Wealth Management

NOVEMBER 3, 2023

This is a pivotal moment in this ever-changing landscape, requiring advisors to weigh the benefits against the drawbacks and make informed decisions about their future path.

Financial Advice 118

Financial Advice 118

Nerd's Eye View

NOVEMBER 27, 2023

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

Financial Advice 191

Financial Advice Clients Distribution Financial Advisor 191

XY Planning Network

MARCH 13, 2023

MIN READ “ Make Financial Advicers better, and more successful! He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice.

Financial Advice 70

Financial Advice Financial Advisor Financial Advising Education 70

A Wealth of Common Sense

OCTOBER 14, 2022

The point of the paper was to show how typical personal finance advice differs from academic economic models. A new research paper from an economist at Yale did a deep dive into 50 of the most popular personal finance books of all-time.

Financial Advice 139

Financial Advice Economics 139

Advisor Perspectives

NOVEMBER 22, 2022

Even though you are an advisor, you’re not in the financial advice business. You’re in the problem-solving business.

Financial Advice 59

Financial Advice 59

Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason. You don’t have to ask for personal information on your first call with your client.

Financial Advice 52

Financial Advice Financial Advisor Clients 52

Nerd's Eye View

MARCH 21, 2023

Welcome back to the 325th episode of the Financial Advisor Success Podcast ! Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Financial Advisor Financial Planning Insurance 246

Abnormal Returns

DECEMBER 4, 2023

standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice. thereformedbroker.com) How financial advisers can publish their own book. riabiz.com) Demand for financial advice is only increasing.

Wealth Management 190

Wealth Management Financial Advice Financial Advising Clients 190

Wealth Management

JUNE 16, 2023

Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.

Financial Advice 122

Financial Advice Clients 122

Wealth Management

MAY 2, 2023

What would former baseball star Alex Rodriguez do with $100,000? “I I would keep it in T-bills right now.”

Financial Advice 90

Financial Advice 90

A Wealth of Common Sense

SEPTEMBER 21, 2022

Kanye West went on CNBC last week to discuss why he terminated his contract with the Gap: We’re only getting one side of the story here so it’s difficult to tell exactly what caused the rift here but Kanye is sure there is only one person who could have fixed the struggling retailer. ” He was referring to himself, of course.

Financial Advice 100

Financial Advice Retail 100

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'

Planning 231

Planning CFP Financial Advice Wealth Management 231

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 205

Financial Planner Financial Advisor CFP Financial Advice 205

Wealth Management

FEBRUARY 13, 2023

After all, 300 years of investing advice has basically given the same guidance.

Financial Advice 99

Financial Advice Investing Investments 99

The Reformed Broker

FEBRUARY 26, 2023

He’s in his early twenties and knows less than nothing about stocks, bonds, mutual funds, investing, the economy, financial advice or anything else germane to the profession. Act I Our hero Josh Brown spends a decade working at a succession of third-tier brokerage firms on Long Island and in New York City.

Financial Advice 294

Financial Advice Economy Investing Investments 294

Advisor Perspectives

JUNE 15, 2023

That includes financial advising. Artificial intelligence tools have demonstrated the capability to shake up nearly any industry.

Financial Advice 98

Financial Advice Financial Advising 98

Wealth Management

DECEMBER 5, 2023

Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.

Financial Advisor 108

Financial Advisor Financial Advice 108

Advisor Perspectives

JULY 12, 2023

It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.

Financial Advice 52

Financial Advice 52

Abnormal Returns

OCTOBER 30, 2023

(podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. riaintel.com) How AI will play a role in the provision of financial advice. kitces.com) AI How recommendation engines could work in wealth management.

Wealth Management 214

Wealth Management Financial Advising Retirement Planning Financial Advice 214

Abnormal Returns

OCTOBER 16, 2023

wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. standarddeviationspod.com) M&A Are smaller RIAs at risk because of national, full-service firms?

Financial Planner 204

Financial Planner Investment Advisor Financial Advice Compliance 204

Nerd's Eye View

JULY 17, 2023

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)

Ethics 180

Ethics CFP Financial Advisor Financial Advice 180

Nerd's Eye View

MARCH 27, 2023

Accordingly, promoting the brand of the CFP marks to the public can be a good way for advisors to boost their own personal brands in the minds of consumers, and at the same time serve to promote recognition of CFP certification more broadly as a sign of high-quality financial advice (and supporting CFP Board’s own publicity efforts).

CFP 245

CFP Clients Financial Advice Marketing 245

Advisor Perspectives

APRIL 24, 2023

How can advisors ensure that clients will keep their assets with you?

Financial Advice 52

Financial Advice Assets Clients 52

The Reformed Broker

APRIL 21, 2023

This week, Michael Batnick, Ben Carlson, Ric Edelman, and Downtown Josh Brown discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!

Financial Advisor 204

Financial Advisor Financial Advice Banking Marketing 204

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Financial Planning 214

Financial Planning Marketing Marketing Financial Advice 214

Abnormal Returns

OCTOBER 2, 2023

wsj.com) 5%+ yields make financial advice a tougher sell. (insights.finominal.com) The S&P 500 dropped each week in September. quantifiableedges.com) Rates JP Morgan Chase ($JPM) is going hard for HNW deposits. bloomberg.com) Crypto There is no love lost between the crypto industry and SBF.

Financial Advising 247

Financial Advising Financial Advice Economy Assets 247

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) AI Is AI an existential threat to the business of financial advice? (wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. investmentnews.com) Goldman Sachs ($GS) admits that the purchase of United Capital was a mistake.

Financial Advisor 159

Financial Advisor Estate Planning Financial Advice Compliance 159

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession.

Financial Advice 130

Financial Advice Financial Advisor Marketing Marketing 130

Wealth Management

MAY 17, 2023

Peter Stanton, CEO of Advisor Credit Exchange, explains.

Financial Advice 59

Financial Advice 59

Abnormal Returns

JANUARY 2, 2023

Podcasts Michael Kitces talks with Carl Richards about building a career in financial advice. kitces.com) Jamie Hopkins & Ana Trujillo Limón talk with Dave Yeske, CFP, founder and Managing Director of YeskeBuie about the role of emotions in financial planning. ft.com) How to talk to adult children about inheritances.

Distribution 130

Distribution CFP Financial Advice Financial Planning 130

The Big Picture

AUGUST 31, 2022

It Should Be Easy to Get Affordable Financial Advice: Ritholtz. A further discussion of last week’s Tales from the Dark Side. Source: Bloomberg , August 30th, 2022. Previously : Tales from the Dark Side (August 26, 2022). The post Video: Tales from the Dark Side appeared first on The Big Picture.

Financial Advice 182

Financial Advice Investing Investments Media 182

Nerd's Eye View

MAY 15, 2023

But despite this history of technological advances actually benefiting the financial advisory industry, the emergence of powerful Artificial Intelligence (AI) systems, such as ChatGPT, has raised fresh questions about the future of human-provided financial advice.

Financial Advisor 240

Financial Advisor Financial Advice Financial Planning Clients 240

Abnormal Returns

SEPTEMBER 22, 2023

ritholtz.com) Howard Lindzon talks with Chris Temple about his documentary "This is Not Financial Advice." (rcmalternatives.com) Barry Ritholtz talks investment edges with Elizabeth Burton, managing director and client investment strategist at Goldman Sachs Asset Management.

Financial Advice 205

Financial Advice Assets Investing Investments 205

Abnormal Returns

APRIL 12, 2023

open.spotify.com) Christine Benz and Jeff Ptak talk with James Choi about personal financial advice and the importance of defaults. Podcasts Morgan Housel talks about the importance of 'playing your own game.' morningstar.com) Wealth Baby Boomers control a majority of American wealthy, but it's concentrated in a minority.

Financial Advisor 227

Financial Advisor Retirement Financial Advice Insurance 227

Abnormal Returns

JULY 3, 2023

investmentnews.com) Advisers Who do investors trust with financial advice? (riaintel.com) How iCapital is spending its capital - launching iCapital Marketplace. riabiz.com) Why advisers need to step up their recruitment game. Thankfully advisers lead the list.

CFP 175

CFP Estate Planning Wealth Management Financial Advice 175

Nerd's Eye View

JANUARY 20, 2023

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

Financial Planner 188

Financial Planner Financial Advice Taxes Financial Planning 188

Abnormal Returns

JUNE 14, 2023

crr.bc.edu) Lessons learned from the new movie "This is Not Financial Advice." (maddieburton.substack.com) When people change their mind about something, take note. humbledollar.com) Medicare Advantage plans often have skimpy mental health coverage. allaboutyourbenjamins.com)

Financial Advice 213

Financial Advice Taxes Planning 213