#financialadvisors search results
šµ Learn how a CFP can help you reach your money goals with a personalized plan. Currently in the Spotlight (randomly selected): 1ļøā£ Katerina Minevich 2ļøā£ @feeonlytownsend 3ļøā£ Shawn Brunner 4ļøā£ @SierraPacificPW #cfp #financialadvisors #financialplanning wealthtender.com/guide/certifieā¦
Retargeting is essential for financial advisors! Reach potential clients who engaged with your services. #financialadvisors #marketingtips #googleads #retargeting
Frazier Financial Advisors 13F Shows Tech Tilt May 5: Frazier's May 5, 2026 13F lists 31 holdings worth $412.7m; tech positions ~26% of portfolio,ā¦ dlvr.it/TSNp5f š Read full analysis #FinancialAdvisors #Investing #TechStocks #PortfolioManagement #InvestmentStrategy
The wrong Social Security claiming decision can permanently reduce income for a surviving spouse. @CaryCarbonaro writes for @rethinking65 on what advisors need to ask their clients. rethinking65.com/spousal-benefiā¦ #SocialSecurity #FinancialAdvisors #Rethinking65
.@WellsFargo adds another asset to its New York offices with a $6B AUM team pulled from @MorganStanley. #financialplanning #recruiting #financialadvisors bit.ly/4tcI1XC
In a rare development, @LPL saw its advisor headcount decline in Q1. #financialplanning #earnings #financialadvisors bit.ly/42dwcpb
.@WellsFargo scores another recruiting coup, this time pulling a $1.6B team from @UBS. #financialplanning #recruiting #financialadvisors bit.ly/4tS7sPl
Only 21% of homebuyers in 2025 were first-time buyers. The lowest on record. @progressive is offering up to $13,500 in down payment assistance to 200 eligible first-time buyers. Applications open through October 31. rethinking65.com/progressive-inā¦ #Homeownership #FinancialAdvisors
Advisors: Your time is your most valuable asset. Rethinking how you use it can unlock growth, improve client experience, and scale your practice. #FinancialAdvisors #PracticeManagement #AdvisorGrowth emoneyadvisor.com/blog/how-i-leaā¦
This article from @FWReport highlights discussions from the #T32026 Conference - namely that while #FinancialAdvisors may be safe in an RIA landscape rapidly being transformed by #AI Read more here: familywealthreport.com/article.php/baā¦
The headline @cerulli_assoc takeaway is that affluent investors are much more willing to pay an advice fee. But that doesn't necessarily mean they're happy with their current provider. #financialadvisors #wealthmanagement #investing bit.ly/4csqTYZ
Despite a drop in net new assets, @Citi sees revenue and net income spike in its wealth unit. #financialplanning #wealthmanagement #financialadvisors bit.ly/4eo0n49
An advisor at a regional firm producing $2 million a year in revenue should not expect to bring home the same compensation as a wirehouse counterpart with the same production. We broke down the numbers. #advisorpay #wealthmanagement #financialadvisors bit.ly/4dU7txb
#Chicago spends $36,000,000 a year on #FinancialAdvisors to manage $13 Billion in Stocks & Bonds? @Grok #Chicagoans when elected Mayor of Chicago I will liquidate the $13 Billion in Assets (at what is a historical high) & refund to all Pension Contributors. Unfunded Pension
107,529 CFP professionals and counting. The new @CFPBoard CEO wants the next wave to be younger, more diverse and welcoming to career changers. Eleanor O'Sullivan reports for @rethinking65 . rethinking65.com/cfp-boards-newā¦ #CFPBoard #FinancialAdvisors #Rethinking65 #CFPBoard
Corporate transactions, like M&A, are happening faster and faster and the rules are getting trickier. #FinancialAdvisors, are you prepared? There's a technical track that can help. #NAPA401kSummit agenda: napa-net.org/events/napa-40ā¦ #NAPANation #TheAdvisorExperience #401k
What signals are pointing to what comes next? Join us for insights on policy trends, growth drivers, and real saver data shaping the future of plan design and engagement. Register now: napa-net.org/events/webcastā¦ #RetirementPlanning #FinancialAdvisors
RT @rethinking65 50% of millennials and Gen Xers who inherit leave the advisor managing those assets. For baby boomers inheriting from their parents, that number is 66%. buff.ly/ondyRXr #WealthTransfer #FinancialAdvisors #Rethinking65
Which firms pay the most to advisors generating $400K a year in revenue? Find out in our annual broker comp survey. #financialplanning #financialadvisors #compensation bit.ly/4vqkTYh
financial-planning.com
Best advisor pay for the $400K producer
Most "regional firms" still have fairly generous compensation for advisors at the low end of revenue production. But at Janney and RBC, the pay rates are lower and much closer to those of large Wall...
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Helping clients navigate Social Security isnāt just a "value-add" anymoreāitās the bedrock of a solid retirement plan. š innmb.com/4vtHbZ8 #RetirementPlanning #FinancialAdvisors #SocialSecurity
Frazier Financial Advisors 13F Shows Tech Tilt May 5: Frazier's May 5, 2026 13F lists 31 holdings worth $412.7m; tech positions ~26% of portfolio,ā¦ dlvr.it/TSNp5f š Read full analysis #FinancialAdvisors #Investing #TechStocks #PortfolioManagement #InvestmentStrategy
šµ Learn how a CFP can help you reach your money goals with a personalized plan. Currently in the Spotlight (randomly selected): 1ļøā£ Katerina Minevich 2ļøā£ @feeonlytownsend 3ļøā£ Shawn Brunner 4ļøā£ @SierraPacificPW #cfp #financialadvisors #financialplanning wealthtender.com/guide/certifieā¦
.@WellsFargo scores another recruiting coup, this time pulling a $1.6B team from @UBS. #financialplanning #recruiting #financialadvisors bit.ly/4tS7sPl
3, 2, 1: Let's go! The Sowell #NEXT25 Summit starts today! It's three days focused on growth, innovation, and the future of wealth management. #FinancialAdvisors #Growth #SowellSuccess #Partnership
Only 21% of homebuyers in 2025 were first-time buyers. The lowest on record. @progressive is offering up to $13,500 in down payment assistance to 200 eligible first-time buyers. Applications open through October 31. rethinking65.com/progressive-inā¦ #Homeownership #FinancialAdvisors
The wrong Social Security claiming decision can permanently reduce income for a surviving spouse. @CaryCarbonaro writes for @rethinking65 on what advisors need to ask their clients. rethinking65.com/spousal-benefiā¦ #SocialSecurity #FinancialAdvisors #Rethinking65
#Chicago spends $36,000,000 a year on #FinancialAdvisors to manage $13 Billion in Stocks & Bonds? @Grok #Chicagoans when elected Mayor of Chicago I will liquidate the $13 Billion in Assets (at what is a historical high) & refund to all Pension Contributors. Unfunded Pension
CEO @jleewcg joined @CNBCMorningCall in-studio this morning to discuss his latest market outlook and why investors are increasingly focused on earnings growth over geopolitical noise. Watch here: na2.hubs.ly/H05gMGT0 #MarketInsights #FinancialAdvisors #WealthManagement
Advisors: Your time is your most valuable asset. Rethinking how you use it can unlock growth, improve client experience, and scale your practice. #FinancialAdvisors #PracticeManagement #AdvisorGrowth emoneyadvisor.com/blog/how-i-leaā¦
.@WellsFargo adds another asset to its New York offices with a $6B AUM team pulled from @MorganStanley. #financialplanning #recruiting #financialadvisors bit.ly/4tcI1XC
.@UBS goes down to defeat in its bid to have a $95.3 million arbitration award overturned. #financialplanning #wealthmanagement #financialadvisors bit.ly/4uvZJXs
Retargeting is essential for financial advisors! Reach potential clients who engaged with your services. #financialadvisors #marketingtips #googleads #retargeting
RT @rethinking65 50% of millennials and Gen Xers who inherit leave the advisor managing those assets. For baby boomers inheriting from their parents, that number is 66%. buff.ly/ondyRXr #WealthTransfer #FinancialAdvisors #Rethinking65
In a rare development, @LPL saw its advisor headcount decline in Q1. #financialplanning #earnings #financialadvisors bit.ly/42dwcpb
107,529 CFP professionals and counting. The new @CFPBoard CEO wants the next wave to be younger, more diverse and welcoming to career changers. Eleanor O'Sullivan reports for @rethinking65 . rethinking65.com/cfp-boards-newā¦ #CFPBoard #FinancialAdvisors #Rethinking65 #CFPBoard
Advising isn't meant to be this complicated. IAL absorbs it into structure. Protected Cell. Segregated assets. Insulated from corporate and third-party liabilities. Some advisors choose what holds. #financialadvisors #advisors #wealth #stock #invest #finance #wealth
Chipotle, Gelato, and Rummikub. Family game night isnāt just a break: itās the goal. The 'Lifestyle' part of our FLEX Framework is why we build systems. To stop chasing and start being present. This is the ROI of a scalable practice. #FLEXLifestyle #FinancialAdvisors
ClichĆ©s like āgoals-based,ā āholisticā and āpersonalizedā riddle most wealth managers websites, a marketing survey finds. But there are ways to avoid them. #financialplanning #marketing #financialadvisors bit.ly/4ujQbyv
How often should financial advisors reach out to clients? šØ The sweet spot might surprise you! Dive into the balance of engagement and annoyance, and elevate your email game. Let's connect! š¼āØ #EmailMarketing #FinancialAdvisors ow.ly/GI3E50YTSfS
š Should you hire a financial advisor who charges an asset-based fee? Get to know financial advisors featured on Wealthtender. Currently in the Spotlight (randomly selected): 1ļøā£ Letitia Berbaum 2ļøā£ Mark Diehl 3ļøā£ Allen Gibson #financialadvisors #financialplanning
Retargeting is essential for financial advisors! Reach potential clients who engaged with your services. #financialadvisors #marketingtips #googleads #retargeting
RT @finplan AI-generated "workslop" is imposing an invisible burden on companies, with employees spending hours fixing issues in AI outputs. #productivity #financialadvisors #AI buff.ly/reZCciP
What signals are pointing to what comes next? Join us for insights on policy trends, growth drivers, and real saver data shaping the future of plan design and engagement. Register now: napa-net.org/events/webcastā¦ #RetirementPlanning #FinancialAdvisors
NAPAās professional development programs deliver the knowledge and ROI to fuel your success= š± Start learning today: ow.ly/qIKz50Xq4lU #NAPAUP #FinancialAdvisors #ProfessionalDevelopment
šDon't miss this Buy-One-Get-One-Free Opportunity! The big @t3techhub Conference for #financialadvisors is happening March 9-12, 2026 in New Orleans. Use code: T3BLESSINGSBOGO š Happy Thanksgiving from T3! Offer expires Thursday, November 27th at 11:59 PM ET
āØ COVER REVEAL āØ AI can do almost everything a financial advisor can do. Almost. The Listening Advisor by John Gatewood is about the one skill it can't touchācoming soon. #CoverReveal #TheListeningAdvisor #FinancialAdvisors
This article from @FWReport highlights discussions from the #T32026 Conference - namely that while #FinancialAdvisors may be safe in an RIA landscape rapidly being transformed by #AI Read more here: familywealthreport.com/article.php/baā¦
When it comes to helping clients through divorce, it's not about winning a competition for all the assets. Instead, it's about smart restructuring that considers after-tax value and more: bit.ly/4dKw8UM #divorce #financialadvisors #FinancialPlanning #WealthThink
Helping clients navigate Social Security isnāt just a "value-add" anymoreāitās the bedrock of a solid retirement plan. š innmb.com/4vtHbZ8 #RetirementPlanning #FinancialAdvisors #SocialSecurity
Stop Doing Everything ā Rethink Efficiency in Advisory Firms: 2026 NAPA 401(k) Summit š±ļønapa-net.org/news/2026/4/stā¦ #NAPA401kSummit #FinancialAdvisors #401kPlanning #TheAdvisorExperience #FinancialServices
What can an analytical approach teach you aboutĀ your personal finances? Stanley Leong talks about best practices for engineering your finances! #personalfinance #moneytips #financialadvisors
Take advantage of the wide range of NAPAās education and training resources, built to help advisors grow, connect, and lead. š± Level Up today: ow.ly/bcnI50Xq4jr #NAPAUP #FinancialAdvisors #ProfessionalDevelopment
Churn is risingābut so is stability where it counts. New data shows shifting retirement dynamics, with advisors needing to balance disruption and long-term outcomes. Learn more: napa-net.org/news/2026/3/neā¦ #FinancialAdvisors #RetirementPlanning #FinancialStability #AdvisorInsights
Webinar tomorrow! Donāt miss āAn Academic View of Active Management with Practical Application for Advisorsā. š Register Today! hubs.li/Q03WDVqH0 #FinancialAdvisors #ContinuingEducation
šØ 70% of Americans now expect estate planning from their financial advisor. Are you delivering? Read more now š bit.ly/3EHh8YU #FinancialAdvisors #EstatePlanning #KitcesResearch #AdvisorGrowth #TrustAndWill
The DOL has formally restored its long-standing framework for determining investment advice fiduciary status under ERISA, following court actions vacating the 2024 rule. Read more: napa-net.org/news/2026/3/doā¦ #ERISACompliance #FinancialAdvisors #FiduciaryDuty
#FinancialAdvisors - make sure you weigh in on this yearās T3 / Inside Information Advisor Software Survey! @FinTechie and Bob Veres are, once again, polling the #financialplanning and #investmentadvisory community. Take the survey here: t3technologyhub.com/the-2026-t3-inā¦
ERISA consultants at the Retirement Learning Center recently addressed a question on rolling over a federal income tax refund into an IRA. Read now: napa-net.org/news/2026/3/a-ā¦ #RetirementPlanning #FinancialAdvisors #PlanConsultants
Are we ignoring the elephants in the room? Time to challenge assumptions and refocus on what actually drives retirement outcomes. Read more: napa-net.org/news/2026/4/arā¦ #FinancialAdvisors #RiskManagement #AdvisorInsights
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