A Wealth of Common Sense

JUNE 20, 2023

You also need a deep understanding of financial market history from booms to. To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You need to understand corporations and the global economy generally function over the long haul.

Financial Advice 137

Financial Advice Math Economy Numbers 137

Advisor Perspectives

SEPTEMBER 11, 2023

The illusion is that people come to financial planners for financial advice.

Financial Advice 64

Financial Advice Financial Planner Clients 64

Sara Grillo

MARCH 8, 2024

Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. The post Is AI taking over financial advice? Is AI taking over financial advice? Not so fast! ?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

Nerd's Eye View

SEPTEMBER 26, 2022

Accordingly, advisor licensing could mean establishing a requirement involving a professional designation like the CFP certification for those who provide financial advice.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

Wealth Management

MARCH 3, 2023

Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker

Financial Advice 85

Financial Advice Engineering 85

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 137

Financial Advice Economics 137

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 66

Financial Advice Financial Advisor Financial Advising Education 66

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

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 107

Financial Advice 107

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

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.

Distribution 200

Distribution Financial Advice Clients Financial Advisor 200

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 Insurance Financial Advisor Financial Planning 246

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 97

Financial Advice Retail 97

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 117

Financial Advice Clients 117

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 72

Financial Advice 72

Advisor Perspectives

FEBRUARY 9, 2024

TikTok stands accused of poisoning the minds of Gen Z, making them hate America and giving them a distorted view of history. Without getting into all that, I will say this: TikTok is not the worst place to learn about personal finance.

Financial Advice 52

Financial Advice 52

Abnormal Returns

MARCH 13, 2024

morningstar.com) Should financial advice be gentle or authoritarian? tonyisola.com) The best financial advisor for you may not be local. (mr-stingy.com) How shipping offerings from Amazon, Target, and Walmart compare. wsj.com) Personal finance Higher interest rates have upended the mortgage paydown decision.

Financial Advice 277

Financial Advice Retirement Financial Advisor Financial Planning 277

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 203

Wealth Management Financial Advice Financial Advising Communication 203

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

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 245

Planning Financial Advice Wealth Management Math 245

Abnormal Returns

DECEMBER 31, 2023

morningstar.com) Six lessons learned from 20 years in the business of financial advice. (blakebmillard.substack.com) 10 questions for 204 including 'What happens to all the cash on the sidelines?' awealthofcommonsense.com) Putting an estimate on long term equity market returns.

Financial Advice 240

Financial Advice Investing Investments Marketing 240

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

Wealth Management

FEBRUARY 13, 2023

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

Financial Advice 81

Financial Advice Investing Investments 81

Nerd's Eye View

JANUARY 25, 2024

Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many.

Financial Advice 198

Financial Advice Financial Planning Clients Numbers 198

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

APRIL 24, 2023

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

Financial Advice 52

Financial Advice Assets Clients 52

Abnormal Returns

DECEMBER 25, 2023

wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. (investmentnews.com) Startup Arch wants to build a better private capital markets workflow. riabiz.com) MSCI ($MSCI) is buying Fabric Risk. blairbellecurve.com) Former Schwab ($SCHW) employees are finding a home at RIAs.

Financial Advising 264

Financial Advising Startup Financial Advice Commission 264

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 214

Financial Planner Financial Advice Financial Advisor Tax Planning 214

Abnormal Returns

FEBRUARY 19, 2024

downtownjoshbrown.com) How indexing has made for a better financial advice industry. (washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand.

Clients 271

Clients Estate Planning Wealth Management Financial Advice 271

Abnormal Returns

APRIL 1, 2024

youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management.

Wealth Management 205

Wealth Management Math Retirement Retirement Planning 205

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 246

CFP Clients Certification Financial Advice 246

Abnormal Returns

JANUARY 15, 2024

riabiz.com) Why women are still struggling to make progress in the world of financial advice. (kitces.com) Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. podcasts.apple.com) Hiring RIAs need to think more broadly when it comes to hiring.

Financial Planner 243

Financial Planner Wealth Management Retirement Planning Financial Advising 243

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. Read More.

Planning 224

Planning Financial Advice Financial Planning Clients 224

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?

Compliance 219

Compliance Financial Planner Financial Advice Investment Advisor 219

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 Advice 204

Financial Advice Financial Advisor Banking Marketing 204

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 229

Wealth Management Retirement Planning Financial Advising Financial Advice 229

Wealth Management

MAY 17, 2023

Peter Stanton, CEO of Advisor Credit Exchange, explains.

Financial Advice 57

Financial Advice 57