Posted October 21, 2024 by Ben Carlson Today’s Talk Your Book is sponsored by Dimensional Fund Advisors: See here for more information on DFAs factor focused suite of funds On today’s show, we discuss: How DFA separates itself in the advisory world Converting a mutual fund to an ETF How DFA tries to outperform How … Read more
Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What’s unique about … Read more
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that digital estate planning platform Wealth.com has raised … Read more
Whereas the share of advisors with the CFP marks has risen steadily over time, immediately, about 2/3 of economic advisors are not CFP professionals. Because of this, for many advisors, the choice to acquire this designation stays an open one. A vital consider an advisor’s determination to arrange for the CFP examination – usually requiring … Read more
Traditionally, advisors have not had many avenues to handle shoppers’ 401(ok) plan accounts, since not like conventional custodial funding accounts, advisors typically lack discretionary buying and selling authority in employer-sponsored retirement plans. Which wasn’t essentially an enormous concern again when most shoppers employed advisors after they’d already retired and have been in a position to … Read more
