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California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux WealthAdvisors, a $5.6 billion AUM RIA in Menlo Park, Calif., a suburb of Nashville.
Welcome to the 425th episode of the FinancialAdvisor Success Podcast ! Sebastian is the President of Guerra WealthAdvisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone! Read More.
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-only financialadvisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
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.
Welcome to the 426th episode of the FinancialAdvisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.
Will More WealthAdvisors Gravitate to 401(k) Plans? 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.” He also previously served as editorial director for Waste360.
Example : Set up an automatic transfer to your savings account after every paycheck or schedule monthly check-ins with your financialadvisor. Plan Your Tax Strategy Work with a financialadvisor to optimize your tax situation. Revisit your plan after major life events or annually to reflect changing circumstances.
A financialadvisor Instagram bio might be short, but its impact isnt. Its one of the most visible pieces of your digital presence as a financialadvisor. Financialadvisors dont get second chances with first impressions. FIND OUT MORE HERE FAQs Why does a financialadvisors Instagram bio matter?
There are many ways to structure a 10b5-1 trading plan, so discuss your goals with a wealthadvisor. Consider working with a financialadvisor and tax professional to develop an exercise and diversification strategy that’s aligned with your entire financial situation and goals.
Convergence of wealth, retirement and benefits at the workplace 3. Partners including: advisors (RPAs, aggregators, wealthadvisors and broker/dealers); plan sponsors; participants; asset managers. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy
Asset managers and family wealthadvisors have traveled a long way from their early experiments with ChatGPT. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Privacy & Cybersecurity practice. Whats the Status of Jeffrey Epsteins Estate?
Doing so means an RIA can start marketing a product instead of a service to anyone with a brokerage account, including other financialadvisors who might want to use the ETF’s investment strategy, Harris said. “To CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy
One of our favorite parts of working with our financialadvisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Check out the site here: Financial Freedom Wealth Management. Peabody WealthAdvisors.
For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis WealthAdvisors. Making use of FMG’s website engine, Navis WealthAdvisor took aim at creating a website themed around its logo – the compass. Modernize Your Website. What led you to update or create a new site with FMG?
Financialadvisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financialadvisor extend far beyond your working years.
Welcome back to the 315th episode of the FinancialAdvisor Success Podcast ! Lisa is a Partner and WealthAdvisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealthevents rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential.
Tobias FinancialAdvisors is pleased to announce that our WealthAdvisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role.
Guest: Erin Scannell , Chief Executive Officer of Heritage WealthAdvisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Erin Scannell and I discuss: How Erin built out his events and marketing teams to pursue organic growth.
The sale of a business marks a major life event. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financialadvisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.
So today, we’ve compiled 6 actionable marketing strategies to help you attract and convert leads as a financialadvisor. . In today’s new digital age, websites are a crucial platform for advisors to build clientele. This is because Google knows someone searching that term is likely looking to work with an advisor. .
For example, if you post about an important industry event or update, title it in a way that creates intrigue and urgency. Something like “Current Events Could Change the Way You Advise!” Everything you need – website, email, social media, blogs, events, video and printed cards – all in one place.
So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financialadvisor, or not? I am a CFA® charterholder and financialadvisor marketing consultant. I am an irreverent and fun marketing consultant for financialadvisors. Let’s debate it! Let’s talk about it.
Zoe's Vetting Process to Find Top FinancialAdvisors. You should be able to trust that the financialadvisors you’re considering to hire already “pass the test.” That’s why at Zoe, we have a process that ensures the first step you take when looking for an advisor, already accounts for the heavy work.
With the help of a financialadvisor , cash proceeds from the sale of your business can be invested in the financial markets. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider. Put the plan into action.
Accompanied by four other millennial financial planners, Yesenia will share her thoughts on” “Millennials: The Future of Financial Planning” Utilizing her personal and professional experience, she will help us understand the new outlook on work/life relationship as well as its impact on the future of financial planning.
Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Before making the election, consult your tax and financialadvisor to understand the impact on your tax situation and make an informed decision. Your holding period isn’t guaranteed.
Whether you have recently experienced a liquidity event from a windfall or have just been saving, holding too much cash can hurt you. Schedule a consultation with a wealthadvisor to discuss investing extra cash The post Are You Holding Too Much Cash? appeared first on Darrow Wealth Management. Do I have too much cash?
First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealthevent changes your life.
First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealthevent changes your life.
In Cole’s role as Client Services Intern, he has been gaining valuable experience in client relations, helping with client accounts and gaining financial experience that he hopes to continue to use in the future. We are so happy to have Cole be a part of our team this summer!
Like the partners of the major investment banks when they had their initial public offerings (IPOs) or were acquired, these events are great news for the senior partners of these firms given the liquidity events that they will experience. Tax services provided through Harness Tax LLC. It is provided for information purposes only.
Financialadvisors are incredibly busy, so many times social media and marketing get put to the wayside. As a financialadvisor, you have a lot of content to share, so it’s easy to get stuck on the messaging side. Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep.
The biggest event of the week is on Wednesday when the Federal Reserve will announce how much they are raising interest rates. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financialadvisors.
September is Life Insurance Awareness Month, and at Tobias FinancialAdvisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security. . Consider life events. When and Why May You Need it. Birth of a child. Home purchase.
Reach out to a professional financialadvisor who can help you plan for future retirement expenses to ensure you live comfortably in your golden years of life. Travel is often a spur-of-the-moment event and not something that you make a plan over the long term. As you grow old, it can be hard to live by yourself.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.
About Investments & Wealth Institute Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financialadvisors, investment consultants, and wealth managers who embrace excellence and ethics.
If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financialadvisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.
Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Ready to Grow Your Wealth? We believe financial advice should come from unbiased and certified professionals.
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