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NAIFA Advisor Today
NOVEMBER 15, 2024
Colin Aubin’ s path to success in financial services is rooted in a strong family foundation, an early background in competitive sports, and a commitment to community impact. Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education.
Wealth Management
MARCH 18, 2024
Especially in 401(k) plans.
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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
Nerd's Eye View
NOVEMBER 29, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial (..)
Nerd's Eye View
MARCH 10, 2025
Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.
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Wealth Management
AUGUST 21, 2023
The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.
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Nerd's Eye View
APRIL 15, 2025
based business and financial services conglomerate OneDigital to provide the financial backing and corporate connections to support PWL Capital in its next growth phase (including through acquisitions of its own with other like-minded firms in Canada). million U.S.
Wealth Management
NOVEMBER 15, 2023
Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.
Nerd's Eye View
DECEMBER 1, 2022
As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. However, as advisor technology continues to evolve, many tools have focused on helping advisors scale their financial advice to accommodate growing businesses.
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NAIFA Advisor Today
APRIL 10, 2025
Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners.
Indigo Marketing Agency
FEBRUARY 19, 2025
Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.
Nerd's Eye View
SEPTEMBER 13, 2022
Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.
NAIFA Advisor Today
DECEMBER 2, 2024
Joshua Herrington-Vickers is a dedicated financial services professional and US Air Force veteran. With a career rooted in service and a personal mission of bridging financial planning across borders, he embodies the core values of integrity, service before self, and excellence.
Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)
Nerd's Eye View
NOVEMBER 29, 2022
Read More.
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Million Dollar Round Table (MDRT)
MARCH 11, 2025
By Rachael Wing Suet Wong, CFP When I started in the financial services profession, I often struggled and failed. Out of every 10 clients I approached, only one would show interest. I was nervous whenever I met a client because it felt like I had to improvise on the spot.
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Abnormal Returns
NOVEMBER 8, 2023
(podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan. nytimes.com) How to plan for your 'no-go years' in retirement. onefrugalgirl.com) How to plan a career sabbatical. fastcompany.com) Financial services Why are banks suddenly closing client accounts?
Abnormal Returns
JANUARY 30, 2023
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. papers.ssrn.com) There's no downside for aging parents to communicating about your financial plans. bloomberg.com)
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NAIFA Advisor Today
DECEMBER 4, 2024
John Davidson is a seasoned professional in the financial services industry, having served in various roles throughout his 44-year career. A US Army veteran and former president of the NAIFA, John is also known for his dedication to mentoring the next generation of financial advisors in NAIFA's Future Leaders program.
Nerd's Eye View
APRIL 26, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.
Abnormal Returns
MARCH 15, 2023
wsj.com) Retirement Retirement planning is a moving target. humbledollar.com) Advice How to fire your financial advisor in four steps. thomaskopelman.com) The financial services industry spends A LOT on lobbying. genyplanning.com) How to compare college financial aid awards.
Indigo Marketing Agency
JANUARY 28, 2025
Every financial advisor knows the importance of a growth plan. If a financial planner doesnt build a solid plan of ROI, their clients wont have a solid financial future. Financial advisors need a solid growth marketing plan to ensure they are built to last for years and decades to come.
NAIFA Advisor Today
FEBRUARY 6, 2025
He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning. He exemplifies the core values of FSP and NAIFA.
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Abnormal Returns
FEBRUARY 13, 2023
standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. wsj.com) Direct indexing Vanguard is planning a bigger push into direct indexing. fa-mag.com) How to advise clients in the government Thrift Savings Plan.
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Nerd's Eye View
JUNE 3, 2024
This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)
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NAIFA Advisor Today
AUGUST 24, 2023
Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education.
Nerd's Eye View
AUGUST 15, 2023
Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.
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Nerd's Eye View
OCTOBER 1, 2022
From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.
Advisor Perspectives
APRIL 25, 2024
We will discuss new research by Dr. Wade Pfau, professor at The American College of Financial Services. With nearly 4.5 million Americans turning 65 in 2024, advisors are navigating four core risks that will impact their portfolios in retirement: longevity, inflation, volatility, and emotions.
Nerd's Eye View
JULY 12, 2022
In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)
Nerd's Eye View
SEPTEMBER 6, 2022
Read More.
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Nerd's Eye View
MAY 6, 2024
Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Abnormal Returns
MAY 21, 2023
awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. (bilello.blog) Strategy Why so many Americans think their house is the best investment. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?
Nerd's Eye View
OCTOBER 18, 2022
What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)
Nerd's Eye View
JUNE 7, 2024
Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)
Nerd's Eye View
DECEMBER 29, 2022
While newer advisors are faced with infinite pathways in the financial services industry, it can often be easy to focus solely on getting ahead professionally while putting aside personal interests and self-care. Read More.
Nerd's Eye View
JANUARY 24, 2023
Welcome back to the 317th episode of the Financial Advisor Success Podcast ! Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Read More.
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Nerd's Eye View
JANUARY 3, 2023
Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney.
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NAIFA Advisor Today
JANUARY 23, 2025
Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.
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Nerd's Eye View
OCTOBER 19, 2023
While there is no 'silver (or blue) bullet' for financial advisors looking to serve those who may otherwise lack access to financial services, differentiating themselves by narrowing their focus on a specific area can still be a good first step. Read More.
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Advisor Perspectives
APRIL 2, 2025
The underrepresentation of women in financial services leadership is not a reflection of their ability – it’s a symptom of an industry that hasn’t evolved quickly enough to meet the challenges of the modern world. Addressing this gap requires more than a commitment to diversity.
Nerd's Eye View
DECEMBER 6, 2023
Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.
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NAIFA Advisor Today
APRIL 20, 2023
is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, SECURE 2.0
The Chicago Financial Planner
FEBRUARY 2, 2024
Ask your financial advisor about their client base. If you are a corporate employee looking for help planning for the exercise of your stock options, you should ask the adviser about their knowledge and experience in dealing with clients like you. – Ask These 6 Questions is a post from: The Chicago Financial Planner
Nerd's Eye View
SEPTEMBER 4, 2023
Onramp Invest, the platform that aimed to solve the challenges of cryptocurrency investing for financial advisors, was acquired by Securitize, a platform specializing in blockchain-based tokenization of private market investments, suggesting that advisors' interest in recommending digital assets for their clients – already limited during previous (..)
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