Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. I am a CFA® charterholder and I used to be a financial advisor.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Diamond Consultants

MARCH 28, 2025

And, if transitioning to the RIA space is something youre curious about, but perhaps see as a bridge too far, there are supported RIA platforms with comprehensive offerings and turnkey technology and investment platforms that will ease the transition. Connect with trusted support.

Recruitment 52

Recruitment Clients Wealth Management Sales 52

eMoney Advisor

DECEMBER 15, 2022

The RIA model has outpaced other categories in wealth management, with 12 percent annual growth in assets observed since 2016. 5 A recent Wall Street Journal analysis showed that 14,800 SEC-registered advisors managed over $128 trillion in 2021, up from 10,500 SEC-registered advisors with $55 trillion in AUM in 2012.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

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

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

SEI

SEPTEMBER 17, 2022

Dennis McGonigle: Also, don't forget that a hundred percent of the advisor business is processed on SWP as well. So when you look at the company as a whole, a substantial portion of our revenue is related to wealth management processing or occurring on SWP. Maybe if you can just comment on your advisor recruiting efforts.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

JULY 29, 2024

There are few people who have her unique insights into the inside baseball of what drives change in actual wealth management, not only working with FINRA and the SEC on the regulatory side and working on the technology side, but having some insight into behavioral finance and understanding what advisors need to help their clients obtain their goals.

Clients 147

Clients Portfolio Financial Advisor Investing 147