Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs
Wealth Management
MAY 2, 2024
Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”
What’s a Fiduciary & Fee-Only Advisor?
Yardley Wealth Management
MAY 30, 2023
The post What’s a Fiduciary & Fee-Only Advisor? appeared first on Yardley Wealth Management, LLC. What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first.
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Backed By Lincoln Investment, Two Longtime RIA Execs Seek to Acquire Fee-Only Firms
Wealth Management
OCTOBER 14, 2022
partners with Lincoln Investment to invest in growing fee-only RIAs. New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe.,
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The AI Revolution in Wealth Management: How Advisors Can Stay Ahead of the Curve
XY Planning Network
APRIL 22, 2024
Imagine a world where financial advisors can spend less time on tedious tasks and more time delivering personalized, high-value services to their clients. This world is not a distant future – it's today, and artificial intelligence (AI) is making it possible.
What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
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 wealth event changes your life. appeared first on Darrow Wealth Management.
Private Advisor Group Adds $120M Charlotte Team
Wealth Management
FEBRUARY 6, 2024
Ryan Poterack shuttered his own RIA to join Private Advisor Group’s, as part of the firm’s growing cohort of fee-only advisors.
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#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito
Nerd's Eye View
SEPTEMBER 19, 2023
In this episode, we talk in-depth about how Jessica leveraged her investment banking experience in wealth management mergers and acquisitions to build her own business where she could provide more independent M&A advice, why and how Jessica developed her flat-fee advice model for mergers and acquisitions to, similar to the evolution of fee-only (..)
Secure Your Financial Legacy
Yardley Wealth Management
JUNE 6, 2023
The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.
Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. Fee-only advisors are bound to the fiduciary standard.
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What’s The Difference Between a Broker and an Advisor?
Tobias Financial
NOVEMBER 29, 2022
As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. Brokers and advisors both offer investment advice, provide investment options, and manage accounts. Fiduciary advisors are generally fee-only. Let’s break it down.
Managing Sudden Wealth
Darrow Wealth Management
JUNE 14, 2023
Engage a sudden wealth advisor and build your team Many individuals experiencing a sudden wealth event didn’t have a financial advisor before the windfall. At Darrow Wealth Management, we specialize in helping individuals manage a sudden wealth event.
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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events
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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How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.
NAPFA Updates Membership Standards to Allow for Some Commissions
Wealth Management
JULY 5, 2023
The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.
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Flat fee advisor list by state
Sara Grillo
MARCH 22, 2024
Oregon Andrew Gray www.graywealthstrategies.com Flat Fee only (ongoing and one time plan) specializing in retirees and those approaching retirement. Corey Beal Home Pennsylvania Bill Hines www.emancipare.com We are advice-only, flat-fee, fee-only, transparent, holistic, inexpensive, and most importantly, altruistic and honest!
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
Steve Sanduski
FEBRUARY 13, 2024
Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.
$4B Wells Fargo FiNet Team Launches Independent RIA
Wealth Management
AUGUST 23, 2022
based team sought to be fee-only and escape the contraints Wells Fargo placed on investment options and services he was able to offer his clients. Tom Moran and his Naples, Fla.-based
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Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry
Yardley Wealth Management
JULY 7, 2020
The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.
Worried about your future Social Security benefits? Fleshing out current concerns and common myths.
Yardley Wealth Management
OCTOBER 26, 2020
appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management October 26, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. appeared first on Yardley Wealth Management, LLC. Fleshing out current concerns and common myths.
What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.
Yardley Wealth Management
SEPTEMBER 14, 2020
appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). The post What is a SEP IRA?
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Dystopian Predictions (That Never Come True)
Inside Information
DECEMBER 26, 2023
Now there’s a new white paper that predicts ‘The next phase of the evolution of the wealth management industry,’ called ‘Welcome to the Jungle.’ Going forward,” the paper concludes, “wealth management will look much more like a jungle than a club.” Conclusions? This profession-wide complacency is due for a rude awakening.
Is Financial Planning a Pandemic Necessity?
Yardley Wealth Management
JULY 10, 2020
appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management . The journalist and I discussed the tools that Yardley Wealth Management uses to help put together a financial plan for our clients. My name is Mike Garry, and my company is Yardley Wealth Management, LLC.
The Importance of Talking with Your Kids about Finances When Times are Tough
Yardley Wealth Management
JULY 31, 2020
The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. The recent news on job loss is staggering.
Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
Yardley Wealth Management
OCTOBER 7, 2020
appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County). Here’s what you should do.
Spring Clean Your Finances
Yardley Wealth Management
MAY 16, 2023
The post Spring Clean Your Finances appeared first on Yardley Wealth Management, LLC. The post Spring Clean Your Finances appeared first on Yardley Wealth Management, LLC. Just like you’d spring clean your home, it’s crucial to do the same with your finances.
Why We (Still) Use DFA Funds
Yardley Wealth Management
JUNE 25, 2020
The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). My name is Mike Garry, and my company is Yardley Wealth Management, LLC.
The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now
Yardley Wealth Management
AUGUST 24, 2020
The post The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now. FINANCIAL PLANNING, INVESTMENTS.
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Should Pre-Retirees Take a New Look at #Retirement Income?
Yardley Wealth Management
MAY 29, 2020
appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management May 21, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms. Debt Management Firms.
Financial Planning for Women: Tips and Challenges
Your Richest Life
MARCH 8, 2024
However, about 58 percent of women still leave the major financial decisions up to their male partners, according to a study from UBS Global Wealth Management. A GoBankingRates survey found that 90 percent of women either controlled household finances, or shared that control with their partner.
Legacy Planning
Yardley Wealth Management
MAY 23, 2023
The post Legacy Planning appeared first on Yardley Wealth Management, LLC. The post Legacy Planning appeared first on Yardley Wealth Management, LLC. Legacy Planning for People in Their 50’s and 60’s: A Step-by-Step Guide As you near retirement age, it’s natural to consider your legacy.
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How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)
Indigo Marketing Agency
FEBRUARY 6, 2020
to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. Who would you recommend using Indigo Marketing Agency?
How To Use the “As Featured In” Section On Your Advisor Website + 3 Examples
FMG
SEPTEMBER 29, 2023
Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche, and that is that he only works with Generation X and Y (Millennials) clients. Allowing you to network with others in the industry and get your name out.
How To Use An “As Featured In” Section On Your Advisor Website + 3 Examples
FMG
SEPTEMBER 6, 2023
Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients. Those are active wealth management and financial education.
How to Write Engaging Copy for Your Advisory Site’s Homepage
FMG
FEBRUARY 3, 2023
Not only does their homepage image tug at your heartstrings, but you can tell that they specialize in finances for both the active and retired military with their text, “ Fee-only Financial Planning and Wealth Management For Active and Retired Military Members.” You can tell by working with C.L.
Does Your Website Pass the 5-Second Test?
FMG
FEBRUARY 3, 2023
Only 1% of the population in America serves in the military, and we like their tagline, “100% Focused on the Other 1%.”
Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)
Sara Grillo
JANUARY 9, 2023
Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. Join our next Transparent Advisor virtual meetup.
The Rise of Direct Indexing
Walkner Condon Financial Advisors
MARCH 15, 2023
As a wealth manager, part of our fiduciary responsibility is to select investments that potentially could provide for better after-tax returns. While expenses are important, sometimes recognizing higher fees could be in the client’s best interest. In contrast, you could own one S&P 500 ETF (that was extremely inexpensive!)
Does being a fiduciary financial advisor REALLY matter – or is it “meh?”
Sara Grillo
AUGUST 14, 2023
The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Dr. Jay is passionate about tax efficient wealth management and retirement planning, and is currently working towards setting up his financial planning and advisory practice.
5 Investment Management Options To Consider When Launching Your RIA
XY Planning Network
NOVEMBER 21, 2022
8 MIN READ. Thinking is free. This is something I occasionally like to remind the entrepreneurs I work with when I begin to sense someone slipping into a mild (or not-so-mild) panic over the seemingly endless list of things to figure out and decisions to make when starting a business.
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Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Wealth manager A wealth manager can advise you about your money, and they typically work with wealthy people with high net worth. They focus on investing, estate planning, and other aspects of wealth. An example would be a percentage of your assets under management. The percentage is typically about 1%.
Do I Need A Financial Advisor? Here’s How To Decide
Clever Girl Finance
JULY 16, 2023
Wealth manager A wealth manager can advise you about your money, and they typically work with wealthy people with high net worth. They focus on investing, estate planning, and other aspects of wealth. An example would be a percentage of your assets under management. The percentage is typically about 1%.
#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend
Nerd's Eye View
FEBRUARY 13, 2024
What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)
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“My client hired another advisor for their business 401(k).”
Sara Grillo
MAY 10, 2024
My client’s estate planning attorney said they should hire a fee-only advisor to manage their assets, and then they asked me if I charge fees or commissions. My client just referred their out-of-state best friend to an advisor in Alabama, even though I am also licensed in Alabama.
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