Abnormal Returns

JULY 15, 2024

Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. open.spotify.com) Envestnet Even before the deal, Fidelity and Envestnet were getting closer.

Recruitment 255

Recruitment Financial Advising Retirement Insurance 255

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

Abnormal Returns

NOVEMBER 20, 2023

(riabiz.com) More advisers are finding issues with the Schwab-TDA transition. investmentnews.com) Anchorage Digital now offers crypto SMAs for advisers. riaintel.com) Distributions Safely withdrawing assets in retirement requires flexibility. crr.bc.edu) Financial advisers are above all educators.

Financial Advising 147

Financial Advising Distribution Education Clients 147

Abnormal Returns

APRIL 24, 2023

thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. advisorperspectives.com) Some real-world insights from “More Than Money: Real-Life Stories of Financial Planning.”

Financial Advising 147

Financial Advising Consulting Financial Planning Education 147

Abnormal Returns

NOVEMBER 21, 2022

riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. wsj.com) Advisers How to recruit, train and retain next generation advisers. riabiz.com) What mid-life women need from a financial adviser.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Abnormal Returns

MARCH 27, 2023

(bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. allaboutyourbenjamins.com) Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Abnormal Returns

APRIL 17, 2023

ritholtz.com) Advisers Donor advised funds continue to rake in assets. financial-planning.com) Why do people 'break up' with their financial advisers? (wsj.com) Target date funds in 401(k) plans have created better age-appropriate allocations. It's usually not investment performance.

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Financial Advising Investing 98

Talon Wealth

SEPTEMBER 14, 2023

Speak to a financial planner for more specific details. Invest for a Comfortable Retirement When you invest your savings , the type of retirement account and assets can affect your lifestyle in retirement. Consult a financial adviser to optimize your strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

eMoney Advisor

DECEMBER 15, 2022

That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. Examining Median Pay. Kitces.com.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Talon Wealth

OCTOBER 26, 2023

Speak to a financial planner for more specific details. Invest for a Comfortable Retirement When you invest your savings , the type of retirement account and assets can affect your lifestyle in retirement. Consult a financial adviser to optimize your strategy.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

International College of Financial Planning

OCTOBER 26, 2023

Various profiles as a Financial Advisor? Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Serve unique communities, perhaps educators, offering them tailored financial wisdom.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Midstream Marketing

JANUARY 5, 2020

They’re a smaller firm – with under $50 million in assets under management – and they’re more reticent to do paid advertising as they’ve only ever relied on referrals in the past and have never done much in the way of digital marketing. Finding the Right Partner is a Balancing Act.

Financial Advisor 52

Financial Advisor Budgeting Advertising Engineering 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. The rule posits that 80% of outcomes stem from 20% of inputs.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard). Or is there a risk of default and loss?

Investing 52

Investing Investments Valuation Clients 52

Wealth Management

JUNE 20, 2024

CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.

Financial Advising 140

Financial Advising Investing Investments Assets 140

The Big Picture

NOVEMBER 15, 2022

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. You can go get some turnkey asset management program. The advice part of being a financial adviser is the hard part.

Management 278

Management Assets Portfolio Investments 278

Indigo Marketing Agency

JANUARY 25, 2025

Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning. Stacys approach has helped raise billions in assets. As a FutureProof panelist , his insights are shaping the future of financial advising.

Financial Advisor 52

Financial Advisor Education CFP Clients 52