Nerd's Eye View

JANUARY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% in 2023, the RIA space showed significantly more strength, with 10.4%

Financial Planner 246

Financial Planner Fiduciary Duty Retirement Retirement Planning 246

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Certified Financial Planner (CFP) . A key indication of an advisor’s dedication to acting in the client’s best interest is the mention of fiduciary duty. March 16, 2022. |. 0 Comments.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Park Place Financial

NOVEMBER 29, 2022

million per person in 2022 . The annual gift tax exclusion: Shifted from $15,000 per gift to one person to $16,000 in 2022 . Whenever making financial decisions, you should always think about working with a financial planner — regardless of current economic changes. September 8, 2022. |. April 26, 2022. |.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Park Place Financial

JANUARY 9, 2023

With record inflation in 2022 , the Standard Deduction will rise again in 2023 as follows: . If you are unsure how changes will affect your wealth management strategy in 2023, or would simply like ideas for enhancing your financial planning, turn to Park Place Financial for expert guidance. September 29, 2022. |.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Park Place Financial

NOVEMBER 29, 2022

5) Work with a Certified Financial Planner . A key component of the best retirement plans for older adults includes consulting with a knowledgeable financial advisor. Since we observe our fiduciary duty, you can trust you will receive the utmost transparency when you partner with our team. . November 29, 2022. |.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Park Place Financial

NOVEMBER 29, 2022

Our team will analyze your financial situation and leverage data insights and. expertise from our certified financial planner and other advisors. November 29, 2022. |. September 29, 2022. |. September 29, 2022. |. Retirement Plans [contact-form-7] Sign-Up for your Complimentary Financial Review Signup.

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52