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As a result, financialadvisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financialadvisors after baby boomers.
The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financialadvisors and their investors.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. EP Wealth Hires Integrations Head From Captrust $32.6B A native of Los Angeles, she now lives in Rocklin, Calif.
He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.
About the Author Katie Greifeld See more from Katie Greifeld You May Also Like Celebrating outstanding achievement in support of financialadvisor success View the FInalists View the FInalists Latest news U.S. Active is 10% of ETF assets now — lots of room to grow.” RFG Advisory Launches Suite of Active ETFs $6.5B
They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financialadvisors for digital asset investment (16%) and decentralized exchanges (10%).
Minopoli said that more people, beyond the ultra-wealthy, are looking for financialadvisors and accountants who can help them connect the dots between their investments and tax situations. The biggest single expense for retirees is taxes, and they need to think about how to plan for that.”
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
Where should an advisor look to improve on this? A recent study by SmartAsset , a service for connecting consumers with financialadvisors, highlights the states around the country where advisors might have the most significant opportunities to attract new clients. The company recently ranked 44 U.S.
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False Advertising Dann Ryan, 39, founder and managing partner of New York-based Sincerus Advisory , said his first RIA job had a verbal agreement to give him a stake as a partner in 10 years. “It When it comes to what Mariner can offer younger advisors, Corbett points to a few interlinked areas.
Related: Understanding the Client Retention Hurdle in RIA Sales “From LPL’s integrated and streamlined technology to the fact that they are self-clearing, everything LPL offers is with advisors in mind,” he said in a statement. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing.
You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estateplanning and more. “I
We’re planning on making a selection that moves less toward a generic co-pilot and more toward a specialized RIA financialadvisor-specific AI overlay. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
However, the most fulfilled advisors we work with are those who regularly reconnect with their “why.” Related: The Diamond Podcast for FinancialAdvisors: What It Takes to Become a Multi-Million-Dollar Producer • Have I defined what success looks like, and am I moving toward it?
The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
Related: The Diamond Podcast for FinancialAdvisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system. But their house was linked to Zillow, and the value had gone down a ton. We had to deal with this major fire before figuring out it was no big deal.
Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financialadvisors' capacity to serve more clients more completely.” Related: Goldman Sachs Adds ‘ETF Look Through’ to Direct Indexing Strategy Edward Jones and Natixis IM have worked together since 2011.
Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.
Key Highlights A referral program helps financialadvisors grow their businesses. Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financialadvisors today.
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In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
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According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group. LifeBridge, which is based in Houston, is led by Managing Director Michael Rudelson and lead financialadvisors Selena Krampota and Grayson Palmer.
In between all the fun and games, the likes of Focus Financial CEO Michael Nathanson, Rise Growth Partners founder Joe Duran, TradePMR President and CEO Robb Baldwin and others took the stage in front of an audience of 1,600 attendees, including 1,000 financialadvisors, at The Boca Raton resort in Boca Raton, Fla.
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She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
And I think you will also, if you are at all curious about estateplanning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. I even went on advertising calls with the advertising director.
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And when I arrived at Merrill Lynch, it was really my first exposure to really entrepreneurial, extremely talented and aggressive financialadvisors who were operating with what we in the industry call an open architecture platform, right? All the clients were getting proprietary Sanford Bernstein asset Management product.
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