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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

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Mercer Advisors Lands $1.2B Raymond James Practice

Wealth Management

billion in client assets across about 200 families. The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We And we can invest more to continue to expand those services for our clients in Florida.” billion in client assets.

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On the Path to Excellence and Financial Empowerment With Brian Haney

NAIFA Advisor Today

Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance.

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Outlook for 2018 | Confronting the Unknown

Brown Advisory

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. We welcome your thoughts and comments and look forward to discussing these issues with you throughout 2018. . . . . economy.

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Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019

Brown Advisory

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

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Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019

Brown Advisory

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. 2018: Tough Conditions Prove Helpful for Munis. Thu, 02/07/2019 - 08:44.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. billion in client assets.