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Nerd's Eye View
JANUARY 9, 2025
While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.
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Wealth Management
MARCH 3, 2023
Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker
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Wealth Management
OCTOBER 31, 2024
Q&A with Orion Advisor Solutions Chief Behavioral Officer Dr. Daniel Crosby.
289 289 
Abnormal Returns
MARCH 31, 2025
(open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. wealthmanagement.com) Custody Dynasty Financial Partners has a custody agreement with Goldman Sachs ($GS).
Wealth Management
NOVEMBER 3, 2023
This is a pivotal moment in this ever-changing landscape, requiring advisors to weigh the benefits against the drawbacks and make informed decisions about their future path.
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Wealth Management
MAY 2, 2023
What would former baseball star Alex Rodriguez do with $100,000? “I I would keep it in T-bills right now.”
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Wealth Management
JUNE 16, 2023
Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.
307 
Wealth Management
JULY 25, 2024
The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.
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Abnormal Returns
FEBRUARY 24, 2025
citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business. citywire.com) Your (potential) clients are looking online for financial advice. (clientwise.com) Do's and don'ts for training new advisers. wealthmanagement.com) How to set up an internship program.
Wealth Management
FEBRUARY 13, 2023
After all, 300 years of investing advice has basically given the same guidance.
253 
Abnormal Returns
DECEMBER 4, 2023
Ali is a corporate marketing advisor who has seen many sides of the wealth management business. standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice. Podcasts Daniel Crosby talks with Ali McCarthy.
Abnormal Returns
OCTOBER 7, 2024
thinkadvisor.com) Creative Planning shows 'institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.' advisorservices.schwab.com) Advisers More people say they are willing to pay for financial advice. citywire.com) Advisortech AI is coming for the compliance stack.
284 
Abnormal Returns
OCTOBER 30, 2023
(podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. kitces.com) AI How recommendation engines could work in wealth management. riaintel.com) How AI will play a role in the provision of financial advice.
Nerd's Eye View
APRIL 15, 2025
Welcome to the 433rd episode of the Financial Advisor Success Podcast ! Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome everyone!
Abnormal Returns
SEPTEMBER 18, 2023
Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.
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Abnormal Returns
NOVEMBER 7, 2022
standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers." investmentnews.com) What Goldman Sachs' ($GS) reorganization means for wealth management and Marcus.
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Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice.
Abnormal Returns
FEBRUARY 19, 2024
(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. downtownjoshbrown.com) How indexing has made for a better financial advice industry.
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Abnormal Returns
JULY 3, 2023
Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? matts-newsletter-7a3f46.beehiiv.com)
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Abnormal Returns
APRIL 1, 2024
Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.
A Wealth of Common Sense
JUNE 20, 2023
You also need a deep understanding of financial market history from booms to. To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You need to understand corporations and the global economy generally function over the long haul.
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Abnormal Returns
SEPTEMBER 30, 2024
Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. kitces.com) Dan Haylett talks with George Kinder author of "The Three Domains of Freedom." humansvsretirement.com) Bogumil Baranowski talks with Dan Solin, author of "Ask: How to Relate to Anyone."
130 
Abnormal Returns
APRIL 7, 2025
(meaningfulmoney.life) When does a single-famliy office structure make financial sense? advisorperspectives.com) Do women receive worse financial advice? institutionalinvestor.com) What to do if somebody is impersonating you online. alphaarchitect.com)
144 
Wealth Management
JULY 22, 2024
While many in the financial advice business have for years focused on retail clients, some firms are finding that pensions and foundations can pay off in a major way.
287 
Wealth Management
FEBRUARY 23, 2024
Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice.
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Wealth Management
DECEMBER 5, 2023
Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.
Wealth Management
DECEMBER 6, 2022
One technology exec argues that the human elements of financial advice will never be digitized; another says most of the job will eventually be fully automated.
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Wealth Management
MAY 17, 2023
Peter Stanton, CEO of Advisor Credit Exchange, explains.
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Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. What is a fiduciary advisor?
Wealth Management
MAY 25, 2023
Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.
261 
Abnormal Returns
MAY 13, 2024
(investmentnews.com) Research The problematic math of passing down generational wealth. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. investmentecosystem.com) Reflections on eight years of running a financial planning practice.
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Abnormal Returns
SEPTEMBER 9, 2024
youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. (kitces.com) Dave Zoller talks with Brian Portnoy about the essential skills of the best advisers. podcasts.apple.com) Daniel Crosby talks with Emily Blue, co-founder of Hue Partners, about the M&A process.
Abnormal Returns
DECEMBER 25, 2023
wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. (investmentnews.com) Startup Arch wants to build a better private capital markets workflow. riabiz.com) MSCI ($MSCI) is buying Fabric Risk. blairbellecurve.com) Former Schwab ($SCHW) employees are finding a home at RIAs.
Wealth Management
SEPTEMBER 13, 2022
It's not news that financial advice will increasingly be grounded in psychology and therapy—but how an advisor builds a business around those client demands is still evolving, according to speakers at the Future Proof wealth festival.
246 
Abnormal Returns
AUGUST 26, 2024
riabiz.com) How AI could be deployed in financial advice. (kitces.com) The pleasures of going from investment FOMO to JOMO. advisorperspectives.com) What does it mean to be a robo-advisor anymore? riaintel.com) Why Ryan Eisenman co-founded alternative asset data provider Arch. citywire.com)
260 
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.
244 
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?
259 
Abnormal Returns
JULY 29, 2024
Podcasts Josh and Michael talk with Alec Crawford, CEO of AI Risk, about the future of financial advice, how AI will be used by most advisors, and the critical role of AI cybersecurity in the financial industry (youtube.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide and CEG Insights, about what makes advisory firms work. (..)
260 
Nerd's Eye View
NOVEMBER 6, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)
246 
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.
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.
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. investmentnews.com) Altruist has developed its own custody and clearing business.
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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 (..)
Abnormal Returns
SEPTEMBER 11, 2023
Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. investmentnews.com) Why the global wealth management is a growth business.
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