Abnormal Returns

DECEMBER 25, 2023

morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. riabiz.com) When should you hire?

Financial Advising 249

Financial Advising Startup Financial Advice Commission 249

Abnormal Returns

JANUARY 15, 2024

(riabiz.com) Why women are still struggling to make progress in the world of financial advice. riabiz.com) Avise is a cooperative platform for advisers. citywire.com) Taxes There simply aren't enough tax preparers to go around. citywire.com) Taxes There simply aren't enough tax preparers to go around.

Financial Planner 228

Financial Planner Wealth Management Financial Advising Retirement Planning 228

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. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 233

Planning Financial Advice Wealth Management Math 233

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. What are the tax consequences of x? What tax do I pay when I retire? Is AI taking over financial advice?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

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. morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business.

Wealth Management 193

Wealth Management Math Financial Advising Retirement 193

Abnormal Returns

JANUARY 16, 2023

thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. riabiz.com) Why the business of financial advice is never going out of style. citywire.com) A CPA shortage is looming.

Wealth Advisor 130

Wealth Advisor Financial Advising Tax Planning Financial Advice 130

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130