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Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estateplanning. riabiz.com) How Robinhood ($HOOD) plans to send leads to TradePMR. wealthmanagement.com) Edelman Financial Engines is reportedly for sale. semafor.com) The model portfolio business continues to take share.
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 (..)
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Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. He replaces Larry Miles, who will transition into the executive vice president of strategic partnerships role, a newly created position. Related: Mercer Acquires $1.1B Vest Financial Services, as president.
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These events may affect your investment approach, tax planning strategies, insurance needs, and estateplanning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.
But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. Some RIAs can turn volatility into a growth engine.
He has also held senior roles at LPL Financial and Edelman Financial Engines. Marble joins from Private Advisor Group, where he was head of business development and advisor growth and engagement. The Overland Park, Kan.
AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors. AI-powered search engines, including Googles AI Overviews and tools like ChatGPT, now generate responses by pulling information from multiple sources.
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Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.
Imagine sitting at a dinner party with an engineer, a zoologist, two physicians, and an artist. Estateplanning: Structuring financial matters to align with personal preferences and long-term objectives. What is Financial Literacy? It’s not the start of a bad joke but a real challenge in communication.
In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Why engineers aren’t as difficult to work with as some advisors might think. Do you have an estateplan?
Get Reviews Reviews influence how AI and search engines connect prospects to your advisor business. Format Content Using Natural Language and Q&As People ask AI tools questions like: “Who is the best financial advisor in Memphis who also does estateplanning and taxes?” Specific details make all the difference.
Or are you focusing on older people who are concerned about estateplanning for retirement or retirement income planning? Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Tax Planning: Help clients learn smart tax strategies. Who do you want to reach?
And I think you will also, if you are at all curious about estateplanning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. My audio engineer is John Wasserman. Sage Bauman is the head of podcasts at Bloomberg.
And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estateplanning tax. Andrew Gavin is my audio engineer. You guys offer the full suite of services. 00:26:17 [Speaker Changed] Absolutely. March 18th.
In the first segment of our latest Not Just Numbers episode, we explored an intriguing story about Steve Mitchell, a Texas engineer who spent five years pursuing the elusive perfect credit score of 850. “As an engineer, Mitchell likely tried to figure out how the credit bureaus’ system works,” Garry noted.
This includes estateplanning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. These principles form the foundation for how we approach all aspects of financial management, including estateplanning.
B2B Referral Partnerships Building strategic alliances with professionals like CPAs , estateplanning attorneys, and family law attorneys can be incredibly powerfulespecially if your niche aligns with theirs. Estateplanning attorneys can be strong allies. Estateplanning attorneys can be strong allies.
Lipson July 18, 2025 16 Min Read iStock|Getty Images In a competition to acquire private middle market companies, private equity (PE) funds can seem like an insurmountable opponent, with near-unlimited resources and an engine of investment bankers, lawyers and diligence teams driving the deal forward.
Leveraging Search Engine Optimization (SEO) for Higher Visibility Optimizing for search engines can make advisors more visible online, attracting visitors and potential clients. You might have a webinar about planning for retirement, easy investments for beginners, or key estateplanning tips.
ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools Could ChatGPT for financial advisors be the new search engine frontier? They want answers to queries like: “Top fee-only advisors for doctors in NYC” “Best financial planners for retirement in Seattle” “Who can help with estateplanning near me?”
Women-owned businesses are a powerful engine in our economy. Patricia M. Soldano June 11, 2025 3 Min Read The power of women-owned businesses is growing, and it’s getting noticed on Capitol Hill. According to a recent Wells Fargo women-owned businesses study, the statistics are impressive. enterprises and generate $2.7
million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
After endless procrastination, you and your spouse finally decide to hire an attorney to help prepare an “estateplan.” You discover Frankenstein and Elvira, PLLC through a popular search engine. The post EstatePlanning Tales from the Crypt, Ep #176 appeared first on Financial Symmetry, Inc.
riaintel.com) CI Wealth The stock market did not react well to CI Financial's financial engineering. citywire.com) Estateplanning Can new estateplanning platforms put the adviser at the center of the process? (iai.tv) What Morningstar ($MORN) has built in AI.
Terms like “Wealth Manager,” “Financial Advisor,” and “EstatePlanning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included? Advisors often ask me whether they should list their job title and firm name in their headline.
Financial advisors aren’t typically familiar with search engine optimization (SEO) strategies. Case Study: One Advisor Goes from #100 to #1 in Search Results In this example, we worked with one financial advisor through our SEO Package who specializes in retirement planning.
It should be easy to use, look nice, and be ready for search engines. Those close to retirement might look for help with estateplanning or getting the most out of Social Security benefits. This is where Search Engine Optimization (SEO) is really important. First, a good website is very crucial. Build good backlinks too.
Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estateplanning, just to name a few.
For example, an estateplanning goal of reducing your net worth may call for a lump-sum gift. Let’s say Janie is a Google engineer with a six-figure salary and $2 million in employee equity. Base amounts on current value or estimated future value? Should their parents sign over the house to Joe just because he needs it?
The company also provides holistic services like estateplanning and succession planning without charging clients. With these growth engines, ARWL aims to achieve a growth rate of 20% or more. The future holds significant potential for the Equity mutual fund market. by FY27.
Spice Packages From Spiceology When it comes to gifting, we are all about thinking outside the box, so this client gift idea from Amanda Singletary, MBA , Marketing Manager at Cary EstatePlanning , is excellent. Since most of these clients are engineers, the pencil theme is a cute idea and makes the gift much more personal.
You should work on website development, search engine optimization (SEO), and social media marketing. To reach potential clients online, they should use tools like their website, social media, content marketing, search engine optimization (SEO), and email marketing. Make your website easier for search engines to read.
Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. Such protection can be a cornerstone for sound estateplanning. During the year through July, retail sales increased only 2.4%
The company produces both basic and special steel for domestic construction, engineering, power, railway, automotive, and defense industries and for sale in export markets. Financial planning, depository participant services, mutual fund distribution, bonds, PMS, AIF, retirement planning, and estateplanning.
BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estateplanning. BITTERLY MICHELL: It’s an engineering feat. RITHOLTZ: OK.
Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estateplanning? Making your website easy to find on search engines is helpful too. If you plan ahead and find ways to improve your services, you can tackle these challenges.
Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. Investor concerns about slowing growth have sprung up here and there since 2011 but had yet to set back equities until this year.
Well, that’s too, with the engineers and attorneys. RICK FERRI, CFA: A lot of engineers, a lot of positions, business owners, and they were just more in-tuned with what was going on if you want… Yeah. SARA GRILLO, CFA: The financial advisors can’t stand clients like that. RICK FERRI, CFA: No, no, that’s correct.
This includes estateplanning, which is not just about securing our family’s future, but about being a good steward of God’s blessings. These principles form the foundation for how we approach all aspects of financial management, including estateplanning.
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