Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant
Wealth Management
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
Engineering Retirement Retirement Planning 
Edelman Financial Engines Acquires Smart Investor
Wealth Management
AUGUST 4, 2022
Edelman acquires a Northern California firm with small retirement plan capabilities as it moves to incorporate more M&A into growth strategy.
Engineering 
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Adviser links: demonstrating confidence
Abnormal Returns
OCTOBER 30, 2023
kitces.com) AI How recommendation engines could work in wealth management. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. riaintel.com) How AI will play a role in the provision of financial advice.
Weekend Reading For Financial Planners (November 4-5)
Nerd's Eye View
NOVEMBER 3, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations. Read More.
Melted Rocks & Retirement Planning
Random Roger's Retirement Planning
AUGUST 18, 2022
At 50 though, you do need to have some context for how viable your idea of retirement is. My reasoning is as it has always been, my income is levered to the ups and downs of the stock market, I don't ever want to retire, we have been living below our means for ages and now all the more so having just paid off our mortgage.
Weekend Reading For Financial Planners (April 29-30) 2023
Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
Financial Check Engine Light: How to Know When It’s Time to Revisit Your Plan
Tobias Financial
JUNE 16, 2025
While there may not be a single indicator that it’s time to update your plan, there are key moments when a review becomes especially important. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.
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The New Rules of SEO: How AI Is Changing Visibility for Financial Advisor Websites
FMG
MARCH 6, 2025
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.
When The 4% Rule Isn't 4%
Random Roger's Retirement Planning
NOVEMBER 20, 2024
The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. Bengen retired as a financial advisor in 2013 but he also considers himself a researcher. He basically ran the numbers for someone retiring in 1926 and then each each up into the 1970's.
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The Reboot and Rebrand of Advisor Today
NAIFA Advisor Today
JANUARY 28, 2025
As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
Going All In To Solve A Retirement Shortfall
Random Roger's Retirement Planning
DECEMBER 15, 2023
Unusual Whales (very worth following) Tweeted that "51% of Gen-Xers and 40% of Boomers have said they are 'significantly behind' their retirement, per CNBC." We Aren't Saving Nearly Enough For Retirement. 600,000-$800,000 are workable numbers for long term retirement planning. Barron's pegs Gen-X' perceived need at $1.1
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Pathway To Robust Retirement Outcomes
Random Roger's Retirement Planning
FEBRUARY 25, 2023
Bloomberg conducted a survey about how much money people need to retire and the respondents said $3-$5 million. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? Well, then. What about 5 years away? Can you create that situation for yourself?
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Maybe Retiring At 35 Was A Bad Idea
Random Roger's Retirement Planning
APRIL 30, 2023
FIRE of course stands for Financial Independence/Retire Early. Of course many FIRE advocates, those living FIRE are not retired at all. It's just not retirement. Then they "retire" and pretty much giveaway that optionality they created for themselves. The too clever by half adaptation became retiring at 35 or 40.
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Advertising for Financial Advisors: Strategies for Success
Midstream Marketing
OCTOBER 29, 2024
Are many of them business owners, retired individuals, or younger workers aiming to build their wealth? Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? A clear marketing plan is important too. These people are your ideal clients.
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The Retirement Goldmine: How Financial Advisors Can Use SEO to Attract Pre-Retirees
Midstream Marketing
MAY 18, 2025
Key Highlights Financial advisors can leverage search engine optimization (SEO) to enhance their online presence and attract qualified leads effectively. Introduction Is your digital marketing plan helping your firm reach its full potential? It is important for modern digital marketing strategies. What is SEO and How Does it Work?
Strategies for Lead Generation for Financial Advisors
Midstream Marketing
NOVEMBER 8, 2024
Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. A good SEO plan is crucial for getting quality leads and building trust in the tough financial services market.
The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. SEO Strategies for RIA Visibility Search engine optimization, or SEO, makes your website appear more in search engine results, known as SERPs. This can hurt your rankings.
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Transcript: Tim Buckley, Vanguard’s CEO
The Big Picture
FEBRUARY 21, 2023
If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? So we sat down and said, okay, like, could we build another engine of value? Engine 1 being in funds, and Engine 2 being advice.
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Just Don't With Private Assets
Random Roger's Retirement Planning
FEBRUARY 8, 2025
And on a personal note, we got the graphics done for the new Engine 86 which is our primary structure fire engine. It is very similar to the new wildland engine we got a couple of years ago. And we haven't even gotten into how they price the assets on their books, google the term volatility laundering for more.
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15 Event Ideas Straight from Our Advisor Workshop
FMG
JUNE 13, 2025
They’re relationship engines. Advisors offer insights on retirement, long-term care, or market trends over lunch at a local café or conference room. One advisor noted that these events draw not only current clients but also curious prospects who are actively exploring retirement planning options.
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How Financial Advisors Can Show Up for Specific Keyword Searches
Indigo Marketing Agency
MAY 16, 2023
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. After our SEO Package , the results were impressive!
Indexed Annuities: The New Retirement Pensions?
Tucker Advisors
SEPTEMBER 8, 2021
Indexed Annuities: The New Retirement Pensions? Defined-benefit plans. With many of the plans still in existence, employers have placed a freeze on funding them, which is often the beginning of the process to eliminate the plans altogether. For one, it can be a better instrument for growing retirement savings.
How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
An Effective LinkedIn Headline The trick to writing a good headline is to balance the use of keywords for search engines and also write a headline that resonates with humans looking to learn more about how you can help them.
10 Ways to Make One Million Dollars (Seriously!)
Good Financial Cents
AUGUST 5, 2023
Use Your Employer Sponsored Retirement Plan for All it’s Worth 5. It’s how so many become millionaires well before reaching retirement age. Employer-sponsored plans like 401(k) and 403(b) plans are one of the very best ways to reach millionaire status. Choose the Right Career 2. Invest Early and Often 3.
Enhance Your Reach: Content Marketing for Financial Advisors
Midstream Marketing
NOVEMBER 6, 2024
Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Retirement Planning: Give tips on how to save for retirement.
60/40 Isn't The Problem, We Are
Random Roger's Retirement Planning
OCTOBER 15, 2022
What was more complicated was getting the first engine to the house and then how to stage the other engines and water tenders (water tender is a water truck). I got out and went down on foot and called the engine I was in down to me, there was just enough room to turn around. The 4% rule was based on this too.
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Slow Down And Process Information
Random Roger's Retirement Planning
JULY 3, 2025
I drove the truck to the left which is our Engine 86. Slowing down and processing information would have helped avoid succumbing to the emotion unfolding in markets back then even if the panic took much longer to recover. We had a call for a lightning caused tree fire this morning. It was fun but challenging.
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Warren's Wisdom
Random Roger's Retirement Planning
MAY 4, 2025
People used to view bonds, particularly long-end interest rates, as the ballast for and protection engine in a portfolio. I don't know whether these have been long held by Rieder or recent opinion changes. Then we lived through almost a full decade of things like negative interest rates in Europe and Japan and zero interest rates in the U.S.
Websites for Financial Advisors: What’s Working in 2024
Indigo Marketing Agency
JULY 23, 2024
Engaging Queries for Common Concerns The site poses common questions such as “Will I be okay when I retire?” to engage visitors, especially those nearing retirement and seeking a financial plan. Each subpage addresses pain points and specialized approaches, with questions along the left side to pique interest.
3, 2, 1, Action: The Power of Video Marketing
FMG
AUGUST 28, 2024
Whether it’s a quick market update, a deep dive into retirement planning, or a fun behind-the-scenes look at your office, videos can keep your audience hooked and coming back for more. 1… Boost Your SEO and Online Presence Here’s a little secret—search engines love videos.
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"Trinity And Chill"
Random Roger's Retirement Planning
JANUARY 30, 2025
I mentioned that we recently upgraded our engine for structure fires which left us with an old one to try to sell. When we finally got the the firehouse, it took him about 20 minutes to get situated but that's ok, I'm off the hook, I got the old engine to the firehouse unscathed. Another quick fire department story.
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Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
Do you specialize in retirement planning for small business owners? Leveraging Search Engine Optimization (SEO) for Higher Visibility Optimizing for search engines can make advisors more visible online, attracting visitors and potential clients. Financial advisors can use videos in different parts of financial planning.
Chart of the Week – the ETF Bull Market is Still Early
Discipline Funds
JUNE 27, 2023
And you can’t fully appreciate how the machine operates until you’ve opened the hood, designed the engine, installed it and driven it around. And after having gone through that process I am even more convinced that we’re in the early goings of this trend. But the one that’s flying under the radar is advisor adoption.
Barron's Gets The Memo
Random Roger's Retirement Planning
JANUARY 10, 2025
We have a new to us Type 1 Engine, a truck for structure fires, on its way to us from Pennsylvania. A couple of years ago we got a grant for a brand new Type 3 engine, wildland truck that looks very similar to the Type 1 but with different equipment and capabilities. Finally, big news for Walker Fire.
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How SEO Can Make or Break Your Marketing (Video)
Indigo Marketing Agency
MARCH 6, 2023
Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. Well, good news!
How SEO Can Make or Break Your Marketing
Indigo Marketing Agency
MARCH 3, 2023
Our latest video is here, and it’s all about the power of keywords in search engine optimization (SEO) and how they can help you supercharge your marketing efforts as a financial advisor. 1:47 Here are some of these keywords: financial advisor, financial planner, retirement planning, and wealth management. Well, good news!
Attract High-Value Clients: SEO Tactics for Financial Advisors
Midstream Marketing
MARCH 17, 2025
Good search engine optimization strategies can help you attract high-value clients in todays digital world. This guide will give you the information and ways to improve your search engine rankings, grow your audience, and position yourself as a reliable expert in financial services.
The Top 10 Biggest Mistakes on Financial Advisor Websites (What NOT to Do!)
Indigo Marketing Agency
JULY 22, 2024
Self-focused: We offer comprehensive financial planning services. Client-centric: Are you worried about saving enough for retirement? Our 3-step financial planning process can help you build a stable future. PDFs are often not as easily indexed by search engines, making your valuable content less discoverable.
Sunday Mashup
Random Roger's Retirement Planning
NOVEMBER 24, 2024
Knowing Prescott was sending an engine and that two of our firefighters were responding from one of our substations in one of our engines, I said that I was just going to stop by the station to pick up my turnouts (structure fire PPE which is appropriate for this type of call) and take the command vehicle that is kept at my house.
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Create Powerful Blogs & Videos That Convert Prospects Into Clients
Indigo Marketing Agency
JANUARY 3, 2025
Are you aiming to reach established business owners focused on retirement planning? Calculators: Interactive tools, like budget or retirement calculators, offer personalized insights that are highly valuable to prospects. Ask yourself: Are you targeting young professionals eager to learn about investing?
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Mastering the Art of Financial Planning Marketing: Strategies for Success
Indigo Marketing Agency
JULY 1, 2024
This could be a specific area of expertise, personalized service, or a unique approach to financial planning. Leverage SEO: Search Engine Optimization (SEO) is vital for enhancing your online visibility. Innovative Financial Planning Marketing Ideas When it comes to marketing, new ideas can help you stand out from the rest.
How Does Microsoft Compensation Work?
Cordant Wealth Partners
SEPTEMBER 9, 2022
Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. For example, base salary makes up around 70% of total compensation for the typical Level 59 Software Engineer versus less than 50% for a Level 67 Principle SDE. See the chart below.
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Microsoft Compensation and Benefits Guide for 2021
Cordant Wealth Partners
SEPTEMBER 27, 2021
Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. For example, base salary makes up around 70% of total compensation for the typical Level 59 Software Engineer versus less than 50% for a Level 67 Principle SDE. See the chart below.
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Establishing Trust Via Content: Strategies for Financial Advisors
Midstream Marketing
APRIL 7, 2025
It should be easy to use, look nice, and be ready for search engines. Are they worried about retirement planning, investment strategies, or managing their debt? Those close to retirement might look for help with estate planning or getting the most out of Social Security benefits. Start by doing keyword research.
Let's personalize your content