Sponsored by Joe Duran, CEO of RISE Growth Partners, discussed how advisory firms can overcome the challenge of growing beyond their current capacity at the Nitrogen Fearless Investing Summit 2024. He emphasized the importance of having a bold vision and actionable roadmap for helping advisors evolve and make quantum leaps. Duran described four key elements…

Sponsored by At Nitrogen's 2024 Fearless Investing Summit, Kevin Knull, president of TaxStatus, discussed how TaxStatus is transforming tax planning through its secure, two-way IRS integration. With client consent, advisors can access up to 13 years of tax data and receive real-time updates on filings, refunds and potential audits. Knull highlighted the growing threat of…

Sponsored by Billy Oliverio, executive vice president and chief marketing officer for United Planners, emphasized the importance of business continuity and succession planning during his session at Nitrogen's Fearless Investing Summit 2024. He highlighted the unique challenges and sacrifices of independent advisors, giving them prompting them to protect their most valuable asset: their business. Through…

Sponsored by At Nitrogen's 2024 Fearless Investing Summit, a new wave of financial planners shared their motivations for entering the industry. From personal stories of overcoming financial challenges to aspirations to drive generational wealth, these students are driven to make a difference. Their diverse backgrounds and fresh perspectives signal a promising future for financial planning,…

Sponsored by At Nitrogen's 2024 Fearless Investing Summit, Mary Kate Gulick, CMO and head of marketing for Ficomm Partners, explored the critical role of brand messaging strategy in shaping memorable customer perceptions. Gulick highlighted five key components: value proposition, positioning statement, brand personality, visual identity and the all-important customer personality. By focusing on these elements,…

Sponsored by Justin Lowry, president and chief investment officer of Global Beta Advisors, highlighted the game-changing role of risk-based portfolio optimization at Nitrogen's Fearless Investing Summit 2024. By integrating their optimizer with Nitrogen's technology, advisors can adapt portfolios for precise risk objectives, going beyond traditional asset allocation models. Lowry highlighted the importance of aligning a…

Sponsored by Aaron Klein, co-founder and board member of Nitrogen, explored the “Five Keys to Wealth” at Nitrogen's Fearless Investing Summit 2024″ He highlighted a critical shift for financial advisors: moving from product-focused strategies to driven strategies By focusing on the customer experience and building connections between generations, Klein argued that advisors can unlock long-term…

Sponsored by Andrew Altfest, founder and CEO of FP Alpha, discussed the transformative role of AI in financial advising at Nitrogen's Fearless Investing Summit 2024. By automating key processes such as wealth, tax and insurance planning, advisors can now provide holistic financial solutions without sacrificed time. Altfest highlighted how AI helps advisors increase client value,…

(Bloomberg) — It was supposed to be the year of the great money market exodus. Between the Federal Reserve's interest rate cuts and the rally in stocks and bonds that would naturally follow, all the elements were there, Wall Street forecasters said, to prompt investors to pull money out of money market funds en masse….

(Bloomberg) — The largest U.S. private equity firms predict that President-elect Donald Trump's victory could help their ambitions to capture some of the $11 trillion sitting in defined contribution plans like 401(k)s . Alternative asset management firms are likely to push the Trump administration to welcome private, illiquid investments in the retirement accounts of everyday…