Wealth Management

DECEMBER 27, 2023

Unlock the secrets behind successful financial advising.

Wealth Management 98

Wealth Management Management Financial Advising Assets 98

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. citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

Planning 233

Planning Financial Advice Wealth Management Math 233

Abnormal Returns

MARCH 13, 2023

papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm? riabiz.com) Wealth management startup Masttro raised $43 million to address family offices. riaintel.com) SEC The SEC is looking for more resources to conduct adviser examinations.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

SEPTEMBER 6, 2023

wsj.com) Money management Wealth management is a growth business. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (quietwealth.com) Equities Small value stocks are even cheaper than normal. blog.validea.com) China's stock market is cheap, but is it investable?

Financial Advising 214

Financial Advising Wealth Management Media Economy 214

Abnormal Returns

MAY 29, 2023

ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.

Wealth Management 179

Wealth Management Financial Advising Estate Planning Banking 179

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? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

DECEMBER 25, 2023

morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)

Financial Advising 251

Financial Advising Startup Financial Advice Commission 251

Carson Wealth

JULY 12, 2022

Specialized financial planning designations are as plentiful as stars in the sky. This summary considers designations by topic frequently used by financial advisers and omits those used in the property-casualty, insurance operations and underwriting. Investments and Wealth Management.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

JANUARY 20, 2023

variety.com) Finance How Morgan Stanley ($MS) outpaced Goldman Sachs ($GS) in wealth management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (savantwealth.com) Streaming Where Netflix ($NFLX) stands going into the post-Reed Hastings era. on.ft.com) The CPA shortage is real.

Investing 207

Investing Investments Startup Financial Advising 207

Abnormal Returns

JANUARY 29, 2024

(theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'? blairbellecurve.com) Are financial advisers slowly becoming life coaches? davenadig.substack.com) Advisers The most common reasons why clients keep their financial adviser.

Financial Advising 210

Financial Advising Financial Planning Risk Management Clients 210

Abnormal Returns

APRIL 30, 2023

thebasispoint.com) First Republic ($FRC) has seen a wealth management staff exodus. financial-planning.com) ETFs Which ETFs earn the most revenue from securities lending? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 207

Financial Advising Wealth Management Media Planning 207

Abnormal Returns

JANUARY 23, 2023

(wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. riabiz.com) Why advisers need a 401(k) solution for business owner clients.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. (blockworks.co) Podcasts Michael Kitces talks with Ramit Sethi about how he helps people shape their “rich life” and focus on spending money on the things they love.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

Abnormal Returns

JANUARY 8, 2024

(podcasts.apple.com) Career Why it's so important to invest in the next generation of advisers. riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college.

Financial Advising 241

Financial Advising Retirement Consulting Banking 241

Abnormal Returns

OCTOBER 3, 2022

riabiz.com) Dynasty Financial is raising additional capital to bridge it to an eventual IPO. riabiz.com) Future Proof delivered on its promise of a new type of wealth management event. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.'

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Abnormal Returns

JANUARY 18, 2023

washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 20, 2023

crr.bc.edu) Financial advisers are above all educators. protected' differently. thinkadvisor.com) What clients need to know about equity compensation. gusto.com) The annuity puzzle and what people think about longevity risk. wealthmanagement.com)

Financial Advising 147

Financial Advising Distribution Education Clients 147

Steve Sanduski

JANUARY 30, 2024

We also discuss the broader implications of technology and AI in financial advising and a question I’ve been asking for a couple years now: Is technology actually increasing advisor productivity by a significant amount? Appreciating the difference between “nice to have” and “essential.”

Certified Financial Planner 52

Certified Financial Planner Financial Advising Financial Planner Startup 52

Abnormal Returns

DECEMBER 11, 2023

(riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning. kindnessfp.com) On the differences between being a solo adviser and being a part of a big RIA. thinkadvisor.com) Why financial advisers should budget around the possibility of bonuses.

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

Abnormal Returns

JUNE 19, 2023

advisorperspectives.com) A summer reading list for financial advisers including "Out of Office: Unlocking the Power and Potential of Hybrid Work" by Charlie Warzel and Anne Helen Petersen. (institutional.vanguard.com) Why we should all be investing more in our health: insights from Peter Attia's new book "Outlive." kitces.com)

Financial Advising 184

Financial Advising Financial Planning Media Retirement 184

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 131

Financial Advising Consulting Education Retail 131

Wealth Management

MARCH 11, 2024

The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.

Financial Advising 78

Financial Advising Investing Investments 78

Abnormal Returns

AUGUST 7, 2023

(riaintel.com) Practice management More advisers are choosing to craft their practices around their values. investmentnews.com) Advisers Why financial advisers should stay proactive in the summer. wsj.com) A roadmap for solo RIAs in making their first hire.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Wealth Management

NOVEMBER 16, 2023

Financial advisers have a few concerns. Recent volatility has everyday investors looking to credit markets for the first time in years — or in some cases ever.

Financial Advising 94

Financial Advising Marketing Marketing 94

Wealth Management

OCTOBER 19, 2023

Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.

Retirement Planning 103

Retirement Planning Retirement Planning Financial Advising 103

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. (osam.com) Kunal Kapoor, "Direct indexing has many of the benefits of passive, but it may be bringing back a little bit of the fun.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Abnormal Returns

DECEMBER 26, 2022

morningstar.com) Why Morningstar ($MORN) is optimistic its new portal can help financial advisers simplify their setups. (mikemelissinos.substack.com) On the difference between risk tolerance and risk perception. morningstar.com).

Risk Tolerance 178

Risk Tolerance Financial Planner Financial Advising Compliance 178

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Investing Investments 98

Abnormal Returns

MARCH 27, 2023

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

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Abnormal Returns

JANUARY 16, 2023

(riabiz.com) Advisers Ric Edelman, “A longer lifespan has profound implications for future planning.” (fa-mag.com) fa-mag.com) Higher mortgage rates make dispassionate advice from financial advisers more relevant. kitces.com) If you are having a hard time hiring, you may need to look inwards.

Wealth Advisor 130

Wealth Advisor Financial Advising Tax Planning Financial Advice 130

Abnormal Returns

APRIL 17, 2023

(ritholtz.com) Advisers Donor advised funds continue to rake in assets. financial-planning.com) Why do people 'break up' with their financial advisers? kitces.com) A trusted contact is not sufficient to prevent elder financial abuse. It's usually not investment performance.

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

Abnormal Returns

NOVEMBER 21, 2022

(wsj.com) Advisers How to recruit, train and retain next generation advisers. 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.”

Asset Allocation 147

Asset Allocation Financial Planner Recruitment Financial Advising 147

Talon Wealth

SEPTEMBER 14, 2023

Consult a financial adviser to optimize your strategy. Setting financial goals and finding ways to enjoy retirement together are all important steps in the retirement planning process. At Talon Wealth Management, we understand that planning retirement can be difficult and overwhelming.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Wealth Management

AUGUST 1, 2022

The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business.

Sales 57

Sales Financial Advising Investing Investments 57

Wealth Management

JULY 27, 2022

Financial advisers share the biggest mistakes and best money moves they made in past downturns.

Financial Advising 64

Financial Advising 64

Talon Wealth

OCTOBER 26, 2023

Consult a financial adviser to optimize your strategy. Setting financial goals and finding ways to enjoy retirement together are all important steps in the retirement planning process. At Talon Wealth Management, we understand that planning retirement can be difficult and overwhelming.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

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 52

Certified Financial Planner Financial Planner Certification Clients 52