Abnormal Returns

DECEMBER 2, 2024

(podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of Connecticut Wealth Management, about building an effective internal adviser training program. kitces.com) Thomas Kopelman and Jacob Turner talk with Daniel Crosby author of "The Soul of Wealth." kitces.com) 11 reasons prospects reach out to a financial planner.

Clients 124

Clients Wealth Management Financial Planner Startup 124

Wealth Management

OCTOBER 28, 2024

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.

Financial Planning 299

Financial Planning Financial Planner Planning 299

Wealth Management

JUNE 29, 2023

This quiz is based on actual questions from The Financial Planning Challenge.

Financial Planning 321

Financial Planning Planning 321

Wealth Management

SEPTEMBER 16, 2024

Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.

Financial Planning 281

Financial Planning Planning Accounting 281

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 256

Financial Planning Wealth Management Education Planning 256

Wealth Management

JUNE 1, 2023

Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.

Financial Planning 306

Financial Planning Planning 306

Wealth Management

FEBRUARY 8, 2024

Test your skills against those of student teams in questions from the Financial Planning Challenge.

Financial Planning 282

Financial Planning Planning 282

Wealth Management

MARCH 22, 2024

I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.

Wealth Management 220

Wealth Management Financial Planning Management Planning 220

Wealth Management

AUGUST 3, 2023

Rhys Williams discusses the increasing importance of holistic financial planning and how advisors are adapting to meet the unique needs of different generations.

Wealth Management 240

Wealth Management Financial Planning Management Clients 240

Nerd's Eye View

MARCH 15, 2023

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. stealing a client’s financial assets that are accessible online), identity theft (i.e.,

Management 246

Management Clients Wealth Management Insurance Coverage 246

Wealth Management

AUGUST 3, 2022

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Financial Planning 299

Financial Planning CFP Planning 299

Abnormal Returns

FEBRUARY 12, 2024

(riabiz.com) Does Citigroup ($C) have a path forward in wealth management? investmentnews.com) Lifetime income Americans need more help managing retirement income. morningstar.com) Talent Wealth management firms are coming to realize they have a headcount problem. riabiz.com) A closer look at the new LifeX funds.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Wealth Management

JULY 20, 2023

One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.

Wealth Management 184

Wealth Management Management Financial Planning Education 184

Abnormal Returns

JANUARY 30, 2023

Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years.

Management 241

Management Nonprofit Financial Planning Communication 241

Wealth Management

OCTOBER 18, 2023

Kevin Clark was apprehensive about entering the financial planning industry, particularly because of his introverted nature.

Financial Planning 271

Financial Planning Planning 271

Abnormal Returns

APRIL 15, 2024

He is the personal finance and management editor at Investor’s Business Daily. morningstar.com) The biz Why Dynasty Financial stands since putting plans for an IPO on ice. riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation. wsj.com) Ron Carson is out as CEO of Carson Wealth Group.

Wealth Management 262

Wealth Management Asset Allocation Retirement Financial Planning 262

Wealth Management

APRIL 8, 2024

Learn how to compete for the entire client relationship.

Financial Planning 274

Financial Planning Planning Clients 274

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 284

Financial Planning Planning Education 284

Wealth Management

OCTOBER 18, 2023

Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.

Financial Planning 267

Financial Planning Planning CFP 267

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)

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

Wealth Management

JULY 11, 2024

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup 219

Startup Tax Planning Wealth Management Medical 219

Wealth Management

JUNE 7, 2023

The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College For Financial Planning.

Wealth Management 243

Wealth Management Financial Planning Clients Planning 243

Wealth Management

NOVEMBER 15, 2023

Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.

Financial Planning 271

Financial Planning Planning Consulting 271

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. riabiz.com) Avise is a cooperative platform for advisers.

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Wealth Management

AUGUST 22, 2022

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

Financial Planning 246

Financial Planning Planning Clients 246

Abnormal Returns

NOVEMBER 6, 2023

(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Advisor 264

Wealth Management

MARCH 1, 2024

live with a disability; intergenerational planning for this population is critical. Sixty-one million people in the U.S.

Financial Planning 297

Financial Planning Planning 297

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 295

Financial Planning Planning Clients 295

Abnormal Returns

OCTOBER 28, 2024

advisorperspectives.com) Financial planning CAN change lives. (bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away. barrons.com) We all make mistakes, including advisers. signaturefd-3437664.hs-sites.com) hs-sites.com)

Risk Tolerance 275

Risk Tolerance Retirement Consulting Financial Planning 275

Wealth Management

FEBRUARY 8, 2024

Inside the college competition that gives students a taste of the challenges advisors face.

Financial Planning 297

Financial Planning Planning 297

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?

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Wealth Management

SEPTEMBER 22, 2023

With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.

Financial Planning 311

Financial Planning Planning 311

Wealth Management

APRIL 15, 2024

Does the 401(k) and workplace platform offer unique opportunities?

Financial Planning 264

Financial Planning Planning 264

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. This is the next generation of the wealth management industry, and they want to stay ahead of the curve.

Wealth Management 317

Wealth Management Financial Planning Clients Planning 317

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 243

Financial Planning Assets Management Planning 243

Wealth Management

OCTOBER 19, 2023

The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Volunteer Training at the virtual eMoney Summit.

Financial Planning 182

Financial Planning Planning 182

Nerd's Eye View

MAY 17, 2024

Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts. Read More.

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238