SmartAsset

Financial managers play an important role in steering the financial health of organizations by focusing on strategic planning and goal-setting. Understanding what are the goals of financial managers can help individuals and businesses make informed decisions about financial planning and management. Here's what you need to know: https://lnkd.in/gmyVWzF6 #SmartAsset #FinancialAdvisors

Q; How do I know which of my investments are better off in my IRA, Roth IRA or brokerage account? Tax treatment is the most important consideration when deciding where to keep your various investments. Read our new blog post to learn about asset allocation and how different investments create different tax liabilities 👉https://lnkd.in/gPkWAP9T #SmartAsset #FinancialAdvisors

🤔 What is the minimum investment I need to work with a financial advisor? For some, working with a financial advisor may connote having pockets deep enough to meet with an expert in a mahogany-paneled office. But you don’t always need to be wealthy to benefit from financial advising. Read our new blog post to learn how much you really need to invest with an advisor 👉 https://shorturl.at/acsqZ #SmartAsset #FinancialPlanning #FinanceFriday

📊 Curious about which careers are offering the most significant pay raises and employment growth? SmartAsset's new study has the answers! Whether you're planning your career path or considering a change, this insight is invaluable. Explore the findings at: https://shorturl.at/NdGPX #SmartAsset #SmartAssetRankings #PersonalFinance

Why does a financial advisor earn a 1% fee, even in a bear market? While it’s understandable to view your investment returns as a measure of how much value your financial advisor is providing, we help you understand the real value of a financial advisor in our new #AskAnAdvisor blog. Read more at: https://lnkd.in/dXda6JeP #SmartAsset #FinancialAdvisors

🤔 Thinking about going independent as a financial advisor? While it has advantages for advisors who want greater flexibility in creating a client experience, it’s important to consider how that might impact your earning potential if you’re transitioning from a larger firm into your own business. Read our new blog post to learn independent financial advisor salary ranges: https://lnkd.in/gB3Wn9gN #SmartAsset #FinancialAdvisors

Q: What is a pension trust? A: They are specialized financial arrangements that play a pivotal role in managing and disbursing funds designated for retirement benefits. In our new blog post, we explore how a pension trust works, how you can qualify and more. Read about it at: https://lnkd.in/g5MZDKE8 #SmartAsset #FinancialPlanning #FinanceFriday

💼 Financial advisor income largely depends on the number of clients and their net worth. As taxes, jobs, cost of living and other factors draw both clients and advisors from one place to another, the amount a financial advisor earns in a local area might also change. To determine the latest income and employment trends for personal financial advisors, we ranked the different metro areas. See how your area ranks: https://shorturl.at/HPrz7 #SmartAsset #SmartAssetRankings #PersonalFinance #FinancialAdvisors

#ICYMI Pure Financial Advisors, LLC reported over $1 billion in new AUM on SmartAsset's platform with several hundred million more in the pipeline. According to this RIABiz.com article, SmartAsset and Pure may have cracked the code on one of the biggest challenges for RIAs. Read more to learn how advisors can potentially see similar or higher levels of AUM generation: https://shorturl.at/QgXTi #SmartAsset #SmartAssetNews #FinancialAdvisors --- Disclaimer: Pure Financial Advisors is an actual SmartAsset client. Statements from our interview quoted in the RIABiz article are individual experiences reflecting the real-life experiences of those who have used our services. The testimonials are not 100% representative of all of those will use our products and/or services, and we make no admissions of such. Additionally, they have not been paid for their insights.

Communication is key and email marketing is a valuable opportunity to build deeper connections. In our new blog, we discuss what a financial advisor newsletter is and how to effectively write one. Read more at: https://shorturl.at/Ny3II #SmartAsset #FinancialAdvisors