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How advisory firms charge for financialadvice has long been a central question in the profession. Now, as financialadvicers expand their services beyond traditional planning into more holistic, personalized advice, the very definition of financialadvice continues to evolve.
Financialadvicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financialadvice. While advisors may make educated guesses about client preferences, this approach has its limits.
How much to charge for financialadvice is rarely a decision made lightly. A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.
The possibilities at the intersection of AI and financialadvice are exciting – faster processes, better connections, less time on ‘busy work’ – but also come with uncertainty about the future of the field. What might the field of financialadvice even look like in 10 years? Read More.
The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.
is perhaps the most fundamental question a client brings to their advisor. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.
Just a few decades ago, giving financialadvice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. Many client concerns are deeply personal, requiring empathy, trust, and a nuanced understanding of complex emotional and financial situations.
New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. And while new clients often come in at higher fees, early clients may still be paying well below the firm's current rates.
A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. While clients may ask about the short-term impacts of the tariffs, many concerns are more deeply rooted in long-term goals. Read More.
As the financialadvice profession has matured, behavioral finance has become an increasingly important element of modern advice. From the prospect’s point of view, it’s easier to not hire a financial advisor than it is to hire one (at least in the short term).
Which could prove to be a boon for the financialadvice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financialadvice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.
2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financialadvice (followed by compliance and technology management) and suggests (..)
dollars) in assets under management for 2,400 client households. Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B million U.S.
In the competitive market for financialadvice, advisory firms often seek to find ways to differentiate themselves from one another. However, advisers may also realize the operational cost benefits of launching a private fund since they would not need to execute many individual trades for clients through separate accounts.
At Wealth Management EDGE , I had the privilege of moderating a panel— “Work Smarter, Not Harder: AI’s Role in Operational Excellence” —where we talked about how artificial intelligence is already automating advisor workflows, transforming client meetings into structured insights, and reshaping the nature of operational roles within firms.
Key Highlights Millennials can benefit a lot from getting financialadvice. Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Right now, few of them use advisors regularly.
Key Highlights The financialadvice world is changing. RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. Websites, social media, and SEO offer great opportunities to connect with new clients online.
Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Explore how to reach potential clients by using educational content and CRM systems. Understand the key rules and best practices to keep your marketing activities aligned with industry standards.
Notably, though, this legislation is subject to change as it appears headed for a vote in the full House and as the Senate considers its own version of the tax legislation.
The Best Content for Financial Advisors to Attract Clients in 2025 Does your blog feel stale? That might be why you’re not attracting new clients. Here’s content for financial advisors that’s actually working—and how to make it easier. What makes video so effective for financial advisors?
Which suggests that, amidst ongoing debate over fiduciary-related regulations, an advisor's status as a fiduciary could both lead to greater client trust (both in their individual advisor relationship and perhaps in the financialadvice industry as a whole) and, ultimately, higher client retention rates.
Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time.
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. In reality, though, the robos struggled to gain traction, and the human financialadvice business just continues to grow.
My organization structure 1: Poor Advice 2: Media Madness 3: Sophistry: The Study of Bad Ideas Or, where bad ideas come from, how they spread, why they fool us. These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. How useful is management guidance?
Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.
Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Benefits of working with an independent fiduciary advisor Independence is important when seeking financialadvice.
Why Short-Form Financial Advisor Video Marketing Is Fueling Growth Financial advisor video marketing online can feel like an uphill battle. If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster.
Key Highlights A strong presence on social media can help financial advisors meet potential clients and boost brand awareness. Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Many potential clients look online for information.
[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.
As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financialadvice. This is where competent, ethical, and client-first financial planners step in. What Does the CFP Course Involve?
including their intense focus on metrics, culture, growth, referral marketing , and how they’ve structured their regions and “pods” to deliver “wealth alignment” that goes far beyond typical financialadvice. Identifying ideal client personas. of that we want to come from client referrals.
Key Highlights A strong marketing plan is key for financial advisors. It helps you attract new clients and expand your business. This guide offers helpful tips to create a good advertising plan in the financial services area. We will look at different parts of digital marketing. It builds brand recognition.
Best Ad Practices That Work for MarketingFinancial Advisor Services One of the most surefire ways of growing a business fast and keeping a steady stream of leads coming in is with advertising. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services.
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.
At Indigo Marketing, we help financial advisors create custom content that reflects their individual voice and ideas, helping to position them as trusted thought leaders in their niche. For financial advisors, where trust is paramount, even minor errors can quickly undermine credibility and client confidence.
Key Highlights We will discuss how to build a strong brand identity and use referrals to attract clients. We will also explore content marketing to help you stand out in your field. Learn how to tailor your messages for different clients. They must attract potential clients attention.
Do you think CFA Level 1 is worth it for someone going into advising mainly to better understand markets and explain them to clients? CFP is the goal but I want that deeper market and econ knowledge and I have a ton of downtime in my fourth year of uni. Figured that next year is a good time to focus on exams.
Business owners want to plough money back into the business instead of taking a risk on the market. Do you think it would be the best thing for your business if Sheila who answers the phone of the trucking company, and who all your clients know by name, if she were still there in five months from now? Does Sheila have a family?
The platform itself does not offer financialadvice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs). Self-Assessment Checklist: Are You on Track?
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With a market capitalization of Rs. The company’s core business is stock and share broking, which includes helping clients buy and sell in the capital and derivatives markets. crore, the shares of Indo Thai Securities Limited were currently trading at Rs. 1,871 per equity share, down nearly 0.87 1,887.40.
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