Wealth Management

APRIL 3, 2025

As client expectations evolve, estate planning is no longer an afterthought for financial advisors.

Estate Planning 223

Estate Planning Clients Planning Financial Advisor 223

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Nerd's Eye View

AUGUST 7, 2024

Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.

Estate Planning 246

Estate Planning Taxes Assets Planning 246

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Nerd's Eye View

FEBRUARY 14, 2025

advanced tax and estate planning) and ensure that both members of client couples remain engaged in the planning process (to encourage a surviving partner to stay with the firm in case of a death of their spouse) could have more durable client satisfaction and, ultimately, higher client retention rates.

Financial Planner 209

Financial Planner Financial Advice Estate Planning Clients 209

Abnormal Returns

NOVEMBER 11, 2024

(podcasts.apple.com) Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module.

Wealth Management 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 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!

Estate Planning 174

Estate Planning Portfolio Management Communication Planning 174

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Wealth Management

MARCH 27, 2023

Tuesday, April 18, 2023 | 11:00 AM ET

Estate Planning 203

Estate Planning Financial Advisor Planning 203

Wealth Management

JANUARY 8, 2025

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Estate Planning 259

Estate Planning Banking Financial Advisor Clients 259

Carson Wealth

DECEMBER 31, 2024

Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.

Estate Planning 52

Estate Planning Planning Taxes Distribution 52

Wealth Management

MAY 16, 2023

Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.

Estate Planning 278

Estate Planning Financial Advisor Planning 278

Wealth Management

FEBRUARY 21, 2025

A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.

Planning 241

Planning Estate Planning Financial Advisor Taxes 241

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

Abnormal Returns

APRIL 10, 2024

(morningstar.com) Dan Haylett talks with Eric Brotman, who is the founder and CEO of BFG Financial Advisors, about retirement as 'graduation.' humansvsretirement.com) Estate planning Why you should update your estate plans periodically. wsj.com) Retirement Some reasons to go back to work after retiring.

Estate Planning 262

Estate Planning Retirement Planning Retirement Taxes 262

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Million Dollar Round Table (MDRT)

MARCH 30, 2025

By Bryce Sanders As a financial advisor, you may encounter estate planning roadblocks with clients. Or they might say, My estate is not large enough to create estate tax issues. What might their estate look like if they lived several more decades? Everything I have will go to my spouse and vice versa.

Estate Planning 52

Estate Planning Clients Planning Financial Advisor 52

FMG

MARCH 6, 2025

Financial Advisor Websites and the Changing SEO Landscape Staying visible online is more challenging than ever, especially for financial advisor websites. AI-powered search, social media algorithms, and Answer Engine Optimization (AEO) are transforming how potential clients find financial advisors.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

Abnormal Returns

JUNE 12, 2024

ritholtz.com) Katie Gatti Tassin talks with Katy Song of Domain Money about how to break up with your financial advisor. wsj.com) Divorce Divorce has long-standing financial ramifications. substack.com) Estate planning for blended families is tricky. marketwatch.com) AI is coming to home construction.

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Carson Wealth

DECEMBER 20, 2024

Give Through Your Estate Plan When people sit down to work out their estate plan, I often start the conversation with a tongue-in-cheek question. An irrevocable trust can be a great estate planning technique that helps you avoid tax losses when the money is passed on and take a tax benefit now. government.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Zoe Financial

MARCH 21, 2025

What Do Financial Advisors Do? Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. What Does a Financial Advisor Do?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Midstream Marketing

OCTOBER 30, 2024

Key Highlights A referral program helps financial advisors grow their businesses. Introduction In the busy area of financial advisory services, getting new clients is important for success. Old marketing methods still have their place, but referral marketing is a better option for financial advisors today.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

DECEMBER 28, 2024

Key Highlights Are you a financial advisor and a business owner looking to stand out? In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors. In this blog, we will look into Guerrilla Marketing, paying special attention to financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

OCTOBER 31, 2023

Welcome back to the 357th episode of the Financial Advisor Success Podcast ! Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson. Read More.

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

JANUARY 31, 2024

Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges.

Financial Advisor 246

Financial Advisor Estate Planning Nonprofit Financial Planner 246

Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client. Read More.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

Nerd's Eye View

AUGUST 16, 2022

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

AUGUST 16, 2022

Welcome back to the 294th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Neel Shah.

Financial Advisor 246

Financial Advisor Clients Estate Planning Planning 246

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 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!

Estate Planning 242

Estate Planning Financial Advisor Clients Planning 242

Nerd's Eye View

APRIL 8, 2024

As a starting point, while financial advisors tend to have a strong client retention rate (often well above 90%), data from CEG indicate that nearly 40% of business owners surveyed said they were at least somewhat likely to switch their primary financial advisor in the next 2 years.

Financial Advisor 130

Financial Advisor Clients Estate Planning Planning 130

Nerd's Eye View

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Anh Tran. 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. Read More.

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

JUNE 21, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey.

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Indigo Marketing Agency

MARCH 5, 2025

Seminar Marketing for Financial Advisors Guide to Seminar Marketing for Financial Advisors: Generate Endless High-Quality Leads Theres a reason some of the most successful and fast-growing financial advisor businesses spend a great deal of their marketing efforts promoting and hosting seminars.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. and inflation levels not seen in several decades.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245