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.

Financial Advice 136

Financial Advice Math Economy Numbers 136

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.

Wealth Management 199

Wealth Management Math Retirement Retirement Planning 199

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.

Financial Planner 237

Financial Planner Wealth Management Retirement Planning Financial Advising 237

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. We believe financial advice should come from unbiased and certified professionals.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

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.

Planning 240

Planning Financial Advice Wealth Management Math 240

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

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

Financial Advice 77

Financial Advice Engineering 77

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)

Estate Planning 181

Estate Planning Wealth Management Recruitment Startup 181

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.

Compliance 264

Compliance Wealth Management Advertising Financial Advice 264

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.

Financial Advice 97

Financial Advice 97

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.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

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

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.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 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. investmentnews.com) Altruist has developed its own custody and clearing business.

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

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. wealthmanagement.com) People seem to view all forms of financial information on par with each other. riaintel.com) A Q&A with Prof. wsj.com)

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

Wealth Management

JUNE 16, 2023

Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.

Financial Advice 110

Financial Advice Clients 110

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

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.”

Financial Advice 66

Financial Advice 66

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? Come meet the team in Austin on June 12-14th.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

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.

Consulting 176

Consulting Financial Advice Engineering Financial Advisor 176

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?

Financial Advisor 59

Financial Advisor Financial Advice Wealth Management Consulting 59

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

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.

Financial Advising 258

Financial Advising Startup Financial Advice Commission 258

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 (..)

Compliance 210

Compliance Valuation Financial Advisor Clients 210

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?

Compliance 213

Compliance Financial Planner Financial Advice Investment Advisor 213

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 (..)

Financial Planner 190

Financial Planner Numbers Clients Wealth Management 190

Wealth Management

FEBRUARY 13, 2023

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

Financial Advice 73

Financial Advice Investing Investments 73

Steve Sanduski

OCTOBER 24, 2023

But there’s a fruitful middle ground between AI’s future potential and current limitations where advisors can find practical ways to streamline processes and focus more of their time on the human side of financial advice. AI in Wealth Management Read Fidelity’s AI whitepaper.

Ethics 59

Ethics Wealth Management Compliance Financial Advice 59

Zoe Financial

NOVEMBER 20, 2023

We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Abnormal Returns

OCTOBER 23, 2023

riabiz.com) AI Is AI an existential threat to the business of financial advice? (wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. investmentnews.com) Goldman Sachs ($GS) admits that the purchase of United Capital was a mistake.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

Zoe Financial

NOVEMBER 13, 2023

Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Wealth Management

MAY 17, 2023

Peter Stanton, CEO of Advisor Credit Exchange, explains.

Financial Advice 57

Financial Advice 57

FMG

JANUARY 24, 2024

According to Smart Asset , only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. Their site is simple and straight to the point.

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

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.

Financial Advisor 106

Financial Advisor Financial Advice 106

Wealth Management

FEBRUARY 23, 2024

Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice.

Financial Advice 93

Financial Advice 93

Zoe Financial

NOVEMBER 27, 2023

We believe financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.

Marketing 52

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.

Financial Advice 130

Financial Advice Financial Planning Retirement Portfolio 130