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As a result, financialadvisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financialadvisors after baby boomers.
The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for FinancialAdvisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. EP Wealth Hires Integrations Head From Captrust $32.6B A native of Los Angeles, she now lives in Rocklin, Calif.
With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financialadvisors and their investors.
While many people approach their financialplanning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financialplanning tools that may help you maximize your impact and meet your philanthropic goals. government.
They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financialadvisors for digital asset investment (16%) and decentralized exchanges (10%).
He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.
About the Author Katie Greifeld See more from Katie Greifeld You May Also Like Celebrating outstanding achievement in support of financialadvisor success View the FInalists View the FInalists Latest news U.S. Active is 10% of ETF assets now — lots of room to grow.” RFG Advisory Launches Suite of Active ETFs $6.5B
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Jun 20, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.
Where should an advisor look to improve on this? A recent study by SmartAsset , a service for connecting consumers with financialadvisors, highlights the states around the country where advisors might have the most significant opportunities to attract new clients. The company recently ranked 44 U.S.
So far, I’ve written about AI notetaker Jump and its integration with the financialplanning application RightCapital , and the AI-powered financialplanning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
His work has appeared in The New York Times , WealthManagement.com , FinancialPlanning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.
Related: Understanding the Client Retention Hurdle in RIA Sales “From LPL’s integrated and streamlined technology to the fact that they are self-clearing, everything LPL offers is with advisors in mind,” he said in a statement. She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing.
Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.
We have committed to continuing that, which I think is a little different for RIAs today, to have reporting just for the reporting side and to allow the advisors to deliver on different platforms. The advisor experience and transitioning clients to their financialplanning portal are heavy lifts that directly impact the end client.
Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financialadvisors' capacity to serve more clients more completely.” Related: Goldman Sachs Adds ‘ETF Look Through’ to Direct Indexing Strategy Edward Jones and Natixis IM have worked together since 2011. “We
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.
In the early days of wealth management, a financialadvisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.
But we’re a financialplanning-based firm, which creates some simplicity in how we allocate assets. FinancialPlanning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.
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 estateplanning and more. “I
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The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
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Taxes are a central component of financialplanning. Almost every financialplanning issue – whether it is retirement, investments, cash flow, insurance, or estateplanning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif. Boston-Area RIA Mercer Acquires $1.1B Boston-Area RIA Jul 1, 2025 Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax?
What Is FinancialPlanning and Why Does It Matter in a Crisis? Financialplanning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Estateplanning.
Because we are a multi-generational practice, we are uniquely situated to help family-owned businesses with financialplanning according to their values, and in the independent space, that area is really dynamic—we can bring in new technology to solve for that, and we can do all sorts of energizing activities.”
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In between all the fun and games, the likes of Focus Financial CEO Michael Nathanson, Rise Growth Partners founder Joe Duran, TradePMR President and CEO Robb Baldwin and others took the stage in front of an audience of 1,600 attendees, including 1,000 financialadvisors, at The Boca Raton resort in Boca Raton, Fla.
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Welcome to the 446th episode of the FinancialAdvisor Success Podcast ! Misty is the owner of Sound View FinancialAdvisors, an RIA based in Walpole, Massachusetts, that oversees $46 million in assets under management for approximately 100 client households. Welcome everyone! My guest on today's podcast is Misty Lynch.
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According to a spokesperson, his firm will continue operating under its name for the foreseeable future, but will eventually change to LifeBridge Financial Group. LifeBridge, which is based in Houston, is led by Managing Director Michael Rudelson and lead financialadvisors Selena Krampota and Grayson Palmer.
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