Wealth Management

AUGUST 5, 2025

Arax’s owner, RedBird, focuses on investments in sports and media, along with financial services. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Concept of digital social marketing.

Wealth Management

Wealth Management

AUGUST 6, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Concept of digital social marketing. Boston Firm RIA Holding Company Aspen Acquires $1.1B

Estate Planning

Wealth Management

JULY 15, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Planning

Wealth Management

JULY 18, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Concept of digital social marketing. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Accounting

Nerd's Eye View

MARCH 3, 2025

Advisor-focused AI meeting note solution Jump has completed a $20 million funding round, which reinforces its status as the emerging market leader in the crowded AI meeting note category – a status that may only increase from here if AI meeting notes, like most established AdvisorTech categories, evolves into a "winner-take-all" market where (..)

Estate Planning

Wealth Management

JULY 15, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Estate Planning

Wealth Management

AUGUST 6, 2025

Similarly, the top contributors to YTD returns for IYZ are the large telecom carriers, while the returns for XTL and FDCF have been driven more by equipment providers and media firms. Concept of digital social marketing. The top contributor to IYZ’s returns this year is AT&T, with Verizon also as one of the top five contributors.

Taxes

Wealth Management

JULY 10, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Wealth Management

Nerd's Eye View

MARCH 17, 2025

In practice, rapid adoption of AI Notetakers has been expedited both by the media's fixation on Artificial Intelligence (which has highlighted a wide range of AI solutions like Fathom, Fireflies, and Otter) and by the rollout of AI Notetakers within existing platforms (from Microsoft's CoPilot to Zoom's AI Companion).

Financial Advisor

Nerd's Eye View

FEBRUARY 18, 2025

What's unique about Sebastian, though, is how his firm has implemented a financial planning quality control system, where a dedicated team member touches base with clients immediately after their meeting with an advisor, often before the client even leaves the office, to ensure that clients are receiving a high level of service, get feedback on where (..)

Financial Planning

Wealth Management

JUNE 25, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Wealth Management

Nerd's Eye View

FEBRUARY 3, 2025

Wealthtender, a lead generation and advisor review gathering platform, has launched a new Testimonial Marketing Studio to help advisors better promote their client testimonials in social media and email campaigns, reflecting the reality that advisors have generally been slow to adopt testimonial marketing since the release of the SEC's Marketing Rule (..)

Insurance

Nerd's Eye View

AUGUST 4, 2025

Anthropic has released an enterprise-grade version of its Claude AI platform specifically for financial services and investment research, which could be a bad sign for the many AI investment research startups that have appeared over the last year as they could find themselves squeezed between Claude on the institutional side and Morningstar, YCharts, (..)

Estate Planning

Nerd's Eye View

JUNE 17, 2025

So, whether you're interested in learning about leveraging content across multiple media to attract like-minded clients, transitioning from a lead advisor to management role, or the decision making behind opening offices in new locations, then we hope you enjoy this episode of the Financial Advisor Success podcast, with David Bahnsen.

Clients

Nerd's Eye View

OCTOBER 30, 2024

However, despite the large number of potential conflicts that exist for advisory firms, much of the financial media and the general public tend to focus specifically on the conflicts caused by commission-based fee models.

Advertising

Wealth Management

JULY 22, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Concept of digital social marketing. Summit Financial Adds Four Firms Totaling $1.2B

Estate Planning

Nerd's Eye View

FEBRUARY 11, 2025

We also talk about why David thinks that internal successions do remain viable at a time when Private Equity-backed aggregator firms are willing to buy smaller firms quickly and at a loftier headline valuation (in part because those high multiples often come with less attractive terms buried in the fine print of these deals), how David further finds (..)

Planning

Wealth Management

AUGUST 4, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. 4, 2025) 11 Investment Must Reads for This Week (Aug. Concept of digital social marketing.

Estate Planning

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5

Wealth Management

The Big Picture

FEBRUARY 4, 2025

But that being said, it is still the case that if there is uncertainty, that does obviously have implications for business planning, for household planning. So I do also spend my a lot of my time on Twitter, social media, reading newspapers, watching Bloomberg shows and figuring out what are we talking about?

Economy

Wealth Management

JULY 15, 2025

As a media guest my response to questions about investment strategies for that particular market environment is, yep you guessed it, “diversify”. But without fail I always fall back to the comfortable answer: “Diversify” to the dismay of many. It’s not just at parties either.

Wealth Management

Wealth Management

JULY 18, 2025

Concept of digital social marketing.

Planning

Wealth Management

AUGUST 7, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Concept of digital social marketing.

Wealth Management

Nerd's Eye View

MAY 6, 2025

In this episode, we talk in-depth about how the branding consultant encouraged Nicole to first take a step back and explore big picture questions for what she wanted from her firm (such as what an ideal day would look like for her) rather than just starting with the characteristics of her target clientele, how Nicole (based on the results from this (..)

Clients

Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

Media

Nerd's Eye View

MARCH 18, 2024

In order to identify a match of soft assets, something as simple as following potential COIs on social media and noting the issues and interests that are shared at any given time can be a great starting point.

Assets

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

Marketing

Nerd's Eye View

APRIL 15, 2024

In this article, Managing Editor Sydney Squires explains how 1 piece of video content can be reused to cover 6 different marketing techniques: the video itself, podcasting, social media, blogging, newsletter drip marketing campaigns, and Search Engine Optimization (SEO) boosts.

Marketing

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning

Nerd's Eye View

AUGUST 7, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Wealth Management GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)

Estate Planning

Nerd's Eye View

SEPTEMBER 21, 2023

creating social media content or using SEO tactics), because satisfied clients can be a powerful source of referrals, especially when their advisor has expertise in solving a very specific set of financial problems.

Advertising

Nerd's Eye View

MAY 27, 2024

To alleviate this time capacity shortage, advisors have 3 options to reduce time-based expenses and increase money-based expenses, allowing them to regain their (more valuable) time that they can invest into the continued growth of their business.

Marketing

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients

Nerd's Eye View

MARCH 27, 2023

in meetings with both prospects and centers of influence, such as accountants and lawyers, who might provide referrals), and promoting the marks in their social media posts and other marketing strategies (e.g., Some strategies to do so can include simply talking about their own experiences as CFP professionals more intentionally (e.g.,

CFP

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients

Nerd's Eye View

DECEMBER 5, 2023

billion of AUM (and is now increasing the firm's marketing budget and hiring a dedicated marketing professional to help further expand his firm's reach).

Compensation Planning

Nerd's Eye View

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Riskalyze signals an intent to rebrand itself away from ‘just’ risk tolerance assessments to a broader focus on helping advisors grow clients and assets.

Risk Tolerance