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.

Taxes 263

Taxes Financial Advising Financial Advice Planning 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?

Financial Advising 278

Financial Advising Retirement Consulting Banking 278

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.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

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)

Recruitment 254

Recruitment Financial Advising Retirement Insurance 254

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.

Financial Advising 278

Financial Advising Retirement Management Sales 278

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.

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 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?

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

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 130

Wealth Management Financial Advising Retirement Planning CFP 130

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.

Financial Advising 174

Financial Advising Wealth Management Portfolio Management Investment Advisor 174

Wealth Management

MAY 13, 2024

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

Financial Advising 110

Financial Advising Investments Investing Insurance 110

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)

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

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 .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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.

Retirement Planning 111

Retirement Planning Retirement Planning Financial Advising 111

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.

Numbers 130

Numbers Wealth Management Financial Advising Retirement 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)

Estate Planning 130

Estate Planning Financial Advising Wealth Management Compliance 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.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

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.

Wealth Management 130

Wealth Management Estate Planning Financial Advising Taxes 130

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.

Financial Advising 147

Financial Advising Distribution Education Clients 147

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.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

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.

Financial Advising 147

Financial Advising Retirement Taxes Planning 147

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.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

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.

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

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?

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 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.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

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.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

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.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

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.

Insurance 40

Insurance Certified Financial Planner Planning Certification 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?

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

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.

Financial Advisor 52

Financial Advisor Budgeting Advertising Engineering 52

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.

Financial Advisor 52

Financial Advisor Clients Numbers Management 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

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?

Advertising 52

Advertising Financial Advisor Financial Services Media 52

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.

Investments 52

Investments Investing CFP Financial Advisor 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.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 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).

Investments 52

Investments Investing Valuation Clients 52

The Big Picture

NOVEMBER 15, 2022

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. My theory is post great financial crisis, mom and pop said, “You know, we’re done playing this game.”. NADIG: Yeah.

Management 279

Management Assets Portfolio Investing 279