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MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director

The Big Picture

This week, we speak with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. The division provides investments, services, education and research to more than 1,000 financial advisory firms representing more than $3 trillion in assets.

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Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition

Nerd's Eye View

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year.

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Kitces & Carl Ep 118: (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients

Nerd's Eye View

Financial advisors who have established and successfully built up their advisory firms over several years can often go through many stages of firm development, requiring them to hire staff and additional advisors to manage their growing clientele.

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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

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Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. To do this, we must meet everyone at their level of financial literacy and help them to make the best-informed decision for their financial state.

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#FA Success Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor, With Patrick Kilbane

Nerd's Eye View

Welcome back to the 288th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Patrick Kilbane. Click the icon below to listen.

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TD Ameritrade To Schwab Conversion Tips For Financial Advisors

Nerd's Eye View

The announcement of the merger between Charles Schwab and TD Ameritrade in November 2019 kicked off a marathon of preparation for advisory firms to transition their clients on the TD Ameritrade custodial platform to Schwab.

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.