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When Does A Financial Coach Need To Register As An Investment Adviser? The “ABCS” Test To Determine Status

Nerd's Eye View

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. But once a financial coach addresses specific questions from clients around actual securities (e.g., Read More.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year. For example, a clients investment choices should align closely with their tax strategy, too.

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Average Fees for Financial Advisors in 2023

Harness Wealth

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell.

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The Impact of AI on Wealth Management

WiserAdvisor

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

He is mostly known to financial advisors for his monthly newsletter, Inside Information , which labels itself as “the most important information resource in the financial planning space.” She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.