Wealth Management

DECEMBER 27, 2024

Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.

Financial Advisor 289

Financial Advisor Management Investing Investments 289

Wealth Management

JANUARY 8, 2025

Tactical refinements for a more productive year for life insurance agents and financial advisors.

Insurance 264

Insurance Financial Advisor 264

FMG

JANUARY 23, 2025

In the competitive financial industry, staying ahead means mastering client engagement and refining marketing strategies. Marketing for financial advisors in 2025 will require a sharp focus on effective communication, personalized client experiences, and smart use of technology. Clarify your objectives.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Thats where financial advisors come in! They need to hear from you.

Communication 69

Communication Financial Advisor Marketing Marketing 69

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

APRIL 7, 2025

Welcome to the April 2025 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!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

Wealth Management

MARCH 18, 2025

Merits Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.

Wealth Management 248

Wealth Management Financial Advisor Planning Management 248

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

Nerd's Eye View

JANUARY 13, 2025

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Wealth Management

APRIL 15, 2025

These are among the investment must reads we found this week for financial advisors. Charles Schwab announced that Schwab Alternative Investments Select, for retail clients with more than $5 million in household assets.

Investing 155

Investing Investments Financial Advisor Retail 155

Steve Sanduski

JANUARY 1, 2025

In todays post, I discuss how well I executed on my 3 words from 2024 and then reveal why and how Im changing the exercise for 2025. As a result of falling short last year and having done the exercise for a decade, I decided its time to mix things up and do something different for 2025. Clearly, I still have a lot of evolving to do!

Planning 64

Planning Accounting Clients Financial Advisor 64

Indigo Marketing Agency

DECEMBER 10, 2024

Protect Your Rankings: Navigating AI Content Risks in 2025 Googles ongoing algorithm updates are changing how businesses create and share content, making it more critical than ever for financial advisors to stand out with genuine, high-quality material.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Harness Wealth

MARCH 7, 2025

Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Learn about his insights into effective communication and transparent expectations for remote teams, shared recently at the AICPA Personal Financial Planning Summit 2025. The Dirty Dozen IRS Tax Scams to Watch for in 2025 ( Isaac M.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Nerd's Eye View

SEPTEMBER 27, 2023

When it comes to advising clients on student loan issues, many financial advisors might first think about recent graduates seeking advice regarding the most effective way to pay down their balances.

Education 246

Education Financial Advisor Planning Clients 246

Indigo Marketing Agency

FEBRUARY 19, 2025

5 Proven Marketing Strategies for Financial Advisors to Boost Client Acquisition In her classic hit song Nothing Can Come Between Us, Sade was right when she sang, Its about trust. The number-one objective financial advisors must have in their online marketing efforts is to build TRUST with their audience.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. These 2025 updates provide fresh chances to protect and grow your wealth.

Taxes 60

Taxes Retirement Tax Planning Planning 60

Nerd's Eye View

JULY 10, 2024

However, most of TCJA's provisions are set to 'sunset' at the end of 2025 – an event that would have at least as much impact as TCJA's initial passage. And yet, the timing of the sunset provision at the end of 2025 means that the actual fate of TCJA will largely hinge on the uncertain outcome of the 2024 U.S.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

OCTOBER 16, 2024

For financial advisors, understanding the upcoming rule changes around AMT can help with identifying which clients might be subject to AMT starting in 2026. Households subject to AMT may also face a 'bump zone' in the phaseout range of the AMT exemption where any additional income is effectively taxed at a marginal rate of 32.5%

Taxes 246

Taxes Clients Planning Numbers 246

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. to 2025% the highest in 100+ years. For investors, this may be a time to revisit your financial plan, not to panic. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting.

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Contributions made by April 15, 2025, can be applied to your 2024 return, reducing taxable income. This moves your taxable income to the next tax year, potentially lowering your tax bill for 2025. Starting at $1,500 per year. Starting at $1,500 per year.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Tobias Financial

FEBRUARY 5, 2025

We are proud to announce that our CFO, Edgar Collado, CEPA has been named a 2025 CFO Awards finalist by the South Florida Business Journal in the Under $100 Million category! This recognition highlights Edgars leadership, strategic thinking, and commitment to driving Tobias Financial Advisors forward.

Nonprofit 52

Nonprofit Financial Advisor Accounting Management 52

The Better Letter

MARCH 18, 2025

Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. Thanks for reading.

Numbers 75

Numbers Marketing Marketing Medicine 75

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Wealth Management 246

Tobias Financial

MARCH 11, 2025

DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. This is a publication of Tobias Financial Advisors.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

Advisor Perspectives

JANUARY 15, 2025

Advisors who refine their tech stacks and focus on actionable solutions will thrive. Likewise, wealthtech companies that prioritize delivering meaningful outcomes will rise to meet the industry’s new standards.

Financial Advisor 88

Financial Advisor 88

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Harness Wealth

APRIL 15, 2025

With interest rates rising and markets cooling in 20232024, many households may find their portfolios are no longer aligned with their long-term goals, making this an ideal moment to revisit your financial strategy. The post What It Takes to Be Wealthier Than Most Americans in 2025 appeared first on Harness.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. If a financial advisor tries to tell you otherwise, be wary. Zoe Financial does not provide legal advice.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 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!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

Darrow Wealth Management

FEBRUARY 9, 2025

If you’re not working with a financial advisor , seriously consider your appetite for ongoing portfolio management, fund analysis, rebalancing, etc. As of January 31st, 2025, the dividend yield on US Aggregate bonds (AGG ETF) was 3.73% and the S&P 500 (SPY ETF) was 1.17%. versus 1.1% for US bonds (AGG). Source: J.P.

Retirement 70

Retirement Asset Allocation Taxes Portfolio 70

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Walkner Condon Financial Advisors

APRIL 8, 2025

Even in times of uncertainty, Clint Walkner, Managing Partner at Walkner Condon Financial Advisors, discusses why diversification still matters in volatile markets and how a long-term view supports smart investing.

Financial Advisor 90

Financial Advisor Marketing Marketing Management 90