Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise. riabiz.com) How AI could be deployed in financial advice. investmentnews.com) The pros and cons of going solo.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

Abnormal Returns

DECEMBER 25, 2023

morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. riabiz.com) When should you hire?

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

Abnormal Returns

JANUARY 15, 2024

(riabiz.com) Why women are still struggling to make progress in the world of financial advice. riabiz.com) Avise is a cooperative platform for advisers. citywire.com) Taxes There simply aren't enough tax preparers to go around. citywire.com) Taxes There simply aren't enough tax preparers to go around.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wsj.com) Advisers How to speak to clients in a way that they understand.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

APRIL 1, 2024

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Abnormal Returns

JANUARY 16, 2023

thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. riabiz.com) Why the business of financial advice is never going out of style. citywire.com) A CPA shortage is looming.

Financial Advising 130

Financial Advising Wealth Advisor Tax Planning Financial Advice 130

Carson Wealth

JULY 12, 2022

The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . In financial services, you might encounter an LLM in tax or estate planning. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98