Abnormal Returns

JULY 28, 2024

ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? wsj.com) Chuck Royce, founder of Royce Funds, is retiring. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Revolut now has a UK banking license.

License 289

License Financial Advising Economy Economics 289

Abnormal Returns

APRIL 5, 2023

wsj.com) States differ greatly in how they tax income in retirement. tonyisola.com) What are the best asset to leave to charity? whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner?

Ethics 242

Ethics Financial Planner Financial Advising Financial Planning 242

Abnormal Returns

FEBRUARY 7, 2024

apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes. spyglass.org) Earlier on Abnormal Returns Personal finance links: retirement preparedness. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? chudson.substack.com) Where corporations are borrowing.

Financial Advising 263

Financial Advising Media Retirement Assets 263

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? retirements. (fa-mag.com) abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Close-end fund discounts are at historically high levels.

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

JULY 31, 2023

Markets Every major asset class is up YTD. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media There never was a golden age for retirement in the U.S. capitalspectator.com) The equity risk premium keeps shrinking. Thirty years, not so much.

Financial Advising 246

Financial Advising Media Retirement Assets 246

Abnormal Returns

JANUARY 25, 2023

ft.com) Vanguard has continued to attract new assets despite ongoing customer service issues. pionline.com) Global Why France is pushing back against raising the retirement age. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? msn.com) Some surprising facts about Japan.

Financial Advising 246

Financial Advising Startup Media Retirement 246

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. But once a financial coach addresses specific questions from clients around actual securities (e.g.,

Investing 246

Investing Investments Retirement Planning Financial Advising 246

Abnormal Returns

NOVEMBER 20, 2023

(riabiz.com) More advisers are finding issues with the Schwab-TDA transition. investmentnews.com) Anchorage Digital now offers crypto SMAs for advisers. riaintel.com) Distributions Safely withdrawing assets in retirement requires flexibility. riaintel.com) Donor-advised funds are a great solution for many clients.

Financial Advising 147

Financial Advising Distribution Education Clients 147

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. Statman believes Financial Advisers should also serve their clients as “Well-Being Advisers.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Abnormal Returns

NOVEMBER 21, 2022

riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. morningstar.com) Delaying taxes in retirement isn't always the best strategy. wsj.com) Advisers How to recruit, train and retain next generation advisers.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Abnormal Returns

APRIL 17, 2023

investmentnews.com) Why it matter whether you take client fees from taxable or retirement accounts. ritholtz.com) Advisers Donor advised funds continue to rake in assets. financial-planning.com) Why do people 'break up' with their financial advisers? It's usually not investment performance.

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

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

WiserAdvisor

JUNE 4, 2025

They want a financial strategy that takes every aspect of their life into account, such as their income situation, investment goals, debt, risk appetite, and more. Most individuals do not have the time or energy to consult with multiple financial professionals across different firms. People want all these goals to work together.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. washingtonpost.com) How police officers can retire before being fired for misconduct. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? theatlantic.com) U.S.

Asset Allocation 130

Asset Allocation Banking Financial Advising Economy 130

Indigo Marketing Agency

MAY 31, 2025

That builds trust faster, especially in a relationship-driven industry like financial advising. These quick videos work like digital assets. Planning Tips for Your Ideal Audience: Share a quick retirement goal, downsizing tip, or college savings idea for your niche. These build trust and attract your ideal clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Steve Sanduski

APRIL 22, 2025

Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. In a nutshell: Making a successful mid-career switch into financial advising is no small feat. And for the most part, our retired clients are people where someone said, ‘Oh, could you work with my mom?

Clients 52

Clients Financial Advising Planning CFP 52

eMoney Advisor

DECEMBER 15, 2022

Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Financial Planner Job Growth in the Next Decade. A Wave of Retirements Expected. The Financial Planning Workforce. Examining Median Pay. Kitces.com.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Yardley Wealth Management

OCTOBER 22, 2024

This means they charge a flat fee or a percentage of assets under management, without selling products or receiving commissions. Conflicts of interest in financial advice can still arise, but the fee-only structure helps minimize them compared to other models. They do not earn commissions from selling financial products.

Financial Advice 52

Financial Advice Fee Only Commission Financial Advisor 52

Indigo Marketing Agency

JANUARY 3, 2025

Building effective marketing assets, like videos, guides, and case studies, is essential for advisors looking to attract and convert prospects. Step 1: Define Your Target Audience Before developing any marketing asset, having a deep understanding of your target audience is essential.

Clients 52

Clients Financial Advisor Retirement Planning Assets 52

WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Park Place Financial

MARCH 14, 2022

For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy. This can help bring you closer to your financial goals while also mitigating potential risks along the way. About Rebalancing Investments. Consider Your Age.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Carson Wealth

AUGUST 28, 2022

Most common is charging a percentage of assets managed on behalf of a client. This model is called AUM (assets under management). A portion of the fee is then paid to the financial advisor. Fees range based on the level of management, platform, firm and the types of assets held in client accounts. .

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

Carson Wealth

JANUARY 14, 2023

When talking about financial advisors we often use the term “fiduciary standard of care” to describe how those who are obliged to or have opted into a fiduciary standard are required to treat clients and consumers. Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

International College of Financial Planning

OCTOBER 26, 2023

They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Various profiles as a Financial Advisor? Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

OCTOBER 26, 2023

The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors. Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

APRIL 12, 2024

For instance, financial advisors serving high-net-worth individuals may find that they require fewer clients to achieve their financial objectives compared to those targeting a broader demographic. In that case, you can develop a deep understanding of the financial concerns and objectives that are prevalent among retired individuals.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

WiserAdvisor

APRIL 4, 2025

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. It can also help you decide if you can rely on it solely or need to hire a financial advisor. Your emotional intelligence affects your financial choices.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40

Midstream Marketing

JANUARY 5, 2020

They’re a smaller firm – with under $50 million in assets under management – and they’re more reticent to do paid advertising as they’ve only ever relied on referrals in the past and have never done much in the way of digital marketing. Cons – The real negative is that you have to keep feeding the beast.

Financial Advisor 52

Financial Advisor Budgeting Advertising Engineering 52

Abnormal Returns

DECEMBER 16, 2024

morningstar.com) How sensitive are retirement planning models to capital market assumptions? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thinkadvisor.com) The amount of 'misplaced' 401(k) assets is shocking. thinkadvisor.com) What makes for a real financial adviser?

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. In truth we don’t worry too much about any index and think in absolute dollars—you cannot spend relative returns but that extra dollar makes all the difference come retirement.

Investing 52

Investing Investments Valuation Clients 52

Talon Wealth

SEPTEMBER 14, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Talon Wealth

OCTOBER 26, 2023

Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

The Big Picture

NOVEMBER 15, 2022

My theory is post great financial crisis, mom and pop said, “You know, we’re done playing this game.”. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. You can go get some turnkey asset management program. The advice part of being a financial adviser is the hard part.

Management 278

Management Assets Portfolio Marketing 278

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. PGIM is one of the world’s largest asset managers, running $1.27 trillion in client assets.

Retirement Planning 130

Retirement Planning Financial Advising Retirement Assets 130

Harness Wealth

DECEMBER 8, 2022

While it doesn’t always make sense to take a loss on investments, evaluate your portfolio and consider whether selling some poorly performing assets may make sense in your situation. If you did, there are more aggressive tax loss generating investments a financial adviser can introduce, such as customizable tax-loss portfolios.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52