are now trading at attractive valuations, For long-term investors, this dip could provide a chance to accumulate quality stocks at lower prices, particularly those with strong financials, solid growth prospects, and market leadership. Share Price: The shares of Hindustan Unilever are trading at Rs.

Banking 98

Banking Distribution Valuation Retail 98