Welcome back to the 277th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Lauren Oschman. Lauren is the CEO of Vestia Personal Wealth Advisors, an independent RIA based in Nashville, Tennessee, that oversees $600 million in assets for nearly 500 client households. What’s unique about Lauren, though, is how she […]
Archives for April 2022
Cyberattackers Put the Pedal to the Medal: Podcast
Fortinet’s Derek Manky discusses the exponential increase in the speed that attackers weaponize fresh vulnerabilities, where botnets and offensive automation fit in, and the ramifications for security teams.
Measuring The ‘Best’ Marketing Strategies And The Second Kitces Research Study On Advisor Marketing
One of the largest hurdles for many financial advisors is not in developing the technical skills to be able to give good advice to clients, but in learning how to engage effective marketing strategies that are essential to growing and sustaining a successful advisory firm. Unfortunately, this struggle to attract a critical mass of prospective […]
Mergers & Moves: Advisor and firm deals this week in wealth management
The Russia-Ukraine crisis: Its affect wealth management and retirement planning
How will the Ukraine war affect banks
Weekend Reading For Financial Planners (Apr 16-17)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Vanguard is partnering with American Express to offer its Personal Advisor Services human CFP offering to AmEx cardholders, giving Vanguard access to a significant new base of potential clients (and combining low investment minimums with […]
Weekend Reading For Financial Planners (Apr 16-17)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Vanguard is partnering with American Express to offer its Personal Advisor Services human CFP offering to AmEx cardholders, giving Vanguard access to a significant new base of potential clients (and combining low investment minimums with […]
A very Happy Easter from Financial Planning Today
A very Happy Easter to all of our readers and advertisers from everyone at Financial Planning Today. We very much hope you enjoy the break and a chance to take some time off. As usual we will be taking a short break ourselves over Easter but there will be special newsletters throughout the Easter holiday […]
Business vs. Hobby: Which Is It?
You’ve decided to start a business. Er … is it a hobby? How do you know if you’re making a little side money from a hobby or running a full-fledged business? Does it matter? Well, the IRS cares about whether you have a business vs. hobby—so you should, too. Read on to learn the difference […]