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.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

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. Or champion specific products, like the Shield of Life Insurance.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common.

Management 268

Management Assets Portfolio Investing 268