Financial Advisor Related Topics 
Nerd's Eye View
JANUARY 20, 2025
There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. those who are in the business of selling their financial advice as opposed to financial products).
Nerd's Eye View
JANUARY 23, 2025
However, as the public’s understanding of AI has developed, the common consensus has largely shifted to the understanding that while processes may change, the expertise and human connection offered by specialists like financial advisors will be hard to replace.
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Nerd's Eye View
MARCH 17, 2025
And with the advent of AI in particular, questions have emerged about whether technology will replace many human jobs, including financial advisors. Either way, the landscape of AI in advisor technology continues to evolve fast. Yet now, two years later, AI has not driven a mass wave of unemployment.
Wealth Management
OCTOBER 9, 2023
This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
Professional money management has always seemed to be for a niche group of people when in actuality, almost everyone can benefit from this with the help of the right financial advisor. To do this, we must meet everyone at their level of financial literacy and help them to make the best-informed decision for their financial state.
Nerd's Eye View
OCTOBER 31, 2024
For many years, the traditional career track for financial advisors has been an 'eat what you kill' model – where advisors must independently find, convert, and manage their own clients. As such, it isn't uncommon for an advisor's first few years to be characterized by long hours, high rejection rates, and low pay.
Wealth Management
APRIL 11, 2024
JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
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