Wealth Management

JUNE 12, 2023

But most wealth, retirement plan and benefits advisors are still stuck in silos and old business models.

Retirement Planning 125

Retirement Planning Retirement Planning 125

Abnormal Returns

APRIL 15, 2024

(morningstar.com) The biz Why Dynasty Financial stands since putting plans for an IPO on ice. riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation. wsj.com) Ron Carson is out as CEO of Carson Wealth Group. riaintel.com) Brands still matter in the wealth management space.

Wealth Management 233

Wealth Management Asset Allocation Retirement Financial Planning 233

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor 52

Wealth Advisor Financial Planning Asset Allocation CFP 52

Wealth Management

APRIL 7, 2024

How to prepare as older generations pass down assets.

Planning 114

Planning Assets 114

James Hendries

OCTOBER 28, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. Updated beneficiary information- Consistently check the beneficiaries listed on your legal documents, retirement savings, and insurance plans, as these designations can outweigh what is in a will.

Planning 52

Planning Taxes Estate Planning Consulting 52

Advisor Perspectives

APRIL 16, 2024

In the competitive financial advisory landscape and ongoing quest for new clients, advisors often miss an obvious opportunity – the children and grandchildren lying within their existing clientele.

Planning 64

Planning Clients 64

Advisor Perspectives

SEPTEMBER 24, 2023

For many wealth advisors, workplace retirement plans are either a burden or an afterthought, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.

Retirement Planning 52

Retirement Planning Wealth Advisor Retirement Planning 52

Abnormal Returns

APRIL 8, 2024

(advisorperspectives.com) The biz Why everyone seemingly wants in on the wealth management business. downtownjoshbrown.com) The XY Planning Network is ten years old. riabiz.com) Fintech How Steve Chen's NewRetirement flipped the planning script by targeting end users before advisers. thinkadvisor.com)

Wealth Management 246

Wealth Management Retirement Planning Assets 246

Abnormal Returns

FEBRUARY 19, 2024

(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets.

Clients 275

Clients Estate Planning Wealth Management Financial Advice 275

Wealth Management

MARCH 6, 2024

Beltz Ianni & Assoc., in Rochester, N.Y., has left LPL to become the sixth firm acquired by the indie RIA since its April 2023 debut.

Retirement Planning 116

Retirement Planning Retirement Planning 116

Wealth Management

MARCH 2, 2023

Falcon, with more than $500 million in assets under management, has made its first acquisition as the firm considers taking on a capital partner.

Wealth Management 108

Wealth Management Management Planning Assets 108

Financial Symmetry

APRIL 3, 2023

But it’s often difficult to fully appreciate the time, effort, and in some circumstances the … Continued The post Financial Planning or Wealth Management? Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there.

Wealth Management 52

Wealth Management Financial Planning Management Planning 52

Abnormal Returns

NOVEMBER 6, 2023

kitces.com) Dan Haylett talks with Phil Pearlman about the relationship between health and wealth. riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. papers.ssrn.com) Taxes A 2023 year-end tax planning guide.

Wealth Management 255

Wealth Management Retirement Planning Tax Planning Financial Advisor 255

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. riabiz.com) Does Citigroup ($C) have a path forward in wealth management? morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem. trillion in assets.

Wealth Management 208

Wealth Management Retirement Communication Investment Planning 208

Abnormal Returns

OCTOBER 30, 2023

Podcasts Brendan Frazier talks with Jake Northrup of Experience Your Wealth about how he infuses the human side to help clients live their ideal life. kitces.com) AI How recommendation engines could work in wealth management. thinkadvisor.com) Blended families don't plan their money lives in advance. fa-mag.com)

Wealth Management 240

Wealth Management Retirement Planning Financial Advising Financial Advice 240

Abnormal Returns

DECEMBER 18, 2023

Podcasts Daniel Crosby talks wealth confidence with Anthony Damtsis who is Deputy Head of Behavioral Finance at TD Wealth. standarddeviationspod.com) Thomas Kopelman talks planning for people planning to move outside the U.S. thinkadvisor.com) Aging What is advanced care planning? with Jack Thomas.

Retirement 257

Retirement Accounting Planning Clients 257

Steve Sanduski

DECEMBER 15, 2022

Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. We talked about his evolution from being a corporate executive for 15 years to starting his planning firm from scratch at the bottom of the Dotcom bubble.

Financial Advisor 52

Financial Advisor Planning Clients Investing 52

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

Wealth Management 216

Wealth Management Math Retirement Retirement Planning 216

Abnormal Returns

JANUARY 29, 2024

wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning. standarddeviationspod.com) Advisortech Advisers just want technology that works.

Financial Advising 235

Financial Advising Financial Planning Risk Management Clients 235

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Read More.

Financial Advisor 228

Financial Advisor Estate Planning Nonprofit Financial Planner 228

Abnormal Returns

MAY 1, 2023

transcendretirement.net) The biz Charles Schwab ($SCHW) is planning to put more effort into Schwab Private Client. financialadvisoriq.com) Three United Capital alumni have launched Modern Wealth Management. riabiz.com) First Republic ($FRC) has seen a wealth management staff exodus. investmentnews.com)

Wealth Management 235

Wealth Management CFP Education Clients 235

Abnormal Returns

APRIL 22, 2024

youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. getelements.com) Frazer Rice talks with Christopher Holtby about the role of a directed trustee.

Financial Advising 222

Financial Advising Wealth Management Management Taxes 222

Nerd's Eye View

OCTOBER 5, 2023

For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client's wealth throughout retirement. Then, by assessing the bottom-line impact of reaching their goal on their financial plan (e.g.,

Clients 226

Clients Financial Planning Financial Advisor Communication 226

Wealth Management

MAY 22, 2023

How advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios.

Management 100

Management Client Management Planning Accounting 100

Abnormal Returns

JULY 31, 2023

Podcasts Jason Wenk and Dasarte Yarnway spoke with Justin Castelli of RLS Wealth about finding freedom, independence and growth. altruist.com) Daniel Crosby talks with Neil Bage who is the co-founder of Shaping Wealth about adviser self-care. riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS).

Financial Planner 218

Financial Planner Estate Planning Portfolio Management Retirement 218

Advisor Perspectives

JANUARY 10, 2023

Tight monetary policy and rising government debt will drive a regime of high interest rates, depressing stock prices and destroying the wealth of clients, most severely those at or near retirement.

Planning 98

Planning Government Retirement Clients 98

Abnormal Returns

MAY 8, 2023

Podcasts Michael Kitces talks with Jake Northrup, Founder of Experience Your Wealth, about scaling his practice. kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. kitces.com) How personality traits affect estate planning decisions.

Wealth Management 234

Wealth Management Estate Planning Taxes Valuation 234

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. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. flowfp.com) Small businesses overstate the costs of starting a retirement plan.

Financial Planner 254

Financial Planner Wealth Management Retirement Planning Financial Advising 254

Wealth Management

AUGUST 2, 2022

The Wealth at Work division is a key component of the bank's plans to become a wealth-management powerhouse.

Planning 57

Planning Wealth Management Banking Management 57

Abnormal Returns

FEBRUARY 28, 2024

Podcasts Peter Lazaroff with five reasons you need a financial plan that have nothing to do with money. wsj.com) Retirement How rising interest rates affect retirement planning. vox.com) Why creating 'generational wealth' is such a challenge. youtube.com) How well do you know yourself? Barry Ritholtz talks with David Dunning.

Retirement Planning 271

Retirement Planning Retirement Taxes Financial Planning 271

Abnormal Returns

FEBRUARY 25, 2024

wsj.com) The wealth management industry is going to be slammed with demand. humbledollar.com) Why planning in retirement is so challenging. (downtownjoshbrown.com) Why you need to further investigate high dividend yields. downtownjoshbrown.com) What's driving stock market returns?

Math 241

Math Wealth Management Retirement Planning 241

Abnormal Returns

MARCH 13, 2024

morningstar.com) Dan Haylett talking Paul Armson about lifestyle financial planning. humansvsretirement.com) Shane Parrish talks with Chris Davis about the challenges of inter-generational wealth. Podcasts Christine Benz and Amy Arnott talk with Anne Lester author of "Your Best Financial Life: Save Smart Now for the Future You Want."

Financial Advice 287

Financial Advice Retirement Financial Advisor Financial Planning 287

Abnormal Returns

SEPTEMBER 27, 2023

awealthofcommonsense.com) What you need to understand about employee stock purchase plans. tonyisola.com) Leverage, not the financial kind, is the fuel to generate wealth over time. ofdollarsanddata.com) What the 'Matthew effect' tells us about wealth. marketwatch.com) Why your estate plan should include this letter.

Estate Planning 266

Estate Planning Taxes Insurance Retirement 266

Abnormal Returns

JULY 10, 2023

Podcasts Meb Faber talks with Blake Street is a Founding Partner and CIO of Warren Street Wealth Advisors. mebfaber.com) Ashby Daniels talks with Hannah Moore about "doing" financial planning. wiredplanning.com) Laurence Kotklikoff talks with David Blanchett about problems with conventional financial planning tools.

Compliance 214

Compliance Recruitment Wealth Advisor Financial Planning 214

Abnormal Returns

OCTOBER 4, 2023

Podcasts Sam Dogen talks fear with Farnoosh Torabi author of "A Healthy State of Panic: Follow Your Fears to Build Wealth, Crush Your Career, and Win at Life." humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. nextavenue.org) Don't retire from work without a plan. bestinterest.blog)

Planning 261

Planning Retirement Retirement Planning Financial Advisor 261

Abnormal Returns

APRIL 12, 2024

msn.com) StubHub is planning to go public this year. gregmankiw.blogspot.com) Wealth inequality has trickled down into the Millennial generation. (ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' vox.com) Economy Food inflation is moderating.

Food 257

Food Financial Advising Media Economy 257

Abnormal Returns

NOVEMBER 13, 2023

morningstar.com) Wealth The uber-wealthy are looking for new ways to allocate their philanthropic capital. observer.com) A Q&A with Jennifer Risher author of "We Need to Talk: A Memoir About Wealth." morningstar.com) The ins and outs of planning for unmarried couples with children. thinkadvisor.com)

Startup 227

Startup Retirement Clients Planning 227