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. thinkadvisor.com) How technology is helping advisers do their real job - helping clients.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

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.”

Financial Advising 174

Financial Advising Wealth Management Portfolio Management Investment Advisor 174

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.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

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.

Certified Financial Planner 52

Certified Financial Planner Financial Advising Financial Planner Startup 52

eMoney Advisor

DECEMBER 15, 2022

The RIA model has outpaced other categories in wealth management, with 12 percent annual growth in assets observed since 2016. 5 A recent Wall Street Journal analysis showed that 14,800 SEC-registered advisors managed over $128 trillion in 2021, up from 10,500 SEC-registered advisors with $55 trillion in AUM in 2012.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

OCTOBER 26, 2023

Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Serve unique communities, perhaps educators, offering them tailored financial wisdom.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Indigo Marketing Agency

JANUARY 24, 2024

To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52