Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Frequently Asked Questions What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

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Wealth Management Financial Advisor Management Risk Tolerance 52

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., wsj.com) Why Ritholtz Wealth Management hired a new President.

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Wealth Management Startup Financial Advice Medical 130

Abnormal Returns

JUNE 12, 2023

(etftrends.com) Robo-advice Why the SEC is scrutinizing robo advice. wsj.com) Adviser tech Pershing X has launched a new wealth management platform, Wove. riabiz.com) Canadian private equity firm Altas Partners has agreed to invest in Mercer Global Advisors. kitces.com) M&A McKinsey & Co. wsj.com)

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Wealth Management Financial Advice Financial Planning Planning 130

International College of Financial Planning

MAY 29, 2023

The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.

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Wealth Management Management Estate Planning Financial Planner 40

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? riabiz.com) Why Bain Capital invested in CI Private Wealth.

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Financial Advising Estate Planning Wealth Management Compliance 130

Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

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Compliance Valuation Financial Advisor Clients 225

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

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Financial Planner Numbers Clients Wealth Management 206

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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Financial Advisor Insurance Coverage Charitable Planning Estate Planning 206

Sara Grillo

DECEMBER 11, 2023

There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this?

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Financial Advisor Financial Advice Wealth Management Consulting 59

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?

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Compliance Financial Planner Financial Advice Investment Advisor 208

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This not only improves responsiveness but also helps in building more robust, more personalized relationships with clients.

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Investing Investments Investment Advisor Budgeting 52

Wealth Management

FEBRUARY 13, 2023

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

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Financial Advice Investing Investments 79

Steve Sanduski

OCTOBER 24, 2023

Guest: Andrew Brzezinski , PhD, CFA, Head of Data Strategy, Business Intelligence and Advanced Analytics at Fidelity Investments. Resources Related to This Episode Andrew Brzezinski on LinkedIn Institutional.Fidelity.Com/advisors Fidelity’s investment solutions website for advisors & wealth management firms.

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Ethics Wealth Management Compliance Financial Advice 59

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Zoe Financial

NOVEMBER 20, 2023

– Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

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Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 13, 2023

– Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

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Marketing Marketing Wealth Management Financial Advisor 52

Abnormal Returns

JUNE 5, 2023

Podcasts Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. peterlazaroff.com) Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. thinkadvisor.com) Fidelity Institutional’s alternative investments platform continues to garner assets.

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Financial Advice Financial Planning Retirement Portfolio 130

Zoe Financial

NOVEMBER 27, 2023

– Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

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Marketing Marketing Wealth Management Financial Advisor 52

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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Taxes Wealth Management Tax Planning Planning 96

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Crypto Investing Deserves Special Consideration.

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CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

FEBRUARY 23, 2024

This certification is recognized globally and is considered a benchmark for competence and professionalism in financial planning. It equips individuals with the necessary knowledge and skills to offer comprehensive financial advice, manage wealth, and navigate clients through complex financial decisions.

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Financial Planner Certification CFP Certified Financial Planner 52

Zoe Financial

NOVEMBER 22, 2023

When it comes to wealth management, the basic logic is to prioritize spending money on the things you value the most. While investing is an essential part of wealth creation, you also need to think of your mindset when making wealth decisions. People are used to making money by waiting for their money to grow.

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Wealth Management Taxes Consulting License 52

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. Is crypto a good investment, or does it suck? Wright: We should separate custody from the ability to provide investment advice on those assets.

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Investing Investments CFP Financial Advisor 52

Steve Sanduski

AUGUST 1, 2023

Instead, insurance giant Northwestern Mutual is carving a new lane for itself by adding wealth management to the services its 20,000 advisors, leaders, and team members offer nationwide. Guest: Tim Gerend , Executive Vice President and Chief Distribution Officer for Northwestern Mutual.

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WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Below are the different kinds of financial advisors you may choose from: 1.

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Financial Advisor Financial Planner Wealth Management Portfolio Management 52

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.

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Financial Planning Planning Financial Planner Wealth Management 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.

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Certification CFP Certified Financial Planner Financial Planning 52

Diamond Consultants

MAY 9, 2023

Wealth management is, after all, a business. Considering that question first from the advisor’s perspective, most can articulate exactly the services they are providing to warrant the fee they charge clients: financial planning, investment management, safe custody of assets, overall financial advice, etc.

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Compliance Wealth Management Clients Estate Planning 52

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? Federal statutory law: Section 206.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

eMoney Advisor

DECEMBER 27, 2022

One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. Thus, the financial professional has an enormous role to play in helping clients meet their needs at every level of the hierarchy. The Hierarchy of Financial Needs. Money and Maslow’s Hierarchy of Needs.

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Financial Planning Planning Wealth Management Clients 78

Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Together with Rianka R. Joshua Brown. Peter Lazaroff.

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Financial Advisor CFP Financial Services Education 116

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. I am a CFA® charterholder and I used to be a financial advisor.

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Insurance Financial Planner Fee Only Financial Advisor 98

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Sources: 1. Kitces.com.

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Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

OCTOBER 17, 2023

Why Financial Advisors Need to Adapt to Digital Management Platforms? Management platforms offer a holistic view of a client’s wealth management needs. These platforms play a pivotal role, from monitoring investments to ensuring risk mitigation.

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Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Three broad financial planning designations include: .

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Financial Advising Financial Planning Ethics Financial Services 98

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52