Abnormal Returns

MAY 21, 2025

ofdollarsanddata.com) How balanced portfolios work. nytimes.com) Personal finance 11 financial things to do in your 40s, including 'Doing an estate plan check up.' (savantwealth.com) Investing The time you spend tracking your stock investments, is time you can't spend on other aspects of your life.

Estate Planning 157

Estate Planning Financial Services Education Retirement 157

Abnormal Returns

NOVEMBER 20, 2024

(cameronhuddleston.com) Five ways to simplify your estate plan. newsletter.theleading-edge.org) Personal finance Why you need guardrails on your portfolio. wsj.com) Philosophy On having some optionality in your financial life. contessacapitaladvisors.com) A common life regret is not being bold enough.

Estate Planning 157

Estate Planning Retirement Marketing Marketing 157

Wealth Management

JUNE 20, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock market chart hand finger pointing Alternative Investments Advisors Say Liquidity, Limited Options Block Greater Alts Adoption Advisors Say Liquidity, Limited Options Block Greater Alts Adoption (..)

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Wealth Management

JUNE 23, 2025

Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations. Among investors who have yet to allocate money to these assets, 54% said they were most attracted by potential portfolio diversification.

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Wealth Management

MARCH 26, 2025

Robinhood Strategies portfolios will include a mix of single stocks and ETFs for a 0.25% annual fee, while the private banking service will include estate planning and tax advice exclusively for Gold members.

Banking 232

Banking Estate Planning Taxes Portfolio 232

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Given the title, I was at first worried, but her talk was fascinating.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Abnormal Returns

APRIL 10, 2024

humansvsretirement.com) Estate planning Why you should update your estate plans periodically. obliviousinvestor.com) Estate planning should most importantly include talking about it. washingtonpost.com) Personal finance It's simple to put together low cost, highly diversified portfolios.

Estate Planning 259

Estate Planning Retirement Planning Retirement Taxes 259

A Wealth of Common Sense

JANUARY 23, 2025

We also covered questions about offering financial advice to family members, how to lower your auto insurance rates, how many years worth of fixed income you need in your portfolio and how to begin the estate planning process.

Estate Planning 116

Estate Planning Financial Advice Insurance Portfolio 116

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Abnormal Returns

SEPTEMBER 9, 2024

citywire.com) Advisers Why adding alternatives may not do much for portfolios. fa-mag.com) How to use the new digital estate planning platforms. kitces.com) How planning changes for the child-free. (citywire.com) A lot can change when you sell your practice. thinkadvisor.com) What kind of advisers are referrable?

Financial Planner 271

Financial Planner Estate Planning CFP Financial Advice 271

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. demystifyingmarkets.com) An investment in your health outweighs any tinkering with your portfolio. (financiallywelloff.com) Peter Mallouk and Jonathan Clements on the key ingredients of a good retirement.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Update Estate Plans If you have kids, own a business, or just want to make life easier for loved ones, make sure your will, trusts, and beneficiary designations are up to date. A little planning now avoids big headaches later. Absolutely.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244

Abnormal Returns

JULY 31, 2023

(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. investmentnews.com) How family estrangement affects estate planning. riabiz.com) Savvy Wealth is pushing hard on the AI front.

Financial Planner 245

Financial Planner Estate Planning Portfolio Management Retirement 245

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 246

Estate Planning Financial Advisor Clients Financial Services 246

Abnormal Returns

MARCH 20, 2023

riabiz.com) Advisers Santiago Burridge, "You can’t have a relationship with a portfolio or an algorithm." advisorperspectives.com) A shocking number of people don't have a will or estate plan. marknewfield.substack.com) Advisers need to be able to help clients with cash management. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Abnormal Returns

AUGUST 21, 2023

wsj.com) There is a racial gap in estate planning. (investmentnews.com) A Q&A with Sarah McDaniel of Morgan Stanley's ($MS) Art Resources Team. observer.com) 401(k) millionaires on average have very high savings rates. crr.bc.edu)

Portfolio 130

Portfolio Estate Planning Banking Retirement 130

Abnormal Returns

MAY 8, 2023

sciencedaily.com) How tax-adjusting a portfolio works in practice. kitces.com) How personality traits affect estate planning decisions. (kitces.com) Advisers Some evidence that couple should maintain joint checking accounts. advisorperspectives.com) Advisers need to recognize that clients have different conversational styles.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Wealth Management

JUNE 12, 2025

She’s also a big believer of active in real estate and preferred securities. John Davi, CEO and founder, Astoria Portfolio Advisors, encouraged advisors to use passive strategies in areas that can’t be beat. Small-cap equities and emerging markets, however, are areas where active management makes sense, she said.

Assets 162

Assets Management Wealth Management Risk Management 162

Abnormal Returns

MAY 29, 2023

(wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. rationalreminder.libsyn.com) Austin, TX RWM is coming to Austin, TX!

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor'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.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

WiserAdvisor

JUNE 13, 2025

When your portfolio leans too heavily in one direction, even a small downturn can lead to large losses. Investors who concentrated their portfolios in tech saw their savings take a painful hit. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build.

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Nerd's Eye View

JULY 3, 2023

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 (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Abnormal Returns

AUGUST 5, 2024

investmentnews.com) On the importance of tax planning in the first few years of retirement. barrons.com) When should you move from a diversified ETF portfolio to direct indexing? papers.ssrn.com) Four steps to create a digital estate plan. (kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal.

Retirement Planning 167

Retirement Planning Estate Planning Wealth Advisor Tax Planning 167

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Your concentrated position is a large technology stock, currently occupying 30% of your portfolio.

Management 83

Management Taxes Estate Planning Asset Allocation 83

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Carson Wealth

JANUARY 8, 2025

One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio. Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Yardley Wealth Management

FEBRUARY 18, 2025

Key benefits include: Ensuring essential financial obligations are met first – Taxes, estate planning, and retirement savings take precedence. Strategic long-term planning – Provides a roadmap for surplus wealth allocation. Traditional investment strategies focus on portfolio diversification and market performance.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

Estate Planning 52

Estate Planning Planning Wealth Management Insurance 52

International College of Financial Planning

OCTOBER 26, 2023

The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Nerd's Eye View

SEPTEMBER 19, 2022

Eventually, as client relationships grew to be more ongoing and less transactional, financial planning grew to encompass other areas of clients’ financial lives, such as taxes and estate planning.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Abnormal Returns

MAY 22, 2023

citywire.com) Estate planning Can new estate planning platforms put the adviser at the center of the process? advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. riabiz.com) Why Bain Capital invested in CI Private Wealth.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

SEPTEMBER 30, 2024

(riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Abnormal Returns

SEPTEMBER 11, 2023

(kitces.com) Advisers RIAs can no longer ignore cash as a part of a client's overall portfolio. thinkadvisor.com) Remind clients, both current and future, what real life planning looks like. kitces.com) The SECURE Act made Roth IRAs more attractive from a estate planning perspective.

Wealth Management 144

Wealth Management Estate Planning Financial Advice Financial Planning 144

MainStreet Financial Planning

MARCH 7, 2025

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52