Wealthfront

SEPTEMBER 3, 2022

The post Our Plans to Remain an Independent Company appeared first on Wealthfront Blog. We are continuing to explore ways to work together in a partnership and UBS has given us $69.7 million in financing at a $1.4 billion valuation. I am incredibly excited about Wealthfront’s path forward […].

Planning 139

Planning Valuation 139

XY Planning Network

DECEMBER 18, 2023

As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year. Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful.

Financial Advisor 102

Financial Advisor Compliance Clients Marketing 102

Abnormal Returns

OCTOBER 15, 2023

marginalrevolution.com) What complaints Americans have about Medicare Advantage plans. abnormalreturns.com) This blog just celebrated its eighteenth anniversary. Was it worth it? disciplinefunds.com) Why getting malaria vaccines out into the world is so important. marginalrevolution.com) How caregiving affects labor supply.

Financial Advising 289

Financial Advising Media Retail Economy 289

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

A few days ago I hit the 20 year anniversary of when I first started blogging. That original blog was called Random Roger's Big Picture. Barry Ritholtz started before me, that much I know and we became blogging buddies talking every so often. Blogging led to several opportunities. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investing Investments 81

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 240

Marketing Marketing Engineering Media 240

Truemind Capital

APRIL 12, 2024

Do you know that direct plans of mutual funds offer much higher returns than regular plans, more than the difference in their expense ratio? Every mutual fund scheme has two plans to offer – Regular & Direct. Both plans have the same fund manager and the same portfolio. To know better, read it till the end.

Planning 105

Planning Commission Management Investments 105

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Retirement 246

Nerd's Eye View

AUGUST 2, 2024

Further, the court indicated that its ultimate decision is likely to favor groups opposing the regulation, which could lead to an appeal by the DoL and leave advisors waiting (potentially much longer) for a final answer on what will be required of them going forward.

Financial Planner 243

Financial Planner Financial Advice Investment Planning Retirement 243

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Nerd's Eye View

JULY 2, 2024

What's unique about Kristopher, though, is how his firm has scaled to more than a billion dollars of AUM while specializing in working with clients whose personal and financial lives touch both the United States and the United Kingdom, a niche for which there is no set 'playbook' to learn the tax, estate, and other planning expertise needed to serve (..)

Financial Advisor 200

Financial Advisor Clients Planning Wealth Management 200

Abnormal Returns

JANUARY 26, 2023

on.ft.com) How Morgan Stanley ($MS) plans to attack the ETF market. ft.com) Why blogging isn't dying. (axios.com) The downside of using special purpose vehicles. fastcompany.com) Funds Franklin Templeton ($BEN) has been on a deal making tear but it hasn't moved the needle on the stock. dariusforoux.com)

Startup 245

Startup Financial Advising Investment Advisor Insurance 245

Prosperity Coaching

OCTOBER 29, 2024

Why a Solo Retreat is Great for Annual Business Planning for Financial Advisors: Today let’s plan your biggest success as a financial advisor in all the years you have been in the business by A.Planning a solo retreat, and B.Learning strategies for income growth.

Business Planning 93

Business Planning Financial Advisor Planning Clients 93

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

AdvicePay

JANUARY 5, 2024

Beyond the pages of our report, our collective achievements reached new heights, processing over 1 million transactions and facilitating $500 million in financial planning fees through our platform.

Wealth Management 95

Wealth Management Financial Advisor Financial Planning Management 95

Nerd's Eye View

AUGUST 24, 2022

In his latest article for the Nerd’s Eye View blog, Chris Stanley, investment management attorney and Founding Principal of Beach Street Legal, laid out the statutory requirements for RIA advisory agreements and what to include in the agreement when describing the RIA’s services and fees.

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

Random Roger's Retirement Planning

OCTOBER 29, 2023

The various plans available where I live are not cheaper despite having high deductibles, so we haven’t contributed for a while. I probably wrote about this one a couple of times back in the first iteration of this blog. FAIRX is 82% invested in Florida real estate developer St.

Insurance 96

Insurance Clients Math Portfolio 96

Nerd's Eye View

FEBRUARY 26, 2024

The good and bad news of this shift has been the emergence of a near-dizzying array of growth tactics, including blogging, webinars, social media, podcasts, paid search, lead-generation services, and (of course) good old-fashioned cold-calling and networking (to name just a few!). Read More.

Marketing 245

Marketing Marketing Sales Clients 245

Abnormal Returns

DECEMBER 7, 2022

ofdollarsanddata.com) Is old-school blogging making a comeback? axios.com) Apple ($AAPL), and others, are planning to buy chips from Taiwan Semi's ($TSM) new Arizona fab. (allstarcharts.com) Why you likely can't just buy, and successfully use, some one else's trading system. techcrunch.com) Semiconductors The U.S.

Media 246

Media Financial Advising Risk Management Economy 246

Abnormal Returns

OCTOBER 23, 2023

(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning. citywire.com) A list of the top blogs for financial advisors to read.

Compliance 163

Compliance Estate Planning Financial Advice Financial Advisor 163

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Integrity Financial Planning

JULY 31, 2023

Defined-Benefit Let’s start with a defined-benefit plan. These types of plans commonly come in the form of pension plans. [1] 1] A pension plan guarantees a certain level of retirement benefit based on your salary and how many years you worked for the company. [2]

Planning 98

Planning Retirement Planning Retirement Accounting 98

Nerd's Eye View

AUGUST 29, 2022

Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!) I hope you'll participate in this year's survey.

Financial Advisor 245

Financial Advisor CFP Taxes Clients 245

Integrity Financial Planning

OCTOBER 23, 2023

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

Estate Planning 93

Estate Planning Planning Distribution Financial Planning 93

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm's actions in areas including proxy voting, cybersecurity, personal trading of the firm's employees, material nonpublic information, and the firm's business continuity plan.

Compliance 246

Compliance Clients Advertising Accounting 246

The Big Picture

JUNE 1, 2023

It may have taken half a century, but the plan worked. ( San Francisco Examiner ) • The Man Who Invented the Trillion-Dollar Coin : An Atlanta lawyer was just spitballing on a financial blog. He didn’t expect Washington to listen. (

Food 277

Food Retail Medical Banking 277

Nerd's Eye View

JANUARY 15, 2024

And because (at least from the client's perspective) it feels as though the message is being sent to them directly, an email newsletter can feel like a much more direct and personal mode of communication than other content channels such as blogs, podcasts, and videos that are openly accessible to everyone.

Clients 246

Clients Communication Financial Advisor Wealth Management 246

Nerd's Eye View

SEPTEMBER 8, 2022

As while most financial planning advice may ultimately be modeled on similar principles, the process by which a client's situation is analyzed and how the advice is delivered can be vastly different depending on the advisor’s particular areas of expertise, niche, firm size, standards of conduct, and other differentiating factors.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Wealthfront

JANUARY 25, 2024

In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor.

Planning 122

Planning Investments Investing Marketing 122

Integrity Financial Planning

NOVEMBER 7, 2023

There are many important birthdays when it comes to retirement planning. 1] But you can begin to claim at 62 if that fits into your financial plan. 1] But you can begin to claim at 62 if that fits into your financial plan. So, as you approach your retirement, it’s crucial to have a few of these in mind as key milestones.

Retirement Planning 91

Retirement Planning Retirement Planning Accounting 91

Nerd's Eye View

JANUARY 23, 2023

One way to provide such a message is to create educational content, in the form of a blog, podcast, or social media posts (or a combination of the three), on topics that are relevant to the financial lives of the types of clients the advisor is trying to reach. reposted or reshared on social media).

Marketing 246

Marketing Marketing Financial Planner Education 246

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction. Rates are more accessible than ever before.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Nerd's Eye View

APRIL 26, 2023

Second, firms are generally required to adopt and implement a set of written policies and procedures governing the firm’s actions in areas including proxy voting, cybersecurity, personal trading of the firm’s employees, material nonpublic information, and the firm’s business continuity plan.

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

SEPTEMBER 5, 2023

Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects.

Financial Advisor 245

Financial Advisor Marketing Marketing Media 245

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? The start of a new year is the perfect time to reflect, plan, and set your business up for success. Set Specific, Achievable Objectives Before diving into execution, take the time to set objectives for your marketing plan. Book 10 strategy sessions each month.

Planning 52

Planning Marketing Marketing Financial Advisor 52

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are. Photo credit: Flickr.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246

Nerd's Eye View

MARCH 11, 2024

Referrals can play a vital role in the growth of financial advisory firms since finding prospective clients via referral requires virtually no hard-dollar costs, and it takes only a fraction of the time needed for other marketing channels like social media, blogging, and seminars.

Clients 246

Clients Media Accounting Management 246