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.

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Consulting Assets Management 113

Steven J. Wilson

NOVEMBER 3, 2022

Customer service consulting is not a new concept, but it is one that is gaining in popularity as businesses strive to improve their customer experience (CX). The post Customer Service Consulting: The Benefits Of CX Consulting appeared first on Steven J. In order to meet. In order to meet.

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Consulting 52

Wealth Management

APRIL 29, 2023

USI adds to its retirement and investment advisory business with actuarial and benefits consultant H&H.

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Consulting Retirement Investing Investments 102

Steven J. Wilson

OCTOBER 10, 2022

You’ve likely wasted money on firms, agencies, and consultants who under-delivered if you’ve been in business for any length of time. It’s easy to get taken advantage of when you’re unfamiliar with all the options and brand consultants out there. When trying to find.

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Consulting 52

Wealth Management

FEBRUARY 21, 2024

Former Nitrogen CEO Aaron Klein has joined the advisor technology consultancy Ezra Group as an executive in residence.

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Consulting 101

Advisor Perspectives

JANUARY 3, 2024

I spotlight the unique functions, methodologies, and values that coaches and consultants bring to the professional table.

Consulting 64

Consulting 64

Steven J. Wilson

OCTOBER 14, 2022

Typical payment terms for consultants are either an hourly rate, a flat fee per project, or a combination of the two. In some cases, consultants may also receive a commission for finding new clients or completing specific tasks. The post How do consultants get paid? However, Read more. However, Read more.

Consulting 52

Consulting Commission Clients 52

Steven J. Wilson

NOVEMBER 17, 2022

Look for communications consulting firms with extensive knowledge and experience and creating business communications plans. Some communications consultants are generalists who can help from start to finish; others specialize in specific communications tools or strategies. The post Communications Consulting: Do You Actually Need A One?

Consulting 52

Consulting Communication Planning 52

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 104

Consulting Compliance 104

Advisor Perspectives

MAY 9, 2023

Any financial advisor can turn their content into a powerful SEO engine without engaging an expensive consultant.

Consulting 72

Consulting Engineering Financial Advisor 72

Wealth Management

JANUARY 9, 2024

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Consulting 112

Consulting Compliance Marketing Marketing 112

Steven J. Wilson

OCTOBER 19, 2022

SEO for consulting firms can be a bit different than other businesses. After all, clients are looking for consultants to help them with specific projects or problems, which means that your SEO strategy needs to be focused on generating leads and driving conversions.

Consulting 52

Consulting Clients 52

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

Steven J. Wilson

SEPTEMBER 9, 2022

That’s where finding the right personal branding consultant comes in. The post How Personal Branding Consultants Help You Reach Next Level appeared first on Steven J. But what if you’re not sure how to build one? With a solid personal brand, you’ll gain an advantage over […].

Consulting 52

Consulting Clients 52

Wealth Management

MARCH 9, 2023

In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses.

Consulting 104

Consulting Retirement Planning Retirement Planning 104

Steven J. Wilson

OCTOBER 17, 2022

Many organizations are now turning to innovation consultants to help them create and implement a plan that will allow them to stay ahead of the competition. The post Innovation Consulting: Need To Knows And How To Get Started appeared first on Steven J. The daily tasks and.

Consulting 52

Consulting Planning Marketing Marketing 52

Wealth Management

DECEMBER 14, 2023

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

Engineering 113

Engineering Retirement Planning Consulting Planning 113

Steven J. Wilson

OCTOBER 14, 2022

The post Customer Experience Consultants: How To Pick Or Become One appeared first on Steven J. With technology playing a more significant role in our lives, customers now expect a streamlined experience with quick and easy solutions to their problems.

Consulting 52

Consulting 52

Wealth Management

DECEMBER 10, 2022

Justin Duft, vice president of advanced planning at Commonwealth Financial Network, discusses holistic strategies for deepening client relationships.

Consulting 104

Consulting Clients Planning 104

Nationwide Financial

OCTOBER 6, 2022

This highlights why it’s an important time for plan sponsors, and the financial professionals and consultants who support them, to help workers regain their retirement confidence. Nationwide offers educational resources for financial professionals, advisors and consultants. Delayed retirements are holding employers back.

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Consulting Retirement Retirement Planning Planning 59

Abnormal Returns

APRIL 25, 2024

axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds. (bloomberg.com) Rubrik ($RBRK) is now public. cnbc.com) Venture capital has stalled in its ability to recycle capital.

Accounting 263

Accounting Consulting Financial Advising Valuation 263

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 273

Risk Tolerance Retirement Financial Planning Consulting 273

Norman Marks

SEPTEMBER 26, 2022

I had the privilege of working with Mike Jacka as a member of an IIA International Committee for many years. He’s not only smart, but funny – a great speaker if you can get him. He continues to write for the IIA’s magazine and blog. His latest is Mind of Jacka: Not Quite a Manifesto. Mike […].

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Consulting Government 88

Advisor Perspectives

FEBRUARY 7, 2024

To successfully navigate the minefield of acquisitions and consolidations, advisory clients should consider the cultural integration of an acquired firm and pay meticulous attention to the motives of the acquiring organization.

Consulting 40

Consulting Clients 40

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.

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Consulting Financial Advisor Education Accounting 246

Wealth Management

JANUARY 31, 2023

On social media and at industry gatherings, Spitzner was open and transparent about his acute myeloid leukemia diagnosis.

Consulting 99

Consulting Media 99

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 108

Consulting Sales 108

Wealth Management

OCTOBER 29, 2024

Financial Planning and Information Services represents Hightower’s fifth investment this year and follows news last week that it will take a majority stake in NEPC, an institutional consulting firm.

Financial Planning 110

Financial Planning Consulting Planning Investing 110

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 263

Compliance Retirement Communication Consulting 263

Wealth Management

OCTOBER 24, 2024

Petso Financial Consultants represents Modern Wealth's first office West of Kansas City, bringing the its total AUM to over $6 billion.

Financial Consultant 111

Financial Consultant Consulting 111

The Reformed Broker

AUGUST 29, 2022

You’d be amazed at how many financial advisors, insurance brokers acting as financial advisors, financial planners, wirehouse wealth managers, financial consultants and other assorted intermediaries in this business could not for the life of them look at this chart and give you a straight answer.

Financial Planner 331

Financial Planner Financial Consultant Wealth Management Financial Advisor 331

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 278

Consulting Compliance Assets Management 278

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 276

Financial Advising Retirement Consulting Banking 276

Wealth Management

JANUARY 25, 2023

Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals.

Assets 118

Assets Consulting Financial Planning Planning 118

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

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 287

Financial Advising Startup Financial Advice Commission 287

Wealth Management

SEPTEMBER 27, 2024

Listen as Marissa Herr, Head of Technology Consulting at Fidelity Investments, share insights on her firm’s dedication to enhancing the client experience.

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Wealth Management Management Consulting Clients 105