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In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financialadvisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients. Read More.
And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financialadvisors. Either way, the landscape of AI in advisor technology continues to evolve fast. So if you have a few minutes, please take our AdvisorTech survey linked at the end of this article!
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S. Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)
This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Also in industry news this week: A recent survey of wealth management firm leaders found that while respondents were confident in their abilities, many are facing challenges finding the right people for their teams and creating time to support them RIAs are being targeted by a phishing attack impersonating an SEC official, highlighting the value of (..)
Also in industry news this week: A recent survey finds that next-generation employees at broker-dealers are looking for improvements in branding and social media promotion from their firms as they look to build their own practices and take the reins from a rapidly graying advisor population RIA M&A volume hit a record in the first half of 2025 (..)
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
Notably, the new law could affect a range of advisory firm clients, with those who were subject to WEP/GPO and currently receive Social Security standing to see a bump in their benefits while individuals subject GPO who didn't file for Social Security spousal benefits (because they would have been eliminated by GPO reductions) could find that they (..)
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%).
Key Highlights Find good ways to get new clients as a financialadvisor. Explore several ways to get financialadvisor leads. Get advice from experts about good tools and methods for lead generation in financial services. It will help you connect with potential clients looking for financial help.
But there is another group of investors who swear by their financialadvisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financialadvisor or trust your instincts, go solo, and save money?
How FinancialAdvisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financialadvisor marketing strategy. In this article, we explain exactly what successful financialadvisors do to get more booked calls.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financialadvisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
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FinancialAdvisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financialadvisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financialadvisors.
[link] [link] [link] New FinancialAdvisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financialadvisor.
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Key Highlights A strong presence on social media can help financialadvisors meet potential clients and boost brand awareness. Explore different social media platforms that financialadvisors can use, like LinkedIn, Twitter, Instagram, and Facebook. It is helpful for financialadvisors.
Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)
Key Highlights A strong marketing plan is key for financialadvisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Introduction In today’s world, having a strong online presence is really important for financialadvisors. It is key for the growth of your business.
Key Highlights Are you a financialadvisor and a business owner looking to stand out? In this blog, we will look into Guerrilla Marketing, paying special attention to financialadvisors. In this blog, we will look into Guerrilla Marketing, paying special attention to financialadvisors.
Also in industry news this week: NASAA this week approved model rule amendments that would restrict the use of the titles "advisor" and "adviser" by broker-dealers (and their registered representatives) who are not also dually registered as investment advisers, which, if adopted by state regulators, would largely bring state rules on this issue in (..)
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In this article, well explore a step-by-step process to help you systematize client transitions, leveraging insights from experienced coaches Steve Sanduski and Amy Koenig. 02 Why a Well-Planned Transition Enhances Advisor Confidence? Amy Koenig is a financialadvisor coach and the Chief of Operations atROL Advisor.
Holding both Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER (CFP) credentials, she integrates tax knowledge with financial planning to create strategies that address current needs while considering future tax implications. Contact us to learn more about how we can help you align your financial and tax strategies.
Also in industry news this week: A recent survey indicates that members of Generation X are struggling more with retirement planning compared to older Baby Boomers and younger Millennials, potentially offering opportunities for financialadvisors to help Gen Xers create a plan to 'catch up' when it comes to both their retirement savings and their financial (..)
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Successful financialadvisors will tell you they have one of the most remarkable careers available, offering a unique blend of purpose, flexibility, and earning potential. Understanding the timeline is key to setting realistic expectations for people aspiring to become financialadvisors.
For newer financialadvisors, few situations feel more daunting than being asked a question in a client meeting that they can't confidently answer. In these high-pressure moments, the fear of appearing unprepared or inexperienced can be overwhelming – particularly when trying to earn the trust of both senior advisors and clients.
Top 7 SEO Strategies Every FinancialAdvisor Needs to Know to Rank Higher on Google Its true, theres more than one way to skin a cat. The cat were referring to in the case of financialadvisors is leads, booked appointments , and new clients to grow your practice. Snag our SEO Checklist for FinancialAdvisors here!
Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)
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At Tobias FinancialAdvisors, the security of your assets and peace of mind are of utmost importance. The victims are instructed to withdraw funds and are often advised to keep their actions private from their financialadvisors or family. Verify identities independently. Communicate openly. Strengthen digital safeguards.
For more comprehensive financial management, consider tools likeQuickBooksorFreshBooks, which offer features for tracking income, invoicing, and managing expenses. Should I hire an accountant or financialadvisor? Depending on your needs, spreadsheets or even simpler apps can also work well for organizing your finances.
The views and opinions expressed in this article are those of the author and do not necessarily reflect the official policy or position of Moran Wealth Management. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. It’s to reimagine everything.
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