Wealth Management

AUGUST 4, 2025

Yet plan sponsors' demand is tepid, maybe out of ignorance, with some calling PEPs a solution in search of a problem. Each adopting employer must be sold one at a time, sometimes requiring firing their current record keeper, TPA and advisor, which is not an easy lift, especially during economic uncertainty.

Estate Planning

Wealth Management

JUNE 11, 2025

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Resourceful agents will figure this out.

Wealth Management

Carson Wealth

JUNE 27, 2025

Financial planning should ideally involve every area of your financial life because they are all interrelated. Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas.

Financial Planning

Wealth Management

AUGUST 5, 2025

One of the reasons that we like that business is because, it’s the same service and product delivery. What we do for our 1099s we do for our W-2s; it’s just a different economic model. Concept of digital social marketing. And we’ve also added a second affiliation channel, which is our W-2 channel, where we actually purchase a practice.

Wealth Management

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy

Wealth Management

JULY 11, 2025

Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration.

Estate Planning

Wealth Management

AUGUST 7, 2025

Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financial advisors, it’s ironic how peripheral advice has been in the economics of advice providers. Concept of digital social marketing.

Wealth Management

Wealth Management

JULY 18, 2025

8 Financial stress is common: 25% report significant out-of-pocket costs, and 20% say caregiving has created severe economic hardship. Concept of digital social marketing. The average duration of caregiving is now over four years, with many caregivers serving for more than five. 9 Meanwhile, the care industry is undergoing significant change.

Estate Planning

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics

Wealth Management

JUNE 12, 2025

" Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty It's always been easy to make fun of ultra-rich families who willingly spend hundreds of thousands of dollars for admission counseling at white-glove outfits like IvyWise.

Wealth Management

Mish Talk

DECEMBER 1, 2022

Order backlogs, prices and now lead times are declining rapidly, which should bring buyers and sellers back to the table to refill order books based on 2023 business plans.” Managing head counts and total supply chain inventories remain primary goals. Key Details “The November Manufacturing PMI ® registered 49 percent, 1.2

Manufacturing

Nerd's Eye View

OCTOBER 8, 2024

In this episode, we talk in-depth about how Michael and his fellow partners used the perpetual purpose trust, which now "owns" the underlying RIA, to implement a succession that provided them with an up-front payment financed by a loan taken out by the business as well as ongoing earn-outs, and allowing them to monetize their original stakes in the (..)

Financial Advisor

Nerd's Eye View

JANUARY 1, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: JPMorgan has announced plans to shut down its robo-advisor offering after just four years, highlighting broadly the challenges of robo-advisors to overcome the challenging economics of acquiring and serving small clients, and in (..)

Retirement Planning

Nerd's Eye View

NOVEMBER 22, 2023

In this guest post, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, discusses in depth the various stages of buying, selling, and merging an investment advisory and financial planning business.

Compliance

Nerd's Eye View

APRIL 1, 2024

This month's edition kicks off with the news of an emerging wave of price increases from long-term AdvisorTech vendors like Orion and InvestCloud, which the companies are positioning as a necessary response to the impact of inflation on their underlying costs (from data to staff) and in some cases simply a fix to legacy pricing agreements that were (..)

Estate Planning

Nerd's Eye View

JULY 26, 2022

, and how after seeing her staff reach stages of burnout while dealing with acquiring another advisor’s book of business during the early months of the pandemic, Amy intentionally stopped taking on new clients for 3 months and hired a coach to prioritize the mental health of her staff over the economic growth of her firm.

Financial Planner

Nerd's Eye View

MAY 23, 2023

And be certain to listen to the end, where Meg shares how she sought advice from her business coach, therapist, and colleagues to come to terms with having to let a staff member go to relieve some of the economic constraints her practice was experiencing after a year of market volatility and changes in the tech industry in 2022, why Meg feels comfortable (..)

Clients

Nerd's Eye View

MARCH 13, 2023

Which means that providing services is actually far more of an economic opportunity to serve advisors than it is to ‘just’ solve their technology needs!

Compliance

Nerd's Eye View

AUGUST 9, 2022

In this episode, we talk in-depth about how Anna built a network of 19 financial influencers to launch a free 5-day virtual conference in order to get her name in front of more than 1,000 engaged prospects, the way Anna determined the ideal podcasts to target to get the word out about her advisory business by intentionally choosing over 70 podcasts (..)

Financial Advisor

Nerd's Eye View

JUNE 27, 2023

So, whether you’re interested in learning about how Eric struggled to find a lead advisor that was both a good fit and was willing to take on some business development which led him and his wife to revamping their processes instead, how, even though Eric and his wife experienced a downturn in the business, he was prepared economically as he had (..)

Financial Advisor

Nerd's Eye View

AUGUST 19, 2024

Because there is no single 'right' price, structure, or financing mechanism for every firm, getting clear on G1's financial goals, G2's ability to finance the deal, and the value of the firm (perhaps with the assistance of an external valuation service) can help ensure that all parties are clear on what the succession will look like and whether it (..)

Planning

Nerd's Eye View

SEPTEMBER 28, 2022

We also talk about why, after nearly two decades, Joe decided it was best for his firm, United Capital, to be acquired by Goldman Sachs so that he could leverage their larger teams, technology, and brand power to expand services to more clients across the globe, why Joe feels that financial advisors are doing a disservice to themselves and their clients (..)

Executive Compensation

Nerd's Eye View

MARCH 26, 2024

In this episode, we talk in-depth about how Michael maintains his ongoing $5K/month marketing spend with a process that has an ultimate failure rate of 95% because the financial ROI on the prospects that do close continues to make sense (and he is ultimately not afraid of sorting through the No's to find the right Yes's for WinCap), how Michael supports (..)

Financial Advisor

Trade Brains

JUNE 2, 2024

Moreover, the commercial vehicle segment has benefited from the government’s focus on infrastructure development and the overall economic recovery. They are implementing digitization initiatives across processes like integrated business planning, logistics, warehouse management and sales force efficiency. initiatives.

Planning

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. from an earlier forecast of 5%.

Marketing

SEI

SEPTEMBER 6, 2022

Shift the internal narrative on cybersecurity to the business priority. . Start thinking about cyber risk on par with credit risk, default risk, economic risk, and other traditionally understood financial risks. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. .

Budgeting

Brown Advisory

MAY 10, 2022

Corporate governance has tended to evolve in waves in recent history, with each wave a response to major disruptions in market or economic conditions. The COVID pandemic disrupted the social and economic fabric of the world, and the more recent invasion of Ukraine by Russia upended energy markets and created a global food and refugee crisis.

Government

Steve Sanduski

NOVEMBER 10, 2023

These NexGen advisors grew up in an entirely different era—economically, culturally, and technologically—from boomers. Having never been tested by the fire of “eat what you kill,” many G2 and G3 advisors tend to be drawn toward the AUM recurring revenue model because it supports their desired work-life balance lifestyle.

Commission

Steve Sanduski

MAY 16, 2023

The typical advisor grew their business over the past 10 years because markets went up, or they acquired practices. That’s why it’s imperative for advisors to shift their emphasis from money planning to life planning.

Planning

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is your nest egg. We’ll come back to this.

Accounting

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. If you can’t beat ’em, join ’em seems to be the business plan, even if it makes the rest of us miserable in the process. 2 Regardless, something is amiss.

Media

The Big Picture

SEPTEMBER 23, 2024

Bachelor of Commerce with honors from Delhi University, a Master’s in Economic from Vanderbilt, and then an MBA from the University of Chicago. So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. We should grow in.

Banking

The Big Picture

MAY 30, 2023

I had an economics lesson, I had a life lesson, I had an epiphany, I had a race relations lesson, I had a self-esteem and confidence lesson. Being broke is economic, but being poor is a disabling frame of mind, a depressed condition of your spirit. It’s home economics class, doesn’t exist anymore. RITHOLTZ: Right.

Banking

The Big Picture

JUNE 7, 2023

They have economics. And 70 percent of the economics of the alpha that has been generated will flow to the investors and 30 percent will accrue to the manager. Then we get into the setting up an economic structure which is going to be attractive to your investment staff. What is that business plan look like?

Management

The Big Picture

OCTOBER 19, 2022

You know, we do the typical stuff, market economic outlooks and research there, product research. Just go with your business plan.” Is this aimed at the advisor community? Is it aimed at the investor public within your group? Who’s your focus? RAMPULLA: It’s both. So we hired great people.

Clients

Carson Wealth

JUNE 16, 2023

Read on to discover how business valuation can become a powerful tool in unlocking your organization’s true potential. What Is a Business Valuation? In a broad sense, business valuation is the process that assesses and describes the economic value of your company.

Valuation

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. So, so it’s pretty neat.

Banking