Nerd's Eye View

APRIL 10, 2023

The 2023 Technology Tools for Today (T3) Advisor Conference, held last month in Tampa, Florida, featured a large gathering of financial advisors and representatives across the fintech industry attending the 2½-day conference.

Financial Planning 242

Financial Planning Financial Advisor Planning Clients 242

Wealth Management

JULY 9, 2025

in 2023, according to a study by Ensemble Practice and BlackRock. July 9, 2025 23 Slides START SLIDESHOW hudiemm/iStock/Getty Images A big industry focus these days is on organic growth; many stress that if advisors can crack the code and grow their client base, they can gain a competitive edge. New client AUM grew on average 7.5%

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JUNE 23, 2025

Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so. financial advisors it conducted in February 2025.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Nerd's Eye View

JUNE 9, 2025

It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and a fresh round last year in 2024.

Financial Advisor 212

Financial Advisor Financial Planner Financial Advice Clients 212

Nerd's Eye View

NOVEMBER 1, 2024

At the same time, CFP Board has noted that advisors pursue the certification voluntarily and that its standards, which cover the entire financial planning process (unlike SEC and FINRA regulations that largely focus on investment management), help to raise standards for the industry as a whole at a time when advisors increasingly offer comprehensive (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

Wealth Management

JANUARY 6, 2023

New FPA President James Lee outlined the organization’s plans for the new year and the reasons behind its departure from the Financial Planning Coalition.

Financial Planning 261

Financial Planning Planning 261

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). SEP-IRA vs. The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. Eligibility.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 246

Startup Clients Financial Planning Financial Advisor 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Startup 246

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Clients Media Planning 246

Wealth Management

JUNE 27, 2025

Keefe, who joined CoastalOne in June 2023 and led the firm through the rebranding, recently resurfaced at Independent Financial Group , a privately held independent broker/dealer in San Diego, as president and chief operating officer. Legacy is currently listed as a director and chief compliance officer at TradePMR, public filings show.

Estate Planning 191

Estate Planning Wealth Management Compliance Recruitment 191

MainStreet Financial Planning

OCTOBER 30, 2024

Gen Z median savings $200 Millennials median savings $500 Gen Xers have median savings $868 Baby Boomers median savings $1,000 Average credit score in the US: 715 While credit scores tend to be higher for older individuals, according to Experian , the average score in 2023 is 715 which is considered Good credit. Average net worth: $1.06

Retirement 98

Retirement Financial Planning Planning Accounting 98

Wealth Management

JULY 3, 2025

Focus went public in 2018, and then private again in 2023 , when it sold to Clayton, Dubilier and Rice, and Stone Point Capital.) Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

eMoney Advisor

MARCH 1, 2023

As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. ” Accessed February 2023. Sources: 1. Own your worth.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Wealth Management

JUNE 10, 2025

Many advisors experienced record years in 2023 and 2024, but now is the time to ask the difficult question: Am I growing because of my firm, or despite it? Evaluate Your Environment The third part of the gut check is environmental: Consider whether your firm provides enough value to justify your continued partnership.

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Trade Brains

JULY 2, 2025

Mumbai, July 02, 2025 : India continues to grapple with a significant life insurance protection gap—one that has risen from 83% in 2019 to 87% in 2023, according to a December 2023 NIA study(i). This growing vulnerability poses a serious threat to families’ financial security and aspirations.

Insurance 59

Insurance Financial Planning Planning Retirement Planning 59

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. ” April 1, 2023. Nandita Das, Ph.D.,

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Abnormal Returns

NOVEMBER 6, 2023

ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Planning 264

The Big Picture

NOVEMBER 15, 2023

Manage all of the above toward your financial goals and plan. If it works out great if it goes to $0, oh, well it’s only a few percent and doesn’t affect your financial plan or your standard of living. March 3, 2023) How to Use Behavioral Finance in Asset Management: Part I , Part II , Part III _ 1.

Investing 344

Investing Investments Portfolio Economics 344

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. financial-planning.com) Why diversity is an advantage for wealth management firms. thinkadvisor.com)

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. wsj.com) From Vanguard the 2023 version of their How America Saves report.

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

NAIFA Advisor Today

DECEMBER 4, 2024

He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.

Financial Services 98

Financial Services Financial Planning Financial Advisor Insurance 98

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

The Reformed Broker

MARCH 13, 2023

Follow Samir on: Twitter Linkedin Substack Let us know if we can help you with your financial plan or portfolio: [link]. The post The Bank Run of 2023 appeared first on The Reformed Broker.

Banking 130

Banking Financial Planning Portfolio Planning 130

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 244

Education Financial Planning Estate Planning CFP 244

Abnormal Returns

AUGUST 14, 2023

humansvsretirement.com) Corey Hoffstein talks with Martin Tarlie, a Portfolio Manager at GMO, about bridging the gap between financial planning and portfolio management. thinkadvisor.com) IRAs IRS Notice 2023-54 answers some important questions for inherited IRAs. riabiz.com) Should your client portfolios be even simpler?

Portfolio Management 246

Portfolio Management Compliance Portfolio Financial Planning 246

Abnormal Returns

JULY 24, 2023

investmentnews.com) The 2023 Charles Schwab RIA Benchmarking Study are out. washingtonpost.com) Advisers Financial planning is a very specific field. (advisorperspectives.com) The biz Why publicly traded RIAs are still few and far between. finance.yahoo.com) Family offices are vacuuming up talent.

Communication 243

Communication Valuation Financial Planning Management 243

Wealth Management

JUNE 12, 2025

Lynn O'Shaughnessy , Columnist: College Planning June 12, 2025 4 Min Read 12875116/iStock/Getty Images Plus When I took on this task years ago, it was challenging to figure out the itinerary for a 12-day trip that included nine private liberal arts colleges in Massachusetts, New York and Pennsylvania.

Wealth Management 239

Wealth Management Financial Planning Planning Financial Advisor 239

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Clients 246

Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

Financial Advice 245

Financial Advice Financial Advisor Ethics Financial Planning 245

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

AdvicePay

APRIL 12, 2023

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they need it. So what does this mean for financial firms and professionals?

Financial Planning 89

Financial Planning Planning Clients Economics 89

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner 246

Financial Planner CFP Retirement Planning Financial Advisor 246