The Big Picture
MAY 11, 2023
SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)
Nerd's Eye View
APRIL 23, 2024
Welcome to the 382nd episode of the Financial Advisor Success Podcast ! Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. Welcome everyone!
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Nerd's Eye View
APRIL 9, 2024
Welcome to the 380th episode of the Financial Advisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., that oversees approximately $750 million in assets under management for about 200 client households. Welcome everyone!
Carson Wealth
FEBRUARY 1, 2024
Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience. He added, “Succession planning was also a paramount consideration for us.
International College of Financial Planning
DECEMBER 29, 2024
The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)
Validea
FEBRUARY 10, 2023
Investors should increase their European equities allocations, advises Russ Koesterich, a portfolio manager at BlackRock Global Allocation Fund. As for ETFs, Balchunas pointed to the JPMorgan BetaBuilders Japan ETF, which is relatively new but has already raked in $7.1 Foreign markets are widely expected to outperform U.S.
Good Financial Cents
JUNE 11, 2023
They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest.
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