Nerd's Eye View

MARCH 10, 2025

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

Clients

Carson Wealth

JANUARY 8, 2025

Behavioral Guidance and Emotional Support Investing often involves emotional decision-making, which can lead to impulsive actions during market volatility. This support can be important in maintaining discipline and making rational decisions amidst market fluctuations. The post Why Should I Hire a Financial Advisor?

Financial Advice

Nerd's Eye View

NOVEMBER 28, 2024

How much to charge for financial advice is rarely a decision made lightly. A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.

Clients

Abnormal Returns

DECEMBER 25, 2024

(etf.com) More people, mostly men, are seeking help with compulsive gambling in the stock market. wsj.com) Americans are swapping bank deposits for money market funds. wsj.com) Personal finance You need to put on your own (financial) oxygen mask first. nytimes.com) Be careful who you trust for financial advice.

Financial Advice

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner

Nerd's Eye View

MAY 9, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.

Financial Planner

Nerd's Eye View

MARCH 6, 2025

New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor's skill set and the demands on their time.

Clients

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. Digital marketing is very important for connecting with this tech-savvy group. You should change your marketing approach to meet the specific financial needs and interests of millennials. Right now, few of them use advisors regularly.

Financial Advisor

Wealth Management

AUGUST 5, 2025

Concept of digital social marketing. Related: Model Portfolios Portend the End of Traditional Financial Advice The introduction of active overlay management technology began to break down silos, allowing for coordination between SMA products.

Wealth Management

Nerd's Eye View

JUNE 9, 2025

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

Financial Advisor

Nerd's Eye View

APRIL 15, 2025

In this episode, we talk in-depth about how Cameron's firm experienced significant client and revenue growth by serving the CEO and employees of e-commerce platform Shopify early on in its growth path (eventually leading to massive AUM growth after the company's IPO), how Cameron's firm managed to generate over 1,100 inbound leads resulting in more (..)

Financial Advice

A Wealth of Common Sense

DECEMBER 12, 2024

We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio.

Investments

Midstream Marketing

OCTOBER 30, 2024

Key Highlights The financial advice world is changing. RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs.

Investment Advisor

Midstream Marketing

DECEMBER 6, 2024

Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.

Marketing

Wealth Management

AUGUST 8, 2025

Concept of digital social marketing. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Estate Planning

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner

Nerd's Eye View

APRIL 16, 2025

A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

Clients

Nerd's Eye View

JULY 10, 2025

As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. Sifting through advisors’ websites, fee schedules, and other information can require substantial effort.

Clients

Wealth Management

AUGUST 13, 2025

Concept of digital social marketing. Related: Model Portfolios Portend the End of Traditional Financial Advice Ptak did caution against overreading the findings. That may hurt you because that shortfall you are seeing could be fleeting, and if the performance perks up, you miss out.”

Wealth Management

Nerd's Eye View

DECEMBER 4, 2024

In the competitive market for financial advice, advisory firms often seek to find ways to differentiate themselves from one another. Additionally, private funds can employ leverage, short selling, derivative strategies, and other methods to further manage the portfolio's risk and return characteristics.

Clients

The Big Picture

MAY 1, 2025

My organization structure 1: Poor Advice 2: Media Madness 3: Sophistry: The Study of Bad Ideas Or, where bad ideas come from, how they spread, why they fool us. These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. How useful is management guidance?

Retirement

Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

Financial Planner

Abnormal Returns

MARCH 31, 2025

(wealthmanagement.com) Custody Dynasty Financial Partners has a custody agreement with Goldman Sachs ($GS). riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs. citywire.com) Don't underestimate the importance of story telling in the financial advice business.

Wealth Management

Wealth Management

JULY 31, 2025

Concept of digital social marketing. AI-driven tools, such as robo-advisors and predictive analytics, analyze vast amounts of data to tailor financial advice. Raymond James Practice Mercer Advisors Lands $1.2B Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. This helps you stand out from others.

Financial Advisor

Wealth Management

AUGUST 5, 2025

Concept of digital social marketing. In the past several years, Touchstone entered the ETF market with 10 actively managed funds (launching three in the last six months), and grew managed assets to $30 billion. Blake Moore Jr. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice

Wealth Management

JULY 2, 2025

Disclaimer: Anthony Stich is the Chief Marketing Officer at Moran Wealth Management. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. Read more about: Wealth Management EDGE Tech for Growth About the Author Anthony M.

Wealth Management

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning

Indigo Marketing Agency

MAY 31, 2025

Why Short-Form Financial Advisor Video Marketing Is Fueling Growth Financial advisor video marketing online can feel like an uphill battle. If youre looking for a clear way to rise above the noise, short-form video marketing is a powerful tool thats helping financial advisors attract more clients and grow faster.

Financial Advisor

Midstream Marketing

NOVEMBER 5, 2024

Are your clients worried about the market’s ups and downs? The Power of Video Content in Financial Advice Video content is a powerful tool for connecting with your audience on social media. For example: Poll: What worries you the most about the changes in the market? These questions can give you ideas for content.

Media

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? The vast majority of market gains come from ~1% of all stocks.

Investments

Darrow Wealth Management

NOVEMBER 4, 2024

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.

Financial Advisor

Wealth Management

AUGUST 5, 2025

Concept of digital social marketing. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Indigo Marketing Agency

JUNE 18, 2025

Here’s content for financial advisors that’s actually working—and how to make it easier. Content marketing has evolved dramatically in recent years, and financial advisors who want to thrive in 2025 need to adapt their strategies accordingly. Effective guides go beyond generic financial advice.

Financial Advisor

Nerd's Eye View

JULY 28, 2025

One overlooked reason for this dissatisfaction may be that RTQs are often used only after a client relationship has already been established – by which point most advisors are already applying a holistic approach to align a client's portfolio with their risk tolerance, goals, and reactions toward market volatility.

Risk Tolerance