Abnormal Returns

MAY 13, 2024

(investmentnews.com) Research The problematic math of passing down generational wealth. blogs.cfainstitute.org) How life events affect retirement planning. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice.

Math 227

Math Retirement Planning Financial Advice Communication 227

Nerd's Eye View

MARCH 21, 2023

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. My guest on today's podcast is Brenda Hiscock.

Financial Advice 245

Financial Advice Insurance Financial Advisor Financial Planning 245

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 242

Planning Financial Advice Wealth Management Math 242

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

Financial Advisor 52

Financial Advisor Financial Advice Financial Planner Assets 52

Sara Grillo

MAY 8, 2023

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. If yes… Join the Transparency Advisor Movement. Yeah, you have a short fall.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JUNE 6, 2023

RITHOLTZ: That’s more counseling than it is financial advice. It’s much deeper than math. RITHOLTZ: So, this raises a really interesting question, people reveal very embarrassing challenging financial habits, how did you get these folks to come clean on them? They know that they should probably pay off debt.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130