Nerd's Eye View
JUNE 9, 2025
In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.
Wealth Management
JUNE 27, 2025
Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services.
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Nerd's Eye View
DECEMBER 26, 2022
Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.
The Big Picture
JUNE 24, 2023
Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Evolution of Financial Advice. The weekend is here! To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work.
eMoney Advisor
DECEMBER 15, 2022
In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Sources: 1.
Indigo Marketing Agency
APRIL 3, 2024
And here’s how to do it: Keyword Research for Financial Advisors SEO for financial advisors relies on identifying keywords and key phrases that potential clients are using to search for financial advice and services. Google places value on those sites that look clean and organized on both desktop and phone screens.
Inside Information
OCTOBER 30, 2021
Past winners include Ron Rhoades, David Tittsworth, Skip Schweiss, Phyllis Borzi, Harold Evensky, Barbara Roper and, in 2016, the entire U.S. Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice.
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