Osaic Super OSJ Rolls Out Affiliation Model for Fee-Only RIAs
Wealth Management
MAY 2, 2024
Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”
Backed By Lincoln Investment, Two Longtime RIA Execs Seek to Acquire Fee-Only Firms
Wealth Management
OCTOBER 14, 2022
partners with Lincoln Investment to invest in growing fee-only RIAs. New RIA aggregator on the block, Transcend, formed by execs from Mercer and Budros, Ruhlin & Roe.,
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MAI Capital Management Acquires $1.2B Fee-Only RIA
Wealth Management
OCTOBER 7, 2024
The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018.
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How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Here are some ways to find the best fee-only financial advisor to suit your needs. What do fee-only financial advisors cost?
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$1.2B Fee-Only Firm Joins Boston-Based CW Advisors
Wealth Management
AUGUST 19, 2024
Adding the Virginia and Pennslyvania-based Agili to CW Advisors will boost the combined firm to 11 offices nationwide, with 113 employees and $10 billion in AUM.
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Thurston Springer Launches Member-Based RIA Service Network
Wealth Management
MARCH 28, 2025
John Peluso, who led the creation of Wells Fargos RIA fee-only advisor program, is spearheading Thurston Springers exchange, which includes discounts in areas such as marketing and succession planning.
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Private Advisor Group Adds $120M Charlotte Team
Wealth Management
FEBRUARY 6, 2024
Ryan Poterack shuttered his own RIA to join Private Advisor Group’s, as part of the firm’s growing cohort of fee-only advisors.
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How to Find a Fiduciary Financial Advisor
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. Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. NAPFA advisors are all fee-only financial advisors.
NAPFA Updates Membership Standards to Allow for Some Commissions
Wealth Management
JULY 5, 2023
The membership organization for fee-only advisors will now allow for a de minimis amount of commission business, as long as it's relinquished.
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$4B Wells Fargo FiNet Team Launches Independent RIA
Wealth Management
AUGUST 23, 2022
based team sought to be fee-only and escape the contraints Wells Fargo placed on investment options and services he was able to offer his clients. Tom Moran and his Naples, Fla.-based
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What’s a Fiduciary & Fee-Only Advisor?
Yardley Wealth Management
MAY 30, 2023
The post What’s a Fiduciary & Fee-Only Advisor? appeared first on Yardley Wealth Management, LLC. What’s a Fiduciary & Fee-Only Advisor? A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first.
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#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito
Nerd's Eye View
SEPTEMBER 19, 2023
In this episode, we talk in-depth about how Jessica leveraged her investment banking experience in wealth management mergers and acquisitions to build her own business where she could provide more independent M&A advice, why and how Jessica developed her flat-fee advice model for mergers and acquisitions to, similar to the evolution of fee-only (..)
#FA Success Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella
Nerd's Eye View
MAY 28, 2024
Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast !
The AI Revolution in Wealth Management: How Advisors Can Stay Ahead of the Curve
XY Planning Network
APRIL 22, 2024
Imagine a world where financial advisors can spend less time on tedious tasks and more time delivering personalized, high-value services to their clients. This world is not a distant future – it's today, and artificial intelligence (AI) is making it possible.
#FASuccess Ep 387: Merging A Fast-Growth Firm Into A Much Larger One To Get The Operations Monkeys Off Your Back, With Jenny Martella
Nerd's Eye View
MAY 28, 2024
Jenny is a Principal and Wealth Manager at Modera Wealth Management, an RIA based in Westwood, New Jersey, that oversees $12.5 billion in assets under management for approximately 4,700 client households. Welcome everyone! Welcome to the 387th episode of the Financial Advisor Success Podcast !
Genuine Advisory vs Product Selling
Truemind Capital
JANUARY 24, 2025
Many of our clientscome to us after dealing with traditional wealth management setups. The best way to avoid such a situation is to deal with fee-only SEBI RegisteredInvestment Advisors who cannot earn commissions by regulation.
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3 Things You Don’t Know About Josh
The Big Picture
SEPTEMBER 5, 2024
From “ The Relentless Bid ” comes the first explanation that resonates as to how and why the market’s character changed so much in the 2010s: “Morgan Stanley wealth management took in a massive $51.9
Adviser links: AI-assisted financial advice
Abnormal Returns
SEPTEMBER 30, 2024
wealthmanagement.com) Advisers 7 more lessons from building an fee-only RIA from scratch. thinkadvisor.com) A Q&A with Moshe Milesky author of “The Religious Roots of Longevity Sharing: The Genesis of Annuity Funds in the Scottish Enlightenment and the Path to Modern Pension Management.”
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Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!
Sara Grillo
OCTOBER 21, 2022
In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. Fee-only advisors are bound to the fiduciary standard.
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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events
Darrow Wealth Management
NOVEMBER 17, 2022
Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.
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How to Optimize Your LinkedIn Headline
Indigo Marketing Agency
APRIL 28, 2023
Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc.
#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend
Nerd's Eye View
FEBRUARY 13, 2024
What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)
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Managing Sudden Wealth
Darrow Wealth Management
JUNE 14, 2023
Engage a sudden wealth advisor and build your team Many individuals experiencing a sudden wealth event didn’t have a financial advisor before the windfall. At Darrow Wealth Management, we specialize in helping individuals manage a sudden wealth event.
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Do you want an honest opinion or flattery?
Truemind Capital
AUGUST 23, 2024
The client deals with a wealth manager from a reputed bank. In a display of confidence, he told us how he does thorough due diligence before purchasing a product and does not completely rely upon the recommendations of his wealth manager. He coaches you to manage your emotions.
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What to do After Inheriting a Retirement Account from a Parent
Darrow Wealth Management
SEPTEMBER 11, 2024
If you’re working with a fee-only financial advisor , they can help you coordinate this process. Help managing an inheritance There’s a lot to consider after inheriting an IRA from a parent and this article is only the tip of the iceberg.
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Let a million RIAs bloom
Truemind Capital
AUGUST 9, 2024
– They cannot find a reliable wealth manager who understands them and manages their investments in their best interest. – They have no time or inclination to study about personal finance and investment management. Her case of “initial inertia” is not isolated.
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Secure Your Financial Legacy
Yardley Wealth Management
JUNE 6, 2023
The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death.
What’s The Difference Between a Broker and an Advisor?
Tobias Financial
NOVEMBER 29, 2022
As you are researching your wealth management options, you will see a number of names for those who can help you invest, including brokers and advisors. Brokers and advisors both offer investment advice, provide investment options, and manage accounts. Fiduciary advisors are generally fee-only. Let’s break it down.
Worried about your future Social Security benefits? Fleshing out current concerns and common myths.
Yardley Wealth Management
OCTOBER 26, 2020
appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management October 26, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. appeared first on Yardley Wealth Management, LLC. Fleshing out current concerns and common myths.
What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle.
Yardley Wealth Management
SEPTEMBER 14, 2020
appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania (that’s in Bucks County). The post What is a SEP IRA?
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Are You Holding Too Much Cash?
Darrow Wealth Management
MARCH 17, 2025
Also, if you’re a business owner , you’ll also need more in savings.Take a look at your entire financial situation, or work with a fee-only financial advisor to determine exactly how much savings you should have. appeared first on Darrow Wealth Management.
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What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. appeared first on Darrow Wealth Management.
What Should You Do with a Cash Windfall?
Darrow Wealth Management
MAY 3, 2024
First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. appeared first on Darrow Wealth Management.
Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry
Yardley Wealth Management
JULY 7, 2020
The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.
The Importance of Talking with Your Kids about Finances When Times are Tough
Yardley Wealth Management
JULY 31, 2020
The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. The recent news on job loss is staggering.
Why We (Still) Use DFA Funds
Yardley Wealth Management
JUNE 25, 2020
The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). My name is Mike Garry, and my company is Yardley Wealth Management, LLC.
Is Financial Planning a Pandemic Necessity?
Yardley Wealth Management
JULY 10, 2020
appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management . The journalist and I discussed the tools that Yardley Wealth Management uses to help put together a financial plan for our clients. My name is Mike Garry, and my company is Yardley Wealth Management, LLC.
Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
Yardley Wealth Management
OCTOBER 7, 2020
appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Yardley, Pennsylvania (that’s in Bucks County). Here’s what you should do.
How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms. Debt Management Firms.
Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion
Darrow Wealth Management
NOVEMBER 5, 2024
Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. Nationally Recognized Wealth Advisor in Stock Compensation Kristin McKenna CFP® is a nationally recognized specialist in employee stock options and equity compensation.
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Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity
Steve Sanduski
FEBRUARY 13, 2024
Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.
Should Pre-Retirees Take a New Look at #Retirement Income?
Yardley Wealth Management
MAY 29, 2020
appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management May 21, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.
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The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now
Yardley Wealth Management
AUGUST 24, 2020
The post The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now. FINANCIAL PLANNING, INVESTMENTS.
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How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)
Indigo Marketing Agency
FEBRUARY 6, 2020
to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. Who would you recommend using Indigo Marketing Agency?
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