Abnormal Returns

JANUARY 26, 2023

bloomberg.com) NEA is becoming a registered investment advisor. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds.

Startup 220

Startup Financial Advising Investment Advisor Insurance 220

Abnormal Returns

MARCH 27, 2023

(kitces.com) The nature of financial planning is change, both good and bad. marknewfield.substack.com) A Q&A with Donna Rasile, Senior VP and Investment Advisor at FinTrust Capital Advisors, about her path through the industry. wisdomtree.com) The good, bad and ugly of being a financial adviser.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Steve Sanduski

JANUARY 30, 2024

Guest: Matt Reiner , a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER , and partner at Capital Investment Advisors , a $4.3B Additionally, Matt is the managing partner of Wela Strategies , an RIA that deals with the investment needs of the mass affluent. RIA in Atlanta, Georgia.

Certified Financial Planner 52

Certified Financial Planner Financial Advising Financial Planner Startup 52

Carson Wealth

AUGUST 28, 2022

Financial advisors’ business models usually fall into one of the following five categories. Each business model makes money differently, and in turn pays financial advisors differently: . Investment advisor representatives of a larger investment advisory firm . Investment Advisor Representatives

Financial Advisor 52

Financial Advisor Commission Insurance Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

eMoney Advisor

DECEMBER 15, 2022

“What Makes Financial Advisors Happy And The Second Kitces Research Study On Advisor Wellbeing,” August 9, 2021. Registered Investment Advisors: How US Banks Can Weigh the M&A Potential,” August 26, 2021. eMoney Planning with Purpose Research, July 2021, Advisors n=393, End clients n=391.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Harness Wealth

MAY 25, 2023

The ranges provided are related to the cost charged by the Financial Adviser and do not incorporate additional expenses associated with implementing a financial plan, such as custodial or transaction costs. Assets Under Management (AUM) Investment advisors often charge a fee based on the percentage of assets under management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52