Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.
Weekend Reading For Financial Planners (December 21–22)
Nerd's Eye View
DECEMBER 20, 2024
Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.
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Weekend Reading For Financial Planners (June 28–29)
Nerd's Eye View
JUNE 27, 2025
The report suggests that firms seeking to boost their organic growth could do so by, among other tactics, building a stronger brand (e.g., by identifying what truly differentiates them in the marketplace for advice), leveraging digital lead generation capabilities, and more effectively using CRM software.
Weekend Reading For Financial Planners (January 11–12)
Nerd's Eye View
JANUARY 10, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
Weekend Reading For Financial Planners (November 16-17, 2024)
Nerd's Eye View
NOVEMBER 15, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.
Weekend Reading For Financial Planners (March 8-9)
Nerd's Eye View
MARCH 7, 2025
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 equities underperforming international stocks over the next 10 years Why today’s high U.S.
Weekend Reading For Financial Planners (July 26–27)
Nerd's Eye View
JULY 25, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab's annual RIA benchmarking study found that median firm AUM increased 16.6% in 2024 , with revenue up by 17.6%. net organic growth and larger firms seeing 5.0%
Weekend Reading For Financial Planners (February 1–2)
Nerd's Eye View
JANUARY 31, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial (..)
Weekend Reading For Financial Planners (May 10–11)
Nerd's Eye View
MAY 9, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.
Weekend Reading For Financial Planners (March 22–23)
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
Weekend Reading For Financial Planners (July 12–13)
Nerd's Eye View
JULY 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)
Weekend Reading For Financial Planners (April 12–13)
Nerd's Eye View
APRIL 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).
Weekend Reading For Financial Planners (January 4–5)
Nerd's Eye View
JANUARY 3, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
Weekend Reading For Financial Planners (January 18–19)
Nerd's Eye View
JANUARY 17, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)
Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
Weekend Reading For Financial Planners (March 29–30)
Nerd's Eye View
MARCH 28, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates that 70% of affluent financial advisory clients who believe their advisor is always obligated to act as a fiduciary indicated they are satisfied with their relationship and aren't seeking out a new advisor, (..)
Weekend Reading For Financial Planners (March 15–16)
Nerd's Eye View
MARCH 14, 2025
Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.
Weekend Reading For Financial Planners (April 19–20)
Nerd's Eye View
APRIL 18, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)
Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File
Nerd's Eye View
NOVEMBER 28, 2024
How much to charge for financial advice is rarely a decision made lightly. A firm's pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.
Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition
Nerd's Eye View
JUNE 9, 2025
2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty. Read More.
Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)
10 Growth Marketing Strategies for Financial Planners in 2025
Indigo Marketing Agency
JUNE 3, 2025
10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. The good news?
Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning
Yardley Wealth Management
JANUARY 21, 2025
The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”
Enhance Your Financial Planner SEO Using SEM
Midstream Marketing
NOVEMBER 7, 2024
Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. This includes content marketing, keyword research, and tips to enhance your website for search engines. Digital marketing strategies are crucial for the success of financial planners.
Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base
Indigo Marketing Agency
FEBRUARY 8, 2025
Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. Learn about our comprehensive Total Marketing Package options here.
How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.
Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech.
10 Growth Marketing Strategies for Financial Planners in 2025
Indigo Marketing Agency
JANUARY 16, 2025
10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. The good news?
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?
Adviser links: our greatest value
Abnormal Returns
JULY 14, 2025
youtube.com) Meb Faber talks with Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. rcmalternatives.com) Tyler Howell talks firm building with Dave Sather, founder and CEO of Sather Financial Group. wealthmanagement.com) Advisers Most RIAs don't want revert to state registration.
The Comprehensive Handbook for Digital Marketing for RIAs
Midstream Marketing
DECEMBER 6, 2024
Key Highlights Learn why having a clear marketing strategy is important for RIAs, especially in hard markets. Understand the key rules and best practices to keep your marketing activities aligned with industry standards. Find answers to common questions about RIA marketing to help you succeed.
How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
Consider this: you walk into a Bank of America branch and ask for the best type of savings account on the market. How to find a fiduciary financial advisor Here are 5 ways to find a financial planner who will work in your best interests. You can look up the ADV on the SEC’s advisor search website.
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
Validea
JANUARY 6, 2025
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers.
How Financial Advisors Can Create a Winning Marketing Plan to Grow Their Practice
Indigo Marketing Agency
JANUARY 28, 2025
Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.
When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)
International College of Financial Planning
JULY 11, 2025
The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. The real issue? Equities, by design, are volatile.
Retirement Resilience: How to Stay Steady in an Unsteady Market
MainStreet Financial Planning
JULY 25, 2025
Retirement should bring financial freedom and peace of mind—not stress about market swings. Here’s how to build resilience into your retirement plan, no matter what the markets are doing. Don’t Rely on Just One- or Two-Income Sources Having multiple streams of income helps smooth things out when markets get choppy.
Microsoft Report Says AI Will Replace Advisors. Advisors Say, Not So Fast
Wealth Management
AUGUST 12, 2025
Concept of digital social marketing. Diana Britton , Executive Editor , WealthManagement.com August 12, 2025 6 Min Read Atlas Studio/iStock/Getty Images Plus Microsoft recently released a report on the jobs most likely to be replaced by artificial intelligence, and personal financial advisors landed at No.
Practical Lessons from Ben Carlson
Validea
DECEMBER 2, 2024
In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. Through the discussion, we highlight how Ben’s straightforward approach to complex investing topics helps investors avoid common pitfalls and maintain realistic expectations.
Top Tactics for Financial Adviser Marketing Agency Success
Midstream Marketing
DECEMBER 16, 2024
Key Highlights Attract ideal clients and amplify your firm’s growth with these proven marketing tactics. Discover the secrets of a high-impact marketing strategy, tailored specifically for financial advisors. Learn how data-driven marketing can revolutionize your approach and deliver measurable results.
The Six Most Controversial Takes from Excess Returns in 2024
Validea
NOVEMBER 18, 2024
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. Whether you’re a quant, a value investor, or just someone interested in different ways of thinking about markets, there’s something here for everyone.
When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence
Wealth Management
JULY 31, 2025
Concept of digital social marketing. As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. Raymond James Practice Mercer Advisors Lands $1.2B Their daughter, Sydney, and son, Sam, are professionals in Chicago. Brian earned his B.S.
Strategies for Lead Generation for Financial Advisors
Midstream Marketing
NOVEMBER 8, 2024
Key Highlights Find good ways to get new clients as a financial advisor. Learn to use social media, content marketing, SEO, and more. Explore several ways to get financial advisor leads. Get advice from experts about good tools and methods for lead generation in financial services.
Do You Really Need International Diversification? 10 Top Investors Debate
Validea
DECEMBER 23, 2024
In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Key topics include: What actually constitutes “international exposure” in today’s interconnected markets Why U.S.
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