Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. Read More.

Financial Planner 188

Financial Planner Financial Advice Fee Only Financial Planning 188

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Abnormal Returns

DECEMBER 25, 2023

(wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. morningstar.com) Wealthy couples have some tax levers to pull in retirement. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire?

Financial Advising 262

Financial Advising Startup Financial Advice Commission 262

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

Taxes 95

Taxes Wealth Management Tax Planning Compensation Planning 95

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.

Financial Advisor 190

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 190

Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Zoe Financial

NOVEMBER 13, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. The main takeaway is that, on average, RIAs that manage over a billion dollars saw an organic growth rate of 3.6%

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

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

Abnormal Returns

OCTOBER 17, 2022

Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. theblock.co) Conferences A list of the 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023.

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

Abnormal Returns

MARCH 6, 2023

(citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. etftrends.com) Expiring tax breaks make planning all the more challenging. thinkadvisor.com)

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) AI Is AI an existential threat to the business of financial advice? riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities. citywire.com) A list of the top blogs for financial advisors to read. smartasset.com)

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

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.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Nerd's Eye View

OCTOBER 20, 2023

Notably, this decision has provided both qualitative and quantitative benefits for these advisors, as 85% said they now have more control over their future and 80% saw their assets under management subsequently grow, with a median increase of 42%. Read More.

Financial Planner 202

Financial Planner Retirement Planning Retirement Healthcare 202

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 176

Consulting Financial Advice Engineering Financial Advisor 176

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

Zoe Financial

APRIL 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

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.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Zoe Financial

NOVEMBER 20, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Carson Wealth

OCTOBER 25, 2023

If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. But for most Americans, federal estate taxes will not be a major concern. Managing assets requires time and patience.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

Fortune Financial

APRIL 11, 2024

The reality for those with various employers is that untracked retirement savings might lead to missed financial growth opportunities and instability. Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement.

Retirement 59

Retirement Retirement Planning Financial Advisor Education 59

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

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.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Integrity Financial Planning

JUNE 7, 2023

Traditional IRAs offer immediate tax breaks, while Roth IRAs offer tax-free withdrawals in retirement. They tend to have lower fees than actively managed funds, making them an attractive option for long-term investors. [3] Both types have contribution limits and eligibility requirements.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

Zoe Financial

MAY 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Financial Advisor Wealth Advisor 98

Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. A gap our Kitces Courses aim to fill!

Education 178

Education Financial Planning Estate Planning CFP 178

Zoe Financial

FEBRUARY 20, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 12, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 5, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

WiserAdvisor

DECEMBER 1, 2023

It is precisely these challenges that make the role of a financial advisor indispensable for physicians. Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. Reason 2: To eliminate debt Medical education often comes with a substantial financial investment.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Zoe Financial

SEPTEMBER 25, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Financial Advisor Wealth Advisor 52

eMoney Advisor

FEBRUARY 28, 2023

Additionally, in an industry where diversification is often advised, it’s not unusual to find that your clients have multiple investments outside of those you manage. In some cases, moving these accounts to your direct management may not be an option, such as an employer-sponsored retirement account.

Accounting 71

Accounting Financial Planning Clients Assets 71

Zoe Financial

OCTOBER 23, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Financial Advisor Tax Planning 52