Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.

Financial Planner

Harness Wealth

MARCH 6, 2025

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance

The Big Picture

FEBRUARY 5, 2025

Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing. Barry Ritholtz : That seems to be very contrary to how we read and hear about hedge funds in the media. Most hedge fund strategies are tax-inefficient.

Taxes

Abnormal Returns

OCTOBER 28, 2024

Podcasts Ryan Detrick and Sonu Varghese talk with Josh Brown about the secrets of success in finance AND media. kitces.com) Tax-loss harvesting is going long-short. podcasts.apple.com) Brett McKay talks with Daniel Crosby author of "The Soul of Wealth: 50 Reflections on Money and Meaning."

Risk Tolerance

Midstream Marketing

DECEMBER 6, 2024

Discover how digital strategies like AI-driven personalization and strong social media campaigns can help. This means having an easy-to-use website, interesting content, and being active on social media. Social media platforms, like LinkedIn and Facebook, are important too. Clients now want financial advice online.

Marketing

Abnormal Returns

NOVEMBER 4, 2024

Podcasts Meb Faber and Wes Gray talk about how ETFs unlock tax efficiency and the launch of the Cambria Tax Aware ETF ($TAX). wealthmanagement.com) Some financial advisers are pushing the limits on marketing with their 'media' appearances. advisorperspectives.com) How one adviser focused on nurses as a niche.

Wealth Management

Wealth Management

AUGUST 6, 2025

Founder and wealth advisor Joshua Manwaring leads the acquired firm, specializing in financial planning, retirement income planning, and tax and estate planning. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Estate Planning

The Big Picture

MARCH 18, 2025

Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? What does the endless stream of news, social media, TikToks, Tweets, magazines, and television do to our ability to make good decisions? How can we re-engineer our media consumption to make it more useful to our needs?

Investments

MainStreet Financial Planning

MARCH 12, 2025

Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic. This adjustment lowers risk without triggering tax consequences, giving you more stability in uncertain markets.

Economics

Wealth Management

AUGUST 13, 2025

Beyond the Sticker Price Valuations are coming in at 15x to as high as 22x earnings before interest, taxes and depreciation, according to M&A experts. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Valuation

Validea

NOVEMBER 16, 2024

stocks Exclude utilities, financials, and foreign companies Build a portfolio of 20-30 stocks gradually over time Hold positions for one year (with some tax-optimization adjustments) Commit to the strategy for at least 3-5 years The Human Factor While the formula itself is simple, following it isn’t always easy.

Investments

Abnormal Returns

DECEMBER 1, 2024

reason.com) Taxing unrealized capital gains is a bad idea. paragraph.xyz) Can adjusting the tax code help increase fertility? abnormalreturns.com) Mixed media Some book recommendations from Seth Godin including "Hum: A Novel" by Helen Phillips. (marginalrevolution.com) Policy What is the so-called 'abundance movement' all about?

Math

Harness Wealth

JULY 16, 2025

The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business.

Taxes

Nerd's Eye View

JUNE 17, 2025

So, whether you're interested in learning about leveraging content across multiple media to attract like-minded clients, transitioning from a lead advisor to management role, or the decision making behind opening offices in new locations, then we hope you enjoy this episode of the Financial Advisor Success podcast, with David Bahnsen.

Clients

Nerd's Eye View

OCTOBER 28, 2024

As someone who has been speaking at 50–70 conferences a year for 20 years myself, I've seen the good and bad of our wide range of industry events, from the industry associations to the broker-dealers and insurance companies and RIA custodians, the rise of vendor conferences and media-driven events, private company events, and more.

Financial Advisor

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes

Validea

MARCH 31, 2025

How Schwager found discretionary trading less emotionally taxing than systematic approaches. How technology, like social media, has opened new trading strategies unavailable in the past. Jack Schwagers personal realization that he wasnt suited for trading and how he found his strength in curating trading wisdom.

Risk Management

Wealth Management

JULY 10, 2025

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Wealth Management

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. For example, a clients investment choices should align closely with their tax strategy, too. People want all these goals to work together.

Financial Planning

Abnormal Returns

JANUARY 24, 2025

drorpoleg.com) Crypto MicroStrategy ($MSTR) has a tax dilemma. ft.com) More tax-free ETF conversions are coming. abnormalreturns.com) Mixed media Substack really wants you to engage with its app. Strategy Market consensus is max bullish. downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks. Well, you should.

Food

A Wealth of Common Sense

JULY 17, 2025

It’s also never been easier to gain market knowledge on your own through blogs, newsletters, social media and podcasts. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The Compound Media, Inc.,

CFP

Financial Symmetry

JULY 28, 2025

Tariffs act like a corporate tax, potentially cutting into future earnings. For example, Financial Symmetry’s rules-based investment process triggered alerts to buy when prices dropped, and allowed for strategies like tax-loss harvesting. Tune out the noise of media hype.

Marketing

Midstream Marketing

NOVEMBER 6, 2024

A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.

Financial Advisor

Wealth Management

AUGUST 5, 2025

Their advanced planning, investment, estate and tax strategy teams stood out immediately,” he said. “We Arax’s owner, RedBird, focuses on investments in sports and media, along with financial services. We felt this depth and quality would enhance our ability to deliver differentiated, high-value advice to our clients."

Wealth Management

The Big Picture

JULY 1, 2025

And I had a professor in economics who suggested that I look at this company called Media One in Boston that had recently been acquired by Con No, it was, it used to be called Continental Cable Vision. It had been acquired by US West, a Denver based company, and they had rebranded it as Media One. When did that start?

Investments

Indigo Marketing Agency

MAY 31, 2025

Whether youre sharing a quick tax tip or answering a common financial question, short-form video helps you meet your audience where they already arescrolling on social media, looking for helpful content. Short-form videos are also shared 12x more often than text or image posts on social media.

Financial Advisor

WiserAdvisor

MAY 29, 2025

IRAs offer tax advantages and encourage consistent, long-term investing. Markets fluctuate, media narratives change, and fear can set in. Its a great way to invest in strong performers while maintaining balance in your portfolio. Staying emotionally steady and mentally disciplined is just as critical as choosing the right investments.

Accounting

WiserAdvisor

JUNE 24, 2025

You could take on a part-time job, maybe something flexible that fits around your main job, like tutoring at a local college, working a few hours at a bookstore, or even influencing on social media. But some withdrawals come with tax penalties, and others could severely impact your long-term financial health.

Financial Advisor

Steve Sanduski

APRIL 8, 2025

It’s social media, it’s webinars, it’s ever-presence out there. And then pivoting over into, ‘Who does your taxes? ’ There are a lot of rules and regulations out there, whether it’s tax or IRA rules or pension law or state planning rules. Back when I started, you could actually call people.

Communication

Discipline Funds

MARCH 19, 2025

Barry’s new book ( which you can buy her e) is a masterclass in how to optimize your approach to avoid scammers, bad products and the wrong types of media. I do a lot of debunking around here because the financial media space is filled with scary click-inducing narratives. I highly recommend it. 2) The Big Risks Ahead.

Communication

Discipline Funds

JULY 14, 2025

We’ve just created different problems for ourselves, mostly thanks to comparing ourselves to people we don’t really know on social media. Tax deferred plans (IRA and 401K): $1,021,147. But in a relative sense life today is much easier than it was 100 years ago. Home Equity: $849,986. Mortgage Debt: $270,491.

Healthcare

Clever Girl Finance

APRIL 14, 2025

A trendy top from a social media ad, another skincare product I didnt need, or yet another journal I wouldnt use. I saved every windfall In the past, when I got a bonus or tax refund, I spent it right away. That said, here’s exactly what I did to leverage living stingy to create mindful spending habits. Now, I pause.

Budgeting

Wealth Management

AUGUST 13, 2025

According to our growth survey, advisors say content marketing and SEO are now their top-performing lead sources, even outperforming ads, social media and in-person events. That’s why the most effective growth strategy today isn’t choosing between referrals and digital, it’s combining them. But attracting attention is only the first step.

Engineering

Trade Brains

JULY 15, 2025

According to recent media reports, Sumitomo Mitsui Financial Group (SMFG), Japan’s second-largest banking group, is reportedly considering an additional investment of $1.1 Profit before tax (PBT) grew by an impressive 109.6 The stock opened today at Rs. 20.09, higher than its previous close of Rs. percent over the previous close.

Banking

Abnormal Returns

MAY 11, 2025

cnn.com) Kathryn Anne Edwards, "The federal government is treating those who default on their college loans more harshly than those who cheat on their taxes." (fa-mag.com) abnormalreturns.com) Mixed media Why companies love part-time workers. (theverge.com) The Voice of America could soon be a OAN outlet. seths.blog)

Marketing

Indigo Marketing Agency

FEBRUARY 8, 2025

Its true that scammers do nothing to help skeptical prospects decide who to trust their livelihood with, but the biggest challenge is cutting through all the noise of social media and other financial advisors targeting the same prospects as you. The common thread is that Im connected to these folks on social media and theyre seeing my posts.

Financial Planner