Wealth Management

AUGUST 8, 2024

Louis and Jason Diamond share a “state of the recruiting industry” report for the first half of 2024, with perspectives on what to expect for the rest of the year.

Recruitment 299

Recruitment Financial Advisor 299

Wealth Management

SEPTEMBER 5, 2024

Judges recognized 84 companies for their outstanding support of financial advisor success from among 287 finalists.

Financial Advisor 310

Financial Advisor 310

Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

CFP 246

CFP Financial Advisor 246

Wealth Management

MARCH 7, 2024

In the Advisor Transition Report’s companion podcast episode, Louis and Jason Diamond explore the key takeaways and their anticipated influence on activity during 2024 and beyond.

Financial Advisor 278

Financial Advisor 278

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor 65

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 65

Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. These are among the investment must reads we found this week for wealth advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc.

Investing 290

Investing Investments Wealth Advisor Startup 290

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 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!

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

JULY 1, 2024

Welcome to the July 2024 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!

Financial Advisor 246

Financial Advisor Clients Accounting Education 246

Nerd's Eye View

APRIL 18, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)

Financial Planner 196

Financial Planner Risk Tolerance Estate Planning Clients 196

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.

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 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!

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

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.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 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!

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 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!

Startup 246

Startup Wealth Management Clients Portfolio 246

Nerd's Eye View

FEBRUARY 18, 2025

Welcome to the 425th episode of the Financial Advisor Success Podcast ! Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households. Welcome everyone! Read More.

Financial Planning 148

Financial Planning Clients Planning Wealth Advisor 148

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 246

Retirement Planning Startup Compliance Clients 246

Nerd's Eye View

FEBRUARY 5, 2024

Welcome to the February 2024 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!

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Wealth Management

MARCH 26, 2024

Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. These are among the investment must reads we found this week for financial advisors. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream.

Investments 285

Investments Investing Financial Advisor Management 285

Indigo Marketing Agency

JULY 23, 2024

However, when it comes to the final design and layout, even the most enthusiastic financial advisors can encounter obstacles. Seals Financial Planning & Investments What does Seals do right? Big Promise and Commanding Headline Seals Financial starts with a powerful promise.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Abnormal Returns

SEPTEMBER 16, 2024

Podcasts Josh Brown and Michael Batnick talk advisor tech with fintech expert Jason Pereira. youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better.

Wealth Management 273

Wealth Management Startup CFP Retirement 273

Nerd's Eye View

JANUARY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a survey indicating that about 90% of financial advisors would switch firms based on bad technology at their current firm, and that 44% have already done so. Read More.

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Retirement 246

XY Planning Network

MARCH 3, 2025

Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. As we endure through the 2024 tax season, it is crucial to stay informed about the latest changes to ensure you file your taxes accurately and take advantage of any available deductions or credits.

Taxes 81

Taxes Fee Only Financial Advisor Marketing 81

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients. In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients.

Clients 105

Clients CFP Communication Financial Advisor 105

Nerd's Eye View

DECEMBER 18, 2023

Accordingly, just as I did last year , and in 2021 , 2020 , 2019 , 2018 , 2017 , 2016 , 2015 , and 2014 , I've compiled for you this Highlights List of our top 2 2 articles in 2023 that you might have missed , along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

Financial Advisor 246

Financial Advisor Numbers 246

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. From RIA compliance best practices to using behavioral marketing tactics to get more clients, this list is loaded with one helpful resource after another to send you into 2024.

Financial Advisor 112

Financial Advisor Compliance Clients Marketing 112

XY Planning Network

DECEMBER 2, 2024

At XYPN LIVE 2024, we celebrated 10 years of doing that—supporting fee-for-service financial advisors in launching, running, and growing the firm of their dreams. That’s 10 years of REAL support, REAL independence, and REAL financial planning.

Financial Advisor 103

Financial Advisor Financial Planning Planning Fee Only 103

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 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!

Clients 246

Clients B2B Estate Planning Planning 246

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The aim of our Midyear Outlook 2024: Eyes on the Prize is to stay focused on what matters for investors.

Investments 139

Investments Investing Economy Economics 139

FMG

JANUARY 16, 2025

Financial advisors are discovering that compliant texting platforms like MyRepChat can cut down review preparation time while improving client engagement. Here are 5 simple ways financial advisors can use texting to streamline annual reviews: 1. Quick Updates Not every client needs a full review.

Financial Advisor 52

Financial Advisor Clients Communication Marketing 52

Abnormal Returns

NOVEMBER 6, 2023

(etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. thinkadvisor.com) The 10 best financial advisor conferences to attend in 2024. kitces.com) What the new DOL rules mean for IRA rollovers. kitces.com)

Wealth Management 261

Wealth Management Retirement Planning Tax Planning Financial Advisor 261

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.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. At the same time, adoption can be expensive, with costs that can add up to $70,000 or more.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Financial Advisor 246

Nerd's Eye View

JULY 17, 2023

In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more. Read More.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

MAY 22, 2024

With these factors in mind, the Federal Trade Commission (FTC) in April of 2024 announced a final rule banning most non-competes nationwide that is expected to take effect (pending legal challenges) on September 4, 2024.

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 2024 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!

Estate Planning 130

Estate Planning Accounting Assets Clients 130