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The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
As a result, financialadvisors should start honing the services Gen X members will likely benefit from the most, including retirementplanning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financialadvisors after baby boomers.
A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirementplans, according to Private Funds CFO. These are among the investment must reads we found this week for financialadvisors.
Also in industry news this week: A survey indicates that workplace retirementplan participants with financialadvisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)
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?).
One of the best tax deductions for a small business owner is funding a retirementplan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? You need to start a retirementplan today.
For many financialadvisors, a core part of the retirementplanning process involves simulating whether the client's assets will last through retirement. It's about developing a dynamic spending plan (e.g.,
Related: Allworth’s Latest Deal Signals a Shift in M&A Strategy Carson Group Acquires $300M Affiliate Carson Group, the $42 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network. manages about $300 million in client assets. The Jacob William Advisory in Cockeysville, Md.,
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a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
Some might prefer to retire at a more traditional age while gaining flexibility during their working years by switching to a lower-paying but more meaningful job, reducing their work hours, or taking occasional unpaid sabbaticals.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
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Welcome to the 432nd episode of the FinancialAdvisor Success Podcast! Seth is the founder of Heartwood FinancialPlanning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.
When starting to search for a financialadvisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financialadvisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
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The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.
Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0) Read More.
The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). Past performance does not guarantee future results.
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Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.
Why Short-Form FinancialAdvisor Video Marketing Is Fueling Growth Financialadvisor video marketing online can feel like an uphill battle. If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financialadvisors attract more clients and grow faster.
Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
And while Schwab executives have asked advisors for patience amid the transition, some advisors currently on TD’s platform could choose from a range of alternative custodial options rather than be subsumed into the Schwab ecosystem.
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Welcome back to the 332nd episode of the FinancialAdvisor Success Podcast ! Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. My guest on today's podcast is Liz Hand. Read More.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financialadvisors for guidance.
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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that comment letters submitted regarding the Department of Labor's (DoL) proposed Retirement Security Rule, which is intended to strengthen standards regarding the provision of certain retirement-related advice, reflect the (..)
often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your RetirementPlan Rather Than a Magic Number. would be “How do I plan for retirement?“ Consider breaking assets into three columns: cash, investment assets and personal property.
Notably, this decision has provided both qualitative and quantitative benefits for these advisors, as 85% said they now have more control over their future and 80% saw their assets under management subsequently grow, with a median increase of 42%.
Welcome back to the 297th episode of the FinancialAdvisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.
Financialadvisors have a wide range of strategies at their disposal to create financialplans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.
For one person, that might mean reassessing their risk tolerance and portfolio holdings to make sure that they hold assets that will at least sustain their value or provide a safer return, such as an interest rate or a dividend yield. So, preparing for the likelihood of a pullback or recession is crucial when it comes to retirementplanning.
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financialadvisors!
Unlike most types of retirementplans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirementplan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?
As a financialadvisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.
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If you are thinking about why you should continue meeting with your financialadvisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.
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Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.
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