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 130

Wealth Management Financial Planning Planning Management 130

Yardley Wealth Management

FEBRUARY 18, 2025

The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. This method ensures that financial obligations and goals are met in a systematic and efficient manner. Benefits of Waterfall Wealth Management Managing significant assets can be complex.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Abnormal Returns

NOVEMBER 4, 2024

awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest. riabiz.com) Mariner Wealth Advisors just took a big investment from Neuberger Berman. theblock.co) iCapital is buying AltExchange.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Compliance 162

Nerd's Eye View

NOVEMBER 26, 2024

Welcome to the 413th episode of the Financial Advisor Success Podcast ! Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. My guest on today's podcast is Kevin Leahy.

Wealth Management 246

Wealth Management Financial Advisor Clients Planning 246

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 141

Financial Planning Clients Planning Wealth Advisor 141

Wealth Management

JUNE 10, 2025

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group.

Wealth Management 130

Wealth Management Engineering Estate Planning Management 130

Wealth Management

AUGUST 12, 2024

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

Estate Planning 312

Estate Planning Financial Planning Planning 312

Wealth Management

SEPTEMBER 16, 2024

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

Financial Planning 298

Financial Planning Planning Accounting 298

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 299

Financial Planning Financial Planner Planning 299

Wealth Management

MARCH 22, 2024

I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.

Wealth Management 257

Wealth Management Financial Planning Management Planning 257

Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.

Clients 124

Clients Wealth Management Financial Planner Startup 124

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 277

Financial Planning Wealth Management Education Planning 277

Wealth Management

JUNE 29, 2023

This quiz is based on actual questions from The Financial Planning Challenge.

Financial Planning 325

Financial Planning Planning 325

Wealth Management

JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 130

Wealth Management Financial Advisor Management Recruitment 130

Wealth Management

FEBRUARY 8, 2024

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

Financial Planning 290

Financial Planning Planning 290

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 306

Financial Planning Planning 306

Wealth Management

AUGUST 3, 2023

Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.

Wealth Management 246

Wealth Management Financial Planning Management Clients 246

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 260

Financial Planning Clients Planning 260

Wealth Management

JULY 11, 2024

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup 264

Startup Tax Planning Wealth Management Medical 264

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. stealing a client’s financial assets that are accessible online), identity theft (i.e.,

Management 246

Management Clients Wealth Management Insurance Coverage 246

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 311

Financial Planning CFP Planning 311

Wealth Management

JULY 20, 2023

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Wealth Management 189

Wealth Management Management Financial Planning Education 189

The Big Picture

MAY 3, 2025

We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6

Clients 147

Clients Investing Investments Wealth Advisor 147

Wealth Management

OCTOBER 18, 2023

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

Financial Planning 278

Financial Planning Planning 278

Wealth Management

MAY 21, 2025

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

Financial Planning 264

Financial Planning Planning 264

Abnormal Returns

JANUARY 30, 2023

Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years.

Management 241

Management Nonprofit Financial Planning Communication 241

Abnormal Returns

FEBRUARY 12, 2024

(riabiz.com) Does Citigroup ($C) have a path forward in wealth management? investmentnews.com) Lifetime income Americans need more help managing retirement income. morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem. riabiz.com) A closer look at the new LifeX funds.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Wealth Management

OCTOBER 18, 2023

Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.

Financial Planning 278

Financial Planning Planning CFP 278

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 290

Financial Planning Planning Education 290

Abnormal Returns

OCTOBER 30, 2023

(podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. kitces.com) AI How recommendation engines could work in wealth management. riaintel.com) How AI will play a role in the provision of financial advice. fa-mag.com)

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

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 278

Financial Planning Planning Consulting 278

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

Wealth Management

JUNE 7, 2023

The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College For Financial Planning.

Wealth Management 246

Wealth Management Financial Planning Clients Planning 246

Wealth Management

APRIL 8, 2024

Learn how to compete for the entire client relationship.

Financial Planning 278

Financial Planning Planning Clients 278

Wealth Management

AUGUST 22, 2022

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

Financial Planning 246

Financial Planning Planning Clients 246

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 306

Financial Planning Planning 306

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice. riabiz.com) Avise is a cooperative platform for advisers.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278