Abnormal Returns
MARCH 4, 2024
Retirement JP Morgan Asset Management's 'Guide to Retirement.' am.jpmorgan.com) How longevity literacy affect financial wellness in retirement. fa-mag.com) Headcount RIAs need to do a better job of recruitment AND retention. riabiz.com) Estate planning is growing in importance for advisers.
Abnormal Returns
NOVEMBER 21, 2022
(riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. wsj.com) Advisers How to recruit, train and retain next generation advisers. riabiz.com) What mid-life women need from a financial adviser. morningstar.com) Delaying taxes in retirement isn't always the best strategy.
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Nerd's Eye View
SEPTEMBER 13, 2022
Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses. My guest on today's podcast is Carolyn Armitage.
Nerd's Eye View
JANUARY 31, 2023
Ali is a Partner and the Managing Director for Waldron Private Wealth, a multi-family office based in Bridgeville, Pennsylvania that oversees nearly $3 billion in assets under management for 280 ultra-high-net-worth family households. My guest on today's podcast is Ali Swart.
Nerd's Eye View
JANUARY 17, 2023
What's unique about Matt, though, is how he and his wife have translated the years of hands-on support they’ve provided to independent advisory firms to improve their operations, tech stack, and overall scalability, into creating an entire community for the industry’s Chief Operating Officers – aptly dubbed as PFI’s “COO (..)
Nerd's Eye View
SEPTEMBER 28, 2022
Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. My guest on today's podcast is Joe Duran.
Diamond Consultants
AUGUST 23, 2023
Advisors see capital as being diverted from providing necessary support to the existing advisor community in favor of growth via recruiting. Both long-tenured advisors, and those still under recruiting agreements are feeling that the firm overpromised and underdelivered.
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