Wealth Management

JUNE 27, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Wealth Management

Indigo Marketing Agency

JUNE 3, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. Check out more success stories here.

Financial Planner

Wealth Management

JULY 31, 2025

Louis Diamond , CEO, Diamond Consultants July 31, 2025 There are plenty of stories about advisors going independent, but few are as honest, candid, or humble as this one. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. Check out more success stories here.

Financial Planner

Wealth Management

AUGUST 12, 2025

12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. 12, 2025) 11 Investment Must Reads for This Week (Aug. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors.

Wealth Management

XY Planning Network

AUGUST 11, 2025

To find the tools that solve real problems for real financial planners, and to bring them center stage at XYPN LIVE 2025 in Austin, TX. In 2025, we renewed our commitment to highlighting the “Tools for the Modern Advicer”, technology that makes delivering real financial plans easier, more profitable, and more human.

Financial Planner

Validea

DECEMBER 30, 2024

We’re back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong). Join us as we continue our annual tradition of probably being wrong about everything – but having fun doing it!

Marketing

Indigo Marketing Agency

JUNE 17, 2025

Jolt 2025 Highlights from Nashville: Digital Dominance Panel Recap Ready for some Jolt 2025 highlights? Last week in Nashville, our Indigo Marketing team had a blast connecting with industry peers, trading ideas with financial advisors, and soaking up the energy of the Jolt conference. But here’s where it gets interesting.

Financial Advisor

International College of Financial Planning

JULY 9, 2025

Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025. Even on the socially acceptable asset classes like Gold & Real Estate there are investing vehicles like Gold ETF/ SGB/ Gold Mutual Funds/ REIT (Real Estate Investment Trust) to service the needs of investors.

CFP

XY Planning Network

FEBRUARY 24, 2025

As a fee-only financial planner, youve built something special. So, in 2025, XYPN is launching solutions to support you on your journey. You've poured your energy, passion, and expertise into growing your firm and are making your best life a reality. Reaching a stage where you need to reimagine your approach is standard.

Fee Only

Trade Brains

JUNE 16, 2025

as of Q2 FY 2025), payable quarterly. Also read: India’s SIP Surge Saw Record-Breaking Mutual Fund Investment in May 2025 5. Every retiree has a unique financial condition, healthcare requirements, and personal goals in life. Key Advantages: Interest Rate: Presently 8.2% Tenure: 5 years, extendable by 3 years.

Retirement

Hubly

JULY 15, 2025

Mohammad Musleh July 10, 2025 Overwhelmed by Robo-Advisors? Focus on Humanness Sarah Sciandra July 3, 2025 Navigating Client Divorce Situations as a Financial Advisor Ashley Treangen June 4, 2025 Next Overwhelmed by Robo-Advisors? Focus on Humanness June 24, 2025 Sarah Sciandra Who is Your Back Office Hero?

Compliance

Indigo Marketing Agency

FEBRUARY 19, 2025

Back in the day, financial planners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financial planners, given the highly regulated industry.

Financial Services

Discipline Funds

JULY 14, 2025

I took a 47 year old household making $250,000 in 2025 and I backed out the numbers to create a reasonable starting point for two people, living together out of college who make a combined income of $75,000. Conclusion #3 – A good financial planner is a good investment.

Healthcare

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. Read More.

Financial Advisor

Workable Wealth

MARCH 18, 2020

As a financial planner, one thing I’m always surprised by is how many people have access to a 401(k), but don’t necessarily know what to expect from their plan (or how to use it). 3: There are Contribution Limits In 2025, you can contribute up to $23,500 to your 401(k).

Risk Tolerance

Harness Wealth

APRIL 11, 2025

Budget Reconciliation: Tracking the 2025 Trump Tax Cuts By Tax Foundation Extending the expiring 2017 Tax Cuts and Jobs Act (TCJA) would decrease federal tax revenue by $4.5 trillion from 2025 through 2034. Did you miss last weeks edition? You can find it here. Long-run GDP would be 1.1

Taxes

Wealth Management

AUGUST 7, 2025

Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financial advisors, it’s ironic how peripheral advice has been in the economics of advice providers.

Wealth Management

Investment Writing

JULY 22, 2025

When financial planners, wealth managers, and portfolio managers change firms, they want their clie nts to follow them. 15, 2022, and July 22, 2025. But clients don’t fall in line as easily as ducklings following their mother. Your letter should be about your client first , then you and your new firm.

Clients

XY Planning Network

JUNE 9, 2025

A cherished milestone of a financial planner is to walk into a room of your peers, watching all of the reconnections, and realizing that you, in fact, see familiar faces that you need to go say hi to. That moment when you say, “These are my people.

Financial Planner

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition 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 Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner

Wealth Management

JUNE 4, 2025

A survey from the Financial Planning Association and the Journal of Financial Planning shows a spike in advisors using alternative investments.

Financial Planner

Nerd's Eye View

JULY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab and other brokerage platforms are planning to increase the interest rates they pay on client cash held in their platform or cash sweep programs, which could boost the income of clients who maintain a cash (..)

Financial Planner

Darrow Wealth Management

FEBRUARY 18, 2025

However, if you never engage a financial planner how will you know if your retirement portfolio can survive different market cycles? Stress testing a financial plan using simulations can find the probability of outcomes over a long-term plan.

Retirement

Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client.

Financial Planner

Nerd's Eye View

MARCH 15, 2024

While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.

Financial Planner

Tucker Advisors

NOVEMBER 3, 2021

An annuity that pays someone $800 per month in 2025 will still only be paying $800 a month in 2035 or later. Even strategically chosen annuities—and let’s be clear, annuities should not be purchased any other way—will likely not be able to hedge against a sustained inflation rate of say, 5% or thereabouts.

Retirement

International College of Financial Planning

FEBRUARY 3, 2024

The Government’s extension of certain tax benefits to Start-ups and investments made by sovereign wealth funds/pension funds to March 2025, is also progressive in spirit. In addition, to support the entrepreneurial spirit of the youth, 43 crore loans have been sanctioned under the PM Mudra Yojana.

Budgeting

Nerd's Eye View

MARCH 15, 2024

While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.

Financial Planner

Harness Wealth

JUNE 23, 2023

As you navigate the complexities of tax and financial planning for estate planning, a wealth manager or financial planner can offer invaluable assistance to optimize your financial strategy for future generations. At Harness Wealth, our wealth managers and financial planners are well-versed in estate planning.

Estate Planning

MainStreet Financial Planning

MAY 22, 2025

MainStreet Chalk Talk The MainStreet Financial Planning Discussion Club When : Thursday, May 29th, 2025 at 3 pm ET | 12 pm PT ~30-45 minutes Recorded and able to retrieve for one month How : Zoom Meeting Free for current clients, $10 for guests Register Here! Strategies discussed may not apply to every situation.

Insurance