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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

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Weekend Reading For Financial Planners (April 13-14)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246
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Adviser links: setting expectations

Abnormal Returns

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. wsj.com) Advisers How to recruit, train and retain next generation advisers. riabiz.com) What mid-life women need from a financial adviser.

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A Promising Picture for Financial Planner Job Growth

eMoney Advisor

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce.

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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

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Succeeding in Financial Services: Expert Insights With John Wheeler

NAIFA Advisor Today

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.