Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 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! FINNY AI, an AI-powered prospecting tool, has raised $4.2

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 64

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 64

Nerd's Eye View

JANUARY 9, 2025

While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

Financial Advice 228

Financial Advice Asset Allocation Clients Wealth Management 228

Nerd's Eye View

AUGUST 28, 2023

For instance, TD Ameritrade rep codes that are used to organize client accounts will be converted to an 8-digit Schwab "master number", which is used for account grouping, billing, account service, and more.

Financial Advisor 246

Financial Advisor Distribution Clients Accounting 246

The Chicago Financial Planner

OCTOBER 21, 2021

Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. HSA accounts can only be used in conjunction with a high-deductible health insurance plan. How the HSA works .

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Wealth Management

APRIL 20, 2023

By not taking ESG factors into account, financial advisors may be shirking their fiduciary duty.

Fiduciary Duty 315

Fiduciary Duty Investing Investments Financial Advisor 315

Darrow Wealth Management

FEBRUARY 13, 2025

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

Fee Only 54

Fee Only Financial Advisor Financial Planner Certified Financial Planner 54

Wealth Management

SEPTEMBER 5, 2024

The acquisition of Archer will help BNY Mellon handle the infrastructure and distribution of managed accounts to financial advisors and their clients.

Retail 278

Retail Distribution Financial Advisor Accounting 278

A Wealth of Common Sense

FEBRUARY 15, 2024

Josh Brown joined me again this week to discuss questions about career advice for younger advisors, when it makes sense to hire a financial advisor for retirement, 401ks vs. brokerage accounts and how to deploy cash in the face of all-time highs in the stock market. The post When Should You Hire a Financial Advisor?

Financial Advisor 132

Financial Advisor Retirement Accounting Marketing 132

Wealth Management

DECEMBER 4, 2024

The new system will support Voya Financial Advisors with account opening, financial planning, and collaboration features.

Financial Advisor 246

Financial Advisor Financial Planning Accounting Planning 246

FMG

MARCH 3, 2025

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. Comments dont just build numbers they build trust.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

Tobias Financial

DECEMBER 15, 2024

Holding both Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER (CFP) credentials, she integrates tax knowledge with financial planning to create strategies that address current needs while considering future tax implications.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planning CFP 52

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. Key Highlights Find new ways to get better at being a financial advisor.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

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

FEBRUARY 25, 2025

Welcome to the 426th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Jennifer des Groseilliers. Read More.

Compensation Planning 147

Compensation Planning Clients Planning Wealth Advisor 147

Abnormal Returns

JUNE 12, 2024

ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. humbledollar.com) Books Some books financial advisors recommend including "Same as Ever" by Morgan Housel. whitecoatinvestor.com) Should you care if your financial advisor is owned by a PE firm?

Asset Allocation 261

Asset Allocation Financial Advisor Estate Planning Retirement 261

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? A financial advisor can help navigate the complexities of wealth management, from tax considerations to estate planning and retirement strategies. What Does a Financial Advisor Do? A financial advisor provides personalized guidance to help manage and grow your wealth.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Nerd's Eye View

JUNE 25, 2024

Welcome to the 391st episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Christopher Jones. Chris is the founder of Sparrow Wealth Management, an RIA based in Orlando, Florida, that oversees approximately $110 million in assets under management for 68 client households. Read More.

Clients 242

Clients Financial Advisor Financial Planning Planning 242

Nerd's Eye View

OCTOBER 8, 2024

Welcome to the 406th episode of the Financial Advisor Success Podcast ! Welcome everyone! My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 Read More.

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

Carson Wealth

DECEMBER 20, 2024

Give with a Donor-Advised Fund A donor-advised fund (DAF) can be a powerful financial planning tool for charitable giving that offers you some measure of control as to how and when the donation will be made. You can deposit money into the account now, receive the tax benefit, and then make the donation in your own time.

Financial Planning 111

Financial Planning Planning Estate Planning Taxes 111

Nerd's Eye View

APRIL 8, 2024

As a starting point, while financial advisors tend to have a strong client retention rate (often well above 90%), data from CEG indicate that nearly 40% of business owners surveyed said they were at least somewhat likely to switch their primary financial advisor in the next 2 years.

Financial Advisor 130

Financial Advisor Clients Estate Planning Planning 130

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Financial Advisor 246

Financial Advisor Fee Only Insurance Financial Guidance 246

Nerd's Eye View

JULY 12, 2022

Welcome back to the 289th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Kamila Elliott. Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 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 241

Financial Advisor Estate Planning Accounting Taxes 241

Nerd's Eye View

AUGUST 30, 2024

Also in industry news this week: While many pre-retirees feel unprepared for retirement, longitudinal survey data suggest most will end up living a comfortable retirement, suggesting a role for financial advisors to show them projections of what their retirement could actually look like According to a recent survey, high-net-worth individuals are largely (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

Nerd's Eye View

DECEMBER 17, 2024

Welcome to the 416th episode of the Financial Advisor Success Podcast ! Fran is the CEO of Toler Financial Group, a DBA firm under the RIA Rossby Financial, in Silver Spring, Maryland, that oversees nearly $200 million in assets under management for 280 client households. Welcome everyone!

Compliance 244

Compliance Financial Advisor Financial Advice Clients 244

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 147

Taxes Portfolio Asset Allocation Assets 147

Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households. Read More.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

Nerd's Eye View

JUNE 21, 2024

At the same time, they also overwhelmingly recognize the value of financial advisors , not only for increasing their wealth beyond what they could have achieved on their own , but also for helping them feel more prepared and less stressed about their finances!

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

WiserAdvisor

FEBRUARY 21, 2023

If you wish to learn more about financial planning for elders, consider consulting with a professional financial advisor who can guide you on the same. Read below to understand how the elderly are vulnerable to being scammed financially, and how hiring a financial advisor could help protect them from fraud.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

The Chicago Financial Planner

AUGUST 24, 2021

I’d like to tell you that the problem emanates only from financial advisors who sell product, but sadly two former presidents of NAPFA, the country’s largest organization of fee-only advisors , were been implicated in fraud cases in recent years. Review your account statements. Affinity Fraud. Elder Fraud. Stay engaged.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Nerd's Eye View

JULY 9, 2024

Welcome to the 393rd episode of the Financial Advisor Success Podcast ! Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households. Welcome everyone! My guest on today's podcast is Alex Lewis.

Financial Advisor 245

Financial Advisor Clients CFP Planning 245

Nerd's Eye View

OCTOBER 4, 2022

Welcome back to the 301st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ramit Sethi. Read More.

Clients 246

Clients Financial Advisor Education Retirement 246

Nerd's Eye View

APRIL 18, 2023

Welcome back to the 329th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Charesse Spiller. Charesse is Founder and Principal Consultant for Level Best, an operations and process strategy consulting firm based in Houston, Texas. Read More.

Consulting 246

Consulting Financial Advisor Education Accounting 246

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