article thumbnail

What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

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.

article thumbnail

Adviser links: optimizing the wrong thing

Abnormal Returns

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. (artofmanliness.com) The biz RIA M&A continues to tick lower.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Adviser links: complex things

Abnormal Returns

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.

article thumbnail

The Latest In Financial #AdvisorTech (July 2023)

Nerd's Eye View

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 (..)

article thumbnail

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)

article thumbnail

Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.

article thumbnail

What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

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.