Abnormal Returns

OCTOBER 30, 2024

Podcasts Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the importance of both spouses being involved in their household’s financial decisions (peterlazaroff.com) Carl Richards talks with Jerry Colonna about the 'emotional landscape of money.' tonyisola.com) How life plan, CCRC, communities work.

Retirement 278

Retirement Wealth Management Planning Management 278

Wealth Management

FEBRUARY 11, 2025

Steward Partners' Jim Gold shares insights into their robust M&A strategy and the importance of succession planning in an aging industry.

Wealth Management 260

Wealth Management Management Planning 260

Wealth Management

JULY 15, 2024

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

Wealth Management 298

Wealth Management Financial Planning Management Planning 298

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)

Wealth Management 162

Wealth Management Estate Planning Tax Planning Financial Advisor 162

Wealth Management

NOVEMBER 14, 2024

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning at Nitrogen's 2024 Fearless Investing Summit.

Insurance 246

Insurance Wealth Management Management Distribution 246

Wealth Management

SEPTEMBER 30, 2024

Listen as Peter Nolan, Head of Sales at Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 277

Wealth Management Management Sales Assets 277

Wealth Management

JANUARY 15, 2025

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are thinking about planning in a different light.

Wealth Management 264

Wealth Management Management Financial Advisor Planning 264

Abnormal Returns

MARCH 31, 2025

(thinkadvisor.com) Robinhood ($HOOD) is taking different bites at the wealth management apple. citywire.com) Training A plan to build skills for the first-year associate adviser. awealthofcommonsense.com) Everyone wants into the wealth management business and it is attracting new class of entrants.

Wealth Management 147

Wealth Management Financial Advice Portfolio Management Consulting 147

Wealth Management

OCTOBER 7, 2024

Listen as Peter Nolan EVP, Strategic Sales & Partnerships, Pontera, shares how his firm empowers advisors to offer holistic, integrated advice on all client assets, including 401(k) plans

Wealth Management 259

Wealth Management Management Sales Assets 259

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 148

Financial Planning Clients Planning Wealth Advisor 148

Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

Estate Planning 312

Estate Planning Financial Planning Planning 312

Wealth Management

SEPTEMBER 23, 2024

Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.

Wealth Management 245

Wealth Management Estate Planning Management Planning 245

Wealth Management

AUGUST 14, 2024

Perigon Wealth Management's Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.

Wealth Management 278

Wealth Management Planning Clients Management 278

Wealth Management

NOVEMBER 7, 2024

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Wealth Management 298

Wealth Management Financial Advisor Planning Management 298

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

APRIL 9, 2024

Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.

Retirement Planning 317

Retirement Planning Retirement Planning 317

Wealth Management

MARCH 31, 2025

Though explosion of plan formation may reignite third-party administrators, the wealth management industry is still not even aware they exist or of their value.

Wealth Management 260

Wealth Management Planning Management 260

Abnormal Returns

MARCH 3, 2025

Podcasts Michael Kitces talks with Jennifer des Groseilliers, CEO of The Mather Group, about building an effective equity compensation plan. kitces.com) Brendan Frazier talks with David Armstrong, President and Co-founder of Monument Wealth Management, about creating better client meetings.

Compensation Planning 147

Compensation Planning Wealth Management Clients Planning 147

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 277

Financial Planning Wealth Management Education Planning 277

Wealth Management

MARCH 18, 2025

Merits Financial Advisors' second deal of 2025 is for Idaho-based Sanctuary Wealth Management and its affiliate that brings employee stock ownership plan services.

Wealth Management 250

Wealth Management Financial Advisor Planning Management 250

Abnormal Returns

SEPTEMBER 23, 2024

Podcasts Josh and Michael talk with Peter Mallouk, founder and CEO of Creative Planning. youtube.com) Carl Richards and Michael Kitces talk about managing your firm knowing that market-related revenue declines happen. podcasts.apple.com) Thomas Kopelman and Jacob Turner talks estate planning for business owners.

Wealth Management 277

Wealth Management Estate Planning Clients Management 277

Wealth Management

MARCH 12, 2025

Heather Kellys Mosaic Advanced Planning is a platform to help advisors integrate risk management and insurance into their practices.

Planning 264

Planning Risk Management Insurance Management 264

Wealth Management

JUNE 11, 2024

Family offices plan to be active acquirers of stakes in private companies, according to a study by BNY Mellon Wealth Management. These are among the investment must reads we found this week for wealth advisors.

Investing 287

Investing Investments Wealth Advisor Wealth Management 287

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 259

Startup Tax Planning Wealth Management Medical 259

Wealth Management

MARCH 25, 2024

Hobby comes over from Fidelity Investments, where he served as the head of distribution for private wealth management, executive services, workplace planning and advice and stock plan services.

Wealth Management 285

Wealth Management Distribution Planning Management 285

Wealth Management

OCTOBER 4, 2023

Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.

Retirement Planning 354

Retirement Planning Planning Retirement Business Planning 354

Abnormal Returns

OCTOBER 7, 2024

frazerrice.com) Creative Planning TPG just bought a big stake in Creative Planning. thinkadvisor.com) Creative Planning shows 'institutional investors are placing a premium on integrated wealth management businesses relative to aggregators.' citywire.com) Advisortech AI is coming for the compliance stack.

Compliance 289

Compliance Wealth Management Financial Advice Government 289

Wealth Management

SEPTEMBER 20, 2024

The independent broker/dealer has expanded its partnership with Vestwell to launch a new pooled employer plan.

Planning 290

Planning 290

Wealth Management

SEPTEMBER 16, 2024

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

Financial Planning 298

Financial Planning Planning Accounting 298

Wealth Management

JANUARY 9, 2025

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Estate Planning 306

Estate Planning Planning 306

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

MAY 1, 2024

While corporate pension plans have adopted alternative investment options, such as private equity and credit, 401(k) plan managers face big obstacles to accessing the space, Cerulli survey shows.

Planning 298

Planning Management Investing Investments 298

Abnormal Returns

DECEMBER 16, 2024

youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. kitces.com) Vanguard All signs point to Vanguard bulking up its wealth management capabilities. morningstar.com) How sensitive are retirement planning models to capital market assumptions?

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Abnormal Returns

NOVEMBER 18, 2024

kitces.com) Tax planning and wealth management go hand-in-hand. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life. justincastelli.io) Taxes Some speculation on what is next for the TCJA. downtownjoshbrown.com) How tax deferment can backfire.

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Abnormal Returns

JANUARY 13, 2025

(advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management. citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. axios.com)

Wealth Management 162

Wealth Management Financial Advising Wealth Advisor Valuation 162

Wealth Management

MARCH 4, 2025

The self-described digital family office has also hired a new chief compliance officer, Courtney Holt, from Perigon Wealth Management.

Compliance 206

Compliance Wealth Management Planning Management 206

Wealth Management

SEPTEMBER 11, 2024

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

Retirement Planning 290

Retirement Planning Retirement Planning Assets 290