XY Planning Network

MARCH 13, 2023

MIN READ “ Make Financial Advicers better, and more successful! He has a unique knack for continuously learning, compiling his knowledge, and sharing it with everyone so that financial advising is more accessible for all. In short, Michael has a unique, education-centric approach to financial advice.

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Abnormal Returns

FEBRUARY 19, 2024

downtownjoshbrown.com) How indexing has made for a better financial advice industry. billion in donor-recommended grants in 2023. (washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." advisorperspectives.com) Fidelity Charitable distributed $11.8

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The Reformed Broker

APRIL 21, 2023

This week, Michael Batnick, Ben Carlson, Ric Edelman, and Downtown Josh Brown discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!

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The Big Picture

SEPTEMBER 16, 2022

Yes, it’s locked in: September 10-13, 2023, Huntington Beach. The financial conference is dead. SAVE THE DATE: Future Proof 2023, September 10-13. How financial advisors can create a more inclusive future for the industry (Financial Planning, September 13, 2022). Long live the finance festival! ~~~.

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Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! Read More.

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Nerd's Eye View

DECEMBER 11, 2023

For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.

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Nerd's Eye View

DECEMBER 12, 2022

To keep pace with the current inflationary environment (which also comes with a new CFP Board fee for CE credits and rising staff costs), the Kitces Members Section will be implementing a concomitant $20/year increase in its annual membership fee for Premier Members in 2023, from $149/year to $169/year (the first increase in 3 years!).

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The Big Picture

MAY 9, 2024

Bad financial advice reaches naïve, impressionable consumers of social media without any guardrails or controls. A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing. 2 Sure, you can claim mainstream media is bad, but social media is worse.

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Nerd's Eye View

OCTOBER 21, 2022

Also in industry news this week: The wealth of those in the Millennial and Generation Z cohorts increased by 25% in 2021 and members of these generations are willing to pay for financial advice, according to a new study. Social Security COLA for 2023.

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Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." However, Edward McQuarrie, author of the 2023 study "Stocks for the Long Run?

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Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

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Abnormal Returns

JANUARY 16, 2023

thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. riabiz.com) Why the business of financial advice is never going out of style. thinkadvisor.com) What you need to know about inherited IRAs in 2023. financial-planning.com). (citywire.com) A CPA shortage is looming.

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Abnormal Returns

OCTOBER 17, 2022

Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. theblock.co) Conferences A list of the 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023.

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Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Check out the list below.

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Nerd's Eye View

JULY 25, 2022

All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. Those who are interested (or have a friend or family member who might be!)

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Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was down 0.1% The two-year treasury yield was essentially flat for the week.

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Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3% higher than expected.

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Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. The S&P 500 was up almost 1%. year-to-date.

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James Hendries

DECEMBER 7, 2022

If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. This research material has been prepared by LPL Financial LLC.

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James Hendries

DECEMBER 13, 2022

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. View the Digital Version.

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FMG

JANUARY 3, 2023

We hope that everyone has had a great start to 2023, and to kick the year out right we rounded up five of our top marketing articles for the week, including SEO tips, how to optimize your existing content to rank higher, using social media to build an online presence and more. . How can advisors cut through the noise in 2023?

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Media Financial Advice Engineering Clients 52

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.

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Taxes Wealth Management Tax Planning Planning 107

James Hendries

DECEMBER 12, 2022

If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues. Please contact your financial advisor with questions.

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Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. How Much Should I Expect to Pay for Financial Advice?

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Indigo Marketing Agency

AUGUST 23, 2023

Assisting them in increasing net worth as they repay debt can position advisors as allies on their financial journey. Comprehensive Financial Planning Beyond debt, millennials seek comprehensive financial advice. They need help initiating or boosting retirement plans, and saving prudently.

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Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? Was this helpful?

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Harness Wealth

MARCH 31, 2023

In this guide, we’ll explore how NFTs are taxed in the United States in 2023 and offer general tips for minimizing your NFT tax liabilities. Long-term capital gains: If you sell an NFT after more than one year of holding it, you will owe long-term capital gains, which can be anywhere from 0% to 20% for 2023. million as of 2023.

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Discipline Funds

MARCH 15, 2024

To put this in perspective, it took shelter 24 months to trough and peak from 2021 to 2023. Speaking of which, this isn’t financial advice, but I strongly urge people not to short stocks. Over this period the stock market and economy have looked very weak at times (like 2022) and very strong (like 2023).

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Zoe Financial

SEPTEMBER 25, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 25, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 3.6% for the week.

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Zoe Financial

OCTOBER 2, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA October 2, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. For the quarter it was down 3%.

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Zoe Financial

SEPTEMBER 11, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 11, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 1.3%

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Zoe Financial

APRIL 3, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 3, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 3.5%.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 27, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 27, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. The S&P 500 was up 1.4%. Nasdaq was up 1.7%. UBS acquired Credit Suisse.

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Zoe Financial

FEBRUARY 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! We believe financial advice should come from unbiased and certified professionals. Stock Market: The S&P 500 fell 0.28%. Dow Jones was also down.

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Zoe Financial

SEPTEMBER 18, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA September 18, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Nasdaq was down 0.4% for the week.

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Zoe Financial

AUGUST 28, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 28, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was up 0.8% for the week.

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Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

AUGUST 22, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA August 22, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. S&P 500 was down 2.1%

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