Abnormal Returns

MARCH 13, 2023

papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm? riabiz.com) Wealth management startup Masttro raised $43 million to address family offices. riaintel.com) SEC The SEC is looking for more resources to conduct adviser examinations.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

OCTOBER 10, 2022

kitces.com) Peter Lazaroff on the difference between a financial adviser and wealth manager. riabiz.com) Taxes Why RIAs love to buy accounting firms. citywireusa.com) A look at the performance of automated tax-loss harvesting strategies. thinkadvisor.com) How taxes affect sustainable withdrawal rates.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

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)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Carson Wealth

JULY 12, 2022

In financial services, you might encounter an LLM in tax or estate planning. . Broad Based Financial Planning Designations. Broad financial planning designations are different than degrees. CPA professionals often focus on auditing, tax or accounting functions. . Specialized Financial Planning Designations.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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.

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

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.'

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Abnormal Returns

NOVEMBER 21, 2022

(riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. morningstar.com) Delaying taxes in retirement isn't always the best strategy. riabiz.com) What mid-life women need from a financial adviser. thinkadvisor.com) How Notice 2022-53 has affected the tax code. unit debt-free in 2023.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

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. And I don’t think there’s anything wrong with that."

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

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) Advisers Ric Edelman, “A longer lifespan has profound implications for future planning.” (fa-mag.com)

Financial Advising 130

Financial Advising Wealth Advisor Tax Planning Financial Advice 130

Abnormal Returns

APRIL 17, 2023

ritholtz.com) Advisers Donor advised funds continue to rake in assets. investmentnews.com) Tax loss harvesting is driving demand for direct indexing. 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

Talon Wealth

SEPTEMBER 14, 2023

Consider the financial aspects of your retirement destination, such as the cost of living and taxes. Financial needs should factor heavily into your decision. Contributions to a traditional IRA come from pretax money, while those to a Roth IRA are post-tax. Consult a financial adviser to optimize your strategy.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Midstream Marketing

DECEMBER 10, 2024

Adding these tools for modern marketing to your wealth management services practice can help you automate tasks. You will have extra time to connect with clients and provide them with good financial advice. Financial advisors can use videos in different parts of financial planning.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Talon Wealth

OCTOBER 26, 2023

Consider the financial aspects of your retirement destination, such as the cost of living and taxes. Financial needs should factor heavily into your decision. Contributions to a traditional IRA come from pretax money, while those to a Roth IRA are post-tax. Consult a financial adviser to optimize your strategy.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

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

A financial advisor isn’t just a title; it’s a commitment. 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.

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

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. The advice part of being a financial adviser is the hard part. But it shouldn’t be your primary focus.

Management 278

Management Assets Portfolio Investing 278

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

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. The rule posits that 80% of outcomes stem from 20% of inputs.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Sara Grillo

APRIL 10, 2023

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management.

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

JANUARY 1, 2023

Our financial investments include: micro-lending in Indonesia (PT Bank Rakyat), life insurance across Asia (AIA Group), Brazilian and Germany equity and futures exchanges (B3 and Deutsche Boerse), global credit ratings (Moody’s), U.S. What started as a “discount brokerage” is today one of the largest wealth managers in the U.S.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

NOVEMBER 4, 2024

Podcasts Meb Faber and Wes Gray talk about how ETFs unlock tax efficiency and the launch of the Cambria Tax Aware ETF ($TAX). awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest.

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Compliance 162

Indigo Marketing Agency

JANUARY 25, 2025

Michael Kitces Reason to Follow: Deep insights into financial planning and wealth management Michael Kitces continues to dominate as a thought leader in financial planning. Whether its tax planning, practice management, or technology trends, Michael remains a go-to resource for cutting-edge knowledge.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

AdvisorPR

OCTOBER 29, 2020

As seen in Family Wealth Report. The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. Step Three – Gain Clarity on Their Specific Concerns.

Communication 52

Communication Clients Planning Financial Services 52