Nerd's Eye View

MAY 27, 2025

Alvin is the CEO of District Capital Management, an RIA based in Washington, D.C., What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client task management.

Financial Planning 130

Financial Planning Planning Management Financial Advisor 130

Wealth Management

JUNE 11, 2025

WealthManagement.com Staff June 11, 2025 28 Slides START SLIDESHOW Wealth Management EDGE game show The second day of Wealth Management EDGE on Wednesday included a series of firsts.

Wealth Management 176

Wealth Management Management Financial Advisor Business Planning 176

The Big Picture

MAY 29, 2025

RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility.

Portfolio 304

Portfolio Financial Planning Taxes Assets 304

Wealth Management

JUNE 6, 2025

Jason Smith, the founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management shares insights in creating a self-sustaining, scalable financial advisory practice, emphasizing the importance of a documented financial planning process, building an ensemble practice and the cultural and operational shifts required to sustain (..)

Wealth Management 223

Wealth Management Financial Planning Planning Management 223

Wealth Management

JUNE 20, 2025

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

Estate Planning 307

Estate Planning Financial Planning Planning 307

Wealth Management

SEPTEMBER 16, 2024

Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.

Financial Planning 292

Financial Planning Planning Accounting 292

Wealth Management

OCTOBER 28, 2024

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.

Financial Planning 293

Financial Planning Financial Planner Planning 293

Wealth Management

JUNE 12, 2025

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets 162

Assets Management Wealth Management Risk Management 162

Wealth Management

FEBRUARY 8, 2024

Test your skills against those of student teams in questions from the Financial Planning Challenge.

Financial Planning 284

Financial Planning Planning 284

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Wealth Management

JUNE 1, 2023

Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.

Financial Planning 301

Financial Planning Planning 301

Wealth Management

APRIL 9, 2025

The former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.

Financial Planning 257

Financial Planning Clients Planning 257

Wealth Management

JUNE 11, 2025

CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.

CFP 254

CFP Planning Financial Services Financial Planning 254

Nerd's Eye View

JANUARY 14, 2025

Michelle is the Founding Principal of Paradigm Advisors, an RIA based in Dallas, Texas, that oversees approximately $110 million in assets under management for 80 client households. My guest on today's podcast is Michelle Underwood Gass.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Wealth Management

AUGUST 3, 2022

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Financial Planning 307

Financial Planning CFP Planning 307

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Wealth Management

OCTOBER 18, 2023

Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.

Financial Planning 274

Financial Planning Planning 274

Nerd's Eye View

SEPTEMBER 11, 2023

a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Financial Planning 246

Financial Planning Planning Recruitment Clients 246

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 284

Financial Planning Planning Education 284

Wealth Management

NOVEMBER 15, 2024

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.

Financial Planning 225

Financial Planning Planning Retirement 225

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Financial Planner 246

Financial Planner Retirement Retirement Planning Clients 246

Wealth Management

NOVEMBER 15, 2023

Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.

Financial Planning 274

Financial Planning Planning Consulting 274

Wealth Management

JUNE 21, 2024

David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

Wealth Management 273

Wealth Management Management Taxes Financial Planning 273

Wealth Management

MARCH 1, 2024

live with a disability; intergenerational planning for this population is critical. Sixty-one million people in the U.S.

Financial Planning 300

Financial Planning Planning 300

Wealth Management

OCTOBER 5, 2023

Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.

Wealth Management 305

Wealth Management Retirement Management Financial Planning 305

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 276

Financial Planning Assets Management Planning 276

Wealth Management

JUNE 23, 2025

For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Investors are most interested in getting advice on risk assessment and risk management strategies from their advisors (50%).

Assets 274

Assets Wealth Management Financial Advisor Estate Planning 274

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development.

Marketing 246

Marketing Marketing Communication Engineering 246

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 293

Financial Planning Planning Clients 293

Wealth Management

JULY 15, 2024

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

Wealth Management 292

Wealth Management Financial Planning Management Planning 292

Wealth Management

APRIL 25, 2025

David Chubak to become wealth and field management head as Edward Jones continues to bolster its financial planning capabilities.

Financial Planning 175

Financial Planning Planning Management 175

Wealth Management

MAY 21, 2025

There are real-world consequences to entering into a complex marriage without a prenup or financial plan.

Financial Planning 261

Financial Planning Planning 261

Wealth Management

JUNE 11, 2025

College students studying financial planning are predominantly interested in firms that can offer internships, pay for professional training, and show mission-driven cultures.

Financial Planning 210

Financial Planning Planning 210

Nerd's Eye View

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246