Nerd's Eye View

APRIL 3, 2023

million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)

Estate Planning 212

Estate Planning Financial Planning Wealth Management Clients 212

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Nerd's Eye View

OCTOBER 18, 2022

equivalent of nearly $60 million in assets under management for 115 client households. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S.

Financial Planning 130

Financial Planning Planning Management Investing 130

Nerd's Eye View

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran.

Estate Planning 243

Estate Planning Financial Advisor Financial Services Clients 243

Carson Wealth

DECEMBER 13, 2022

RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. What Do Wealth Managers Do? Wealth management is also a phrase used to describe the process of choosing a client’s investment portfolio. The Similarities.

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Nerd's Eye View

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Financial Planning 198

Financial Planning Planning Estate Planning Clients 198

Nerd's Eye View

SEPTEMBER 3, 2024

Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and advises on an additional $5 billion in retirement plan assets.

Financial Planning 130

Financial Planning Planning Retirement Planning Financial Advisor 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Freeman is the Co-Founder of La Crosse Financial Planning, an RIA based in La Crosse, Wisconsin, that oversees nearly $50 million in assets under management (AUM) for 73 client households. My guest on today's podcast is Freeman Linde. Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JULY 25, 2022

And in the coming month, we’ll be rolling out our newest course on “How To Spot Planning Opportunities when Reviewing Estate Planning Documents” Because, the reality is, while we may learn about tax and estate planning in our CFP classes, there’s remarkably little to show us as advisors how best to navigate the reams of tax (..)

Education 198

Education Financial Planning Estate Planning CFP 198

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Neel is the Founder of Shah Total Planning, which itself is a combination of Beacon Wealth Solutions (an independent RIA) and Shah & Associates (a law firm) in Monroe Township, New Jersey, and oversees $57 million in assets under management for 50 client households.

Financial Advisor 245

Financial Advisor Clients Estate Planning Planning 245

Nationwide Financial

MARCH 6, 2023

While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Life insurance or mutual funds may be suitable investments to informally fund the plan. Funding certain types of trusts may be more attractive as interest rates rise.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Harness Wealth

FEBRUARY 13, 2023

Aside from actual tax returns, a tax advisor can help you make tax advantaged decisions in key areas like retirement, estate planning, investment management, charitable giving, and small business planning.

Taxes 52

Taxes Tax Planning Planning Accounting 52

Midstream Marketing

NOVEMBER 5, 2024

Think about which parts of financial planning you like best. Is it retirement planning, investment management, or estate planning? For instance, if you are working with entrepreneurs, your financial advice should cover business planning, succession strategies, and smart investment ideas for saving on taxes.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

Brown Advisory

MARCH 1, 2019

Thus, we build our relationships with entrepreneurs on a simple principle: We seek to deliver results without requiring them to shift focus from their business. Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

Thus, we build our relationships with entrepreneurs on a simple principle: We seek to deliver results without requiring them to shift focus from their business. Managing Assets, Preserving Time. Business founders may find it odd—or even superstitiously dangerous!—to Build / Grow. Post-Liquidity.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Education 52

The Big Picture

OCTOBER 19, 2022

You’re listening to Masters in Business on Bloomberg Radio. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. THOMAS RAMPULLA, MANAGING DIRECTOR, FINANCIAL ADVISOR SERVICES DIVISION, VANGUARD: Thanks, Barry. And it was just really fun to build that business.

Clients 280

Clients Financial Advisor Taxes Investing 280