Abnormal Returns

SEPTEMBER 30, 2024

kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. wealthmanagement.com) Advisers 7 more lessons from building an fee-only RIA from scratch.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

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

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? (matts-newsletter-7a3f46.beehiiv.com) Thankfully advisers lead the list.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

WiserAdvisor

JANUARY 23, 2024

The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. Annual Roth conversions can be one measure to tackle the changes.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Sara Grillo

SEPTEMBER 11, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Typically the way financial advice has been done in the past is this. It’s time for a revamp.

Planning 111

Planning Financial Advisor Taxes Retirement 111