Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 239

Financial Planner Retirement Taxes Insurance 239

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. A continual thread through the conference was the ongoing effort to build a truly cohesive tech stack.

Consulting 187

Consulting Financial Advice Engineering Financial Advisor 187

Nerd's Eye View

DECEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the S&P 500 index is on pace to return around 24% in 2023, defying expectations that investors had early this year for weak growth and high volatility – which underscores both the unpredictability of markets in (..)

Financial Planner 224

Financial Planner Insurance Retirement Retirement Planning 224

Nerd's Eye View

SEPTEMBER 7, 2023

A recent McKinsey report surveying growth in the wealth management industry predicted that the struggles of small RIA firms would increase as larger firms continue to grow and overshadow the industry. As while a business grows, there are more employees, clients, and operational logistics that come with growth that the firm must manage.

Clients 203

Clients Wealth Management Communication Financial Planning 203

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Wealth Management 200

Wealth Management Financial Advising Estate Planning Banking 200

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level. Read More.

Financial Planner 199

Financial Planner Financial Advice Fee Only Financial Planning 199

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 182

Financial Planner Retirement Planning CFP Financial Planning 182

The Big Picture

MAY 11, 2023

Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This is the next generation of the wealth management industry, and they showed up in droves because they want to be cutting-edge and stay ahead of the curve. Its only 4 months away!

Wealth Management 150

Wealth Management Portfolio Management Management Investment Advisor 150

Nerd's Eye View

JULY 18, 2023

Welcome back to the 342nd episode of the Financial Advisor Success Podcast ! Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process.

Financial Planning 158

Financial Planning Planning Financial Advisor Financial Planner 158

Carson Wealth

APRIL 4, 2024

There are both practical and emotional challenges to consider before you step in and take over your parents’ financial situation. A recent study found that only 38% of Americans have talked to their parents about their current and future financial situation. How do you begin to navigate this new reverse dynamic?

Management 137

Management Healthcare Medical Estate Planning 137

Nerd's Eye View

MARCH 13, 2023

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.)

Compliance 192

Compliance Portfolio Management Planning Financial Advisor 192

Nerd's Eye View

AUGUST 2, 2022

Welcome back to the 292nd episode of the Financial Advisor Success Podcast ! Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley.

Clients 188

Clients Financial Advisor Financial Planning Portfolio Management 188

WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Steve Sanduski

OCTOBER 24, 2023

But there’s a fruitful middle ground between AI’s future potential and current limitations where advisors can find practical ways to streamline processes and focus more of their time on the human side of financial advice. The potential for AI to improve advisor efficiency and productivity.

Ethics 59

Ethics Wealth Management Compliance Financial Advice 59

Advisor Perspectives

MAY 15, 2023

While 92% of advisors who outsourced to AssetMark increased personal income, 66% of advisors say they don’t really understand turnkey asset management platforms (TAMPs) or know what role they should play in supporting their firm.

Financial Advisor 52

Financial Advisor Assets Management 52

Nerd's Eye View

DECEMBER 13, 2022

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130

Indigo Marketing Agency

APRIL 28, 2023

Unfortunately, this is the most common headline I see for advisors. While his peers might understand what that means, it’s best practice to translate your LinkedIn profile into language that a layperson can understand. For advisors, this means being careful about your designations and acronyms. Who do you sell 401(k) plans to?

Certified Financial Planner 130

Certified Financial Planner Wealth Management Financial Advisor Consulting 130

Indigo Marketing Agency

SEPTEMBER 15, 2023

As the year rapidly approaches its end, there’s a sense of urgency in the air—a sense that time is slipping away, and you must seize the moment to elevate your marketing and ensure your financial advisory practice thrives in 2024 and beyond. At Indigo, we don’t offer one-size-fits-all solutions. That’s where we come in.

Marketing 52

Marketing Marketing Financial Advisor Media 52

FMG

OCTOBER 14, 2022

One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Financial Freedom Wealth Management Group. Peabody Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

Carson Wealth

NOVEMBER 14, 2023

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. Sharing his perspective on the partnership, wealth advisor, G.C. The addition of advisors like Paul and G.C.

Financial Services 52

Financial Services Wealth Advisor Clients CFP 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. We’ll also introduce you to Harness Tax’s accounting practice management platform, and how it, too, can be the catalyst for your accounting firm’s growth.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

eMoney Advisor

APRIL 6, 2023

The digital age has given rise to the solopreneur advisor, working independently without a team to get things done. These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. Look for the level of flexibility you desire.

CFP 76

CFP Financial Planning Clients Planning 76

eMoney Advisor

APRIL 4, 2023

As a financial professional, you are likely aware of what the media is calling the Great Wealth Transfer—where $84 trillion is set to be passed to younger generations over the next two decades. 2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers.

Education 97

Education Financial Advisor Clients Planning 97

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Nationwide Financial

JUNE 27, 2023

As a financial professional, you can help clients access the cash they need while keeping assets under management. While your clients might not know about SBL specifically, 84% of them expect loan and credit management services from their advisor — yet only 4% receive them.

Clients 52

Clients Retirement Portfolio Assets 52

International College of Financial Planning

MAY 1, 2023

Professional financial advisors are vital in today’s complex financial world. They help individuals and businesses make informed financial decisions that enable them to achieve their financial goals and secure their financial future.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planning 52

Carson Wealth

APRIL 17, 2023

Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It

Wealth Advisor 52

Wealth Advisor Compliance Clients Financial Advisor 52

Carson Wealth

APRIL 18, 2023

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states.

Wealth Management 83

Wealth Management CFP Professional Services Wealth Advisor 83

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. This is super important for anyone looking to pick a good financial advisor.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski. Ron Carson.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nationwide Financial

FEBRUARY 14, 2023

Key Takeaways Underrepresentation of minority financial professionals has long been a challenge in the industry. FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

eMoney Advisor

APRIL 20, 2023

It’s hard to imagine a time when you couldn’t go to the Internet to search for solutions. And while there is endless information available to help people answer their questions about money, financial professionals can position themselves online to reach those who are seeking additional support.

Advertising 74

Advertising Financial Advisor Engineering Financial Planning 74

Harness Wealth

NOVEMBER 27, 2023

The Role of Technology in CAS Benefits and Drawbacks of CAS How Harness Wealth Fits into CAS Key Takeaways Client Accounting Services (CAS) provide enhanced budgeting, forecasting, and financial insights to help facilitate informed decision-making. What are the Core Components of CAS?

Accounting 59

Accounting Clients Compliance Taxes 59

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.

Financial Planning 95

Financial Planning Clients Planning Education 95

Tobias Financial

NOVEMBER 29, 2022

As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. Brokers and advisors both offer investment advice, provide investment options, and manage accounts. Advisors, on the other hand, are held to a fiduciary responsibility.

Wealth Management 52

Wealth Management Fee Only Clients Commission 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Diamond Consultants

AUGUST 9, 2022

With so many options to choose from, how does an advisor decide which path to independence to take? Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line. So much so that even our own guidance to advisors has changed over the last few years.

Compliance 59

Compliance Recruitment Clients Retirement 59