4 Financial Advisor LinkedIn Summary Examples
LinkedIn is primarily a networking and social media platform, but it also has potential as a marketing tool for advisors. A well-organized profile can elevate your brand image and help you attract ideal clients who may be browsing the platform for an advisor to work with. Your summary or About section is one of the… read more…
Guide to AI Notetaker Solutions for Financial Advisors
Artificial intelligence (AI) has numerous uses in the advisory landscape, from financial planning to organizational tasks. Replacing your current note-taking system with an AI note taker for financial advisors can help you capture the most vital details from client meetings without taking your focus off the client. Here’s how these AI note-taking tools work, so… read more…
Growth ETF vs. Value ETF: Which Should You Invest In?
Choosing between a growth ETF vs. value ETF depends on several factors, including your investment style, time horizon and risk tolerance. However, there are some key differences. Growth ETFs typically focus on companies expected to expand faster than the broader market. This often includes sectors like technology and healthcare, although these are infamously volatile. Value… read more…
Deferred Compensation Plan vs. 401(k): Key Differences
Planning for retirement can feel overwhelming, but fortunately, there are several savings tools available to help take the sting out of the process. By utilizing these tools, you can create a financial strategy that helps you save for retirement. Two common options are deferred compensation plans and 401(k)s. While both can help you defer taxes… read more…
Editor's Picks
CFA vs. CFP®: Which Do You Need?
Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…
5 Tips for Choosing a Wealth Management Firm
Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…
What Is a Fee-Only Financial Planner?
If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…
Why First Homes Could Be Investment Properties
If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…
Data Articles and Studies
Best Community Colleges – 2025 Study
Community college can be the pathway to creating more lifelong income, with associate’s degree holders earning 14% more – or $6,496 more per year – than those with a high school education. But while tuition and fees tend to be less expensive for community colleges than four-year degrees, it still costs a median $5,040 per… read more…
Credit Card Chaos: Where Americans Face the Most Trouble With Their Cards – 2025 Study
The United States depends heavily on credit cards, with the Federal Reserve reporting that credit cards account for 32% of transactions nationwide. Benefits like rewards programs, budgeting tools, credit-building, fraud protection, interest-free promotions and more make them valuable tools for everyday purchases and big-ticket items across most lifestyles. But when credit card holders encounter issues… read more…
America’s Safest Suburbs – 2025 Study
While costs are often a major factor for families deciding where to settle, safety is another important factor for quality of life. Many households are willing to pay a premium to be in a neighborhood they feel physically safe in, as valuable qualitative benefits may be at stake in establishing a sense of safety –… read more…
How Much Do You Need to Earn to Be in the Top 1% in Your State? 2025 Study
Nearly 1.5 million households across the United States now rank among the top 1% of earners, according to the latest tax return data from the Internal Revenue Service (IRS). On average, it takes $731,492 in annual income to be a part of this group. But that threshold looks different depending on where you live. Economic… read more…
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