Wealth Management

JUNE 16, 2023

Proactive engagement reflects a commitment to comprehensive financial wellness, creating a meaningful and long-lasting impact on clients’ lives.

Financial Advice 300

Financial Advice Clients 300

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. 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.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

NOVEMBER 7, 2022

standarddeviationspod.com) Compliance Jason Zweig, "In 30 years of writing about the financial-advice industry, I never learned that advisers can provide less-comprehensive disclosures than stockbrokers." investmentnews.com) What Goldman Sachs' ($GS) reorganization means for wealth management and Marcus.

Compliance 279

Compliance Wealth Management Advertising Financial Advice 279

Wealth Management

NOVEMBER 3, 2023

This is a pivotal moment in this ever-changing landscape, requiring advisors to weigh the benefits against the drawbacks and make informed decisions about their future path.

Financial Advice 277

Financial Advice 277

Wealth Management

JULY 25, 2024

The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.

Financial Advice 278

Financial Advice 278

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

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. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

FEBRUARY 19, 2024

(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand. downtownjoshbrown.com) How indexing has made for a better financial advice industry.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Wealth Management

MAY 2, 2023

What would former baseball star Alex Rodriguez do with $100,000? “I I would keep it in T-bills right now.”

Financial Advice 186

Financial Advice 186

Wealth Management

FEBRUARY 13, 2023

After all, 300 years of investing advice has basically given the same guidance.

Financial Advice 209

Financial Advice Investing Investments 209

Abnormal Returns

SEPTEMBER 30, 2024

(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.” thinkadvisor.com)

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. riabiz.com) How AI could be deployed in financial advice.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

A Wealth of Common Sense

JUNE 20, 2023

You also need a deep understanding of financial market history from booms to. To be a successful investor you need to possess a number of different traits. You need to understand how math, statistics and probabilities work. You need to understand corporations and the global economy generally function over the long haul.

Financial Advice 145

Financial Advice Math Economy Financial Market 145

Abnormal Returns

JULY 29, 2024

Podcasts Josh and Michael talk with Alec Crawford, CEO of AI Risk, about the future of financial advice, how AI will be used by most advisors, and the critical role of AI cybersecurity in the financial industry (youtube.com) Michael Kitces talks with John Bowen, CEO and founder of CEG Worldwide and CEG Insights, about what makes advisory firms work.

Financial Advice 263

Financial Advice Clients Retirement Management 263

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

Abnormal Returns

MAY 13, 2024

(investmentnews.com) Research The problematic math of passing down generational wealth. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. investmentecosystem.com) Reflections on eight years of running a financial planning practice.

Math 287

Math Retirement Planning Financial Advice Retirement 287

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?

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Wealth Management

DECEMBER 5, 2023

Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.

Financial Advisor 287

Financial Advisor Financial Advice 287

Wealth Management

JULY 22, 2024

While many in the financial advice business have for years focused on retail clients, some firms are finding that pensions and foundations can pay off in a major way.

Financial Advice 256

Financial Advice Retail Clients 256

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.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

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.

Wealth Management 130

Wealth Management Startup Medical Financial Advice 130

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 (..)

Financial Planner 246

Financial Planner Numbers Clients Assets 246

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Abnormal Returns

SEPTEMBER 11, 2023

Podcasts Cameron Passmore and Benjamin Felix talk with Preet Banerjee about the value of financial advice. kitces.com) Christine Benz and Jeff Ptak talk with Cynthia Haddad, an expert on financial planning for people with disabilities and their families. investmentnews.com) Why the global wealth management is a growth business.

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 147

Wealth Management

MAY 17, 2023

Peter Stanton, CEO of Advisor Credit Exchange, explains.

Financial Advice 147

Financial Advice 147

Abnormal Returns

MARCH 6, 2023

(citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. investmentnews.com) Altruist has developed its own custody and clearing business.

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

Wealth Management

FEBRUARY 23, 2024

Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice.

Financial Advice 263

Financial Advice 263

Abnormal Returns

SEPTEMBER 9, 2024

youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. (kitces.com) Dave Zoller talks with Brian Portnoy about the essential skills of the best advisers. podcasts.apple.com) Daniel Crosby talks with Emily Blue, co-founder of Hue Partners, about the M&A process.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Abnormal Returns

DECEMBER 25, 2023

wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice. (investmentnews.com) Startup Arch wants to build a better private capital markets workflow. riabiz.com) MSCI ($MSCI) is buying Fabric Risk. blairbellecurve.com) Former Schwab ($SCHW) employees are finding a home at RIAs.

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

Wealth Management

DECEMBER 6, 2022

One technology exec argues that the human elements of financial advice will never be digitized; another says most of the job will eventually be fully automated.

Financial Advice 263

Financial Advice 263

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. So, it dispels this view that consumers don’t want human financial advice; they want to do it themselves.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Zoe Financial

NOVEMBER 21, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. We believe financial advice should come from unbiased and certified professionals.

Wealth Management 52

Wealth Management Management Financial Advisor Wealth Advisor 52

Abnormal Returns

OCTOBER 17, 2022

Podcast Barry Ritholtz talks with Thomas Rampulla, managing director of Vanguard’s Financial Advisor Services. ritholtz.com) Brendan Frazier talks with Derek Tharp about the psychology of delivering financial advice. theblock.co) Conferences A list of the 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023.

Wealth Management 130

Wealth Management Financial Advisor Communication Financial Advice 130

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?

Compliance 262

Compliance Financial Planner Financial Advice Investment Advisor 262

Nerd's Eye View

JULY 2, 2024

Welcome to the 392nd episode of the Financial Advisor Success Podcast ! Kristopher is a Founding Partner of Tanager Wealth Management, an RIA based in London, England, that oversees approximately $1.1 billion in assets under management (AUM) for 630 client households. My guest on today's podcast is Kristopher Heck.

Financial Advisor 189

Financial Advisor Clients Planning Wealth Management 189