article thumbnail

Academic Research Vs Industry Experience: Evaluating The Value Of Practice Management Advice

Nerd's Eye View

This raises the question for advisors of how to evaluate practice management advice and industry research and which sources of advice to trust. prospects that approached the firm in a given month just happened to be more engaged, while those who approach the firm next month might be less so).

article thumbnail

22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

In addition, DSOs can efficiently manage and organize the vast amounts of data generated across multiple locations. A user-friendly interface offers easy access to patient records, clinical notes, and financial information, streamlining the decision-making process and improving practice management.

article thumbnail

Weekend Reading For Financial Planners (January 25–26)

Nerd's Eye View

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

article thumbnail

Weekend Reading For Financial Planners (March 15–16)

Nerd's Eye View

Also in industry news this week: A recent survey finds that while advisors are increasingly using passive investment vehicles, many are taking the time to look beneath the hood to examine the makeup of different indexes in order to choose the best option for their clients A survey of advisors working at enterprise firms shows a significant increase (..)

article thumbnail

KPMG India, US, and UK in talks for landmark advisory practices merger

CFO News

The combined entity, termed 'Project HImalaya' internally, will invest aggressively in scaling up the India advisory practice and growing client servicing capabilities in India. Notably, the tax and audit practicemanaged through affiliate BSR & Co— will likely remain separate, although this detail is still under discussion.

article thumbnail

Weekend Reading For Financial Planners (Jan 28-29)

CFO News Room

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130