Nerd's Eye View

OCTOBER 5, 2022

In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. But what the providers of automated tax-loss harvesting often don’t mention is that the actual value of tax-loss harvesting depends highly on an individual’s own tax circumstances.

Taxes 246

Taxes Tax Planning Portfolio Management Advertising 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 246

Communication Portfolio Management Clients Startup 246

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Brown Advisory

FEBRUARY 23, 2022

Topics will included: • How to structure the earn out. • Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them?

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

Brown Advisory

FEBRUARY 23, 2022

Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Planning for Your Liquidity Event and Beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

International College of Financial Planning

DECEMBER 29, 2024

The Evolution of Financial Planning The financial planning industry has transformed significantly over the past decade. Modern financial planners must navigate complex investment products, understand evolving tax regulations, and adapt to technological innovations.

CFP 52

CFP Financial Planning Planning Certification 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

Portfolio 61

Portfolio Management Taxes Clients 61

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Usually, portfolio managers are one of two kinds: active or passive.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. You’re on the right track!

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

International College of Financial Planning

NOVEMBER 10, 2021

Some of the most popular ones include – Portfolio Management Course – There are several business schools and other institutions in India offering this and similar courses and it involves the basic and advanced concepts in the financial planning and management of portfolios for clients.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Workable Wealth

SEPTEMBER 16, 2020

This type of investing requires a portfolio manager and often a team of analysts who alter, adjust, and move securities in real-time with the goal of a larger return. . To start, the management fees alone are often overwhelming, not to mention the added fees for buying and selling assets. Building Your Strategy.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Harness Wealth

JUNE 1, 2023

Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy. Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Inside Information

JUNE 28, 2022

We have new planning software that does a much better job of delivering advice to younger clients (Elements) and to pre-retirees and retirees (Income Laboratory), new software that makes it much easier to build office workflows (Hubly), and automated client communication tools that ensure that nothing falls through the cracks (Pulse360 and Knudge).

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

Inside Information

SEPTEMBER 26, 2022

As software automates the process of putting portfolios on the efficient frontier, and now handles the heavy lifting of harvesting tax losses and rebalancing, portfolio management becomes increasingly commoditized.

Clients 40

Clients Sales Management Planning 40

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. An hourly financial advisor is someone who provides financial advisor for a set hourly rate. Hourly financial advisors are not common. Jon Luskin. Rick Ferri.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

Clients 280

Clients Financial Advisor Taxes Investing 280

Nerd's Eye View

FEBRUARY 21, 2025

Also in industry news this week: A majority of married women are their family's primary financial decision-makers, according to a CFP Board study, which also identifies the sometimes-differing planning priorities of female and male clients A report from AdvisorTech firm Orion finds that while a majority of advisory firms plan to increase their tech (..)

Financial Planner 195

Financial Planner Clients Tax Planning CFP 195