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Despite ongoing changes in the philosophy of financial advice, new Kitces Research on How FinancialAdvisors Actually Do FinancialPlanning finds that 86% of advisory firms still rely on AUM fees as their primary method of charging for advice.
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They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financialadvisors for digital asset investment (16%) and decentralized exchanges (10%).
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Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.
We believe that this integration will further strengthen our competitive advantage by building deeply personalized client portfolios, focusing on what is unique to each client. “We Coverage areas include SMAs, ETFs, model portfolios and alternative investing. He also previously served as editorial director for Waste360.
The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business. on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients.
Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. Related: The Diamond Podcast for FinancialAdvisors: Doug Fritz on AI, Strategy and the Future of Wealth Management We are in the process of moving over to Orion’s portal system.
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Advisors who come under the legacy division maintain their brand, while leveraging Steward’s scale, resources and operational support. The RIA serves high-net-worth individuals and families in Northern California with portfolios exceeding $10 million in assets. A native of Los Angeles, she now lives in Rocklin, Calif.
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However, over the years, the 1% AUM fee has faced criticism from those who argue that it reduces the value of a portfolio by more than the advisor's guidance adds. This argument is particularly common in the financial independence and personal finance space, with financial educators like Ramit Sethi being a notable critic.
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Welcome back to the 292nd episode of the FinancialAdvisor Success Podcast ! Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley. Read More.
Welcome back to the 309th episode of the FinancialAdvisor Success Podcast ! My guest on today's podcast is Anh Tran. Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Read More.
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John Davi, CEO and founder, Astoria PortfolioAdvisors, encouraged advisors to use passive strategies in areas that can’t be beat. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. She’s also a big believer of active in real estate and preferred securities.
Welcome to the 391st episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Christopher Jones. Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Read More.
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Financialadvisors have a wide range of strategies at their disposal to create financialplans for their clients. In the case of a market downturn, advisors can wait an agreed amount of time (e.g., In the case of a market downturn, advisors can wait an agreed amount of time (e.g.,
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