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

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

SEI

SEPTEMBER 17, 2022

Dennis McGonigle: Also, don't forget that a hundred percent of the advisor business is processed on SWP as well. So when you look at the company as a whole, a substantial portion of our revenue is related to wealth management processing or occurring on SWP. Ryan Hicke: Yeah, IMF clients, advisor clients. That's helpful.

Clients 49

Clients Assets Banking Planning 49

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor? Salaske: What is an investment advisor? Robert will be on the “for” team. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. You turned out to be the first dual economics financial management major at Quinnipiac. They’re almost a billion dollars in assets.

Compliance 152

Compliance Wealth Management Clients Management 152