Abnormal Returns
JANUARY 13, 2025
(riabiz.com) The biz A Q&A with Dave Welling CEO of Mercer Advisors about their new equity partner. citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. riabiz.com) Advisers Clients are going to assess "success rates" from a Monte Carlo simulation differently.
Abnormal Returns
JANUARY 26, 2023
bloomberg.com) NEA is becoming a registered investment advisor. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
AUGUST 9, 2024
Named one of the 25 most influential people by Investment Advisor, his breakthrough book, “ What Investors Really Want , ” changed how we view investor motivations. Statman believes Financial Advisers should also serve their clients as “Well-Being Advisers.”
Abnormal Returns
MARCH 27, 2023
(kitces.com) The nature of financial planning is change, both good and bad. marknewfield.substack.com) A Q&A with Donna Rasile, Senior VP and Investment Advisor at FinTrust Capital Advisors, about her path through the industry. wisdomtree.com) The good, bad and ugly of being a financial adviser.
Midstream Marketing
JANUARY 19, 2025
One of the biggest challenges that most investment advisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one. A lot has changed even in the 40 years since the Investment Advisor’s Act was last amended.
Steve Sanduski
JANUARY 30, 2024
Guest: Matt Reiner , a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER , and partner at Capital Investment Advisors , a $4.3B Additionally, Matt is the managing partner of Wela Strategies , an RIA that deals with the investment needs of the mass affluent. RIA in Atlanta, Georgia.
Midstream Marketing
NOVEMBER 8, 2024
Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.
Expert insights. Personalized for you.
162 
Let's personalize your content