Nest Egg Guru Featured On The Tech Tribune

We're pleased to announce we've been featured on The Tech Tribune's latest "Best Tech Startup" list for startups in Honolulu, Hawaii. We always appreciate being recognized for our efforts and are thrilled to belong to such a great list of fellow startups rapidly growing and achieving their ambitious goals. Check out the article right here!

Read More

Nest Egg Guru Vendor Partner Spotlight:

Advisor Websites Helps Financial Professionals Build a Strong Online Presence May 28, 2018 By Nathan Yan For our Partner Spotlight, we’d like to introduce Advisor Websites! Advisor Websites is an industry leader in the website-building space and makes it easy for financial advisors to build and maintain a compliant friendly website that truly reflects who they are without spending exorbius amounts of time, energy and money. As a financial professional, having an impressive website is imperative to your success since your website is a direct representation of you. With Advisor Websites’ powerful and intuitive website-builder software, you can ensure

Read More

Nest Egg Guru featured in The Tech Tribune's 8 Best Startups in Honolulu

We're happy to announce we at Nest Egg Guru have been featured in The Tech Tribune's "8 Best Startups in Honolulu" for the year of 2018. We always appreciate recognition of this sort and are honored to be featured in a list of growing, likeminded startups who want to help change the world through technology. All in all, we're happy to be in such a supportive and productive environment and can't wait to see the overall progress through the upcoming months and years. Additionally, feel free to check out the rest of The Tech Tribune's site!

Read More

NestEggGuru featured in Swedish Personal Finance Blog, Buffert

NestEggGuru was recently featured in a Swedish, personal finance blog by the name of Buffert. We're always pleased to see NestEggGuru shared around the world, helping individuals determine their retirement-readiness and college-planning financial preparedness. Feel free to learn more about Buffert and all of their personal finance knowledge offerings in the links throughout this post.

Read More

Nest Egg Guru featured in Funding Sage

Nest Egg Guru was featured this month in popular tech startup publication, Funding Sage. The interview sheds light on how the company is seeking to break the mold of the stereotypical fintech startup. Instead of fundraising based upon lofty, naive ideas and a slick pitch deck, the piece describes how Nest Egg Guru is founded by experienced financial planning industry insiders who truly understand how their financial advisor subscribers think and are focused on building a real company instead of just selling an untested idealistic concept. Although the approach seems so "old school," it is a surprisingly brash and novel

Read More

J.R. Robinson Named in List of Top 100 Financial Advisors

NestEggGuru is pleased to announce J.R. Robinson, co-founder & CEO of NestEggGuru, being named one of the top 100 most influential financial advisors due to his excellent contributions to the financial planning industry via digital media (social media, SEO, content contribution, etc...) all encompassed within financial literacy, investing strategies, life-stage planning and wealth management gained from over 30 years of investment experience. Feel free to view the original story here from Investopedia!

Read More

Why Financial Advisors Have Little to Fear from the Invading Robo Army

Nest Egg Guru CEO J.R. Robinson’s latest publication is a nod to comedian Jeff Foxworthy's signature "You might be a redneck" shtick. This article takes a satirical look at the influence automated trading platforms are having on the financial planning landscape. Far from their public persona as a Darth Vader-esqe industry disrupter, the piece peeks behind the robo-advisor curtain and finds a bungling, poorly conceived business model that poses absolutely no existential threat to any experienced competent financial planner. You may read the full article in Advisor Perspectives at the following link – You Might Be A Robo-Advisor if…

Read More

Is There More to the World than Index Funds?

Nest Egg Guru co-founder, J.R. Robinson’s latest article has been published on Investopedia. In this piece, he explains how including individual bonds and stocks in one’s portfolio may have benefits beyond just investing in index funds. The article may be found at the following link - The Benefits of Investing in More Than Index Funds . Financial Advisors may also wish to check out his May 22nd article in Advisor Perspectives, entitled Why The Future is Bright for AUM-Based Advisors. The article explores conflicts of interest in different financial advisor compensation models and suggests that it is easier

Read More

NestEggGuru XY Planning Network Live Stream

In the above video, J.R. Robinson is discussing with XY Planning Network how NestEggGuru is changing the current landscape of FinTech and creating a whole new landscape as well. These are exciting times to be involved in such a field and NestEggGuru is more than excited to be showcasing our capabilities, differentiation amongst competitors, and how NestEggGuru can better the financial planning process overall. Enjoy!

Read More

Why Dan Solin’s Gloomy Outlook for Financial Advisors is Misguided

Over the past several months, Dan Solin, a best-selling author and highly regarded coach to financial advisors, has been sounding off in Advisor Perspectives about disruption in the financial advice profession (see article links below). Five Reasons Your Asset-Based Fee Model Won’t Survive (11/14/16) Five More Reasons the Asset-Based Fee Model Won’t Survive (11/21/16) New Developments Imperil Your AUM Fee Model (12/26/16) New Threats to the AUM-Fee Model (1/24/17) Don’t be Misled by Studies on the Value Advisors Add (4/24/17) Are you Oblivious to Fee Compression? (5/

Read More