#financial advisors

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#financial-advisors #retirement-planning #investing #dividend-stocks #investment-strategy
Real estate
from24/7 Wall St.
6 days ago

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
1 week ago

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
1 week ago

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
from24/7 Wall St.
1 week ago

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.
#retirement-planning
Retirement
from24/7 Wall St.
3 months ago

Relying on Old Apple Stock at 55: Too Risky for Early Retirement?

Diversifying your retirement portfolio is essential to manage risk.
Relying on a single stock for retirement can jeopardize financial stability.
Retirement
from24/7 Wall St.
3 months ago

Create Amazing Passive Income Streams in Retirement with These 3 Stocks

Investors should prioritize creating passive income streams for retirement by considering reliable stocks like Realty Income.
Retirement
from24/7 Wall St.
3 months ago

Relying on Old Apple Stock at 55: Too Risky for Early Retirement?

Diversifying your retirement portfolio is essential to manage risk.
Relying on a single stock for retirement can jeopardize financial stability.
more#retirement-planning
Marketing tech
fromSmartasset
1 month ago

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
more#dividend-growth
E-Commerce
from24/7 Wall St.
1 month ago

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
more#dividend-aristocrats
#dividend-stocks
more#dividend-stocks
#investing
more#investing
from24/7 Wall St.
2 months ago

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
from24/7 Wall St.
2 months ago

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
from24/7 Wall St.
2 months ago

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
more#etfs
fromBusiness Insider
2 months ago

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
from24/7 Wall St.
2 months ago

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
from24/7 Wall St.
3 months ago
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?

from24/7 Wall St.
3 months ago
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?

more#financial-advisors
fromThe Daily Upside
3 months ago

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
Online marketing
fromForbes
3 months ago

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
from24/7 Wall St.
4 months ago
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

from24/7 Wall St.
4 months ago
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

more#stock-market
Retirement
from24/7 Wall St.
3 months ago

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.
Marketing tech
fromSilicon Canals
3 months ago

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.
Retirement
from24/7 Wall St.
3 months ago

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.
from24/7 Wall St.
4 months ago

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
Retirement
from24/7 Wall St.
4 months ago

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.
Retirement
from24/7 Wall St.
4 months ago

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
from24/7 Wall St.
4 months ago

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.
more#social-security
Retirement
from24/7 Wall St.
4 months ago

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
from24/7 Wall St.
5 months ago

4 High-Yield Dividend Dogs of the Dow Crushing 2025 and Still the Best Bets

The Dogs of the Dow strategy focuses on maximizing yields through high-paying dividend stocks in the Dow Jones.
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