Nerd's Eye View

NOVEMBER 12, 2024

Welcome to the 411th episode of the Financial Advisor Success Podcast ! Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. Read More.

Clients 130

Clients Financial Advisor Marketing Marketing 130

Harness Wealth

MARCH 7, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Wealth Management

JUNE 30, 2025

Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. Additionally, we expect that these services will create scale and efficiency for our branch teams, which can increase our financial advisors' capacity to serve more clients more completely.”

Management 165

Management Wealth Management Estate Planning Clients 165

SEI

JULY 15, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. These tax-advantaged funds provide capital to small and midsized U.S. However, distributions are generally taxed as ordinary income. Advisor considerations.

Distribution 52

Distribution Taxes Wealth Management Financial Services 52

Zoe Financial

JUNE 23, 2025

Retail Sales (May): Overall sales were affected by a sharp drop in auto sales (post-March tariff surge). Core retail sales (control group) : up 0.4%, rebounding from April’s decline. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Find An Advisor

Marketing 40

Marketing Marketing Retail Sales 40

Zoe Financial

NOVEMBER 11, 2024

Retail sales data, which give us a sense of how the consumer spending is looking. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JUNE 16, 2025

Next Week: Retail Sales data. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MARCH 3, 2025

Economic Update: Retail Sales: Weaker than expected in January. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Find your financial advisor matches.

Marketing 52

Marketing Marketing Economics Taxes 52

Wealth Management

JULY 18, 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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Media 180

Media Estate Planning Wealth Management Planning 180

A Wealth of Common Sense

JULY 17, 2025

Firms that hire financial advisors or customer service associates — especially in retail or high-net-worth planning — value the CFP far more highly than the CFA because it helps provide more client-facing expertise in tax, estate, retirement, and insurance planning.

CFP 72

CFP Wealth Management Advertising Portfolio Management 72

Zoe Financial

JANUARY 13, 2025

Retails Sales data. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Economics Economy 52

Harness Wealth

FEBRUARY 4, 2025

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

Taxes 52

Taxes Investing Investments Startup 52

Wealth Management

JUNE 9, 2025

In fact, JP Morgan Managing Director Josh Forstater, previously of Vestwell, pushed back on the cause of new plan formation by state mandates, tax credits and PEPs, claiming fintechs have driven the growth. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Find your financial advisor matches.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

FEBRUARY 24, 2025

Retail Sales Report : Previous week’s data showed signs of weakness. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Find your financial advisor matches.

Marketing 52

Marketing Marketing Healthcare Taxes 52

The Big Picture

APRIL 29, 2025

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. We learned everything, you know, across from accounting to auditing to, to tax and valuation.

Management 130

Management Assets Portfolio Insurance 130

Zoe Financial

MAY 19, 2025

Retail Sales: Core sales (ex-gas & autos): down 0.2%, weaker than expected. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Find your financial advisor matches.

Marketing 40

Marketing Marketing Taxes Economics 40

SEI

JUNE 25, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting, and investment advice from an investment professional.

Banking 52

Banking Economy Economics Financial Services 52

Wealth Management

JULY 11, 2025

The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. Indeed, Senator Cynthia Lummis of Wyoming is the current champion for what might be termed “retail cryptocurrency reform.” OBBBA: A federally funded digital direction.

Wealth Management 229

Wealth Management Estate Planning Assets Fiduciary Duty 229

Zoe Financial

FEBRUARY 10, 2025

Headline Company: Amazon missed expectations Next Week: CPI inflation data Retail sales data Stay tuned for next week. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

APRIL 28, 2025

Hard Data: Retail Sales (March): Hit record highs. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Find your financial advisor matches. Find An Advisor

Marketing 40

Marketing Marketing Taxes Economics 40

The Big Picture

OCTOBER 15, 2022

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. The firm manages directly or advises on $249.4B in client funds.

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Financial Advisor Education Retail Management 300

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Nerd's Eye View

NOVEMBER 15, 2023

One of these was the Employee Retention Credit (ERC), a tax credit that eligible small businesses could take against their employment taxes. To stave off a wave of business closures and a subsequent surge in unemployment, the U.S.

Clients 246

Clients Taxes Government Startup 246

Fortune Financial

APRIL 22, 2023

Even Advance, generally accepted as the weakest of the large chains grew earnings per share at an above-market rate: Despite the low growth environment for auto parts retail, it is critical to point out that there is a somewhat unique tailwind to this category which is that the industry is generally cycle-agnostic.

Retail 52

Retail Sales Financial Advisor Economics 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. This debate went psycho at times.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Zoe Financial

DECEMBER 16, 2022

Retail sales declined 0.6% The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

DECEMBER 12, 2022

Because the national average retail price for gas has come down to $3.33 November retail sales came out on Thursday, which gives us a pulse on how the consumer’s doing. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. .

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

JULY 24, 2023

Economic Data: Retail sales were up 0.2% Retail sales matter because consumption is 69% of GDP. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. centrally flat.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

JANUARY 16, 2023

Looking at this week: December headline retail sales number comes out. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Zoe’s Vetting Process to Find Top Financial Advisors.

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Marketing Marketing Financial Advisor Numbers 52

Zoe Financial

JANUARY 23, 2023

The S&P 500 fell 0.65% last week due to weaker-than-expected December retail sales and industrial production numbers. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 11, 2023

August retail sales. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Looking forward to next week: August CPI. August PPI.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 18, 2023

Retail sales numbers for August went up 0.6% FOMC meeting on Wednesday. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. month-over-month. Core CPI went down from 4.7%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 20, 2023

Retail sales did a little better than expected. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Inflation came down. Headline CPI fell from 3.7 Core CPI fell from 4.1%

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

JULY 17, 2023

June retail sales and housing market data. Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 14, 2023

April retails sales and expected earnings from a couple “proxies” for the economy. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

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