Remove Assets Remove CFP Remove Wealth Management
article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We now Pontera).

article thumbnail

Adviser links: estate uncertainty

Abnormal Returns

Advisortech The CFP Board has released guidelines for using AI. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. wsj.com) How to protect your parents from scammers.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

article thumbnail

#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones

Nerd's Eye View

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Welcome to the 428th episode of the Financial Advisor Success Podcast !

article thumbnail

How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.

article thumbnail

Adviser links: restoring confidence

Abnormal Returns

kitces.com) The 100,000th person has gotten their CFP designation. investmentnews.com) Why organic asset growth is hard to find. citywire.com) Real estate issues aside, interval funds continue to take in assets. (thinkadvisor.com) Advisers How advisers can deal with 'capacity crossroads.'

article thumbnail

#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

Nerd's Eye View

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast !

Clients 246