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Financial Advising Planning Wealth Management 
Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.
264 
Abnormal Returns
DECEMBER 16, 2024
Podcasts Josh Brown talks practical adviser marketing with Samantha Russell of FMG Suite. youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. podcasts.apple.com) Hiring Adviser hiring is not a just-in-time exercise. Then check out our weekly e-mail newsletter.
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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
JANUARY 13, 2025
(advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management. morningstar.com) Financial advisers are warming to crypto. 199A deductions. axios.com)
Wealth Management
NOVEMBER 15, 2024
Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer comprehensive services at the 2024 Nitrogen Fearless Investing Summit.
Abnormal Returns
APRIL 22, 2024
youtube.com) Larry Sprung talks with Josh Brown about his path to wealth management. mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason.
Wealth Management
OCTOBER 19, 2023
Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.
Abnormal Returns
OCTOBER 30, 2023
(podcasts.apple.com) Michael Kitces talks with Sarah-Catherine Gutierrez, founder of Aptus Financial, about operating as a flat-fee advice-only firm. kitces.com) AI How recommendation engines could work in wealth management. riaintel.com) How AI will play a role in the provision of financial advice. fa-mag.com)
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. It hasn't happened. blairbellecurve.com)
Abnormal Returns
DECEMBER 4, 2023
Ali is a corporate marketing advisor who has seen many sides of the wealth management business. podcasts.apple.com) The biz Software is eating financial advice. theirrelevantinvestor.com) The lastest in adviser fintech including new CEOs at Tifin and Nitrogen. riabiz.com) Demand for financial advice is only increasing.
Abnormal Returns
MAY 29, 2023
Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?
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.
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. thinkadvisor.com) RIAs continue to move up market.
263 
Abnormal Returns
APRIL 1, 2024
(morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. theverge.com) Generative AI search engine Perplexity is planning to start selling ads.
261 
Abnormal Returns
JANUARY 29, 2024
(wiredplanning.com) Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. kitces.com) Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning.
Abnormal Returns
APRIL 30, 2023
thebasispoint.com) First Republic ($FRC) has seen a wealth management staff exodus. financial-planning.com) ETFs Which ETFs earn the most revenue from securities lending? morningstar.com) What Morgan Stanley ($MS) has planned in the ETF space. (netinterest.co) Resolution of the First Republic ($FRC) seems near.
Abnormal Returns
DECEMBER 9, 2024
riabiz.com) Robinhood ($HOOD) is planning to provide algorithmic investment advice. barrons.com) Advisortech DPL Financial just raised another round of capital. thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown.
Abnormal Returns
JUNE 24, 2024
(downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. Why you need a plan. papers.ssrn.com) How to use Google Reviews for testimonials while being SEC compliant. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." wealthmanagement.com)
Abnormal Returns
NOVEMBER 27, 2023
Podcast Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. docs.google.com) The Smoke Show Why advisers need to keep up on changes in the technology space. kitces.com) Advisers The upside of the Dave Ramsey controversy. wsj.com) Some money discussions to have at the holidays.
Abnormal Returns
DECEMBER 23, 2024
investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Only 4 in 10 RIAs have a succession plan. riabiz.com) FINNY is using AI to help match prospects with advisers. financial-planning.com) How to reduce bias in your hiring process. riaintel.com) Annuity sales are booming.
Abnormal Returns
MARCH 13, 2023
Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. thinkadvisor.com) Practice management What really makes financial advisers happy?
Abnormal Returns
DECEMBER 26, 2022
morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. Annamaria Lusardi about the importance of financial literacy. thinkadvisor.com) Being able to move unused 529 plan funds into an IRA is a neat trick. morningstar.com) SECURE Act 2.0
241 
Abnormal Returns
JUNE 19, 2023
standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. investmentnews.com) Practice management Why now may be a time to raise fees, especially if you have been adding services over time. kitces.com) Why diverse companies are better able to thrive.
Carson Wealth
JULY 12, 2022
We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. In the financial planning profession, graduate degrees are generally listed behind a name, while undergraduate degrees tend to be omitted. .
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? financial-planning.com)
Abnormal Returns
OCTOBER 10, 2022
kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. morningstar.com) Calls are growing to increase donations from donor advised funds and private foundations. bloomberg.com) 'Financial unequal' couples face their own challenges. fa-mag.com) Risk is unavoidable.
Abnormal Returns
JANUARY 23, 2023
Podcasts Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. riabiz.com) Why advisers need a 401(k) solution for business owner clients.
Abnormal Returns
OCTOBER 3, 2022
riabiz.com) Dynasty Financial is raising additional capital to bridge it to an eventual IPO. riabiz.com) Future Proof delivered on its promise of a new type of wealth management event. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.'
130 
Talon Wealth
SEPTEMBER 14, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
Abnormal Returns
APRIL 24, 2023
investmentnews.com) Annuities are coming to a 401(k) plan near you. thisisthetop.substack.com) Advisers How should advisers dress in the new economy? kitces.com) What financial advisers want from their asset managers. thinkadvisor.com) Why personal financial literacy is unique - everyone needs it.
Abnormal Returns
DECEMBER 11, 2023
(standarddeviationspod.com) Cameron Passmore and Benjamin Felix talk with James Grubman author of "Wealth 3.0: The Future of Family Wealth Advising." rationalreminder.libsyn.com) Brendan Frazier talks client conversations with Ross Marino, founder of Transitus Wealth Partners.
Abnormal Returns
NOVEMBER 21, 2022
Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. advisorpedia.com) Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences. unit debt-free in 2023.
Abnormal Returns
DECEMBER 12, 2022
(investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. riaintel.com) Older Americans are planning to stay in the homes.
130 
Abnormal Returns
APRIL 17, 2023
(wiredplanning.com) Frazer Rice on what it takes to successfully fund and plan a career pivot. podcasts.apple.com) The biz Why Dynasty Financial Partners and MarketCounsel are investing more in compliance software provider SmartRIA. citywire.com) Mariner Wealth has ambitious expansion plans. crr.bc.edu)
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.
Abnormal Returns
MARCH 27, 2023
bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. allaboutyourbenjamins.com) Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing.
Abnormal Returns
AUGUST 7, 2023
mebfaber.com) 401(k) plans More companies are offering Roth 401(k) options. institutionalinvestor.com) The biz Affiliated Managers Group ($AMG) is in the business of buying minority RIA stakes. riaintel.com) Practice management More advisers are choosing to craft their practices around their values.
Talon Wealth
OCTOBER 26, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
Midstream Marketing
DECEMBER 10, 2024
These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Do you specialize in retirement planning for small business owners?
Midstream Marketing
OCTOBER 29, 2024
Key Highlights A strong marketing plan is key for financial advisors. This guide offers helpful tips to create a good advertising plan in the financial services area. Many people use the internet to search for and learn about financial advisors. A good advertising plan does more than just sell your services.
52 
International College of Financial Planning
AUGUST 3, 2024
The financial planning and insurance industry offers a dynamic career path with immense growth potential. In this blog, we will explore the benefits of pursuing short-term courses in the insurance planning industry and how they can help you unlock your dream job with guaranteed placements.
40 
Steve Sanduski
JANUARY 30, 2024
We also discuss the broader implications of technology and AI in financial advising and a question I’ve been asking for a couple years now: Is technology actually increasing advisor productivity by a significant amount? Maintaining a healthy balance between human interaction and automation in an advisory firm.
eMoney Advisor
DECEMBER 15, 2022
The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. The RIA model has outpaced other categories in wealth management, with 12 percent annual growth in assets observed since 2016.
International College of Financial Planning
OCTOBER 26, 2023
If the thought of enlightening others on sound financial choices resonates with you, if you’re intrigued by the world of investment management, and if building lasting relationships is your forte, then financial advisor as a career choice is the chosen one. Various profiles as a Financial Advisor?
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.
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