Janet Levaux
@Think_JanetL
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Lead @ThinkAdvisor; cover financial advisors & markets; support #Venezuelans and San Antonio @Spurs; @SAISHopkins & @Yale alum; miss living in Asia, LatAm & EU.
Joined August 2013
RT @MichaelKitces: This #WeekendReading kicks off with a recent survey by @Vanguard_Group which found that many consumers underestimate tim….
www.kitces.com
This weekend reading kicks off with
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RT @MichaelKitces: In my talk at @FutureProof_HQ Citywide on March 17th, we'll unveil our latest whitepaper on Advisor Productivity. In thi….
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RT @cerulli_assoc: #Organicgrowth through client acquisition is a key aspect of growing #advisor practices; however, more than half of advi….
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RT @MichaelKitces: This month's #AdvisorTech kicks off with the news that @MorningstarInc Office will be shutting down in early 2026 as a p….
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RT @elerianm: The usual monthly table of performance for major assets/asset classes. A choppy February saw equities in most other developed….
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RT @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". 😁….
www.thinkadvisor.com
Features of RIA Out of the Box include privileged legal services and ongoing startup support.
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RT @MichaelKitces: 22% of advisors had some allocation to crypto in client accounts, up from 11% prior year, as crypto ETFs rolled out. But….
www.thinkadvisor.com
Twenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.
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RT @InvestAdvMag: BREAKING: Biden Signs #SocialSecurity Fairness Act.
www.thinkadvisor.com
The new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
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RT @MichaelKitces: A recent study indicates that most retirees claim Social Security benefits in the year they stop working, though those t….
www.kitces.com
This weekend reading kicks off with news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans
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RT @MarketCounsel: "My favorite crises are the ones we prepare for and never happen" - Ray Hennessey. #MSUM24 .#WeatheringTheInevitableStor….
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RT @MarketCounsel: Crises happen, so how should you plan for them proactively? Our all-star panel featuring Janet LeVaux, Rob Farmer, Marie….
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RT @MichaelKitces: This weekend reading kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw g….
www.kitces.com
This week's column kicks off with a Fidelity study results: RIAs' revenue grew last year, but margins tightened, suggesting that rising expenses cut into firm profits.
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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!
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RT @ThinkAdvisor: Dynasty Adds BlackRock, JPMorgan as Strategic Investors
www.thinkadvisor.com
Schwab, an existing investor, added more capital.
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RT @ThinkAdvisor: What to Learn From LPL's Firing of Dan Arnold: Recruiter
www.thinkadvisor.com
All eyes are on the broker-dealer to see how it navigates this uncertainty.
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RT @MichaelKitces: Good discussion of issues w/ Fidelity cutting off support for held-away 401k mgmt (Pontera & others?). Yes security co….
www.thinkadvisor.com
The move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.
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RT @MichaelKitces: According to research and consulting firm @cerulli_assoc, 44% of RIAs work with a single custodian, with relatively smal….
www.kitces.com
This weekend reading kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the...
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RT @ThinkAdvisor: Ex-Banker Charged With BofA Exec's Murder Faces Trial Monday
www.thinkadvisor.com
Anthony Duwayne Turner is charged with killing BofA-Merrill executive Michelle Avan in August 2021.
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RT @MichaelKitces: The SECURE 2.0 Act created a new option for surviving spouses that changes the calculus for deciding which option to cho….
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RT @MichaelKitces: This weekend reading kicks off with a recent benchmarking study suggests that a number of RIAs are looking to move 'upma….
www.kitces.com
This weekend reading kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move ‘upmarket’.
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