Nerd's Eye View
JANUARY 8, 2024
Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.
Nerd's Eye View
APRIL 4, 2024
Ultimately, the key point is that there are a number of ways that the financial planning industry can tackle the looming spike in demand for new advisors without imposing an artificial obligation on advisors, which, if not met, would imply a deficiency in professional duty. Read More.
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Nerd's Eye View
MARCH 18, 2024
Soliciting prospect referrals can often be an effective way for financial advisors to grow their firms with clients who are ready to act and who will benefit from the firm since many referrals come from sources that are familiar not just with the advisor and the services they offer, but also with the prospect being referred and the needs they seek.
Trade Brains
MAY 17, 2023
The company’s clients include tech giants like Microsoft, Google, and Amazon. The company’s core industry focus is retail, travel services, energy, agriculture, commodities, and professional services. It added 44 new clients during the year. Their prime operating regions are North America, Asia-Pacific, and Europe.
Harness Wealth
FEBRUARY 27, 2023
It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. Employees with equity face complicated tax planning questions The acquisition of a company can leave employees facing choices about what to do with shares or facing varying tax consequences depending upon their individual situations.
eMoney Advisor
APRIL 6, 2023
These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. If you’re thinking of starting your own financial planning practice as a solopreneur, you’ve come to the right place. Look for the level of flexibility you desire.
Inside Information
APRIL 26, 2024
I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism?
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