Abnormal Returns

MARCH 27, 2023

(fa-mag.com) Why advisers shouldn't be shy about putting their fees on their websites. investmentnews.com) How Harold Evensky explains a bucket approach to retirement investing. riabiz.com) SVB advisers are in limbo for now. kitces.com) The nature of financial planning is change, both good and bad. blairbellecurve.com)

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

International College of Financial Planning

OCTOBER 26, 2023

They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Where Do They Shine?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

eMoney Advisor

DECEMBER 15, 2022

The Bureau of Labor puts the median income for an advisor at $94,170 for 2021. A BLS subgroup, those working with securities, commodity contracts, and other financial investments and related activities, lists a median income of $99,970. 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

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. How to take your wealth and turn it into more wealth through all of these tools out there from, you know, IPOs to derivatives?

Management 268

Management Assets Portfolio Investing 268