The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution. You can find all of our earlier podcasts on your favorite platforms here.

Engineering 317

Engineering Management Portfolio Assets 317

Wealth Management

NOVEMBER 17, 2023

Mariner Wealth Advisors' "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Wealth Advisor 113

Wealth Advisor Engineering Clients 113

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!). Read More.

Marketing 159

Marketing Marketing Engineering Media 159

Abnormal Returns

OCTOBER 30, 2023

Podcasts Brendan Frazier talks with Jake Northrup of Experience Your Wealth about how he infuses the human side to help clients live their ideal life. kitces.com) AI How recommendation engines could work in wealth management. kitces.com) Why formal retirement plans provide clients with additional confidence.

Wealth Management 219

Wealth Management Retirement Planning Financial Advising Financial Advice 219

Wealth Management

NOVEMBER 17, 2023

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Engineering 104

Engineering Clients 104

Million Dollar Round Table (MDRT)

AUGUST 9, 2022

By Antoinette Tuscano, MDRT Content Specialist In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your best for them. Or is your “About us” page functioning at its max potential for attracting clients and increasing your income?

Clients 77

Clients Communication Engineering Marketing 77

Wealth Management

NOVEMBER 18, 2022

Bento addresses wealth transfer and financial literacy while Holistiplan joins LPL's Vendor Affinity Program and Addepar adds UBS as client.

Engineering 104

Engineering Clients 104

Abnormal Returns

JULY 17, 2023

Podcasts Michael Kitces talks with Thor McIlrath of McIlrath & Eck about rotating client coverage. standarddeviationspod.com) Charles Schwab Charles Schwab ($SCHW) clients with $1 million in assets now are automatically enrolled in one of its private wealth management programs.

Wealth Management 209

Wealth Management Compliance Engineering Clients 209

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 216

Financial Planner Compliance CFP Clients 216

Indigo Marketing Agency

MARCH 11, 2024

prospects who are entirely new to the advisor’s service), the content also describes best practices for effectively garnering referrals from existing clients. The post Indigo Marketing Agency Announces Launch of Exclusive Webinar Showing Financial Advisors How to Grow Their Client Base in 2024 appeared first on Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. return in new onboarded client revenue for every $1 spent in marketing. return in new onboarded client revenue for every $1 spent in marketing.

Financial Advisor 199

Financial Advisor Clients Compliance Engineering 199

Trade Brains

FEBRUARY 16, 2024

Welcome to our in-depth exploration of Azad Engineering Limited, a key player in the production of components for energy turbines and aerospace & defence aircraft. Azad Engineering Limited Business Overview Azad Engineering Limited started its core business in 2008. Azad Engineering Ltd. Ansaldo Energia S.P.A.,

Engineering 111

Engineering Manufacturing Certification Sales 111

Wealth Management

DECEMBER 19, 2023

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.

Engineering 103

Engineering Clients Management 103

BlueMind

NOVEMBER 24, 2022

Category: Client Relations. The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. Related: Effective Strategies To Deal With Difficult Clients.

Clients 98

Clients Insurance Financial Advisor Assets 98

Nerd's Eye View

FEBRUARY 19, 2024

In the wake of an AdvisorTech boom over the last decade, many advisors have all the tools they need to build truly comprehensive solutions for their clients. As software providers grow in number and their offerings expand in complexity, automation and cybersecurity will be central themes as client preferences continue to change.

Consulting 182

Consulting Financial Advice Engineering Financial Advisor 182

Wealth Management

JANUARY 17, 2024

Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."

Engineering 105

Engineering Clients 105

Nerd's Eye View

AUGUST 21, 2023

Many financial advisors start their own firm because of an entrepreneurial itch, a desire to work with a specific type of client, or perhaps because they want to have more control over their work life. Nonetheless, one group of advisors reported more marketing success than others: those serving client niches.

Marketing 218

Marketing Marketing Financial Planner Clients 218

FMG

OCTOBER 5, 2023

It’s an exciting but busy time of year, and in addition to getting gifts for friends and family, it’s important to think about what you are going to get your clients. So, what are some great client gift ideas to thank them for the great year that you have had? 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1.

Clients 52

Clients CFP Financial Advisor Wealth Advisor 52

Tobias Financial

APRIL 5, 2023

science, technology, engineering, and mathematics workers in 2019, according to a report by the American Immigration Council. Our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS was recently quoted on Financial Planning, sharing her insights on working with first-generation immigrant and first-generation American clients.

Clients 52

Clients Wealth Advisor Financial Planning CFP 52

Nerd's Eye View

MAY 29, 2023

One of the key decisions is determining the type of clients they want to serve. Some advisors may choose to take a generalist approach that leaves the door open to working with the broadest possible pool of prospective clients. When a financial advisor starts their own firm, they face many important choices.

Risk Tolerance 192

Risk Tolerance Financial Advisor Clients Engineering 192

Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 198

Estate Planning Financial Planning Wealth Management Clients 198

Trade Brains

NOVEMBER 18, 2023

Tata Technologies IPO Review – About The Company Tata Technologies, a subsidiary of Tata Motors, is a global leader in Engineering and product development. The Company has been a pioneer in the Automotive and Aerospace segment providing industry-leading Engineering Research and design services (ER&D). 67 Lakh Cr. 3578 Cr in FY22.

Engineering 115

Engineering Assets Clients Manufacturing 115

Indigo Marketing Agency

MARCH 21, 2024

With potential clients turning to the internet to find financial advice and services, optimizing your website for search engines is crucial. However, navigating the world of SEO (Search Engine Optimization) can be daunting, leaving many financial advisors with questions and uncertainties.

Financial Advisor 89

Financial Advisor Engineering Consulting Financial Advice 89

The Big Picture

JULY 30, 2022

It is surprisingly easy to tell when a car is being subjected to a laboratory-based emissions test, because engines on a test track run with a regularity never seen in real-world use. This is ‘trivial’, as engineers say, for software to detect. Is Selling Shares in Yourself the Way of the Future? London Review of Books ). •

Engineering 268

Engineering Media Clients Marketing 268

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 196

Financial Planner Certification Retirement Planning Retirement 196

Sara Grillo

MAY 9, 2022

Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. Wall Street has engineered this term “direct indexing” to capture the attention of fee only advisors who are obsessed with John Bogle. Direct indexing sucks – don’t do it. 1 Direct indexing is not really indexing.

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

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 230

Estate Planning Media Clients Wealth Management 230

Abnormal Returns

OCTOBER 17, 2022

riabiz.com) Edelman Financial Engines is entering a new era. (fa-mag.com) thinkadvisor.com) Advisers How to set expectations with clients about communication. investmentnews.com) How to assess what clients really want from an adviser. standarddeviationspod.com) The biz Schwab-TD re-papering expectations are in flux.

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

Indigo Marketing Agency

FEBRUARY 24, 2024

Not many—and the reality is potential clients aren’t scrolling past the first page of results either. That’s why Search Engine Optimization (SEO) is crucial for financial advisors aiming to attract organic traffic. SEO helps fine-tune your online presence to rank higher on search engines like Google. The result?

Wealth Management 52

Wealth Management Management Engineering Marketing 52

Abnormal Returns

MAY 22, 2023

(riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. wealthmanagement.com) Carson Group and Trust & Will announced a new partnership (thinkadvisor.com) Direct indexing For what clients is direct indexing appropriate? riabiz.com) Why Bain Capital invested in CI Private Wealth.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Indigo Marketing Agency

OCTOBER 3, 2023

Most advisors agree it’s easier to preserve an existing relationship than it is to prospect for a new client. The Do’s and Don’ts of Engaging with the Next Generation Don’t: Rely on Credentials Alone You’ve worked hard to build your expertise and earn your designations—and clients are looking for an expert.

Wealth Management 52

Wealth Management Financial Advisor Clients Management 52

Nerd's Eye View

NOVEMBER 3, 2023

Read More.

Financial Planner 225

Financial Planner Retirement Planning Retirement Insurance 225

Nerd's Eye View

SEPTEMBER 12, 2023

What's unique about Jason, though, is how he built Altruist as an "all-in-one" custodian platform for RIAs that includes the portfolio management and performance reporting software that most advisory firms have to purchase separately… as Jason found while he was building his own TAMP a decade ago, the limitations of current RIA custodians made (..)

Financial Advisor 210

Financial Advisor Investing Investments Financial Advice 210

Indigo Marketing Agency

FEBRUARY 12, 2024

With the industry evolving and clients becoming more discerning, its crucial for financial advisors to not only provide expert advice but also market themselves effectively. Organic Marketing Creating impactful digital marketing strategies begins with identifying and understanding the ideal client profile.

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks #1 – Elecon Engineering Company Particulars Amount Particulars Amount CMP ₹831 Market Cap (Cr.) An industrial and mechanical engineering company, Elecon Engineering was established over 7 decades ago in 1951. Price to Book Value 6.63 Net Profit Margin 15.6% Operating Margin 22.3%

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Advisor Websites

NOVEMBER 4, 2022

The higher that your website ranks on search engines, the higher your possibility is of more website visitors, and ultimately more visitors converting into leads. After that, it comes down to using the correct keywords to personalize and improve your website's search engine optimization (SEO). However, this isn't always the case.

Engineering 94

Engineering Financial Advisor Clients Marketing 94

MarketWatch

JUNE 5, 2023

in premarket trading Monday, after the engineering software company cut its profit and revenue outlook, citing “further deterioration” in near-term demand. Shares of Epam Systems Inc. EPAM sank 5.4% For the second quarter, the company now expects adjusted earnings per share, which excludes nonrecurring items, of $2.33 and revenue of $1.16

Clients 40

Clients Engineering Marketing Marketing 40