Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). 5 MIN READ.

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Walkner Condon Financial Advisors

APRIL 21, 2023

What does it mean to be a Fee-Only financial advisor ? Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Fee-based advisors are where it can get complicated.

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Truemind Capital

FEBRUARY 8, 2024

It seems very exciting to get some investment advice for free that can help one make quick bucks. The case in point is the so-called “free” advice on crypto investments from financial influencers. Good investment advice should be customized to your specific requirements. Do you still want free advice?

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WiserAdvisor

MAY 31, 2022

Apart from these, investment frauds are also quite common. According to the FTC report, investment fraud cost $3,000 per victim in 2021. With the steeply rising number of frauds in the country, the birth of crypto investments, changing fintech rules, etc., What if you wait for a few days before investing?

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Sara Grillo

MARCH 22, 2024

Steven Kampschmidt Home Freedom Found Financial Andy Panko [link] Tenon Financial New Mexico Jose Sanchez [link] Flat fee financial planning for families living with and through Alzheimer’s New York State Laura Rotter www.trueabundanceadvisors.com I am an annual retainer, flat fee advisor. Tax preparation is also available.

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Yardley Wealth Management

JUNE 6, 2023

A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors. Financial planning services can assist with developing a comprehensive estate plan.

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Truemind Capital

JANUARY 24, 2024

Hybrid funds (HF) invest in a mix of equity & debt (& gold in a few funds). Many consider HF a safer way of investing in mutual funds, especially when equity markets are quite expensive. Many consider HF a safer way of investing in mutual funds, especially when equity markets are quite expensive. Lakh Crore.

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Sara Grillo

OCTOBER 21, 2022

RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisors are bound to the fiduciary standard.

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Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fee-based : This structure is a blend of fees and commissions.

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Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

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Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

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Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. Financial advisors’ business models usually fall into one of the following five categories.

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Indigo Marketing Agency

APRIL 28, 2023

Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc. .” It is keyword-rich for my relevant search terms and explains exactly what I do, whom I do it for, and how I benefit my clients. What is the best?

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Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.

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International College of Financial Planning

AUGUST 2, 2021

Financial Advisors wear different hats depending upon the industry they are in. Financial advisors work with different kinds of organizations, and these include –. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors. Opportunities.

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Walkner Condon Financial Advisors

MARCH 15, 2023

Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. Higher Net Fees….Better Better After-Tax Result?

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Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

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Inside Information

SEPTEMBER 28, 2021

This first petition also touches on dually-registered individuals, recommending that, if they hold themselves out as advisors, they be required to disclose precisely when their work as an advisor ends and their efforts to effect a sale begins—something that is far from clear in current client engagements.

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International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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Inside Information

JULY 31, 2022

Yes, there are regulatory requirements to register as an investment advisor. A lot of us are still angry at the decision to take down compensation data on advisors who were listed on the organization’s website, rather than confront the fact that thousands of brokers and asset-gatherers had slyly listed themselves as ‘fee-only.’

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Inside Information

OCTOBER 30, 2021

Knut has tirelessly pursued the betterment of investment advisory services provided to individual investors by emphasizing the importance of maintaining true fiduciary standards. Knut‘s influence on regulatory rulemaking and guidance over the past two decades has been vitally important to advancing the investment fiduciary cause.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Which leads me to the troubling conundrum of investing in foreign stocks. This bias is really just a subspecies of “familiarity bias,” meaning that investors tend to be more confident in investing in things they know better or have more contact with than things that are more distant. diversified) investment diet.

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Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Are commissions bad?

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WiserAdvisor

JULY 22, 2022

Hiring a financial advisor is beneficial in multiple ways. You get access to financial expertise and knowledge on investments and money management, a deeper understanding of how markets work, and how to create and deploy the right investment strategies to attain your goals.

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Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

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The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

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Inside Information

AUGUST 29, 2021

When brokerage firms argued that they functioned just like fee-only advisors, Roper suggested that their reps be required to register with the SEC and be regulated similarly. . Could the SEC require the brokerage firms to revise their incentive structures to be more in alignment with fee-only planners?

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