Nerd's Eye View

OCTOBER 9, 2023

According to the most recent Kitces Research on Advisor Marketing, one of the most efficient marketing strategies is Search Engine Optimization (SEO), which involves taking a series of actions meant to get an advisor's website listed at the top of the rankings of a search engine like Google for specific search terms.

Engineering 245

Engineering Financial Advisor Management Clients 245

Wealth Management

AUGUST 16, 2024

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Engineering 290

Engineering Assets Clients Investing 290

Wealth Management

NOVEMBER 14, 2023

The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.

Engineering 317

Engineering Communication Clients Marketing 317

Abnormal Returns

JUNE 13, 2025

Crypto Every big company seemingly wants their own stablecoin. wsj.com) Companies are following a Bitcoin treasury model because it works, for now. ft.com) Another day, another Bitcoin-focused company. theblock.co) Private equity There's really one reason why private equity managers are going down market.

Engineering 162

Engineering Medicine Pharmaceutical Communication 162

Wealth Management

MAY 13, 2024

The more fine-tuned the questions, the better the responses will be.

Wealth Management 276

Wealth Management Engineering Management 276

Nerd's Eye View

JULY 11, 2025

Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)

Financial Planner 174

Financial Planner Engineering Clients Taxes 174

Wealth Management

FEBRUARY 26, 2025

Eric Hurkman, formerly of valuation software firm Carta, has joined Savvy to continue developing products for advisors and hiring more tech talent.

Engineering 221

Engineering Valuation 221

Abnormal Returns

JUNE 16, 2025

wealthmanagement.com) Edelman Financial Engines is reportedly for sale. (nadig.com) The biz Blackrock ($BLK) will soon an indirect majority stake in Lido Advisors. riabiz.com) How Robinhood ($HOOD) plans to send leads to TradePMR. semafor.com) The model portfolio business continues to take share.

Estate Planning 162

Estate Planning Compliance Engineering Retirement 162

Trade Brains

JULY 5, 2025

Enviro Infra Engineers Limited With a market capitalization of Rs. crore, the shares of Enviro Infra Engineers Limited were currently trading at Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs. As of March 31, 2025, Enviro Infra Engineers Limited has a total project value of Rs.

Engineering 103

Engineering Consulting Investing Investments 103

Nerd's Eye View

NOVEMBER 11, 2024

Advisors might consider outsourcing roles such as social media management, search engine optimization, web development, event management, and performance analytics, among other options. As a starting point, understanding the wide variety of marketing tasks that can be outsourced can be beneficial.

Marketing 246

Marketing Marketing Communication Engineering 246

Trade Brains

JUNE 8, 2025

crore, the shares of Patel Engineering Ltd. Furthermore, Patel Engineering faces key concerns, with 89 percent of promoters holding pledged, management plans to address this with lenders. Patel Engineering targets Rs 40,000–50,000 crore in FY26 bids, with a 15–20% historical success rate. closed at Rs 42.71 crore in FY25.

Engineering 85

Engineering Marketing Marketing Transportation 85

Wealth Management

NOVEMBER 26, 2024

The Virginia-based startup plans to use the new capital to pursue expansion plans, including platform development and adding engineers.

Financial Advisor 298

Financial Advisor Startup Engineering Planning 298

Wealth Management

NOVEMBER 7, 2023

FMG Suite, Bento Engine, Asset-Map, Holistiplan and FP Alpha were among the companies highlighting new developments during the virtual conference.

Engineering 321

Engineering Assets 321

Wealth Management

JULY 31, 2024

The $170 million Englert Financial was formerly with Avantax before Cetera purchased the firm, while the $250 million Rizza Financial Engines was previously affiliated with Osaic.

Engineering 289

Engineering 289

Wealth Management

JUNE 10, 2025

See more from Alex Ortolani You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news RIA Former Mariner Director To Lead Cetera RIA Channel Former Mariner Director To Lead Cetera RIA Channel Jun 10, 2025 Lido Advisors RIA Lido Advisors Adds $830M Firm, Boosting Michigan (..)

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Wealth Management

NOVEMBER 17, 2023

Mariner Wealth Advisors' "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Wealth Advisor 299

Wealth Advisor Clients Engineering 299

Wealth Management

DECEMBER 6, 2023

New research from Edelman Financial Engines found 67% of Americans need more than $1 million to feel wealthy, while more than half say social media has negatively impacted saving.

Engineering 298

Engineering Media 298

The Big Picture

SEPTEMBER 16, 2022

Defraying the cost of the car is the robust market for Porsche engines and transmissions. G50 Engine + trans is particularly sought after). I would prefer not to dissemble a correct numbers-matching ICE 911 in great condition, so the cars that have been modded or engine swapped are top of my list. this 1978 Porsche 911SC ).

Engineering 298

Engineering Numbers Management Marketing 298

Wealth Management

OCTOBER 10, 2024

According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.

Engineering 264

Engineering Assets Clients Management 264

Wealth Management

JANUARY 17, 2024

Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."

Engineering 296

Engineering Clients 296

Wealth Management

JANUARY 23, 2025

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Recruitment 264

Recruitment Engineering Planning 264

Wealth Management

DECEMBER 12, 2023

Mariner Wealth Advisors' claims follow Edelman Financial Engines' lawsuit filed last month accusing Mariner of recruiting Edelman advisors, and helping them break non-solicitation agreements.

Recruitment 289

Recruitment Wealth Advisor Engineering 289

Wealth Management

MARCH 5, 2025

Edelman Financial Engines claims John Carey violated non-solicitation and trade secret agreements when he moved to Farther, taking 55 clients and over $55 million in AUM.

Clients 261

Clients Engineering 261

Wealth Management

JANUARY 31, 2024

Over a matter of weeks, Mariner was hit with multiple lawsuits from rival advisory firms, including Edelman Financial Engines, Avantax and RWA Wealth Partners, claiming the firm's hyper-aggressive growth tactics step over the line.

Engineering 299

Engineering 299

Wealth Management

DECEMBER 19, 2023

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.

Engineering 278

Engineering Clients Management 278

Wealth Management

NOVEMBER 17, 2023

Mariner's "ongoing" campaign to lure Edelman Financial Engines advisors incentivizes them to break employment agreements and a "sinking ship"

Clients 278

Clients Engineering 278

Wealth Management

APRIL 18, 2024

Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.

Engineering 275

Engineering 275

Wealth Management

MAY 23, 2023

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

Wealth Management 277

Wealth Management Engineering Management Marketing 277

Wealth Management

OCTOBER 4, 2023

A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.

Engineering 278

Engineering 278

Trade Brains

JULY 2, 2025

EPC stocks refer to stocks from businesses focused on engineering and construction management of large infrastructure projects. Some examples are Larsen &Toubro as well as Engineers India Limited. Larsen & Toubro Larsen & Toubro Ltd is an Indian multinational that works in engineering, construction, and manufacturing.

Engineering 100

Engineering Manufacturing Transportation Distribution 100

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution.

Engineering 325

Engineering Portfolio Management Assets 325

Wealth Management

APRIL 18, 2023

Julie Littlechild's practice management consultancy's recently launched "Engagement Engine" wants to drag the client survey into the digital age.

Clients 264

Clients Engineering Consulting Management 264

Wealth Management

MARCH 14, 2025

Former Coinbase engineer joins Altruist, FUSE Research on AI intent among advisors, Franklin Templeton partners with IMTC.

Engineering 236

Engineering 236

Abnormal Returns

JULY 11, 2025

podcasts.apple.com) Danny Crichton and Laurence Pevsner talk with Yoni Applebaum, author of “Stuck: How the Privileged and the Propertied Broke the Engine of American Opportunity.” : How Money & Markets Really Work." riskgaming.com) Katie Gatti Tassin talks status and gender with sociologist Tressie McMillan Cottom.

Recruitment 162

Recruitment Economy Engineering Consulting 162

Tobias Financial

JUNE 16, 2025

When a warning light appears on your car’s dashboard, it prompts you to take action before a minor issue becomes a costly repair. In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

Abnormal Returns

FEBRUARY 13, 2025

Books An excerpt from Yoni Appelbaums new book, "Stuck: How the Privileged and the Propertied Broke the Engine of American Opportunity." theatlantic.com) An excerpt from "Humans: A Monstrous History" by Surekha Davies. lithub.com) An excerpt from "The Technological Republic: Hard Power, Soft Belief, and the Future of the West" by Alexander C.

Engineering 162

Engineering Management 162

Trade Brains

JULY 1, 2025

Hindustan Aeronautics Hindustan Aeronautics Limited is an India-based company that is engaged in the design, development, manufacture, repair, overhaul, upgrade, and servicing of a wide range of products, including aircraft, helicopters, aero-engines, avionics, accessories, and aerospace structures. With a market capitalization of Rs 3.28

Banking 115

Banking Engineering Numbers Financial Services 115