Wealth Management

FEBRUARY 16, 2023

The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.

Retirement Planning 97

Retirement Planning Retirement Planning 97

Wealth Management

SEPTEMBER 28, 2023

The outgoing CEO of Orion Advisor Solutions shares his journey from the founding of the company, the firm’s growth over the years and perspectives on the future of wealth management, technology and AI.

Wealth Management 119

Wealth Management Management 119

Nerd's Eye View

APRIL 2, 2024

Welcome to the 379th episode of the Financial Advisor Success Podcast ! And so, with that introduction, I hope you enjoy this episode of the Financial Advisor Success podcast, with Hans Blake. Welcome everyone! My guest on today's podcast is Hans Blake. Read More.

Clients 154

Clients Financial Advisor Assets Retirement 154

Wealth Management

FEBRUARY 1, 2024

What does it take to thrive in the ultra-competitive wealth management world? Gary Furukawa and Erik Morgan of Freestone Capital share how their success is driven by creating unique solutions around serving clients, training their team, building the business and managing investments.

Clients 93

Clients Financial Advisor Wealth Management Investing 93

Nerd's Eye View

MAY 26, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)

Financial Planner 219

Financial Planner Fiduciary Duty Retirement Financial Advisor 219

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 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!

Compliance 210

Compliance Valuation Financial Advisor Clients 210

Wealth Management

FEBRUARY 22, 2024

Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions.

Retirement 104

Retirement Marketing Marketing 104

Advisor Websites

MAY 3, 2022

With this acquisition, Snappy Kraken will significantly grow market share while simultaneously expanding its capabilities for serving advisors with websites, branding, and other creative services.

Financial Advisor 52

Financial Advisor Marketing Marketing 52

The Big Picture

JANUARY 12, 2024

She is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry. Previously, he was an aide in the Obama White House and an advisor to FCC Chairman Julius Genachowski. She was named one of Barron’s 100 Most Influential Women in U.S.

Startup 283

Startup Portfolio Management Valuation Assets 283

Nerd's Eye View

MARCH 27, 2024

One way financial advisors can add value for retiring clients is to estimate how much they can spend sustainably during their retirement years without depleting their investment portfolio. surprised at the depth of spending cuts called for by this approach.

Retirement 182

Retirement Portfolio Clients Financial Advisor 182

Wealth Management

APRIL 20, 2023

Absolute Engagement's Julie Littlechild discusses taking client engagement feedback to the next level.

Engineering 92

Engineering Clients 92

Wealth Management

MAY 25, 2023

Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.

Financial Advice 81

Financial Advice Clients Planning 81

The Big Picture

SEPTEMBER 16, 2022

A stake was driven through its heart by innovators tired of the old ways. Coming out of the pandemic lockdown and looking to build on the “ Wealth|Stack ” concept they pioneered in 2019, the partnership between RWM and Advisor Circle threw the gauntlet down to anyone thinking about hosting a conference: Stop boring us.

Financial Planning 335

Financial Planning Financial Advice Financial Advisor Food 335

Nerd's Eye View

MAY 15, 2023

From the introduction of computers to the rise of the internet to the emergence of ‘robo-advisors’, there has been no shortage of innovations that would allegedly reduce the need for consumers to work with (human) financial advisors. written responses that conform to how humans typically communicate).

Financial Advisor 240

Financial Advisor Financial Planning Financial Advice Clients 240

Nerd's Eye View

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.

Planning 216

Planning Financial Planning Financial Advice Clients 216

Advisor Perspectives

DECEMBER 13, 2023

Power study, fewer than 15% of clients say their advisor provides an ideal advice experience; and yet many advisors likely suffer from Dunning Kruger cognitive bias , where they think they are among that 15% when for the majority, that’s impossible. Why is financial advice in such a state?

Valuation 105

Valuation Financial Advice Financial Advisor Clients 105

Wealth Management

NOVEMBER 6, 2023

An insightful conversation on how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.

Planning 103

Planning 103

Advisor Perspectives

APRIL 11, 2024

On March 8 of this year, BlackRock announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, LLC, a leading provider of customized option overlay strategies in U.S. The company excels in innovating options strategies, making them a vital asset class for institutions and advisors.

Financial Advisor 52

Financial Advisor Assets Management Accounting 52

The Big Picture

SEPTEMBER 14, 2023

And I am so grateful to be working with our partners at Advisor Circle. Mad props to Matt & John for coming up with Breakthru , literally the most innovative way of speed dating between advisors, fund managers, custodians, tech providers, and all other attendees.

Wealth Management 140

Wealth Management Risk Management Management Taxes 140

Nerd's Eye View

JUNE 6, 2023

Welcome back to the 336th episode of the Financial Advisor Success Podcast ! Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 million users.

Assets 212

Assets Financial Advisor Financial Planning Insurance 212

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 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!

Commission 221

Commission Financial Planning Ethics Planning 221

Carson Wealth

APRIL 17, 2024

Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients.

Wealth Advisor 52

Wealth Advisor Compliance Financial Advisor Clients 52

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 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!

Financial Advisor 168

Financial Advisor Estate Planning Accounting Taxes 168

The Big Picture

MAY 30, 2023

Has the Bureau of Labor Statistics fully unpacked how to deal with this “innovation”? Bryant was named 2016 American Banker ‘Innovator of the Year,’ He has been an advisor to the last three sitting U.S. Wall Street Journal ) see also POS Tip Demands Are Driving Inflation Higher. presidents.

Manufacturing 242

Manufacturing Marketing Marketing 242

XY Planning Network

OCTOBER 9, 2023

The Expo spotlights new and emerging FinTech companies that build innovative solutions empowering financial advisors to increase value for their clients through better advice and a better client experience, raising the financial planning bar.

Financial Advisor 83

Financial Advisor Financial Planning Retirement Clients 83

The Irrelevant Investor

NOVEMBER 13, 2022

Today’s Talk Your Book is brought to you by Innovator Capital Management. On today’s show we discuss: How advisors are using the buffer ETFs in this market How the known outcome buffers work How volatility has affected the upside caps Fixed income v buffered ETFs Innovators new managed product Floors vs buffers How mar.

Management 97

Management Marketing Marketing 97

Harness Wealth

MARCH 5, 2024

Leveraging this new funding, we’re reinventing the tax advisor-client experience from the ground up. This new platform from Harness is designed to deliver an exceptional client experience while providing increased efficiency and impact for advisors. Read the full announcement in TechCrunch.

Taxes 52

Taxes Communication Clients Financial Advice 52

XY Planning Network

AUGUST 9, 2023

Discover cutting-edge advice-engagement tech at XYPN LIVE 2023 Each year, XYPN puts out the call for tech companies releasing the most innovative technology for financial advisors to share what they’ve been working on. Once again, they’ve answered!

Financial Planning 89

Financial Planning Financial Advisor Clients Planning 89

Wealth Management

MAY 4, 2023

Amir Monsefi, the co-founder and CEO of AIRE Advisors, describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former resident director shares how building their own RIA allowed them the freedom to innovate and remove conflicts.

Clients 85

Clients 85

Advisor Websites

FEBRUARY 24, 2022

As a Financial Advisor, you recognize how important your email marketing list is to expand your business, but are you running out of ideas to continue growing it?

Financial Advisor 52

Financial Advisor Marketing Marketing 52

Advisor Perspectives

OCTOBER 25, 2023

Andrew will walk us through his journey to become an advisor and how that experience led to the creation and evolution of FP Alpha. The expectations of advisors and their clients continue to change, which is what led to the introduction of advanced technologies based on AI.

Wealth Management 64

Wealth Management Management Clients 64

Indigo Marketing Agency

JANUARY 3, 2024

Innovative and value-driven, the Indigo Advisor Club offers a suite of cutting-edge marketing tools, aimed to empower financial advisors to achieve greater online visibility and client engagement. Webinar registration found here.

Financial Advisor 52

Financial Advisor Marketing Marketing Education 52

Nerd's Eye View

MARCH 25, 2024

For the advisor leading a virtual team, the day-to-day can offer a rewarding blend of flexibility, creativity, and productivity; at the same time, though, many of the benefits of remote work can also make it challenging to build a tight-knit team culture.

Planning 211

Planning Taxes Management Clients 211

NAIFA Advisor Today

DECEMBER 27, 2023

As we wrap up 2023 its the perfect time to revisit the top posts from Advisor Today in 2023 that captured the attention and engaged our readers the most. The Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice.

Financial Advising 59

Financial Advising Insurance Financial Advisor Sales 59

A Wealth of Common Sense

NOVEMBER 14, 2022

Today’s Talk Your Book is brought to you by Innovator Capital Management. On today’s show we discuss: How advisors are using the buffer ETFs in this market How the known outcome buffers work How volatility has affected the upside caps Fixed income v buffered ETFs Innovators new managed product Floors vs buffers How mar.

Management 76

Management Marketing Marketing 76

Wealth Management

DECEMBER 23, 2022

The research team at Innovator ETFs, who pioneered the model, collected data across 350 RIAs and 50 broker/dealers to see how advisors used the funds. Assets in defined outcome ETFs doubled over 2022.

Assets 83

Assets 83

The Big Picture

MAY 27, 2023

Bryant was named 2016 American Banker ‘Innovator of the Year,’ He has been an advisor to the last three sitting U.S. The firm focuses on providing financial illiteracy as a way to address systemic issues for under-served individuals and small businesses. presidents.

Transportation 257

Transportation Economics Investing Investments 257