Wealth Management

JULY 2, 2025

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Financial Advisor 259

Financial Advisor Estate Planning Wealth Management Financial Planning 259

Wealth Management

JULY 9, 2025

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Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JUNE 26, 2025

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Clients 275

Clients Estate Planning Wealth Management Planning 275

Wealth Management

JULY 1, 2025

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Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Wealth Management

JUNE 20, 2025

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Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Wealth Management

JUNE 27, 2025

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Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JUNE 23, 2025

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Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Wealth Management

JULY 2, 2025

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Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Wealth Management

JUNE 10, 2025

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Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JULY 3, 2025

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Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Wealth Management

JUNE 10, 2025

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Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JUNE 17, 2025

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Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Nerd's Eye View

JUNE 10, 2025

In this episode, we talk in-depth about how Leila has found that the time firms need to spend on compliance can vary based on their size (with solo advisors possibly only needing to spend a couple of hours per month and increasing as they add more employees), how Leila finds that firms tend to start looking for outsourced compliance solutions once (..)

Compliance 148

Compliance Financial Advisor Business Planning Financial Services 148

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

Clients 201

Clients Financial Planning Risk Tolerance Planning 201

Wealth Management

JULY 1, 2025

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Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Financial Advisor 229

Financial Advisor Clients Financial Planning Planning 229

Wealth Management

JULY 10, 2025

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Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JULY 15, 2025

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Estate Planning 179

Estate Planning Wealth Management Planning Clients 179

Wealth Management

JUNE 10, 2025

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Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Wealth Management

JUNE 10, 2025

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Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Nerd's Eye View

JUNE 24, 2025

What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for business owners and real estate investors even though he doesn't charge a fee on these assets.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Wealth Management

JULY 1, 2025

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Wealth Management 191

Wealth Management Estate Planning Planning Clients 191

Wealth Management

JUNE 11, 2025

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Wealth Management 179

Wealth Management Management Financial Advisor Business Planning 179

Wealth Management

JUNE 20, 2025

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Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JUNE 25, 2025

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Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Wealth Management

JUNE 30, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Number 8860726. Will More Wealth Advisors Gravitate to 401(k) Plans?

Management 165

Management Wealth Management Estate Planning Clients 165

Nerd's Eye View

JULY 7, 2025

market while differentiating on its AI-driven "Strategic Advice Manager" that automatically suggests (and even recommends) planning strategies based on client inputs – which could serve as an interesting test as to whether U.S.

Planning 100

Planning Financial Planning Startup Clients 100

Nerd's Eye View

MARCH 3, 2025

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

Estate Planning 174

Estate Planning Portfolio Management Communication Portfolio 174

Nerd's Eye View

OCTOBER 30, 2024

And given the sheer number and scope of potential conflicts that do exist in the advisory industry (where a wide range of providers seek to incentivize advisors to recommend their products and services to clients), there's a vanishingly small number of RIAs that don't have at least some form of actual or potential conflict to disclose.

Advertising 246

Advertising Commission Marketing Marketing 246

Wealth Management

JULY 2, 2025

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Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Nerd's Eye View

JANUARY 6, 2025

This month's edition kicks off with the news that Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client portal and data hub for unifying key client information from multiple sources into a single client-friendly (..)

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Tax Planning Taxes 130

Nerd's Eye View

JULY 14, 2025

After this first year, though, the number of scheduled meetings typically declines, often including only one or two formal meetings per year to check on progress toward financial goals and answer questions.

Clients 100

Clients Communication Financial Planner Numbers 100

Nerd's Eye View

FEBRUARY 24, 2025

While many firms may continue serving a certain number of unprofitable clients (such as friends or family members of the advisory team), too many can strain firm resources. These expenses were then divided across each segment, providing a clear view of which clients were paying below the true cost of service.

Clients 212

Clients Communication Numbers Management 212

Wealth Management

JUNE 11, 2025

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Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165