Wealth Management

NOVEMBER 15, 2023

Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.

Financial Planning 278

Financial Planning Planning Consulting 278

Nerd's Eye View

MARCH 10, 2025

These services may range from 'standard' offerings like retirement planning to less traditional areas like credit card consulting. Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

Clients 246

Clients Financial Advice Retirement Planning Financial Services 246

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 299

Assets Consulting Financial Planning Planning 299

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. They make plans for different products while following the rules. Choosing the right consultant is very important.

Consulting 52

Consulting Financial Market Marketing Marketing 52

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k). I generally consider this a plan for the self-employed. You need to start a retirement plan today.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

MARCH 21, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%

Financial Planner 229

Financial Planner Commission Communication Clients 229

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Wealth Management

SEPTEMBER 7, 2022

HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y.

Retirement Planning 304

Retirement Planning Consulting Retirement Planning 304

Nerd's Eye View

JULY 10, 2024

From an advisor's perspective, TCJA's impending expiration raises the importance of planning for clients who will potentially be impacted, which, given the law's broad scope, could be nearly every client. elections. Read More.

Taxes 246

Taxes Clients Planning Numbers 246

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.

Consulting 278

Consulting Financial Planning Planning Investments 278

Abnormal Returns

MARCH 31, 2025

podcasts.apple.com) Bogumil Baranowski talks family money dynamics with Emily Bouchrad, founder of Blended Families Flourishing and Bouchard Bespoke Consulting. citywire.com) Training A plan to build skills for the first-year associate adviser. riabiz.com) Schwab and Fidelity are blocking investments in third party money market ETFs.

Wealth Management 144

Wealth Management Financial Advice Portfolio Management Consulting 144

Wealth Management

DECEMBER 4, 2023

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.

Retirement 279

Retirement Retirement Planning Wealth Management Consulting 279

Wealth Management

JUNE 16, 2023

billion retirement plan consulting business. In RIA news this week, Hightower announced its 3rd billion-dollar-plus acquisition this month, while SageView picked up a $5.2

Assets 258

Assets Retirement Planning Consulting Retirement 258

Abnormal Returns

JANUARY 13, 2025

citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. (riabiz.com) The biz A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner.

Wealth Management 157

Wealth Management Financial Advising Wealth Advisor Valuation 157

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Wealth Management

APRIL 14, 2023

OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.

Retirement Planning 162

Retirement Planning Retirement Investment Advisor Planning 162

Abnormal Returns

APRIL 25, 2024

(semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. 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.

Accounting 261

Accounting Consulting Financial Advising Valuation 261

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. For 2024, the IRS has increased contribution limits: – 401(k), 403(b), and most 457 plans: You can contribute up to $23,000. Consult with a tax professional to navigate the complexities and avoid wash-sale rules.

Taxes 97

Taxes Medical Consulting Education 97

Carson Wealth

JULY 3, 2024

Set up separate plans and goals for your business and your personal finances. It helps you plan for future expenses, allocate resources efficiently and stay on track with your financial goals. Identifying these risks early and having a plan to mitigate them can save your business from significant setbacks.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Nerd's Eye View

JULY 18, 2023

Nancy is the Founder and CEO of Smarter Divorce Solutions, a consulting firm based in Phoenix, Arizona that provides financial expertise to individuals and couples (and sometimes, mediators and attorneys) going through the divorce process. Welcome back to the 342nd episode of the Financial Advisor Success Podcast !

Financial Planning 230

Financial Planning Planning Financial Advisor Financial Planner 230

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

Indigo Marketing Agency

JANUARY 28, 2025

Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come. Read Jims full story here.

Financial Advisor 52

Financial Advisor Planning Marketing Marketing 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4. Plan for retirement 5.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

The Big Picture

SEPTEMBER 28, 2022

You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Financial Plan. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc. Volatility. Interest Rates. Elections. What is in your control : 1.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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

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

Nerd's Eye View

JANUARY 13, 2025

Building on the back of our popular Advisor Technology Map and Directory, in 2025, we'll also be developing a new Advisor Services Map to make it easier to find whatever consultants, coaches, outsourcing partners, or other solutions advicers may be seeking (and like our AdvisorTech Map, will be openly available to the entire advicer community).

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 142

Planning Retirement Planning Taxes Retirement 142

Nerd's Eye View

AUGUST 8, 2022

This can be done in several ways, such as describing a 'path' (of three or fewer steps) the prospect will be guided to follow to achieve their goals, or creating a 'call to action' for what the client will need to do to get their plan in motion (e.g., scheduling a complimentary consultation or downloading a free sample financial plan).

Communication 245

Communication Consulting Clients Numbers 245

Abnormal Returns

SEPTEMBER 21, 2023

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

Startup 261

Startup Consulting Media Planning 261

Nerd's Eye View

MARCH 18, 2025

What's unique about Ali, though, is the path of how he built an advisory business by helping (high-net-worth) business owners achieve their financial goals while being true to their entrepreneurial mindset and drive (which can sometimes conflict with ‘standard' financial planning advice), which was so successful that he eventually sold his advisory (..)

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Nerd's Eye View

AUGUST 8, 2022

This can be done in several ways, such as describing a 'path' (of three or fewer steps) the prospect will be guided to follow to achieve their goals, or creating a 'call to action' for what the client will need to do to get their plan in motion (e.g., scheduling a complimentary consultation or downloading a free sample financial plan).

Marketing 241

Marketing Marketing Communication Consulting 241

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g.,

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

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. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Trade Brains

OCTOBER 28, 2024

Moreover, extensive consultations with key regulatory bodies have highlighted risks associated with digital currencies. The government plans to release a detailed policy paper by June 2024. Please consult your investment advisor before investing. The post Is India planning to ban cryptocurrencies?

Planning 105

Planning Government Consulting Banking 105

Carson Wealth

MARCH 28, 2024

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142