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When starting to search for a financialadvisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-onlyfinancialadvisor or wealth manager, its probably because you know fee-onlyadvisors don’t sell products.
But there is another group of investors who swear by their financialadvisors. They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financialadvisor or trust your instincts, go solo, and save money?
We’ve engaged with so many advisors, and for those Commonwealth advisors who are prioritizing the Commonwealth experience, their community, the technology service ongoing and really staying at their forever home for their business and their clients, staying with Commonwealth is their only option.
He also signed up with APFORIA, a platform for independent, fee-onlyadvisors with a focus on military clients that helps with compliance and other business operations. Now, he runs his independent practice, Always Ready Financial Planning, and hopes to surpass his former compensation in about two years. “It
The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it. If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. I knew it was time to roll up my sleeves and dive in.
And we have a predominantly 1099 model where advisors join us as IARs of Wealthcare. We hold their registrations, but they operate as independent financialadvisors. We’re now a $9 billion firm that supports over 200 advisors. We have fee-onlyadvisors that we keep on one, Wealthcare Capital Management.
Diana Britton , Executive Editor , WealthManagement.com July 23, 2025 2 Min Read Adam Spiegelman Adam Spiegelman, a financialadvisor based in Alamo, Calif., with about $400 million in assets under management, has launched his own registered investment advisor, Spiegelman Wealth Management.
If the funds are moving directly from one custodian to another, taking a lump sum pension payment isn’t a taxable event. Bankruptcy, cutbacks, mergers/acquisitions, under-funding, and other events can affect pension payouts. Like an IRA, you will also need to begin taking minimum annual distributions (called MRDs or RMDs).
Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financialadvisors, it’s ironic how peripheral advice has been in the economics of advice providers. Still, other members of those organizations also manage investments and charge AUM fees.
Welcome back to the 363rd episode of the FinancialAdvisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. Read More.
As comprehensive financial planning has become more widely adopted, many financialadvisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. Others use frequent emails to stay in regular contact, sending reminders or helpful information relevant to their clients.
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billion in feeonly asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. It’s a Squid Game event on a global scale. A knife fight. This thing today is nuclear war. No survivors. Cover your own ass.
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This coalescence of events has led to the worst start to a bond year since 1842. FINANCIALADVISOR. Nate Condon is one of the co-founders and managing partners of Walkner Condon FinancialAdvisors. He is a fee-only, fiduciary financialadvisor who works with clients locally in Madison and around the country.
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This helps your tax professional get your taxes filed correctly, prepares you in the event there are any questions on your return, and allows for efficient tax planning. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.
Recency bias is a cognitive predisposition that causes people to more prominently recall and emphasize recent events compared to those that occurred further in the past. It just takes a little reminder to put recent events into perspective. FinancialAdvisor. Recency bias. Alicia Vande Ven, M.S.
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So it’s important to consult a financialadvisor and attorney to discuss your situation. Consider working with your financial and tax advisor to develop a strategy to minimize taxes and ensure the approach aligns with the rest of your financial situation.
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