Welcome back to the 261st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Miller. Andrew is the founder of OLIO, a financial planning firm based out of McLean, Virginia, that manages $275 million for over 275 households. What’s unique about Andrew, though, is how he’s been able to craft […]
Archives for 2021
#FA Success Ep 261: Replacing The AUM Fee With A Complexity-Based Fee For (Only) The Time It Really Takes, With Andrew Miller
Welcome back to the 261st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andrew Miller. Andrew is the founder of OLIO, a financial planning firm based out of McLean, Virginia, that manages $275 million for over 275 households. What’s unique about Andrew, though, is how he’s been able to craft […]
These are the top 5 tax moves to make for your clients
2021 Highlights – The Top 20 Nerd’s Eye View Blog Posts You Might Have Missed
As 2021 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View blog (and share the content with your friends and colleagues, which we greatly appreciate!). This year has been one of mixed feelings for most financial advisors – […]
The great rebalancing debate: What’s the best approach going into 2022?
Weekend Reading for Financial Planners (Dec 25-26)
Enjoy the current installment of “Weekend Reading for Financial Planners” – this week’s edition kicks off with the news that the Biden administration will extend the moratorium on Federal student loan payments until May 1, giving some relief to borrowers impacted by the continuing effects of the pandemic (and softening the blow that January’s lapse […]
Edward Jones, LPL, Cetera, plus Alzheimer’s fundraising and 401(k) guidance
Wells Fargo, UBS, LPL and other firms settle flurry of FINRA cases
Merry Christmas from us to you
We would like to wish all readers, advertisers and supporters a very Merry Christmas from the team at Financial Planning Today. It’s been a tumultuous year with major challenges for Financial Planners and Paraplanners but, like you, we’ve kept calm and carried on. It’s been our privilege to bring you a daily Financial Planning news service plus […]
Financial Planners warn on rising IHT cost
Financial Planners have warned that better planning is needed to help thousands avoid steadily rising Inheritance Tax bills as more estates are caught by the death tax. Latest government figures show that receipts for the period April 2021 to November 2021 were £4.1bn, £600m higher than in the same period a year earlier. IHT receipts […]