Abnormal Returns

FEBRUARY 19, 2024

(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. morningstar.com) The biz Creative Planning was able to retain some 60% of the United Capital assets.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age. alphaarchitect.com)

Fiduciary Duty 147

Fiduciary Duty Financial Advice Financial Planning Clients 147

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. matts-newsletter-7a3f46.beehiiv.com)

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

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

Wealth Management

SEPTEMBER 13, 2022

It's not news that financial advice will increasingly be grounded in psychology and therapy—but how an advisor builds a business around those client demands is still evolving, according to speakers at the Future Proof wealth festival.

Financial Advice 246

Financial Advice Planning Clients 246

Abnormal Returns

MAY 13, 2024

(barrons.com) Why Focus decided to merge Buckingham Strategic Wealth and The Colony Group. riabiz.com) Creative Planning is exploring its custody options. investmentnews.com) Research The problematic math of passing down generational wealth. blogs.cfainstitute.org) How life events affect retirement planning.

Math 287

Math Retirement Planning Financial Advice Retirement 287

Abnormal Returns

SEPTEMBER 9, 2024

Podcasts Michael Kitces talks financial wellness with Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Abnormal Returns

SEPTEMBER 30, 2024

Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning. kitces.com) Dan Haylett talks with George Kinder author of "The Three Domains of Freedom."

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Abnormal Returns

AUGUST 26, 2024

thinkadvisor.com) M&A Creative Planning is set up to do more, bigger deals going forward. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise. riabiz.com) State auto-IRA programs seem to drive companies to start their own plans. riabiz.com) How AI could be deployed in financial advice.

Taxes 263

Taxes Financial Advising Financial Advice Planning 263

Wealth Management

MAY 25, 2023

Signature FD's Tim Maurer describes how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.

Financial Advice 261

Financial Advice Clients Planning 261

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

OCTOBER 16, 2023

(wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. riaintel.com) How many United Capital advisers will remain at Creative Planning when all is said and done? citywire.com) RIA M&A volume has picked up of late.

Compliance 262

Compliance Financial Planner Financial Advice Investment Advisor 262

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

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. Welcome everyone!

Financial Advisor 200

Financial Advisor Clients Planning Wealth Management 200

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. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

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!

Compliance 246

Compliance Valuation Financial Advisor Clients 246

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. Some former CEOs weigh in. kindnessfp.com)

Wealth Management 147

Wealth Management Estate Planning Financial Advice Financial Planning 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. fa-mag.com) Vanguard is closing its UK financial planning unit.

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

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

Abnormal Returns

JUNE 12, 2023

(youtube.com) Daniel Crosby talks with Amy Mullen about five steps for values-based financial planning. standarddeviationspod.com) Dave Nadig and Phil Pearlman talk about the relationship between wealth and health. etftrends.com) Robo-advice Why the SEC is scrutinizing robo advice. wsj.com)

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

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. Right now, few of them use advisors regularly.

Financial Advisor 52

Financial Advisor Financial Advice Marketing Marketing 52

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

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.

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

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

OCTOBER 23, 2023

(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. riabiz.com) AI Is AI an existential threat to the business of financial advice? advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. riabiz.com) The upside of pro bono financial planning.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

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

Darrow Wealth Management

MARCH 31, 2023

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Here are some key considerations when financial planning for a divorce. Asset division is one of the major financial components of a divorce.

Financial Planning 97

Financial Planning Planning Estate Planning Assets 97

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.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

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. . Plan your income.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

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?

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. One way to assess this is to look at the value of financial advice as it stacks up to basic human needs.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

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

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. youtube.com) The biz JP Morgan Chase ($JPM) is building a unit focused on the world's wealthiest families.

Financial Advice 130

Financial Advice Financial Planning Retirement Portfolio 130

eMoney Advisor

APRIL 13, 2023

Planning Tech’s Role in the Future of Banking Overall, analysts emphasize the seamless, personalized, all-in-one experience consumers are wanting from banks. Closer Than Ever to Clients “We are incredibly bullish on the future of financial advice.” Most scenarios lean heavily on technology.

Banking 74

Banking Clients Planning Financial Planning 74

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. We believe financial advice should come from unbiased and certified professionals.

Wealth Management 40

Wealth Management Management Financial Advisor Taxes 40

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.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40