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Weekend Reading For Financial Planners (July 19–20)

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 survey by Vanguard found while only 38% of investors reported considering time savings when signing up to receive financial advice , 76% of clients report saving time from working with an advisor (with a median (..)

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Weekend Reading For Financial Planners (July 26–27)

Nerd's Eye View

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%

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

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. “We

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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

Wealth Management

As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. His strong business acumen, refined analytical skills and objectivity also make Louis an ideal advisor to independent business owners who want to accelerate growth via mergers, acquisitions and recruiting.

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The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Weekend Reading For Financial Planners (June 24-25)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that amid a flurry of SEC-proposed rules for investment advisers, the Investment Adviser Association this week called on the regulator to assess whether the compliance burden these regulations would put on advisers outweighs (..)

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Weekend Reading For Financial Planners (Dec 10-11)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.