Abnormal Returns

JANUARY 26, 2023

(bloomberg.com) NEA is becoming a registered investment advisor. investmentnews.com) Why ETFs continue to gobble up new asset classes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) The downside of using special purpose vehicles.

Startup 205

Startup Financial Advising Investment Advisor Insurance 205

Abnormal Returns

MARCH 27, 2023

(bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. allaboutyourbenjamins.com) Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing. blairbellecurve.com)

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Carson Wealth

AUGUST 28, 2022

Financial advisors’ business models usually fall into one of the following five categories. Each business model makes money differently, and in turn pays financial advisors differently: . Investment advisor representatives of a larger investment advisory firm . Investment Advisor Representatives

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

eMoney Advisor

DECEMBER 15, 2022

Though many advisors are following the trend of working longer and retiring later, the wave of retirements is expected to create churn in the industry. That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 The Financial Planning Workforce. Examining Median Pay.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

OCTOBER 26, 2023

Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Beyond Investments: Their expertise is wider than stocks and bonds.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. Between 0.5% and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52