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Financial Advising Retirement Wealth Management 
Abnormal Returns
JANUARY 20, 2025
Podcasts The 22 financial adviser podcasts to listen to in 2025. riabiz.com) Fidelity gets called out for strong-arming an adviser to generate more fees. wsj.com) Vanguard is having to pony up for target date retirement fund debacle. wsj.com) Vanguard is having to pony up for target date retirement fund debacle.
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Wealth Management
MAY 13, 2024
How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.
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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
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.
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
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
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
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
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. kitces.com) The structured note business is growing rapidly.
264 
Abnormal Returns
DECEMBER 9, 2024
Podcasts Ashley Quamme talks with Neil Bage, co-founder of Shaping Wealth, about adviser burnout. open.spotify.com) Ben Carlson talks with Christine Benz, author of "How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement." investmentnews.com) Retirement savers need information.
Abnormal Returns
MAY 29, 2023
ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? riabiz.com) JP Morgan Chase Where First Republic Bank advisers have fled. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business. advisorperspectives.com)
Abnormal Returns
APRIL 1, 2024
morningstar.com) Finance Capital One ($COF) is going to struggle to get regulatory approval to acquire Discover Financial ($DFS). bloomberg.com) Why banks love the wealth management business. nytimes.com) When living in France is a better option in retirement. wsj.com) AI You can now use ChatGPT without a login.
261 
Abnormal Returns
DECEMBER 25, 2023
morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. morningstar.com) Wealthy couples have some tax levers to pull in retirement. linkedin.com) The biz Vestwell just raised a new $125 billion Series D.
Abnormal Returns
DECEMBER 23, 2024
(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. riabiz.com) FINNY is using AI to help match prospects with advisers. citywire.com) Retirement Retirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early.
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. investmentnews.com) The pros and cons of going solo.
263 
Abnormal Returns
JANUARY 8, 2024
(riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college. investmentnews.com) Retirement How should advisers model the future for Social Security benefits?
Abnormal Returns
JUNE 24, 2024
downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." (advisorperspectives.com) How the world of investing has changed in the past two decades.
Abnormal Returns
JULY 15, 2024
Podcasts Brendan Frazier talks with Andy Baxley about drafting a statement of financial purpose. wiredplanning.com) Daniel Crosby talks financial adviser marketing with Phil Bray, Founder and Director of The Yardstick Agency. nytimes.com) How can we know it's time to retire? vox.com)
255 
Abnormal Returns
NOVEMBER 27, 2023
kitces.com) Advisers The upside of the Dave Ramsey controversy. thinkadvisor.com) The case for managing income more closely in retirement. advisorperspectives.com) Why financial advisers should have their own financial houses in order. (kitces.com) 5 legal steps in an RIA sale or merger.
Abnormal Returns
DECEMBER 26, 2022
Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report. nytimes.com) Retirement How to optimize Social Security benefits as a widow.
241 
Abnormal Returns
MARCH 13, 2023
(standarddeviationspod.com) Retirement saving Too many people cash out their 401(k) accounts when they leave their employer. hbr.org) A lot of participants would use a retirement bridging to delay Social Security claiming. papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm?
The Big Picture
AUGUST 9, 2024
Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance.
Abnormal Returns
JUNE 19, 2023
Podcasts Daniel Crosby talks with Michael Finke about the science of a happy retirement. standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. kitces.com) Matt Reiner talks with Thomas Kopelman about authenticity and social media. kitces.com)
Carson Wealth
JULY 12, 2022
Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . CFP ® – CERTIFIED FINANCIAL PLANNER. Retirement. vii .
Abnormal Returns
OCTOBER 3, 2022
(kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. riabiz.com) Future Proof delivered on its promise of a new type of wealth management event.
130 
Abnormal Returns
MAY 22, 2023
(barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. 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. financial-planning.com)
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
OCTOBER 10, 2022
kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. riabiz.com) Fidelity, Vanguard and Alight are rolling out a service to automate the transfer of retirement accounts between employers. riabiz.com) Taxes Why RIAs love to buy accounting firms.
Abnormal Returns
NOVEMBER 20, 2023
(riabiz.com) More advisers are finding issues with the Schwab-TDA transition. investmentnews.com) Anchorage Digital now offers crypto SMAs for advisers. riaintel.com) Distributions Safely withdrawing assets in retirement requires flexibility. riaintel.com) Donor-advised funds are a great solution for many clients.
Abnormal Returns
NOVEMBER 21, 2022
riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. morningstar.com) Delaying taxes in retirement isn't always the best strategy. wsj.com) Advisers How to recruit, train and retain next generation advisers.
Abnormal Returns
APRIL 17, 2023
(riabiz.com) Practice management What to consider when adding an custodian. investmentnews.com) Why it matter whether you take client fees from taxable or retirement accounts. financial-planning.com) Why do people 'break up' with their financial advisers? It's usually not investment performance.
Abnormal Returns
DECEMBER 12, 2022
Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations. wiredplanning.com) Custom indexing Just how big can direct indexing get?
130 
Abnormal Returns
MARCH 27, 2023
(fa-mag.com) Why advisers shouldn't be shy about putting their fees on their websites. investmentnews.com) How Harold Evensky explains a bucket approach to retirement investing. wisdomtree.com) The good, bad and ugly of being a financial adviser. kitces.com) Retirees Even retirees need to have a rainy day fund.
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.
eMoney Advisor
DECEMBER 15, 2022
Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more. Financial Planner Job Growth in the Next Decade. A Wave of Retirements Expected. The Financial Planning Workforce. The Wall Street Journal.
Midstream Marketing
OCTOBER 29, 2024
Identifying Your Target Audience As a financial advisor, it’s key to know who your target audience is for good advertising. Remember, your wealth management services won’t suit everyone. Are many of them business owners, retired individuals, or younger workers aiming to build their wealth?
52 
Midstream Marketing
DECEMBER 10, 2024
Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Adding these tools for modern marketing to your wealth management services practice can help you automate tasks.
International College of Financial Planning
AUGUST 3, 2024
Comprehensive Curriculum: The course covers all key areas of financial planning, including insurance, tax planning, retirement, and estate planning, providing a well-rounded education. Benefits: Dual Focus: By covering both wealth management and insurance, this course prepares you for a wider range of career options.
40 
International College of Financial Planning
OCTOBER 26, 2023
They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Various profiles as a Financial Advisor? Where Do They Shine?
WiserAdvisor
APRIL 12, 2024
The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. For example, suppose you specialize in working with retirees.
Midstream Marketing
JANUARY 5, 2020
Especially if you are working with a firm that is already niched into the RIA industry and have those retirement planning campaigns ready to deploy in your local market with your budget. Pros – The timeline to results are much quicker, typically within the first 30 to 60 days. If you stop your ads, your traffic stops as well.
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.
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.
Sara Grillo
APRIL 10, 2023
Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. James Giles James Giles works as a Product Manager specializing in the Fintech and Crypto space.
52 
Brown Advisory
JANUARY 1, 2023
These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard).
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