Wealth Management

JULY 18, 2025

Ares Chief Executive Officer Michael Arougheti told investors that financial advisers had requested such a fund, which will allow quarterly redemptions, said the people, asking not to be identified because the details haven’t been made public. A representative for Ares declined to comment.

Media

Midstream Marketing

DECEMBER 10, 2024

Share important articles, industry news, and useful tips on financial planning. Always follow the rules for sharing financial information on social media. Understanding Your Client’s Unique Needs Understanding your target market and what your target clients need is important for good financial planning.

Financial Advisor

Wealth Management

NOVEMBER 15, 2024

Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.

Financial Advising

Abnormal Returns

JANUARY 29, 2024

kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning. standarddeviationspod.com) Advisortech Advisers just want technology that works. theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'?

Financial Advising

Nerd's Eye View

JUNE 17, 2024

However, an analysis of thousands of Google reviews from financial advisory firms around the country shows not only that clients are willing to leave reviews (particularly if the firm has a proactive strategy for review generation ), but also that firms with the most reviews tended to have higher than average ratings for advisory firms overall.

Financial Advising

Abnormal Returns

JANUARY 15, 2024

(obliviousinvestor.com) It's hard to say you are a holistic financial adviser without tax management. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. thinkadvisor.com) Advisers Financial planning is seeing a battle between growing complexity and rising technology.

Financial Planner

Abnormal Returns

OCTOBER 30, 2023

nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. thinkadvisor.com) 7 things that clients hate that financial advisers do. morningstar.com) How working with UNHW clients is different.

Wealth Management

Abnormal Returns

APRIL 5, 2023

whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? thomaskopelman.com) Is an AI going to be your future financial adviser? (humbledollar.com) Philanthrophy Donating appreciated stock is a win-win for investors and charities.

Ethics

Abnormal Returns

JUNE 19, 2023

standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up. mattreiner.com) M&A Why private equity continues to flood into the RIA space.

Financial Advising

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.' awealthofcommonsense.com) Advisers now have a turnkey testimonial platform.

Planning

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Common degrees used in financial planning include: .

Financial Advising

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." thereformedbroker.com) You can start to see how AI could be used by financial advisers.

Wealth Management

Abnormal Returns

DECEMBER 11, 2023

(citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning.

Financial Planner

Abnormal Returns

APRIL 24, 2023

(thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. advisorperspectives.com) Some real-world insights from “More Than Money: Real-Life Stories of Financial Planning.”

Financial Advising

Abnormal Returns

MARCH 27, 2023

bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. kitces.com) The nature of financial planning is change, both good and bad. wisdomtree.com) The good, bad and ugly of being a financial adviser.

Financial Advising

Abnormal Returns

SEPTEMBER 18, 2023

bloomberg.com) Earlier on Abnormal Returns Adviser links: exciting financial plans. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Higher interest rates are still working their way through the global economy. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

NOVEMBER 21, 2022

riabiz.com) What mid-life women need from a financial adviser. investmentnews.com) A Q&A with Jamie Hopkins co-author of “Find Your Freedom: Financial Planning for a Life on Purpose.” (kitces.com) How the SEC is set to make outsourcing more costly and complicated.

Financial Planner

Abnormal Returns

OCTOBER 3, 2022

(riabiz.com) Advisers Joshua Brown, "But one thing that is undeniable – and I have a century’s worth of data to back this up – market environments like this one are where all of the value creation resides." thereformedbroker.com) What is comprehensive financial planning?

Numbers

Million Dollar Round Table (MDRT)

SEPTEMBER 19, 2024

By Godofredo Batas Peteza III One-seat closing is a technique some financial advisors use to close deals during a first meeting. While effective in some scenarios, such as when the client is ready to purchase or is a close relative or a friend, it may not be suited for more complex financial advising.

Risk Tolerance

Steve Sanduski

JUNE 19, 2024

” Resources Related to This Episode: 3-Time Olympic Medalist Lauryn Williams on “Winning” in Business, Life and Financial Planning Matt and I also work some sports analogies into this discussion, including how Lauryn Williams overcame an infamous Olympics defeat.

Financial Advising

XY Planning Network

MARCH 13, 2023

He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice. At the annual conference, we do things differently, too.

Financial Advice

NAIFA Advisor Today

DECEMBER 12, 2024

John Migliaccio is a financial services expert, recognized speaker, author, and thought leader on demographic trends and their impact on financial advising. He is a seasoned expert in financial gerontology, focusing on the interplay between aging and financial planning.

Financial Advising

NAIFA Advisor Today

MARCH 21, 2024

Ronald Koehler: A Lifetime of Financial Planning Excellence and Advocac y Ronald Koehler, ChFC, LUTCF , a veteran financial planner and loyal NAIFA member since 1984 from Galesburg, IL, has dedicated an impressive four decades to the industry. Koehler's odyssey commenced in 1984, fresh out of Iowa State University in Ames, IA.

Financial Planner

Walkner Condon Financial Advisors

FEBRUARY 4, 2025

Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, explores the new technology revolution, artificial intelligence advancements and their impact on data growth and financial advising.

Financial Advising

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor

XY Planning Network

OCTOBER 24, 2022

After two years of pandemic living, our goal was to help attendees re:connect and take financial advising to the next level. Nearly 850 fee-for-service advisors, XYPN members, keynote speakers, exhibitors, and team members from all over the country came together to re:imagine, re:define, and re:invent the conference experience.

Financial Advising

International College of Financial Planning

OCTOBER 26, 2023

Real estate planning is a crucial undertaking that every adult and family should prioritize. Engaging in this vital process is not just a mere task—it’s a proactive measure in the broader spectrum of financial planning. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning

The Irrelevant Investor

MARCH 18, 2018

Articles Luck is the flip side of risk By Morgan Housel The iron law of Blumhouse By Nick Maggiulli Ramsey is the pro bono financial adviser to millions of Americans who otherwise could never afford one. By Tim Alberta Making it look easy requires plenty of hard work.

Financial Advising

International College of Financial Planning

OCTOBER 26, 2023

If the thought of enlightening others on sound financial choices resonates with you, if you’re intrigued by the world of investment management, and if building lasting relationships is your forte, then financial advisor as a career choice is the chosen one. Various profiles as a Financial Advisor?

Certified Financial Planner

NAIFA Advisor Today

AUGUST 27, 2024

Chris has been honored as one of the National Four Under 40 by Advisor Today , recognizing his outstanding contributions to the financial advising industry. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people.

Financial Advising

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor

International College of Financial Planning

AUGUST 3, 2024

The financial planning and insurance industry offers a dynamic career path with immense growth potential. In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements.

Insurance

Carson Wealth

JANUARY 14, 2023

Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

CFP

Carson Wealth

AUGUST 28, 2022

Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. They generally provide advice to help their clients pursue their financial goals. . They may charge flat consulting or financial planning fees.

Financial Advisor

eMoney Advisor

DECEMBER 15, 2022

The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. You Don’t Know What You Don’t Know About Your Financial Adviser,” November 4, 2022. The Wall Street Journal.

Financial Planner

Midstream Marketing

NOVEMBER 5, 2024

Understanding Niche Marketing in the Financial Advisory Sector Niche marketing is about directing your marketing efforts to a specific group of people. For financial planning, you might target young professionals in New York City. For example, you can work with new advisors who assist with divorce financial planning.

Financial Advisor

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy. About Rebalancing Investments.

Portfolio