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Financial Advice Investing Wealth Management 
Abnormal Returns
MARCH 31, 2025
(open.spotify.com) Robinhood What to think of Robinhood's ($HOOD) push into portfolio management. thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. wealthmanagement.com) Custody Dynasty Financial Partners has a custody agreement with Goldman Sachs ($GS).
Nerd's Eye View
APRIL 15, 2025
Welcome to the 433rd episode of the Financial Advisor Success Podcast ! Cameron is the CEO of PWL Capital, a wealth management firm based in Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5B dollars) in assets under management for 2,400 client households. Welcome everyone!
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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
Abnormal Returns
FEBRUARY 24, 2025
citywire.com) The biz Joe Duran's Rise Growth Partners made another investment. citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business. citywire.com) Your (potential) clients are looking online for financial advice. riabiz.com) Career Why career paths matter.
Wealth Management
FEBRUARY 13, 2023
After all, 300 years of investing advice has basically given the same guidance.
250 
Abnormal Returns
OCTOBER 7, 2024
(thinkadvisor.com) Creative Planning shows 'institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.' advisorservices.schwab.com) Advisers More people say they are willing to pay for financial advice. citywire.com) Advisortech AI is coming for the compliance stack.
287 
Abnormal Returns
DECEMBER 4, 2023
Ali is a corporate marketing advisor who has seen many sides of the wealth management business. standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice.
Abnormal Returns
SEPTEMBER 18, 2023
Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'
263 
Abnormal Returns
SEPTEMBER 9, 2024
(youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up?
Abnormal Returns
AUGUST 26, 2024
riabiz.com) Joe Duran's RIse Growth Partners just made its first (big) investment. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise. kitces.com) The pleasures of going from investment FOMO to JOMO. riabiz.com) How AI could be deployed in financial advice. citywire.com)
262 
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. What is a fiduciary advisor?
Abnormal Returns
OCTOBER 16, 2023
wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients. standarddeviationspod.com) M&A Are smaller RIAs at risk because of national, full-service firms?
260 
Nerd's Eye View
DECEMBER 8, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)
Nerd's Eye View
NOVEMBER 6, 2023
And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!
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.
Abnormal Returns
NOVEMBER 28, 2022
Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., wsj.com) Why Ritholtz Wealth Management hired a new President.
Abnormal Returns
JUNE 12, 2023
(etftrends.com) Robo-advice Why the SEC is scrutinizing robo advice. wsj.com) Adviser tech Pershing X has launched a new wealth management platform, Wove. riabiz.com) Canadian private equity firm Altas Partners has agreed to invest in Mercer Global Advisors. kitces.com) M&A McKinsey & Co. wsj.com)
Midstream Marketing
OCTOBER 29, 2024
Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Show your knowledge about financial services.
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
Abnormal Returns
MAY 22, 2023
(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? riabiz.com) Why Bain Capital invested in CI Private Wealth.
Zoe Financial
DECEMBER 5, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. ” Over the last year, they interviewed over 11,000 households with over $250,000 of investable assets.
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Frequently Asked Questions What Services Does a Financial Advisor Provide? Here, we focus on two such studies.
International College of Financial Planning
MAY 20, 2024
Opting for a job oriented course after graduation in wealth management can be particularly advantageous, offering a direct route into a vibrant and lucrative financial sector. Course Curriculum: The curriculum should be comprehensive, covering essential topics in demand in wealth management.
Zoe Financial
NOVEMBER 13, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only.
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.
110 
Clever Girl Finance
OCTOBER 12, 2023
Women and investing is a topic that doesn’t get mentioned often enough, but it is extremely important. Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan.
98 
Abnormal Returns
JUNE 5, 2023
Podcasts Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. peterlazaroff.com) Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. thinkadvisor.com) Fidelity Institutional’s alternative investments platform continues to garner assets.
130 
International College of Financial Planning
MAY 29, 2023
The finance industry offers many career opportunities for aspiring professionals, with wealth management being one of the most rewarding and lucrative options. An Integrated Diploma in Wealth Management can provide you with the knowledge and skills required to excel in this dynamic field.
Indigo Marketing Agency
MARCH 19, 2025
Write as if youre talking to a friend, not an investment banker. Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Stick to a single, focused message per ad.
Sara Grillo
DECEMBER 11, 2023
There are a lot of people who consider their fees low but here’s a financial advisor who claims to be charging 60-80% lower fees than the “full-service” wealth management firms who are his competition. What does low fee financial advice actually look like, from the inside? Does he actually do this?
Steve Sanduski
OCTOBER 24, 2023
Guest: Andrew Brzezinski , PhD, CFA, Head of Data Strategy, Business Intelligence and Advanced Analytics at Fidelity Investments. Resources Related to This Episode Andrew Brzezinski on LinkedIn Institutional.Fidelity.Com/advisors Fidelity’s investment solutions website for advisors & wealth management firms.
59 
WiserAdvisor
JANUARY 5, 2024
Among the multitude of distinctions, one of the most crucial ones lies in how they perceive the world of investments. The investment strategies adopted by these two income groups are remarkably unique and distinct. Their risk appetite not only reflects their financial mindset but also influences the returns on their investments.
59 
International College of Financial Planning
JULY 10, 2023
How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.
International College of Financial Planning
MAY 9, 2024
In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This not only improves responsiveness but also helps in building more robust, more personalized relationships with clients.
52 
Indigo Marketing Agency
DECEMBER 19, 2022
Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. Together with Rianka R. Joshua Brown. Peter Lazaroff.
eMoney Advisor
DECEMBER 20, 2022
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Crypto Investing Deserves Special Consideration.
62 
Zoe Financial
NOVEMBER 20, 2023
– Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.
52 
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. I am a CFA® charterholder and I used to be a financial advisor.
98 
Zoe Financial
NOVEMBER 13, 2023
– Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.
52 
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Three broad financial planning designations include: .
Darrow Wealth Management
MARCH 31, 2023
Here are some key considerations when financial planning for a divorce. Money and divorce This article solely focuses on some of the general financial planning aspects of divorce and is not personal legal, tax, accounting, or financial advice. What investments best suit your risk profile and goals?
Midstream Marketing
DECEMBER 6, 2024
Digital Landscape for RIAs Digital marketing is changing the financial services world. Clients now want financial advice online. Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. Registered Investment Advisers (RIAs) have to follow several SEC rules.
52 
Zoe Financial
NOVEMBER 27, 2023
– Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.
52 
eMoney Advisor
DECEMBER 27, 2022
One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. Thus, the financial professional has an enormous role to play in helping clients meet their needs at every level of the hierarchy. The Hierarchy of Financial Needs. Money and Maslow’s Hierarchy of Needs.
Midstream Marketing
DECEMBER 10, 2024
Once you have a solid list, separate it by what clients want or their investment goals. You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. By giving useful advice and information, you show your value and build trust with potential clients. Care deeply for others.
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