Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

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Wealth Management

MAY 23, 2024

So in 2012, he left to launch SteelPeak Wealth with $250 million in AUM. Today, it manages $3 billioon with 20 advisors on the team. After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model.

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Nerd's Eye View

OCTOBER 17, 2022

In addition, we've also updated our popular "Master Conference List" of all financial advisor conferences in 2023, for both advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

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NAIFA Advisor Today

MARCH 22, 2023

Uncertain market conditions make cash-value life insurance a valuable tool in the toolbox of investors and their planners, Jeff Snyder , a loyal NAIFA member since 2012 and Executive Vice President of Business Development and Insurance at Gateway Financial Advisors , writes in InsuranceNewsNet.

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FMG

MAY 22, 2023

For our latest Financial Advisor Website Showcase, we are joined by James. M Comblo, CEO of FSC Wealth Advisors. So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. James has seen some amazing results from his updated FMG website.

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Fortune Financial

AUGUST 8, 2022

Disclosure: Both the author and clients of Fortune Financial Advisors, LLC may own positions in any securities mentioned. The post The Optimal Industry Structure appeared first on Fortune Financial Advisors.

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NAIFA Advisor Today

JULY 18, 2022

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance.

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Fortune Financial

FEBRUARY 2, 2024

A good illustration of this is that in the decade spanning 2012 – 2022, total construction spending grew at a ~7.3% Disclaimer: At time of publication, the author owned shares of Knife River while clients of Fortune Financial Advisors, LLC, held positions in Knife River and CRH.

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eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Around 26 percent of U.S. Examining Median Pay. One additional factor?

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Walkner Condon Financial Advisors

JANUARY 30, 2024

The 2% number is somewhat arbitrary, but the Federal Open Market Committee (FOMC), or “the Fed”, made it the official target in January 2012. The post “Soft Landing”: Where Inflation Completes Its Journey Back to Normal Levels While the Economy Stays Healthy appeared first on Walkner Condon Financial Advisors.

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Walkner Condon Financial Advisors

JANUARY 26, 2024

Conversely, we just finished another 10-year stretch from 2012-2021 where the 30-year mortgage rate average spent the majority of time floating between 3%-5%. It is our feeling at Walkner Condon Financial Advisors that rates will likely oscillate between 5%-7% for the next couple of years. View Market Report 2024 Here!

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eMoney Advisor

APRIL 25, 2023

Think2Perform began in 2002 as Lennick Aberman Group and was co-founded by Doug Lennick, a former Executive Vice President for American Express Financial Advisors, which is now known as Ameriprise Financial. Examining the Relationship Between Financial Issues and Divorce.” Learn more at think2perform.com/values. #3

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Carson Wealth

MAY 9, 2024

Then, in 2012, when Carson first launched its partner network, Ford was the very first partner to join. Through that partnership, Ford has grown significantly, growing to three locations in three states and a team of more than 30 advisors and operations stakeholders.

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Tucker Advisors

SEPTEMBER 27, 2021

Forbes; June 1, 2012 [link]. The financial advisors who can best inform people about financial risk, and the most effective ways to minimize it, will enjoy a lasting edge over their competitors. . For more information on indexed annuities and an exclusive interview with Tucker Financial’s Darren Petty, click here.

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Yardley Wealth Management

SEPTEMBER 14, 2022

2012: The U.S. 2007: The Great Recession and global financial crisis begins. Civil unrest rides high across a gamut of socioeconomic concerns, and a divisive U.S. presidential election looms large. 2018: Two U.S. government shutdowns occur—in January and again at year-end, with the latter lasting more than a month. 2013: A 16-day U.S.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

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Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Meanwhile, four out of five financial advisors wait for investors to begin the conversation, Calvert says.

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The Irrelevant Investor

FEBRUARY 12, 2017

Steve is a financial advisor, and I must have made a good impression on him because for the next twelve months, every day, he would send me research reports. It would be another almost two years before I met Josh in May, 2012 at the train station of our home town. And then I met somebody who would change my life. I was crushed.

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Good Financial Cents

DECEMBER 22, 2022

2012: 13.41%. Hire a Robo-Advisor. You no longer have to hire a financial advisor to help you to invest your money. You can invest with the help of a robo-advisor. Here’s how this index performed in previous years: 2021: 26.89%. 2020: 16.26%. 2019: 28.88%. 2018: – 6.24%. 2017: 19.42%. 2016: 9.54%.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

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Sara Grillo

AUGUST 26, 2024

Here’s this year’s joust which got a leeetle bit rowdy as these financial advisors hash it out. I am a CFA® charterholder and I used to be a financial advisor. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

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Good Financial Cents

DECEMBER 28, 2022

Contribution Year 49 and Under 50 and Over (Catch Up) 2023 $6,500 $7,500 2022 $6,000 $7,000 2020 $6,000 $7,000 2019 $6,000 $7,000 2018 $5,500 $6,500 2017 $5,500 $6,500 2016 $5,500 $6,500 2015 $5,500 $6,500 2014 $5,500 $6,500 2013 $5,500 $6,500 2012 $5,000 $6,000 2011 $5,000 $6,000 2010 $5,000 $6,000 2009 $5,000 $6,000.

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Sara Grillo

APRIL 10, 2023

I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation.

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Good Financial Cents

APRIL 26, 2023

Annuities Annuities are a point of contention for some investors because shady financial advisors have over-promoted them to individuals where the annuity wasn’t the right product for their financial goals. Annuities are complex financial instruments with lots of catches built into the contract.

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Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. So please subscribe! Sources.

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The Big Picture

MAY 21, 2024

I, I don’t recall, but I mean, I still have financial advisors sending me these Bob Ferrell quotes and I’m like, bring it. But no, but I think that where I get my best ideas is from talking to super smart people like you, like our financial advisors, like our hedge fund clients, our, our long only investor clients pensions.

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The Big Picture

DECEMBER 26, 2023

So the financial advisors are, you know, a big part of what we do. ’cause some financial advisors actually, when, you know, you see some of the commentary they write, the greatest compliment I think they ever paid me, was he, he invokes Bob Farrow pretty well. It’s either 2012 or 16. Right, right.

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Steve Sanduski

NOVEMBER 21, 2024

” – Marcel Proust I thought a lot about these two quotes when I left Peak Advisor Alliance (now Carson Coaching) in 2012. When I started this podcast back in 2014, there were very few podcasts, let alone podcasts for financial advisors. Play in an uncrowded field. Find your niche!

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