International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Abnormal Returns

JANUARY 22, 2024

riabiz.com) Vanguard is partnering with estate planning software provider Vanilla. citywire.com) RIA data management startup OneAdvisory has raised capital and re-branded as Dispatch. citywire.com) Advisers Wealth management has a high attrition rate of new advisors. riaintel.com) How to write a client newsletter.

Wealth Management 162

Wealth Management Estate Planning Startup Retirement 162

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 197

Estate Planning Wealth Management Financial Advisor Planning 197

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now."

Wealth Management 182

Wealth Management Financial Advising Estate Planning Banking 182

Wealth Management

FEBRUARY 5, 2024

For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.

Estate Planning 114

Estate Planning Planning Clients 114

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 186

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 186

Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

Estate Planning 102

Estate Planning Planning Clients 102

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning 201

Estate Planning Financial Planning Planning Wealth Management 201

Carson Wealth

DECEMBER 13, 2022

Investment adviser representatives have mandated continuing education and examination requirements which encourage a minimum level of competency when working with clients and customers. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. A Financial Advisor works with clients.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Wealth Management

APRIL 8, 2024

It may produce better outcomes.

Estate Planning 110

Estate Planning Clients Planning 110

Abnormal Returns

SEPTEMBER 11, 2023

(riabiz.com) The biz Creative Planning is going to be flexible holding onto PIF advisers. investmentnews.com) Why the global wealth management is a growth business. economist.com) Practice management Scaling a small RIA practice comes with a lot of challenges. thinkadvisor.com) How RMDs on 401(k) accounts are different.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 102

Estate Planning Planning Taxes Clients 102

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Wealth Management

NOVEMBER 10, 2023

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Debt Management 124

Debt Management Estate Planning Management Planning 124

Abnormal Returns

MAY 8, 2023

citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not.

Wealth Management 215

Wealth Management Estate Planning Taxes Valuation 215

Abnormal Returns

MAY 22, 2023

open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riabiz.com) Why Bain Capital invested in CI Private Wealth. citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process?

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

International College of Financial Planning

JUNE 30, 2022

Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

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 187

Estate Planning Financial Planning Wealth Management Clients 187

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 221

Estate Planning Media Clients Wealth Management 221

Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. The sudden wealth is the same – but spending drives the outcome. Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over?

Education 97

Education Financial Advisor Clients Planning 97

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. peterlazaroff.com) Michael Kitces and Carl Richards on when it makes sense to fire a client. advisorperspectives.com) Only 1 in 3 Americans have an estate plan. (fa-mag.com) fa-mag.com) Risk is unavoidable. Panic is not.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Estate Planning 114

Estate Planning Planning Clients 114

Wealth Management

AUGUST 5, 2022

If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.

Estate Planning 111

Estate Planning Planning Marketing Marketing 111

Abnormal Returns

SEPTEMBER 4, 2023

Podcasts Jason Wenk and Dasarte Yarnway talk about how to approach client meetings. kitces.com) M&A Acquisitions are hard to manage, for all parties involved. kitces.com) UHNW clients A Q&A with Jill Shipley, managing director and head of governance and education at AlTi-Tiedemann Global about charitable giving.

Estate Planning 220

Estate Planning Financial Planning Retirement Planning 220

Wealth Management

NOVEMBER 28, 2023

Stick to the basics.

Estate Planning 116

Estate Planning Clients Planning 116

Wealth Management

JUNE 27, 2023

Wealth.com's Ester is a proprietary model that can read and restate documents and hold both short and long-term memories of previous client actions.

Estate Planning 115

Estate Planning Planning Clients 115

Abnormal Returns

DECEMBER 5, 2022

Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. bloomberg.com) Charitable giving strategies are as varied as the client. bloomberg.com) Charitable giving strategies are as varied as the client. wealthmanagement.com) Should you write your clients an annual letter?

Financial Planner 208

Financial Planner Estate Planning Startup Communication 208

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 186

Financial Planner Communication Estate Planning Wealth Management 186

Wealth Management

NOVEMBER 15, 2023

Don’t murder your clients—and other best practices.

Estate Planning 111

Estate Planning Planning Clients 111

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). riabiz.com) Savvy Wealth is pushing hard on the AI front. investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. financial-planning.com) How younger advisers can better connect with young clients.

Financial Planner 196

Financial Planner Estate Planning Portfolio Management Retirement 196

Abnormal Returns

OCTOBER 23, 2023

Podcasts Daniel Crosby talks with Saundra Davis on how to effectively meet clients where they are. advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. standarddeviationspod.com) Michael Kitces and Carl Richards discuss the potential downside of specialized practices.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant. barrons.com) The FDIC is planning to sell SVB Private separately from the rest of the bank. thinkadvisor.com)

Estate Planning 194

Estate Planning Retirement Communication Financial Planning 194