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Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 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!
243 
Nerd's Eye View
JANUARY 20, 2025
There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Further, because choosing 'top' podcasts is inherently subjective (e.g., Read More.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
275 
Wealth Management
JUNE 5, 2024
The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?
261 
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
288 
Wealth Management
APRIL 3, 2025
As client expectations evolve, estate planning is no longer an afterthought for financial advisors.
246 
Nerd's Eye View
APRIL 29, 2024
Financial advisors add value for their clients not only by helping them grow their wealth, but also by working with them to create a plan for how to use it. While much of this process may focus on the client's own lifetime planning needs (e.g.,
246 
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.
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.
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?).
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.
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.
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.
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!
173 
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.
Wealth Management
MARCH 27, 2023
Tuesday, April 18, 2023 | 11:00 AM ET
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.
259 
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.
278 
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.
Wealth Management
FEBRUARY 21, 2025
A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.
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.
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.
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?
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.
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.
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.
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.
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?
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!
246 
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.
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.
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.
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.
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.
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.
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.
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.
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!
242 
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.
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.
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.
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.
Midstream Marketing
NOVEMBER 6, 2024
Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. It helps advisors show their thought leadership and grow their business.
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