Wealth Management

OCTOBER 21, 2024

With NEPC, Hightower and its affiliates will represent over $1.8 trillion in assets under advisement and $258 billion in assets under management.

Consulting 119

Consulting Assets Management 119

Wealth Management

DECEMBER 3, 2024

Co-founder Doug Fritz will become executive chairman of the firm’s board and work with clients and on strategy.

Consulting 105

Consulting Clients 105

Nerd's Eye View

APRIL 18, 2023

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

Consulting 246

Consulting Financial Advisor Education Accounting 246

Wealth Management

OCTOBER 28, 2024

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Consulting 111

Consulting Management Wealth Management 111

The Big Picture

APRIL 15, 2023

He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. Be sure to check out our Masters in Business next week with Brian Hamburger, founder of MarketCounsel and Hamburger Law Firm.

Consulting 284

Consulting Compliance Assets Management 284

Abnormal Returns

DECEMBER 25, 2023

Podcasts Michael Kitces talks with Ted Jenkin who is the consultant of JTPD Partners, a firm that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. kitces.com) Broc Buckles and Peter Ciravolo talk with Peter Lazaroff, CIO of Plancorp, about his career path.

Financial Advising 290

Financial Advising Startup Commission Financial Advice 290

Abnormal Returns

JANUARY 8, 2024

Podcasts Michael Kitces talks adviser well-being with Stevyn Guinnip who is the founder of Grow Wellthy, a health and wellness consulting firm. kitces.com) Thomas Kopelman and Jacob Turner talks with Julia Gurner about the power of working with a coach.

Financial Advising 279

Financial Advising Retirement Consulting Banking 279

Wealth Management

FEBRUARY 20, 2024

Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.

Wealth Management 105

Wealth Management Consulting Management 105

Wealth Management

AUGUST 23, 2024

AI boom increases demand for expertise in compliance, cybersecurity and permissioning; Edward Jones tech milestones; and CHIPS Act-related expansion in Southwest.

Consulting 105

Consulting Compliance 105

The Reformed Broker

FEBRUARY 1, 2023

Gavin was the founder of Wealth Consulting Partners and he was one of the most well known and beloved voices in the business. Gavin Spitzner loved the wealth management industry and the industry loved him back.

Wealth Management 258

Wealth Management Consulting Management 258

The Reformed Broker

OCTOBER 3, 2022

Previous to her current position, Skyler founded a consultancy supporting public-facing economic data program, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department. Skylar Olsen joins Michael Batnick and I on a special episode of Live from The Compound!

Consulting 258

Consulting Economics Marketing Marketing 258

The Big Picture

APRIL 28, 2023

He was the founding Trustee of the Robin Hood Foundation in 1988He was also Chairman and CEO of Computer Trading Corporation, an investment and advisory firm whose largest consulting client is the Canadian Imperial Bank of Commerce (CIBC). He was a staff member of the U.S.

Investing 278

Investing Investments Commission Consulting 278

The Big Picture

APRIL 3, 2023

The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs). Its an amazing collection of charts and data. The asset value peak was $33.6 trillion (USD) in 2021; that’s down only slightly to $31.4 trillion as of the end of 2022.

Assets 312

Assets Consulting Taxes Marketing 312

Abnormal Returns

JULY 22, 2024

standarddeviationspod.com) Michael Kitces talks with Christi Van Rite who is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Podcasts Daniel Crosby talks practice management with Matt Ackermann, Chief Content Officer at Integrated Partners.

Compliance 265

Compliance Retirement Communication Consulting 265

Abnormal Returns

MARCH 17, 2024

cnn.com) The management consulting business is struggling. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. wsj.com) Nobody is happy with the state of dating apps.

Financial Advising 289

Financial Advising Commission Valuation Consulting 289

Nerd's Eye View

FEBRUARY 19, 2024

Digital hygiene, encryption security, and good staff training can all be enormous factors in the overall safety of the company, as explained by Patrick Hennessy, Schwab's Director of Business Consulting.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Nerd's Eye View

DECEMBER 19, 2023

Ted is the founder of JTPD Partners, a consulting firm based in Atlanta, Georgia, that helps financial advisors gather offers, negotiate, and ultimately sell their advisory firms. Welcome everyone! Welcome to the 364th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ted Jenkin. Read More.

Financial Advisor 244

Financial Advisor Consulting Marketing Marketing 244

Abnormal Returns

OCTOBER 28, 2024

youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. (artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. riabiz.com) Why XYPN felt they needed to launch Sapphire.

Risk Tolerance 276

Risk Tolerance Retirement Consulting Financial Planning 276

Nerd's Eye View

NOVEMBER 14, 2023

We also talk about why Eric chose to niche focus his practice because he saw firsthand from his family members who work in health care that those in the industry were being underserved and he felt that he could provide a meaningful difference in their financial lives, how Eric grew his practice by developing relationships with business consultants (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

The Big Picture

APRIL 23, 2023

He is an entrepreneur, attorney, consultant, and advocate for independent investment advisers, which is a $97 trillion industry. But now, connections are emerging. ( NPR ) Be sure to check out our Masters in Business interview this weekend with Brian Hamburger, founder of MarketCounsel and Hamburger Law Firm.

Nonprofit 310

Nonprofit Consulting Compliance Banking 310

Abnormal Returns

SEPTEMBER 21, 2023

statsignificant.com) Longreads The consulting industry is in a bit of disarray. (msn.com) Entertainment The business of Pokemon is bigger than ever. ft.com) First Las Vegas, then the world: James Dolan has big plans for the Sphere. bloomberg.com) Why we are already past peak-TV.

Startup 265

Startup Consulting Media Planning 265

The Big Picture

DECEMBER 17, 2022

Be sure to check out our Masters in Business next week with Charley Ellis, he spent over a decade at Vanguard serving as a strategy consultant and member of the Board of Directors. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 281

Management Valuation Consulting Investing 281

Nerd's Eye View

AUGUST 8, 2022

scheduling a complimentary consultation or downloading a free sample financial plan). As with any marketing investment, it is important for firms to track the results of these changes; for example, monitoring the number of website visitors during a certain period and the number of prospects who scheduled a consultation.

Communication 245

Communication Consulting Clients Numbers 245

Nerd's Eye View

AUGUST 8, 2022

scheduling a complimentary consultation or downloading a free sample financial plan). As with any marketing investment, it is important for firms to track the results of these changes; for example, monitoring the number of website visitors during a certain period and the number of prospects who scheduled a consultation.

Marketing 241

Marketing Marketing Communication Consulting 241

Mish Talk

NOVEMBER 29, 2022

Cost of Owning "Nationally, it cost $888 a month more to buy an entry-level single-family home than to rent it, according to September data from John Burns Real Estate Consulting. Image courtesy of John Burns Real Estate Consulting. The crash is in transactions, not price. The Current Housing Cycle Landscape 1-3 Year Housing Outlook.

Sales 285

Sales Economics Consulting Economy 285

Abnormal Returns

JANUARY 19, 2024

semafor.com) Michael Covel talks with Mathew Passy, a Podcast Producer/Consultant at ThePodcastConsultant.com, about the nuts and bolts of podcasting. Listening A change to Apple ($AAPL) Podcasts is upending the industry.

Consulting 203

Consulting Management 203

Abnormal Returns

AUGUST 9, 2023

newsletter.abnormalreturns.com) Mixed media Junior consultants are sitting on the beach. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. wsj.com) Does job hopping still hold a stigma? nytimes.com) Why networking is overrated. auren.substack.com)

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Nerd's Eye View

OCTOBER 11, 2022

Libby is the owner of The Efficient Advisor, a financial advisor coaching and consulting business based out of Loveland, Ohio, that’s focused on helping advisors create systems and processes for themselves so that they can run their businesses in less time and with less stress. My guest on today's podcast is Libby Greiwe.

Financial Advisor 246

Financial Advisor Clients Consulting Financial Services 246

The Big Picture

DECEMBER 2, 2023

He was previously a partner in two private equity funds, a consultant in the Paris office of Bain & Co., He is a managing member of the general partners of the American Securities Partners’ series of private equity funds and a member of the investment committee of AS Birch Grove.

Consulting 255

Consulting Retail Management Assets 255

Nerd's Eye View

APRIL 10, 2023

Hosted by Joel Bruckenstein and his team from T3 Consulting, the conference covered everything from how technology providers are continuing to expand their features and integration capabilities to how advisors can manage their own expanding tech stacks to the ever-present question of how AI tools like ChatGPT will impact the advisory industry.

Financial Advisor 242

Financial Advisor Financial Planning Planning Consulting 242

The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

Compliance 299

Compliance Wealth Management Consulting Management 299

The Big Picture

SEPTEMBER 28, 2022

You can control your Taxes , by planning your stock selling using a variety of methods that minimize what you pay (the guidelines the IRS has established is very helpful with this but you should consult a professional to do this properly).

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Calculated Risk

MAY 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in April Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were down in April compared to March. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 14.0% from a year ago.

Consulting 130

Consulting Sales 130

Calculated Risk

NOVEMBER 7, 2022

From Manheim Consulting today: Wholesale Used-Vehicle Prices See Smaller Decline in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) decreased 2.2% This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. in October from September. and is now down 10.6%

Consulting 145

Consulting Sales 145

The Big Picture

MARCH 3, 2023

At Columbia, she did consulting work for numerous institutions before joining Soros Capital Management and S.A.C. She was a Professor of Finance at Columbia Business School where her academic research led her to establish many of the investment principles she employs today. Capital Advisors. Who’s not working? Understanding the U.S.’s

Digital Media 278

Digital Media Recruitment Consulting Assets 278

Calculated Risk

NOVEMBER 7, 2024

From Manheim Consulting today: Wholesale Used-Vehicle Prices Declined in October Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted basis) were lower in October compared to September. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. a decline of 3.2%

Consulting 110

Consulting Sales 110

A Wealth of Common Sense

JUNE 25, 2024

She quit her job as a tarot reader and astrology consultant this year to day-trade, fin. . “New possibilities for people: that you don’t have to, in this day and age, work as hard. Work smarter, not harder.” ” Following the stars has worked out for Nova.

Marketing 142

Marketing Marketing Consulting 142