Advisor Websites

NOVEMBER 10, 2022

Landing clients as a financial advisor is no easy feat in today’s world. Self-serve platforms and robo-advisors are growing rapidly , lu ring potential customers away. Meanwhile, the number of registered investment advisors (RIAs) continues to increase while the percentage of Americans who work with an advisor has begun to decline.

Financial Advisor 98

Financial Advisor Investment Advisor Numbers Clients 98

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended.

Accounting 52

Accounting Numbers Medical Taxes 52

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Combine these elements with your own critical faculty — to weed out the usual spam and bs — and it could feel like the only place online that really mattered.

Banking 163

Banking Math Distribution Investment Advisor 163

Nerd's Eye View

JULY 8, 2024

Our major focus this year has been on supporting the growing number of multi-advisor firms buying Group and Enterprise subscriptions … and then needing to manage all of their Kitces Group members! Along with the expanded CE offerings, we've also been reinvesting heavily into making the Kitces platform easier to use.

Ethics 170

Ethics Education Financial Advice Taxes 170

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88

Taxes 104

Taxes Investment Advisor Numbers Investing 104

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.” Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

AUGUST 7, 2023

.” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

JANUARY 8, 2024

Giving an incorrect account number can delay your refund even further. Last week’s riddle: Victor is assigned to paint suite numbers on doors at an office building with 100 suites, which will be numbered from 1 to 100. How many times will he have to paint the number 8? a Registered Investment Advisor.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Last week’s riddle: What 3 numbers can you add together and get the same result as when you multiply them? All 3 numbers are whole and positive, and none are double-digit.) Answer: 1, 2, and 3. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. What is the smallest number of people that could appear in the photo? a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Tip adapted from Cleveland Clinic 7 What 3 numbers can you add together and get the same result as when you multiply them? FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Take a debit or credit card number over the phone. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Economics Taxes 105

WiserAdvisor

MARCH 16, 2023

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The Securities and Exchange Commission’s (SEC) website is also beneficial in gathering details on investment advisors and firms.

License 80

License Financial Advisor Investment Advisor Certification 80

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 16, 2024

That number was higher than the 3.2 FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 111

Marketing Marketing Taxes Economics 111

Advisor Perspectives

DECEMBER 1, 2023

Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined.

Investment Advisor 52

Investment Advisor Numbers Economics Investing 52

Cornerstone Financial Advisory

MARCH 25, 2024

Tip adapted from Healthline.com 7 Which positive whole number can you add 1.5 FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

They both won the same number of games, yet none of the games they played ended in a draw. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 104

Marketing Marketing Taxes Economics 104

BlueMind

NOVEMBER 24, 2022

Registered Investment Advisors versus Broker-Dealers The bigger the wealth, the more complicated it is to manage it. Over the recent years, these clients are more inclined to prefer registered investment advisors (RIA) over broker-dealers to manage their affluence, and understandably so.

Clients 98

Clients Insurance Financial Advisor Assets 98

XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms).

Management 52

Management Investing Investments Compliance 52

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Instead of counting just the number of calories, you count the macronutrients, including proteins, carbs, and fats. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

They both won the same number of games, yet none of the games they played ended in a draw. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

WiserAdvisor

JULY 22, 2022

The more advisors you hire, the more you will have to pay. That said, you can benefit from hiring more than one investment advisor if you are able to make up for the costs through the returns generated for you backed by good financial advice and assistance. This would help you simplify the investment process.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Truemind Capital

AUGUST 9, 2024

The best way to solve this problem is by increasing the number of fee-only SEBI Registered Investment Advisors (RIAs) who by design think in the interest of clients. This results in not just declining purchasing power with time but also reduces their chances of meeting important life goals.

Commission 64

Commission Fee Only Wealth Management Investment Advisor 64

Carson Wealth

AUGUST 25, 2022

Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead. would be “How do I plan for retirement?“

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Truemind Capital

SEPTEMBER 13, 2024

The investments were all over the place and he was not even sure if all the assets were accounted for. – Maintain information on your real estate investments in digital and physical files. – Introduce your trusted wealth manager/investment advisor to your family who will guide you in the transmission of assets.

Investing 64

Investing Investments Insurance Accounting 64

Random Roger's Retirement Planning

MAY 11, 2023

If I wrote this blog post in January, 2022 and these were the numbers we were dealing with, would Portfolio 1 be as compelling? Maybe no because the numbers appear to be inferior. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time.

Wealth Advisor 75

Wealth Advisor Portfolio Numbers Investments 75

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. The IC makes a limited number of key decisions annually.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Envision Wealth Planning

AUGUST 8, 2022

It’s also useful to remember that superior investment returns can be identified as superior only after it has occurred. This is more challenging in a 401(k) or 403(b) plan that has already screened the universe down to a small number from which she could choose. How many investment returns do you need?

Investing 98

Investing Investments Food Insurance 98

Darrow Wealth Management

NOVEMBER 17, 2022

If you’re selling a business and can’t close before the end of the year, consider the pros and cons of an installment sale, to spread out the taxable capital gain over a number of years (potentially staying under the surtax limit). About Darrow Wealth Management.

Taxes 94

Taxes Wealth Management Tax Planning Planning 94