Abnormal Returns

DECEMBER 4, 2023

Ali is a corporate marketing advisor who has seen many sides of the wealth management business. standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice. Podcasts Daniel Crosby talks with Ali McCarthy.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

NOVEMBER 7, 2022

standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers." investmentnews.com) What Goldman Sachs' ($GS) reorganization means for wealth management and Marcus.

Compliance 279

Compliance Wealth Management Advertising Financial Advice 279

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riaintel.com) HNW clients want additional services.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

MAY 26, 2025

paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. podcasts.apple.com) Charles Schwab Charles Schwab ($SCHW) is launching a new program aimed at helping financial advisors go independent. citywire.com) How to learn about financial planning on the cheap.

Financial Planning 182

Financial Planning Financial Advice Financial Advisor Retirement 182

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age. alphaarchitect.com)

Fiduciary Duty 147

Fiduciary Duty Financial Advice Financial Planning Clients 147

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Wealth Management

JULY 22, 2024

While many in the financial advice business have for years focused on retail clients, some firms are finding that pensions and foundations can pay off in a major way.

Financial Advice 286

Financial Advice Retail Clients 286

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? 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. What is a fiduciary advisor?

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Abnormal Returns

SEPTEMBER 9, 2024

(youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. podcasts.apple.com) Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up?

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Wealth Management

MAY 25, 2023

Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.

Financial Advice 261

Financial Advice Clients Planning 261

Abnormal Returns

JULY 29, 2024

Podcasts Josh and Michael talk with Alec Crawford, CEO of AI Risk, about the future of financial advice, how AI will be used by most advisors, and the critical role of AI cybersecurity in the financial industry (youtube.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide and CEG Insights, about what makes advisory firms work.

Financial Advice 263

Financial Advice Clients Retirement Management 263

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 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Abnormal Returns

MAY 13, 2024

(investmentnews.com) Research The problematic math of passing down generational wealth. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. investmentecosystem.com) Reflections on eight years of running a financial planning practice. moontower.substack.com)

Math 287

Math Retirement Planning Financial Advice Retirement 287

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Abnormal Returns

DECEMBER 25, 2023

wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. advisorperspectives.com) Do financial advisers recommend annuities to their clients? (investmentnews.com) Startup Arch wants to build a better private capital markets workflow. riabiz.com) When should you hire?

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

Wealth Management

SEPTEMBER 13, 2022

It's not news that financial advice will increasingly be grounded in psychology and therapy—but how an advisor builds a business around those client demands is still evolving, according to speakers at the Future Proof wealth festival.

Financial Advice 246

Financial Advice Planning Clients 246

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. riabiz.com) How AI could be deployed in financial advice.

Taxes 263

Taxes Financial Advising Financial Advice Assets 263

Abnormal Returns

OCTOBER 16, 2023

Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. standarddeviationspod.com) M&A Are smaller RIAs at risk because of national, full-service firms?

Compliance 262

Compliance Financial Planner Financial Advice Investment Advisor 262

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Financial Advice 244

Financial Advice Consulting Engineering Financial Advisor 244

Abnormal Returns

MARCH 6, 2023

Podcasts Christine Benz and Jeff Ptak talk with Stacy Francis who is president and CEO of Francis Financial about working with female clients. morningstar.com) Brendan Frazier talks with Ted Klontz about how to better motivate, communicate and connect with clients and prospects.

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

Nerd's Eye View

JULY 2, 2024

Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households.

Financial Advisor 183

Financial Advisor Clients Planning Wealth Management 183

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. investmentnews.com) Why the global wealth management is a growth business.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., wsj.com) Why Ritholtz Wealth Management hired a new President.

Wealth Management 130

Wealth Management Startup Medical Financial Advice 130

Abnormal Returns

OCTOBER 17, 2022

Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. kitces.com) How Future Proof broke new ground for the wealth management industry.

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Avoid hard financial terms.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? Come meet the team in Austin on June 12-14th.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

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

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Abnormal Returns

OCTOBER 23, 2023

Podcasts Daniel Crosby talks with Saundra Davis on how to effectively meet clients where they are. riabiz.com) AI Is AI an existential threat to the business of financial advice? standarddeviationspod.com) Michael Kitces and Carl Richards discuss the potential downside of specialized practices.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

FMG

MAY 14, 2025

An excellent financial advisor website makes all the difference in connecting with a potential client. Here are 10 standout Osaic advisor websites that highlight what makes a financial advisor site standout while bringing traffic to their site.

Financial Advisor 52

Financial Advisor Wealth Management Education Clients 52

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Frequently Asked Questions What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Indigo Marketing Agency

FEBRUARY 24, 2024

Ever feel like your wealth management business is getting lost in the digital shuffle? As people flock to Google for financial advice, it’s more important than ever to stand out from your rivals. Not many—and the reality is potential clients aren’t scrolling past the first page of results either. The result?

Wealth Management 52

Wealth Management Management Engineering Marketing 52

eMoney Advisor

APRIL 13, 2023

Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” ” That’s Shawn Mihal, LPL’s new head of financial institution services, sharing his firm’s recent successes with the Bank Insurance and Securities Association (BISA).

Banking 74

Banking Clients Planning Financial Planning 74

Abnormal Returns

JUNE 5, 2023

Podcasts Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. peterlazaroff.com) Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. kaleidocreative.com) Do clients really want personalized portfolios?

Financial Advice 130

Financial Advice Financial Planning Retirement Portfolio 130

Zoe Financial

NOVEMBER 13, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. The reason is that they rely on client referrals for growth, which is excellent.

Wealth Management 40

Wealth Management Management Financial Advisor Taxes 40