Nerd's Eye View
FEBRUARY 12, 2025
While it may take a while for the adjustments to take place, advisors can still help their clients plan for the effect of WEP and GPO's repeal by estimating how much the client will be receiving in Social Security benefits once the new law is implemented. The key point is that the question of "How much will I be getting?"
Wealth Management
JUNE 10, 2025
You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I
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Nerd's Eye View
MARCH 24, 2025
For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!
Nerd's Eye View
DECEMBER 24, 2024
And be certain to listen to the end, where Paul shares how advisors can build trust and familiarity with prospects by sending them their book before actually meeting for the first time, why Paul recommends that advisors build a standalone book website that allows visitors to download the book for free in exchange for their name and email address (allowing (..)
Advertiser: G-P
Download the eBook to learn more about: What the hybrid model of work is. How Globalization Partners’ technology can enable a hybrid game plan. However, to make a successful transition to the hybrid model, companies must build a strong corporate culture and select a hybrid model that works best for their workforce.
Wealth Management
JUNE 17, 2025
Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. Sandrew joined the RIA in 2016 and helped it grow from about $3 billion in client assets to more than $21 billion.
Wealth Management
JUNE 10, 2025
RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.
Advertiser: G-P
Today, one in three employees prefer working from home over working from the office, and nearly half of companies plan to continue offering some form of remote work flexibility to their employees. Download this eBook to learn: How to build a remote-first company. How Globalization Partners can help implement a remote-first plan.
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