Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. And that’s a huge win we can all settle for.

Management 80

Management Investing Investments Accounting 80

Diamond Consultants

JUNE 23, 2022

In 2021, Cetera Financial Group acquired Voya Financial Advisors. Today, it’s Advisor Group’s acquisition of American Portfolios Financial Services, the Holbrook, NY-based broker dealer with some $40B in assets under management and 850 advisors spread across 400 branches throughout the country.

Financial Services 52

Financial Services Recruitment Clients Investment Advisor 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today.

Clients 162

Clients Investing Investments Management 162

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. I’m Barry Ritholtz. It’s great to be here.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

Good Financial Cents

AUGUST 5, 2022

Public.com is the investing platform that helps people become better investors. Download Now Offer valid for U.S. Most investment advisors recommend holding your investment positions through market downturns. The second way to get advice is to hire a financial advisor. See Public.com/disclosures.

Accounting 102

Accounting Portfolio Investing Investments 102

Tucker Advisors

AUGUST 9, 2021

By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. If you’re a financial advisor, you have likely heard about the Department of Labor’s recent fiduciary rules. The word “fiduciary” refers to any advisors who must legally prioritize their clients’ interests above of their own. Download The Guide.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Sort of like a financial think tank? RITHOLTZ: Okay. NADIG: Yeah. And it goes both ways.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You turned out to be the first dual economics financial management major at Quinnipiac. You turned out to be the first dual economics financial management major at Quinnipiac.

Compliance 162

Compliance Clients Wealth Management Management 162

Cordant Wealth Partners

DECEMBER 11, 2022

Free Resources: Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Checklist; pdf download]. Looking at multiple different scenarios (by year and investment returns) you can determine the scenarios you would be better off taking the lump sum and investing it.

Planning 52

Planning Risk Tolerance Retirement Accounting 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

There are really only two key ingredients for this: Diversification across asset classes AND geographies Time in the market, NOT timing the market There are special tools at the disposal of your investment advisor, such as direct indexing strategies that utilize tax loss harvesting to defray some tax costs of gaining more geographic diversification.

Assets 59

Assets Investing Investments Marketing 59

Indigo Marketing Agency

OCTOBER 25, 2019

How can advisors prepare 5 or 10 years out to sell their firms? Listen here now, or download and subscribe on iTunes to listen on your commute! Claire Akin (CA): Thanks so much for joining me for The Marketing Podcast for Financial Advisors. It’s like Tony Robbins meets business management for financial advisors.

Clients 52

Clients Financial Advisor Planning Numbers 52

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And so Orion now has a wealth business and a tech business that work together to help financial advisors save time and effort and spend more time with their clients.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. And honestly, actually to the person who deals directly with the client, to the financial advisor themselves. RITHOLTZ: Right. And so they want something simple.

Management 222

Management Investing Investments Assets 222