Wealth Management

MAY 4, 2023

As office real estate continues to navigate headwinds, investors are realizing that certain assets and markets within the sector can offer stability in volatile times.

Assets 260

Assets Marketing Marketing Investing 260

Wealth Management

JULY 2, 2025

Zephyr's Ryan Nauman and Sound Income Group's Barry Wheeles discuss the significant trend in the wealth management industry towards independence and the challenges and opportunities it presents.

Wealth Management 156

Wealth Management Management 156

Wealth Management

JULY 13, 2023

While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.

Marketing 246

Marketing Marketing 246

Nerd's Eye View

NOVEMBER 26, 2024

In this episode, we talk in-depth about how Kevin's firm's new hire training program ramps up through the first 6 months, starting with an initial 90-day stage that uses standardized case studies to teach the firm's financial planning process and how to review and input data into the firm's systems, followed by a second 90-day stage that builds new (..)

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

Nerd's Eye View

APRIL 16, 2025

The current environment also presents an opportunity for advisors to emphasize the benefits of diversification – how it has helped protect client portfolios from the worst of recent market declines while still allowing them to participate in market gains.

Clients 210

Clients Financial Planning Financial Advice Portfolio 210

Wealth Management

JUNE 23, 2025

Ryan Nauman and Andrew Sternlight discuss the shift in investment strategies from private markets to more selective and agile alternatives, the challenges and opportunities presented by emerging markets, and the importance of continuous education for financial advisors.

Education 130

Education Financial Advisor Investing Investments 130

Nerd's Eye View

DECEMBER 25, 2024

Advisors can use negative close questions at different points after the presentation meeting. Are you interested in onboarding this quarter, or should I reach out to others who are looking to onboard?"). If, after a week or so, a decision has not been made, an empathy-based question may probe deeper into a prospect's underlying concerns.

Financial Planner 246

Financial Planner Clients Sales Business Planning 246

The Big Picture

JANUARY 4, 2025

To answer this question, we have collected data on the concentration of the US stock market over the past 235 years, from 1790 until the present. Based upon Figure 1 and Figure 3, we have broken down the market concentration of the United States during the past 235 years into seven periods.(

Government 244

Government Economy Advertising Engineering 244

Nerd's Eye View

NOVEMBER 25, 2024

In the final 60-minute review, Taylor presents the Retirement Assessment, covering 3 key questions: how to maximize income, lower taxes, and optimize investments in retirement.

Financial Planning 222

Financial Planning Sales Planning Retirement 222

Wealth Management

SEPTEMBER 8, 2023

The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.

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343

The Big Picture

APRIL 28, 2025

The present concern is that, thanks to the Recency Effect, they no longer hate it enough Previously : The Most Hated Rally in Wall Street History (October 8, 2009) __ 1. People hated the rising stock market in the early 2010s. Data from Nick Magiullis return calculator.

Risk Management 330

Risk Management Management Marketing Marketing 330

The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. Of the 35 slides, 30 were brand new.

Clients 309

Clients Economy Portfolio Marketing 309

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Financial Planner 245

Financial Planner Asset Allocation Clients Commission 245

NAIFA Advisor Today

NOVEMBER 12, 2024

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging.

Healthcare 105

Healthcare Financial Services Insurance 105

Wealth Management

MARCH 5, 2024

Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.

Assets 304

Assets Investing Investments 304

Wealth Management

SEPTEMBER 18, 2024

The American Housing and Economic Mobility Act presents challenges and opportunities.

Estate Planning 269

Estate Planning Economics Planning 269

Nerd's Eye View

FEBRUARY 6, 2025

Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides.

Communication 161

Communication Clients Financial Advisor Sales 161

The Reformed Broker

DECEMBER 8, 2022

This is a presentation for wealth management and asset management professionals, you can reg. Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward.

Wealth Management 338

Wealth Management Assets Management 338

The Big Picture

MARCH 24, 2025

Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm.

Government 308

Government Economy Investing Investments 308

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning 52

Strategic Planning Planning 52

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning 293

Estate Planning Planning 293

Wealth Management

MAY 20, 2024

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

Wealth Management 292

Wealth Management Portfolio Management 292

Nerd's Eye View

JANUARY 15, 2025

For advisors, the main planning takeaway is that clients previously affected by the WEP or GPO can expect to receive more Social Security income going forward – in some cases significantly more – presenting opportunities that may positively affect their retirement planning.

Government 246

Government Retirement Planning Planning Retirement 246

Calculated Risk

MAY 27, 2025

The 10-City Composite Index recorded a 0.01% increase and the 20-City Composite Index presented a -0.1% National, 10-City Composite, and 20-City Composite Indices saw slight upward trends in March, posting gains of 0.8%, 1.2%, and 1.1%, respectively. After seasonal adjustment, the U.S. National Index posted a decrease of -0.3%.

Marketing 182

Marketing Marketing 182

Wealth Management

MARCH 20, 2025

Louis and Jason Diamond present key findings and insights from the annual state of the industry report on advisor movement, transition deals and more.

Financial Advisor 259

Financial Advisor 259

Calculated Risk

FEBRUARY 8, 2025

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, February 10th -- No major economic releases scheduled. -- Tuesday, February 11th -- 6:00 AM: NFIB Small Business Optimism Index for January. The key reports this week are January CPI and Retail sales.

Retail 162

Retail Sales Financial Services Food 162

Alpha Architect

NOVEMBER 29, 2024

These patterns can sometimes present opportunities for abnormal returns. An anomaly is a pattern in stock returns that deviates from what is expected based on established financial theories or models. However, they are often inconsistent and challenging to exploit.

Investments 113

Investments Investing 113

Nerd's Eye View

NOVEMBER 6, 2024

While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

FEBRUARY 4, 2025

And be certain to listen to the end, where Cristina shares how she uses 20-minute "fit" meetings to determine whether prospective clients will be a good match for her firm's service offering and fee model (thereby minimizing the number of bad-fit clients her firm takes on), the key lessons Cristina learned from earlier hiring mistakes (particularly (..)

Financial Advisor 210

Financial Advisor Clients Financial Planning Planning 210

Wealth Management

JUNE 5, 2023

" into Google’s Bard and is presented with no editing. This piece was generated by entering the question, "How Is AI Helping Financial Advisors Right Now?"

Financial Advisor 274

Financial Advisor 274

Wealth Management

JUNE 12, 2024

TIFIN's founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.

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268

Wealth Management

JUNE 13, 2024

PGIM has been present in private credit for decades, but its plan for a major push is coming at a time when some of the industry titans are starting to worry if the boom is coming to an end.

Assets 275

Assets Marketing Marketing Planning 275

Wealth Management

MARCH 18, 2025

How an agent should present the coverage choices to clients.

Insurance 233

Insurance Clients 233

Wealth Management

MARCH 18, 2025

Jack Elder and Tracey Ullom describe how a survivorship standby trust may present an attractive alternative for married couples.

Taxes 237

Taxes 237

The Big Picture

JANUARY 26, 2023

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. The presentation delves into why you make bad decisions around money, and what you can do to improve your decision-making process. Entrusting their capital to someone else who loses it for them; 3.

Accounting 295

Accounting Portfolio Investing Investments 295

Nerd's Eye View

MAY 27, 2025

What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client task management.

Financial Planning 130

Financial Planning Planning Management Financial Advisor 130