#financial advisors
#financial advisors

Millennials Seek Financial Advice at Age 29, Nearly a Decade Earlier Than Gen X

Millennials begin working with financial advisors at an average age of 29, nearly a decade earlier than Generation X and two decades earlier than baby boomers.

Online marketing

fromFinancial Planning

How advisors can get noticed in a no-click search world

AI-powered summaries and chatbots will determine which firms prospects see, making online reviews and social proof essential for being recommended.

Business

fromBusiness Insider

Private markets are courting retail investors-but Blue Owl's CEO warns the road ahead may be rocky

Private markets firms invest heavily and slowly to attract wealthy retail and 401(k) investors, facing high costs, limited early traction, and reliance on financial advisors.

Business

Financial Anxiety Drops in Half for Those Who Work With Advisors

Working with a vetted financial advisor significantly increases financial security and helps manage budgeting, debt, saving, investing, and emergency preparedness.

Marketing tech

fromSmartasset

Social Media Software Options for Financial Advisors

Social media is a powerful marketing tool that financial advisors can effectively leverage for client engagement.

#dividend-growth

E-Commerce

Like Dividend Growth? Try These 60% and Higher 5-Year Dividend Growth Stocks

E-Commerce

NOBL vs. DGRW: The Dividend Growth Stock I Love in August

E-Commerce

Like Dividend Growth? Try These 60% and Higher 5-Year Dividend Growth Stocks

E-Commerce

NOBL vs. DGRW: The Dividend Growth Stock I Love in August

Why is There So Much Hate for Yieldmax Funds? - My Perspective on the Risks

YieldMax ETFs are high-risk investments but can be owned safely with de-risking guidelines.

#dividend-aristocrats

Retirement

3 Dividend Stocks Poised to Become Dividend Aristocrats

E-Commerce

3 Dividend Aristocrat Stocks That Wall Street Analysts Love the Most

Retirement

3 Dividend Stocks Poised to Become Dividend Aristocrats

more#dividend-aristocrats

E-Commerce

3 Dividend Aristocrat Stocks That Wall Street Analysts Love the Most

#dividend-stocks

E-Commerce

Our Top High-Yield Dividend Picks for August Have Huge Growth Potential

E-Commerce

On the Next Big Sell-Off, We Are All In on 5 Ultra-High-Yield Dividend Titans

E-Commerce

Jefferies Predicts 3 Rate Cuts: 4 High-Yield Dividend Kings to Front-Run the Fed

Retirement

3 No-Brainer Dividend Stocks to Buy In July

E-Commerce

Tracking the 3 Best Dividend Stocks in 2025

Retirement

Make an Easy $2,852 in Passive Income By Invest $25,000 in These Dividend Stocks Today

E-Commerce

Our Top High-Yield Dividend Picks for August Have Huge Growth Potential

E-Commerce

On the Next Big Sell-Off, We Are All In on 5 Ultra-High-Yield Dividend Titans

E-Commerce

Jefferies Predicts 3 Rate Cuts: 4 High-Yield Dividend Kings to Front-Run the Fed

Retirement

3 No-Brainer Dividend Stocks to Buy In July

E-Commerce

Tracking the 3 Best Dividend Stocks in 2025

Retirement

Make an Easy $2,852 in Passive Income By Invest $25,000 in These Dividend Stocks Today

E-Commerce

3 Fidelity ETFs I'm Personally Buying Right Now

Retirement

If you know nothing about investing, this 1 ETF can make up most of your portfolio

Retirement

How I Discovered My Parents' Investment Portfolio Was Underperforming - Here's What I Found

Venture

5 Rock-Solid Dividend Stocks Under $50 With Room to Run

Retirement

Thinking of Putting All Your Savings Into VOO? Here's Why You May Not Want To

E-Commerce

3 Fidelity ETFs I'm Personally Buying Right Now

Retirement

If you know nothing about investing, this 1 ETF can make up most of your portfolio

Retirement

How I Discovered My Parents' Investment Portfolio Was Underperforming - Here's What I Found

Venture

5 Rock-Solid Dividend Stocks Under $50 With Room to Run

Retirement

Thinking of Putting All Your Savings Into VOO? Here's Why You May Not Want To

more#investing

2 Dividend ETFs That Beat SCHD for Growth and Yield

The Schwab U.S. Dividend Equity ETF (SCHD) is one of the gold standards as far as dividend-focused ETFs are concerned. With a nearly 4% yield, the American equity basket delivers on the income front while also allowing for a good amount of growth.

E-Commerce

3 Facts About Medicare That Every American Over 60 Needs to Know

The Health Savings Account (HSA) is a powerful savings tool for retirement planning, especially due to its triple-tax-advantaged nature, offering tax break contributions.

Retirement

2 Red-Hot Recent IPOs To Buy in 2025

The tech IPO market has heated up this year, showing strong appetite for new offerings, particularly through the summer months and into year-end.

Venture

#etfs

E-Commerce

5 ETFs Paying More Than Double US Treasuries (All Over 9% Yield)

Startup companies

These 5 Dividend ETFs (SCHD, DIVO, JEPQ, QQQI, SPYI) Are Portfolio Game-Changers

E-Commerce

5 ETFs Paying More Than Double US Treasuries (All Over 9% Yield)

Startup companies

These 5 Dividend ETFs (SCHD, DIVO, JEPQ, QQQI, SPYI) Are Portfolio Game-Changers

more#etfs

fromBusiness Insider

I'm a financial planner for the wealthy. They don't achieve wealth alone - here are the 5 key relationships they all have.

Trusted relationships with experts are vital for wealthy individuals to navigate financial complexities, protect assets, and support personal and professional growth.

Wearables

E-Commerce

2 Strong Buy Technology Dogs of the Dow, Up 15% and 33%, Are Crushing the S&P 500

The Dogs of the Dow strategy focuses on investing in the ten highest-yielding stocks from the Dow Jones to maximize yields.

#financial-advisors

Retirement

My financial advisor took 40% of my gains. Time to move on?

Retirement

Why do people seem to hate financial advisors?

Retirement

How often should you meet with a financial advisor?

Retirement

I'm trying to decide if a financial advisor is worth it but am having doubts

Retirement

I have an estate worth approximately $5,000,000. Would it be better to pay a financial advisor a flat fee of $10,000 or 0.5% of my assets?

Retirement

How wealthy do you need to be for it worth it to find a financial advisor?

Retirement

My financial advisor took 40% of my gains. Time to move on?

Retirement

Why do people seem to hate financial advisors?

Retirement

How often should you meet with a financial advisor?

Retirement

I'm trying to decide if a financial advisor is worth it but am having doubts

Retirement

I have an estate worth approximately $5,000,000. Would it be better to pay a financial advisor a flat fee of $10,000 or 0.5% of my assets?

Retirement

How wealthy do you need to be for it worth it to find a financial advisor?

more#financial-advisors

fromThe Daily Upside

How Advisors Can Harness Media to Reach Gen Z

Meeting digital natives where they're at isn't always easy. But with more than a third of Gen Z investors citing influencers as a "major factor" in their decision to buy.

Marketing tech

Artificial intelligence

fromFinancial Planning

Advisors more comfortable using AI at home than work

Financial advisors prefer generative AI for personal tasks over professional work, despite occasional workplace usage.

Online marketing

fromForbes

Beyond Compliance: Why Financial Firms Must Get Ahead Of The Algorithm

The cost of online reputation is critical for financial advisors due to the risk from negative posts.

#stock-market

Startup companies

S&P 500 (NYSEARCA: SPY) Live: Markets Remain Jumpy Despite China Trade Deal Optimism

Retirement

If You Invested $5,000 In Vanguard High Dividend Yield VYM 10 Years Ago, This Is How Much Cash From Dividends You Would Have Today

Startup companies

5 Stock Split Stocks That Are Screaming Buys This May

Startup companies

S&P 500 (NYSEARCA: SPY) Live: Markets Remain Jumpy Despite China Trade Deal Optimism

Retirement

If You Invested $5,000 In Vanguard High Dividend Yield VYM 10 Years Ago, This Is How Much Cash From Dividends You Would Have Today

fromLondon Business News | Londonlovesbusiness.com

Startup companies

5 Stock Split Stocks That Are Screaming Buys This May

What Happens to a 401k When You Die? - Insight Needed After My Sister-in-Law's Passing

The handling of 401-K accounts after a death can be complex due to HR protocols and requires proper documentation and professional advice.

Mindfulness

The benefits of a proactive mindset for financial advisors - London Business News | Londonlovesbusiness.com

Adopting a proactive mindset can significantly enhance personal and professional success for financial advisors.

Marketing tech

fromSilicon Canals

Ex-CLARK CPO's AI startup TODAY bags 1M to free financial advisors from admin chores - Silicon Canals

TODAY secured €1M pre-seed funding to enhance its AI-driven sales assistant for financial advisors.

Approaching 55-How Should You Reallocate Your 401(k)?

Retirement planning at 55 involves balancing risk reduction with the need for growth to sustain retirement withdrawals.

Live Nasdaq Composite: Markets Eye Upbeat Finish Amid Progress and Relief

The markets are mixed out of the gate as stocks attempt to close this data-filled week on a positive note.

Startup companies

Our net worth tops $5 million, but I still book the cheapest hotel room - how can I finally let go of my frugal habits?

Frugality is healthy, but excessive worry about spending money can indicate a deeper issue.

I'm a Millionaire at 34 and I Still Track Every Purchase. When Can I Relax?

Wealth doesn't eliminate the need to track spending; being mindful helps maintain financial security.

Obsession over finances can lead to discomfort, even for millionaires.

#social-security

Retirement

Here's How Social Security's 2025 COLA Is Holding Up to Inflation

Retirement

Social Security Cuts Are Looming. Here's When Benefits Could Start to Shrink

Retirement

3 Harsh Social Security Truths You Need to Know

Retirement

Here's How Social Security's 2025 COLA Is Holding Up to Inflation

Social Security Cuts Are Looming. Here's When Benefits Could Start to Shrink

Social Security faces a funding shortfall, with potential benefit cuts anticipated as early as 2035.

Retirement

3 Harsh Social Security Truths You Need to Know

4 Ultra-High-Yield Stocks That Pay 12% and Higher Dividends Are Passive Income Winners

Passive income is crucial for investors to cover rising costs and prepare for retirement.

Creating a 'Death File': How I Prepared My Family for the Inevitable

Preparing for death can ease the burden on loved ones.

Creating a 'death file' helps organize essential documents.

NYC startup