Nerd's Eye View
JUNE 16, 2025
While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.
Nerd's Eye View
JANUARY 20, 2025
There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. those who are in the business of selling their financial advice as opposed to financial products).
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Wealth Management
MAY 27, 2025
David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.
Wealth Management
JUNE 10, 2025
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)
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. Join one of Investopedia’s Top 100 Advisors, Marguerita Cheng, as she provides fresh insight on: Rethinking the concept of wealth.
Wealth Management
JUNE 3, 2025
Abbas Hasan, COO of Pure Financial Advisors, has left the $8 billion RIA backed by Emigrant Partners and Lee Equity Partners.
Wealth Management
JUNE 11, 2025
A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.
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