Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. Wealthfront announced earlier this week they hit $50 billion in inclined assets. We’ll cover two topics today.

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Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

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Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Generally, couples split the value of their assets 50-50 (though not always). Here are some key considerations when financial planning for a divorce.

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Zoe Financial

DECEMBER 12, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 12, 2023 Watch Time: 4 minutes Transcript: Welcome to this week’s Wealth Management Digest. We have Vanguard disclose to the SEC that it will end this plan to market RIA services to American Express card holders.

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Nerd's Eye View

MAY 28, 2024

Welcome to the 387th episode of the Financial Advisor Success Podcast ! Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households.

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Carson Wealth

DECEMBER 13, 2022

Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager.

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International College of Financial Planning

APRIL 25, 2024

Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. From there, they collaborate with you to develop a tailored financial plan.

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Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Frequently Asked Questions What Services Does a Financial Advisor Provide?

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Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. stealing a client’s financial assets that are accessible online), identity theft (i.e.,

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FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

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eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. This tool classifies five levels in the hierarchy of financial needs beginning with the basics and moving up from there. 3 Deckers, Lambert.

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International College of Financial Planning

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .

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Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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AdvicePay

JULY 14, 2022

The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. But without a well-defined service model to deliver financial planning services, advisors soon discover that unstructured, ad-hoc service offerings don’t scale very well.

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Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. It involves deciding how your assets will be distributed upon your death or incapacitation. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving.

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Harness Wealth

JUNE 30, 2023

For many, a home is the most valuable asset we might ever own. Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan.

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AdvicePay

JULY 7, 2022

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. Here are several ways advisors have adopted the fee-for-service business model in their financial planning and wealth management businesses.

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Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

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International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

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Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

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WiserAdvisor

JULY 1, 2022

That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting task.

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Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Retirement Savings Accounts .

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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. riabiz.com) Estate planning is growing in importance for advisers. kitces.com) People undergoing divorce need a range of financial planning services.

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The Big Picture

FEBRUARY 17, 2023

 ` The Ritholtz Wealth Management crew is coming to Chicago! Investors who want to learn more about how we manage assets, create financial plans, optimize your taxes, and are interested in working with us, please reach out. Spots are limited, so if you want in, please contact us ASAP. Chicago, here we come!

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Abnormal Returns

SEPTEMBER 11, 2023

kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers. investmentnews.com) Why the global wealth management is a growth business.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Life happens. You sell a business.

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Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . Life happens. We’re here to help!

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The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

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Nerd's Eye View

MARCH 1, 2024

Nevertheless, given the contentious nature of the proposal as it currently stands (with the brokerage and insurance industries levying heavy criticism of the rule), its ultimate fate (including whether its scope might be narrowed) is likely to be determined in the courts.

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Abnormal Returns

JANUARY 29, 2024

Podcasts Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth.

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WiserAdvisor

JULY 24, 2022

Financial planning can be helpful in many ways. Financial planning adds discipline to your routine. Financial planning is also helpful in tracking errors and rectifying them quickly to avoid further damage. Evidently, financial planning is even more crucial for high-net-worth individuals.

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Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

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Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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The Big Picture

MAY 11, 2023

Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve.

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Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

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Nerd's Eye View

NOVEMBER 21, 2023

Welcome back to the 360th episode of the Financial Advisor Success Podcast ! Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households.

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WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Understanding the differences between the two is crucial for effective selection, allocation of your funds, and portfolio management. What is asset management? The management of assets, such as real estate, equities, bonds, etc.,

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