Norman Marks
APRIL 12, 2022
I am, of course, talking about people. X If you look at the root cause of almost every failure or missed opportunity, it comes down to people. Yet, we don’t pay nearly enough attention to whether we have the right people in the right jobs. You could add to that ‘the right information and authority’, […].
The Irrelevant Investor
APRIL 15, 2022
Nick Maggiulli is an inspiration. Five years ago he was working as a data analytics something or the other. Today, he's a published financial author. He saw what he wanted, he went after it, and he got it. Nick came to one of our conferences in 2017 from Boston, on his own dime. I was sick and had to leave early, but Nick grabbed me on my way out and said, "Hey, I came here to see you guys.
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Brown Advisory
APRIL 13, 2022
Pitfalls for U.S. Expats: Tax Compliance mhannan Wed, 04/13/2022 - 06:37 We help U.S.-connected clients living in the U.K. assess their current financial situation, understand their long-term goals and objectives, and build a robust and flexible investment plan for the future – all while considering the intricacies (and importantly, the interaction) of the U.S. and U.K. tax systems.
Tucker Advisors
APRIL 13, 2022
Maximizing Your Live Event. Hosted By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Maximizing Your Live Event. by Tucker Financial Group. [link]. If you would like more information about booking Brad. for your next live event, fill out the form below. HTML Form Generator. Free Guide: High Profile Use of Annuities.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Walkner Condon Financial Advisors
APRIL 13, 2022
You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. If you work for a university, public school, or a 501(c)(3) tax-exempt organization (more commonly referred to as a charitable organization or nonprofit), you may have participated in a 403(b) plan.
Fortune Financial
APRIL 13, 2022
In the last decade, technology has evolved at an ever-increasing rate, and with each new development, there are a long list of pros and cons. As we consider how things like artificial intelligence, robotic process automation and virtual reality will affect humanity, these technologies have stormed ahead. No matter the potential drawbacks, they have rapidly become a part of our everyday lives. .
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Websites
APRIL 13, 2022
The key to marketing your business is getting your services in front of the right person at the right time, which is essential to growing your practice.
The Irrelevant Investor
APRIL 12, 2022
Today’s Animal Spirits is brought to you by YCharts Enter here for the first 50 submissions to get a FREE YCharts Professional account until April 30th. On today’s show we discuss: If stocks don't fall, the fed needs to force them Walmart Truck Drivers Starting pay Deutsche Bank warns of bear market in 2023 Carnivals busiest week ever Don't bet against a bubble?
Indigo Marketing Agency
APRIL 12, 2022
The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited! . This highly anticipated event is for advisors, by advisors. And we’re honored to announce that Indigo Marketing Agency is listed as a Prospective Vendor! What does this mean for you? As a friend of Indigo, you can save $50 on your ticket when you use code KitcesIndigo at checkout.
Aleph
APRIL 12, 2022
Photo Credit: John.U || Look at all those eggs in one basket! The owner *is* watching it carefully, right? Jason Zweig recent wrote an article on owning stock in the company that you work for. Then today in his WSJ newsletter he asked the following question: What’s the most concentrated investment position you’ve ever had? (In other words, what single investment made up the greatest proportion of your portfolio?
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Sara Grillo
APRIL 11, 2022
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simp
Darrow Wealth Management
APRIL 11, 2022
No one knows when the U.S. will enter a recession again. And this is precisely why it’s important to always be prepared for an economic or market downturn rather than try and predict it. Investors may be surprised to learn that in the last 69 years, on average, stocks did worse in the year before a recession began than during the recession itself.
The Irrelevant Investor
APRIL 10, 2022
Today’s Animal Spirits, Talk Your Book is brought to you by VRGL: Ben and I had Co-Founder and CEO Josh Smith on the show to talk about VRGL and wealthtech solutions for advisors. On today’s show we discuss: The problem with "I'll know it when I see it" How financial advisors can prove their value Quantitative vs. qualitative when it comes to advisor value What is machine learning?
Envision Wealth Planning
APRIL 10, 2022
As a woman, are you feeling financial stress? You’re not alone. Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. They aren’t the only ones experiencing high or overwhelming stress. So what is causing this stress? Causes of financial stress.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Gen Y Planning
APRIL 15, 2022
You’ve heard the advice when it comes to saving for retirement: contribute enough to your employer-sponsored retirement plan to get the company match, and then contribute up to the max to a Roth IRA ($6,000 in 2022). But Roth IRAs have income limits: For 2022, single tax filers who make $144,000 or more are ineligible to contribute, and they can only contribute a reduced amount if they make between $129,000 and $144,000.
ModernAdvisor
APRIL 14, 2022
March was a good month for equity markets around the world, while bonds continued to suffer. March 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. The S&P/TSX Composite was one of the best performers in […].
The Irrelevant Investor
APRIL 9, 2022
Articles “What is a stock worth today?” ranks among the most difficult questions investors face. (By Daniel Sotiroff) Invest in experiences that yield long-lasting memories (By Ben Carlson) The average workday has expanded by 13 percent—about an hour—since March 2020 (By Derek Thompson) The market gods have punished us and we can’t do anything about it.
The Better Letter
APRIL 14, 2022
My three children, their spouses, and their children live within a mile of each other in suburban Washington, DC. When I visit – and I visit often – I love to go to the area’s various memorials. There are the war memorials, of course, commemorating America’s war dead, plus memorials to various American patriots, including the memorial to the great martyr, Abraham Lincoln.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
Park Place Financial
APRIL 11, 2022
ESTATES 7 Life Events That Require Trust and Will Reviews Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. A living trust or a will ensures that your estate is passed to your children, grandchildren, or other beneficiaries. It’s a good idea to set up your estate plan while you’re still relatively young and in good health. However, you may need to occasionally update this plan during your lifetime.
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