Janet Levaux

Lead @ThinkAdvisor; cover financial advisors & markets; support #Venezuelans and San Antonio @Spurs; @SAISHopkins & @Yale alum; miss living in Asia, LatAm & EU.

[MichaelKitces @MichaelKitces]

[Weekend Reading For Financial Planners] A recent study commissioned by Morgan Stanley demonstrated that investors with a financial plan are more confident in their ability to meet their future goals, which makes them more likely to avoid overreacting to short-term events like market volatility and stay on track to achieve their goals in the long run. https://t.co/cx2oX9hsJG #WeekendReading

[MichaelKitces @MichaelKitces]

Advisors Nudge Retirement Investors Into Riskier Portfolios: A recent study published by the Center for Retirement Research at Boston College finds that financial advisors frequently nudge retired clients into more equity-heavy asset allocations than they might otherwise choose (though this is often to these clients' benefit given that advisors frequently have a more accurate understanding of the risk and reward tradeoffs involved) https://t.co/rrVUZ9ahSm (@manganaro_news | @ThinkAdvisor)

[MichaelKitces @MichaelKitces]

This #WeekendReading kicks off with a recent survey by @Vanguard_Group which found that many consumers underestimate time and emotional value of working with a financial advisor: https://t.co/nZWpjHWykX

[MichaelKitces @MichaelKitces]

In my talk at @FutureProof_HQ Citywide on March 17th, we'll unveil our latest whitepaper on Advisor Productivity. In this report, here is what we find to be the typical hiring cadence as advisory teams grow.

Before that, check out the 2022 edition: https://t.co/aTt5kvaaeX

[Cerulli Associates @cerulli_assoc]

#Organicgrowth through client acquisition is a key aspect of growing #advisor practices; however, more than half of advisors (55%) consider new #clientacquisition a challenge, according to our latest Cerulli Edge—U.S. Advisor Edition. Explore more: https://t.co/WPe7kOxMo3

[MichaelKitces @MichaelKitces]

This month's #AdvisorTech kicks off with the news that @MorningstarInc Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors to switch. https://t.co/pKdK9gh7sq

[Mohamed A. El-Erian @elerianm]

The usual monthly table of performance for major assets/asset classes.
A choppy February saw equities in most other developed countries outperform the US (with the notable exception of Japan), Bitcoin and oil come under pressure, and gold eek out a small gain.
#markets

[MichaelKitces @MichaelKitces]

First there was "RIA In A Box" to help advisors form new RIAs. Now there's a new competitor... "RIA Out Of The Box". 😁

"New RIA Platform Promises Better Compliance and Lower Advisor Costs" https://t.co/I6V9EtGlot

[MichaelKitces @MichaelKitces]

22% of advisors had some allocation to crypto in client accounts, up from 11% prior year, as crypto ETFs rolled out. But 96% of clients asked about it, so most advisors still decline when asked?

"Share of Advisors Using Crypto Doubled in 2024: Survey" https://t.co/GHtivaNZaa

[Investment Advisor @InvestAdvMag]

BREAKING: Biden Signs #SocialSecurity Fairness Act. https://t.co/R8wAPQe7TC

[MichaelKitces @MichaelKitces]

A recent study indicates that most retirees claim Social Security benefits in the year they stop working, though those that delay can potentially benefit from a larger monthly check and tax planning opportunities: https://t.co/CbcFm9UiYx

[MarketCounsel @MarketCounsel]

"My favorite crises are the ones we prepare for and never happen" - Ray Hennessey

#MSUM24
#WeatheringTheInevitableStorm
@Vocatus

[MarketCounsel @MarketCounsel]

Crises happen, so how should you plan for them proactively? Our all-star panel featuring Janet LeVaux, Rob Farmer, Marie Swift and Ray Hennessey offer keen insights both to prepare and to adapt in real time.

#MSUM24
@ThinkAdvisor
@StreetCred_PR
#ImpactCommunications
@Vocatus

[MichaelKitces @MichaelKitces]

This weekend reading kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. https://t.co/HJwah10g6F

[Janet Levaux @Think_JanetL]

Can’t wait for the @MarketCounsel Summit coming up Dec 9 in Las Vegas. #MSUM24 is led by @HamburgerLaw and wraps up Dec 11 with our @ThinkAdvisor Luminaries gala. See you there!

[ThinkAdvisor @ThinkAdvisor]

Dynasty Adds BlackRock, JPMorgan as Strategic Investors https://t.co/t8o5i3PT0f

[ThinkAdvisor @ThinkAdvisor]

What to Learn From LPL's Firing of Dan Arnold: Recruiter https://t.co/irFk0Min2z

[MichaelKitces @MichaelKitces]

Good discussion of issues w/ Fidelity cutting off support for held-away 401k mgmt (Pontera & others?).

Yes security concerns, but Fidelity also just trying to control its 401k assets?

"What's Behind Fidelity’s Move to Restrict 401(k) Login Sharing" https://t.co/vJ3Brv375N

[MichaelKitces @MichaelKitces]

According to research and consulting firm @cerulli_assoc, 44% of RIAs work with a single custodian, with relatively smaller RIAs more likely to do so. 11 factors to consider for RIAs thinking about adding a custodian to their lineup. @ThinkAdvisor https://t.co/FIDdyQDGgV

[ThinkAdvisor @ThinkAdvisor]

Ex-Banker Charged With BofA Exec's Murder Faces Trial Monday https://t.co/nmhgYeYK6o