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. Check out the list below.

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XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

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Financial Advisor Compliance Clients Marketing 112

NAIFA Advisor Today

DECEMBER 4, 2024

He was honored with NAIFA's Terry Headley Lifetime Defender Award in 2023, recognizing his significant contributions to the industry. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.

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Financial Services Financial Advisor Financial Planning Insurance 98

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. Read More.

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Financial Advisor Financial Advice Ethics Financial Planning 245

Abnormal Returns

NOVEMBER 6, 2023

papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. (riaintel.com) How to prep an RIA for sale. (fa-mag.com) kitces.com)

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Nerd's Eye View

DECEMBER 23, 2022

From gradually raising the RMD age to 75 to expanding opportunities to make Roth-style contributions, to increasing the annual limit for Qualified Charitable Distributions, this legislation will likely impact nearly all financial planning clients!

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Financial Planner Financial Planning Retirement Planning Budgeting 246

Nerd's Eye View

APRIL 12, 2024

Also in industry news this week: A recent study indicates that advisors charging clients on a monthly subscription basis hiked their fees by an average of 6% in 2023, raising the salience of how advisors can most effectively communicate fee increases to clients A survey suggests that while financial advisors are increasingly aware of Artificial Intelligence (..)

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Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

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Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How individuals can best harness their willpower to achieve their biggest goals. Read More.

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Financial Planner CFP Financial Advisor Retirement Planning 246

Sara Grillo

APRIL 11, 2023

Here are some Excel models financial advisors can use to create your Chart of Accounts. Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. I am a CFA® charterholder and I used to be a financial advisor.

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Financial Advisor Management Accounting Consulting 97

XY Planning Network

AUGUST 9, 2023

Discover cutting-edge advice-engagement tech at XYPN LIVE 2023 Each year, XYPN puts out the call for tech companies releasing the most innovative technology for financial advisors to share what they’ve been working on. Once again, they’ve answered! Here’s a hint: They blew it out of the water.

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Financial Planning Financial Advisor Clients Planning 98

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

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Financial Planning Planning Financial Planner CFP 101

AdvicePay

JANUARY 5, 2024

As we say goodbye to the transformative landscape of 2023, a year distinguished by substantial growth for both you and us, we wanted to take a moment to reflect and share some of our most valuable resources.

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Wealth Management Financial Advisor Financial Planning Management 96

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

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Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

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Financial Planner Compliance CFP Clients 246

XY Planning Network

OCTOBER 9, 2023

The Expo spotlights new and emerging FinTech companies that build innovative solutions empowering financial advisors to increase value for their clients through better advice and a better client experience, raising the financial planning bar.

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Financial Advisor Financial Planning Retirement Clients 99

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. The benefits of having a financial advisor extend far beyond your working years.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

Zoe Financial

MAY 18, 2023

5 Reasons Why You Should Hire a Financial Advisor Published May 18th, 2023 Reading Time: 3 minutes Written by: The Zoe Team Hiring a financial advisor is a big decision that can be crucial in helping you grow your wealth and achieve your goals. Here are 5 signs it might be time to hire a financial advisor.

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Financial Advisor Retirement Budgeting Wealth Accumulation 75

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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eMoney Advisor

JANUARY 20, 2023

The act introduces 92 provisions that will impact your clients and their financial plans, whether they’re in, nearing, or still years away from retirement. Act, but to also understand how your financial planning software provider is adapting to reflect these changes. Key Changes from SECURE 2.0 Act SECURE 2.0

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Financial Advisor Retirement CFP Financial Planning 89

The Chicago Financial Planner

NOVEMBER 27, 2022

The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. These have been increased to $66,000 and $73,500 for 2023. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Financial coaching focuses on providing education and mentoring on the financial transition to retirement.

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Retirement Planning Retirement Planning Financial Planner 263

The Big Picture

OCTOBER 11, 2023

You can join me, Josh Brown, Michael Batnick and Blair duQuesnay and several of our financial advisors, including Managing Partner Kris Venne, and Ritholtz Wealth’s President, Jay Tini. pic.twitter.com/l0g8Cc3OgV — Ritholtz Wealth (@RitholtzWealth) October 5, 2023 The post RWM is Coming to Charlotte!

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Financial Advisor Financial Planning Clients Management 147

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution.

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Financial Planning Taxes Planning Certified Financial Planner 52

Abnormal Returns

NOVEMBER 21, 2022

talks with Joshua Brown about the changing landscape for financial advisors. advisorpedia.com) Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. unit debt-free in 2023.

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Financial Planner Asset Allocation Recruitment Financial Advising 144

XY Planning Network

MARCH 13, 2023

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. At the annual conference, we do things differently, too.

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Financial Advice Financial Advisor Financial Advising Education 81

Zoe Financial

JANUARY 4, 2023

Zoe Wins NerdWallet’s 2023 Best-Of Awards For Best Online Financial Advisor. Published January 4th, 2023 . Zoe won NerdWalletʼs 2023 Best-Of Awards for the category of Best Online Financial Advisor for the second year in a row. Our client-centricity makes Zoe the best online financial advisor.

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Financial Advisor Wealth Management Clients Communication 52

XY Planning Network

NOVEMBER 6, 2023

Seven years ago XYPN started conducting an annual benchmarking survey of its members to provide data-backed firm journey analysis for fee-for-service financial planning firms. The survey focuses on revenue and expenses, client services, sources of clients/business, and pricing.

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Fee Only Financial Planning Planning Clients 107

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! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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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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Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

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Financial Advisor Clients Retirement Planning Financial Advice 52

Investment Writing

JULY 6, 2023

ask your readers what they’d like to learn about on your blog What is most important for the success of your investments or financial plan? What is the biggest risk to your financial success? 21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. Who should inherit your wealth?

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Financial Planner Financial Advisor Financial Planning Retirement 137

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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MainStreet Financial Planning

NOVEMBER 9, 2023

Many of our clients have used Mint and it has been a favorite of MainStreet Financial Planning for many years. As we approach the end of 2023 – now is a great time to review your budget and think through some of your financial goals for 2024 and a budgeting tool could help get back on track. year or $8.33/month.

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Budgeting CFP Financial Advisor Financial Planning 98

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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XY Planning Network

AUGUST 9, 2023

Discover cutting-edge advice-engagement tech at XYPN LIVE 2023 Each year, XYPN puts out the call for tech companies releasing the most innovative technology for financial advisors to share what they’ve been working on. Once again, they’ve answered! Here’s a hint: They blew it out of the water.

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Financial Planning Financial Advisor Clients Planning 52

Fortune Financial

SEPTEMBER 5, 2023

Navigating Record-High Credit Card Debt With a Solid Financial Plan Credit card debt has reached a record high of $1 trillion despite high borrowing costs that may continue rising, according to recent data from the Federal Reserve. Work with a Fortune Financial advisor to learn how to manage your current debt.

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Financial Planning Planning Financial Advisor Budgeting 59

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. But an insurance advisor’s responsibilities go beyond simply finding the right policy.

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