Nerd's Eye View

JULY 19, 2022

What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent clients, helping them navigate their unique and complex financial planning challenges.

Financial Advisor 226

Financial Advisor Clients Financial Planning Insurance 226

Nerd's Eye View

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

Nerd's Eye View

FEBRUARY 6, 2023

This month's edition kicks off with the news that the “financial monitoring software” platform Elements has raised $5 million in a seed-extension funding round as it seeks to establish a foothold in the rapidly growing AdvisorTech category of “advice engagement” tools designed to draw clients further into the ongoing (not just (..)

B2B 194

B2B Financial Advice Clients Planning 194

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.

Education 174

Education Financial Planning Estate Planning CFP 174

Nerd's Eye View

FEBRUARY 26, 2024

In the early days of the financial advice industry, an advisor's options for generating new business were somewhat limited. and learn where the advicer's time and money are best spent as they build and scale their ideal financial planning practices! Read More.

Marketing 179

Marketing Marketing Sales Clients 179

Steve Sanduski

MAY 16, 2023

Put your client’s life at the center of the planning conversation. AI will accelerate the commodification of investing and “money-based financial planning.” If you’re hanging your hat on “retirement income distribution planning,” or answering the question, “Do I have enough money to retire?” The sky is falling!

Financial Planning 52

Financial Planning Planning Financial Advisor Financial Advice 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Nerd's Eye View

AUGUST 24, 2022

While many IRAs include a clause in their advisory agreements limiting their liability in giving financial advice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.

Electronics 167

Electronics Clients Retirement Planning Financial Advice 167

Nerd's Eye View

AUGUST 24, 2022

While many IRAs include a clause in their advisory agreements limiting their liability in giving financial advice in good faith, the SEC and state regulators have recently been scrutinizing such ‘hedge clauses’ to the extent that they may be found impermissible going forward.

Electronics 159

Electronics Clients Retirement Planning Financial Advice 159

The Big Picture

OCTOBER 19, 2022

They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. RITHOLTZ: That leaves a mark when it comes time to — you add in tax loss harvesting, and just helping with having a financial plan. Just go with your business plan.” RAMPULLA: Yeah.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277