Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

Clients 201

Clients Financial Planning Risk Tolerance Planning 201

Wealth Management

JUNE 27, 2025

Number 8860726. I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Wealth Management

JULY 8, 2025

Number 8860726. David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 246

Wealth Management Estate Planning Compliance Clients 246

Nerd's Eye View

JULY 4, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

Financial Planner 209

Financial Planner Taxes Retirement Planning Tax Planning 209

Wealth Management

JUNE 27, 2025

Number 8860726. With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

Estate Planning 274

Estate Planning Marketing Marketing Wealth Management 274

Wealth Management

JUNE 26, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Financial Advisor 233

Financial Advisor Wealth Management Estate Planning Recruitment 233

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 246

Financial Planner Certification CFP Education 246

Wealth Management

JUNE 20, 2025

Number 8860726. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks.

Wealth Management 200

Wealth Management Management Financial Advisor Clients 200

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

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, (..)

Financial Planner 174

Financial Planner Engineering Clients Taxes 174

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Financial Advisor 229

Financial Advisor Clients Financial Planning Planning 229

Wealth Management

JUNE 26, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Clients 275

Clients Estate Planning Wealth Management Planning 275

Wealth Management

JULY 15, 2025

Number 8860726. True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B Registered in England and Wales.

Planning 165

Planning Wealth Management Estate Planning Clients 165

Wealth Management

JULY 1, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 264

Wealth Management Estate Planning Recruitment Financial Advisor 264

Wealth Management

JULY 9, 2025

Number 8860726. To get the ranking, it divides the total household net worth (excluding home equity) by the number of active investment advisors in the state to show the ones that are most and least saturated with advisors. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 200

Wealth Management Estate Planning Business Planning Taxes 200

Wealth Management

JUNE 23, 2025

Number 8860726. Fifty-three percent said they would like to learn more about the asset class, while 22% are planning to invest in the near future. Sub-HNW investors were significantly more likely to plan a near-term investment, at 36%. Only 13% of high-net-worth investors planned to do so. Registered in England and Wales.

Assets 278

Assets Wealth Management Financial Advisor Estate Planning 278

Nerd's Eye View

NOVEMBER 1, 2024

At the same time, CFP Board has noted that advisors pursue the certification voluntarily and that its standards, which cover the entire financial planning process (unlike SEC and FINRA regulations that largely focus on investment management), help to raise standards for the industry as a whole at a time when advisors increasingly offer comprehensive (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Wealth Management

JULY 2, 2025

Number 8860726. From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 179

Wealth Management Estate Planning Planning Clients 179

Nerd's Eye View

JUNE 24, 2025

What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for business owners and real estate investors even though he doesn't charge a fee on these assets.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Wealth Management

JULY 10, 2025

Number 8860726. Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JUNE 10, 2025

Number 8860726. You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I Registered in England and Wales.

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JULY 3, 2025

Number 8860726. Jacob William Advisory has proactively recruited next-generation advisors as part of its business continuity plan. Morrison and Ring are joined by Partner and Wealth Advisor Christina Snyder, financial and wealth advisors David Hodnett and Matthew Rodgville, and a six-member operations team.

Wealth Management 165

Wealth Management Recruitment Estate Planning Financial Advisor 165

Nerd's Eye View

JULY 7, 2025

market while differentiating on its AI-driven "Strategic Advice Manager" that automatically suggests (and even recommends) planning strategies based on client inputs – which could serve as an interesting test as to whether U.S.

Planning 100

Planning Financial Planning Startup Clients 100

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%

Financial Planner 229

Financial Planner Commission Communication Clients 229

Wealth Management

JULY 15, 2025

Number 8860726. Because we are a multi-generational practice, we are uniquely situated to help family-owned businesses with financial planning according to their values, and in the independent space, that area is really dynamic—we can bring in new technology to solve for that, and we can do all sorts of energizing activities.”

Estate Planning 179

Estate Planning Wealth Management Planning Clients 179

Wealth Management

JULY 1, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 205

Wealth Management Estate Planning Clients Planning 205

Wealth Management

JUNE 25, 2025

Number 8860726. But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. Registered in England and Wales.

Wealth Management 165

Wealth Management Estate Planning Financial Advisor Clients 165

Wealth Management

JUNE 10, 2025

Number 8860726. But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JULY 17, 2025

Number 8860726. Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies. Registered in England and Wales.

Wealth Management 147

Wealth Management Clients Management Estate Planning 147

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

Wealth Management

JUNE 20, 2025

Number 8860726. Each discussed how providing a more holistic approach to distribution-phase planning in their practices can amp up organic growth for advisory firms. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. For all of us on the editorial staff, it was a busy event.

Wealth Management 147

Wealth Management Management Financial Advisor Estate Planning 147

Wealth Management

JUNE 17, 2025

Number 8860726. Now, he will seek to bring advisors onto Mariner’s 1099 affiliation platform for growth opportunities and succession planning. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 189

Wealth Management Estate Planning Compliance Planning 189

Nerd's Eye View

MAY 29, 2025

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. investment strategies or tax planning) – can reduce cognitive overload for clients and keep meetings on track. Fortunately, advisors don't need to start from scratch.

Clients 130

Clients Communication Tax Planning Financial Advice 130

Wealth Management

JUNE 30, 2025

Number 8860726. Will More Wealth Advisors Gravitate to 401(k) Plans? WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them.

Management 165

Management Wealth Management Estate Planning Clients 165

Wealth Management

JUNE 10, 2025

Number 8860726. RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 179

Wealth Management Engineering Estate Planning Management 179

Wealth Management

JULY 15, 2025

Number 8860726. True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Clients 191

Clients Estate Planning Wealth Management Planning 191

Wealth Management

JULY 1, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 191

Wealth Management Estate Planning Planning Clients 191