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The Latest In Financial #AdvisorTech (March 2024)

Nerd's Eye View

Welcome to the March 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!

Startup 202
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Weekend Reading For Financial Planners (June 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that advisory forms working with a younger client base tend to have relatively stronger growth in assets under management and revenue over time.

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Longform links: a collective hallucination

Abnormal Returns

This isn't good news. raptitude.com) What makes for a resourceful person. (wired.com) Environment California's salmon population is increasingly at risk. modernfarmer.com) A number of sovereign nations have claims on Colorado River water. politico.com) Fireflies are disappearing. ribbonfarm.com)

Medicine 212
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Weekend Reading For Financial Planners (September 23-24)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Investment Adviser Association has petitioned the SEC to ask the regulator to change how it defines a small adviser from one with less than $25 million under management to a firm with 100 or fewer employees.

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The Latest In Financial #AdvisorTech (May 2023)

Nerd's Eye View

Welcome to the May 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!

Taxes 195
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10 Monday AM Reads

The Big Picture

But a new analysis reinforces how more supply drives down housing costs. CityLab ) • Dubai’s Costly Water World : The city has spent billions of dollars to provide fresh water to its residents and tourist attractions, but experts say the efforts are straining the Persian Gulf’s natural resources. (

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: Franklin Templeton buying Putnam Investments from Great-West Lifeco

MarketWatch

Franklin Resources Inc. As part of the deal, Great-West will become a long-term strategic shareholder in Franklin Resources with a 6.2% Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as they move. Visit MarketWatch.com for more information on this news. in premarket trades.