CFP Board Chooses New Chair-Elect for 2023
Wealth Management
AUGUST 11, 2022
Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.
Weekend Reading For Financial Planners (April 20-21)
Nerd's Eye View
APRIL 19, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)
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Weekend Reading For Financial Planners (Dec 17-18)
Nerd's Eye View
DECEMBER 16, 2022
Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks.
Weekend Reading For Financial Planners (April 29-30) 2023
Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
DECEMBER 12, 2022
Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.
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Weekend Reading For Financial Planners (Feb 11-12)
Nerd's Eye View
FEBRUARY 10, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
I hope you'll continue the journey along with us in 2023 and beyond! has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. Read More.
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Weekend Reading For Financial Planners (Nov 19-20)
Nerd's Eye View
NOVEMBER 18, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.
41 Top Influencers for Financial Advisors in 2023
Indigo Marketing Agency
DECEMBER 19, 2022
That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Check out the list below. Bill Cates. Ellen Rogin.
2023 Market Outlook: Financial Factors Shaping the Year Ahead
Walkner Condon Financial Advisors
JANUARY 13, 2023
A Bear Market in Search of a Recession: 2022 Recap & 2023 Market Preview. Mitch DeWitt, MBA, CFP®. Mitch DeWitt dives more into the state of fixed income heading into 2023. Jonathon Jordan, CFP®, CEPA. Jonathon Jordan covers what we saw in the housing sector last year and what might be on tap in 2023.
Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
DECEMBER 11, 2023
For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.
Weekend Reading For Financial Planners (February 3-4)
Nerd's Eye View
FEBRUARY 2, 2024
Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)
Announcing IAR CE From Kitces And The Mid-Year State Of The Blog
Nerd's Eye View
JULY 25, 2022
Which is relevant already in 2022 for any advisors who are registered in one of the 3 states (as their home state, or simply a state in which they have more than the de minimis number of clients) that has already rolled out the IAR CE obligation – Maryland, Mississippi, and Vermont – and will be relevant for far more advisors in the years (..)
Chalk Talk: Mint.com is Shutting Down on Dec. 31, 2023
MainStreet Financial Planning
NOVEMBER 8, 2023
31, 2023 Hosted by: Anna Sergunina , CFP® It’s always disappointing when a popular and useful service like Mint decides to shut down. 31, 2023 appeared first on MainStreet Financial Planning. Mint.com is Shutting Down on Dec. Many loyal users have come to rely on Mint for their budgeting and financial management needs.
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2023 Housing Market: Selling a Home This Year
Your Richest Life
APRIL 14, 2023
May, June and July are peak buying and selling months for real estate, but what can we expect from the 2023 housing market sales? About Your Richest Life At Your Richest Life, physician-focused financial planner Katie Brewer, CFP®, wants to help you build a successful financial future. Should You Rent Out Your House?
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5 favorite books in 2023 to boost your career and personal development
Million Dollar Round Table (MDRT)
DECEMBER 5, 2023
Olson, CFP, MSFS Belonging to a book club, especially an MDRT book club, is an investment in yourself. It’s a fantastic way to meet other MDRT members as you discuss your biggest takeaways from business books that can change the way you approach your life professionally — and sometimes personally.
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Breaking New Ground: Alexander Flecker and the Growth of Measured Risk Portfolios
NAIFA Advisor Today
OCTOBER 10, 2024
New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.
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Adam Sachs Honored with the Inaugural NAIFA President’s Citation
NAIFA Advisor Today
NOVEMBER 17, 2022
NAIFA President Lawrence Holzberg , LACP, LUTCF, is pleased to announce that Adam Sachs , CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group , LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation. in front of over 300 NAIFA members.
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Fast content creation: AI’s benefits and limits
Million Dollar Round Table (MDRT)
SEPTEMBER 17, 2024
It’s important for everybody to understand how fast this (AI) is going to change,” said Eric Schmidt, the former CEO and chairman of Google, in 2023. AI can be so useful in our businesses,” agreed Carla Brown, FPFS, CFP , a seven-year MDRT member. While that seems intimidating, acting like it’s not happening won’t make AI go away.
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Amplifying 8 Asian-American Voices in Financial Planning
eMoney Advisor
MAY 1, 2023
John Eing, MBA, CPA, CFP® “Understanding cultural values can make you a better financial planner. James Lee, CFP® “Financial planning services are wanted and needed, and I feel that my service to FPA is my way of scaling financial planning to more people throughout society.” Here are eight of their stories to enjoy.
Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
eMoney Advisor
JANUARY 12, 2023
If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. One of the options even counts as continuing education credit.
How to Leverage Tax-Advantaged Accounts in 2023
Carson Wealth
DECEMBER 28, 2022
Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . While there are limits to how much you can contribute, the IRS has bumped them up for 2023. . Be Tax Smart in 2023 . The post How to Leverage Tax-Advantaged Accounts in 2023 appeared first on Carson Wealth. Traditional IRAs .
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2023 401k Contribution Limits
Walkner Condon Financial Advisors
FEBRUARY 21, 2023
How much can I contribute to my 401(k) in 2023? If you are age 50 or older you are eligible to contribute an extra $7,500 for a total of $30,000 in 2023. ABOUT THE AUTHOR Alicia Vande Ven FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. The post 2023 401k Contribution Limits appeared first on Walkner Condon Financial Advisors.
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While Things Are Opening Up, What Are You Banking On?
NAIFA Advisor Today
MAY 4, 2023
wherein small regional banks will consolidate into super-regionals.” – March 30, 2023 Who would better know what to do now, in this place, with their knowledge, than a financial advisor? A real financial advisor with decades of experience with designations like the following: CFP, ChFC, CLU, LACP, LUTCF.
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3 Alternatives to the “Mint” Budgeting App
MainStreet Financial Planning
NOVEMBER 9, 2023
Tiller – MainStreet Financial Advisor, Jennifer Bush , CFP® , has personally used Tiller for over 4 years and enjoys it, saying that she likes that it’s “fully customizable, and spreadsheet-based and I can run reports and filter my transactions any way I would like.” month or if you pay all at one time it is $99.99/year year or $8.33/month.
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4 Women Empowering Women in Financial Planning
eMoney Advisor
MARCH 1, 2023
Stephanie Trexler, CFP® : Making Connections in the Financial Planning Community Since meeting Stephanie, I have been amazed by her involvement in the community and how she supports other financial planners in the industry. Cassandra Smalley, CFA, CFP® : Giving Women a Voice at the Financial Table I would be remiss to not share my own story.
9 Year-End Planning Tips from a Wealth Planner
Carson Wealth
DECEMBER 8, 2023
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).
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Average Fees for Financial Advisors in 2023
Harness Wealth
MAY 25, 2023
Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. CFP Exam: Successful completion of the CFP exam. Between 0.5%
Your Guide to a Financially Healthy Holiday Season
Your Richest Life
NOVEMBER 12, 2024
In 2023, 34 percent of Americans went into debt for the holidays, by an average amount of $1,028. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.
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12 Best Paying Jobs in Finance in 2023
Good Financial Cents
DECEMBER 14, 2022
With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. The post 12 Best Paying Jobs in Finance in 2023 appeared first on Good Financial Cents®. 12 Highest Paying Jobs in Finance.
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You Maxed Out Your 401(k) – What Should You Do Next?
Your Richest Life
OCTOBER 31, 2022
The 2023 maximum contribution limit is $22,500 for those under 50, plus a $7,500 catch-up for employees 50 or older. . The limit for 2023 is $6,500. A Roth IRA has the same $6,500 limit for 2023, and you can make tax- and penalty-free withdrawals after age 59 ½. You can open a Roth IRA if you meet the income requirements.
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Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
Tobias Financial
MAY 4, 2023
Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023. appeared first on www.tobiasfinancial.com.
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2023 Markets and Economy, and New Year Outlook
Your Richest Life
DECEMBER 22, 2023
As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. in January of 2023. All in all, the markets and economy performed stronger than anticipated in 2023. percent , and the unemployment rate remained fairly steady throughout the year.
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SECURE 2.0 Act: What Financial Advisors Can Expect
eMoney Advisor
JANUARY 20, 2023
Act provisions: Updated RMD Rules: Your software should account for the increase in RMD age to 73 in 2023 and to 75 in 2033. We’ll be taking an in-depth look at recent tax law updates for 2023, focusing on SECURE 2.0 Register now for the 2023 Tax Legislation Insights, Secure 2.0 Pending approval from the CFP Board
How Getting Women Into Financial Planning Can Benefit Everyone
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. Financial illiteracy among women is a problem.
6 Black Financial Planning Experts You Should Be Following
eMoney Advisor
FEBRUARY 7, 2023
Cherry, CFT-I™, CFP® Topic: Financial Psychology | LinkedIn , Instagram , Twitter Recently named one of 10 to Watch in 2023 by WealthManagement.com, Dr. Preston Cherry is an innovative thinker in the financial planning profession. You might have noticed Chris is not a CFP® practitioner like the others on this list.
This Baby Bull Has Time to Grow
Investing Caffeine
JANUARY 2, 2024
The last two months of 2023 finished with a bang! Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. For 2022-2023 combined, results registered at a meager +0.1% Slome, CFA, CFP® Plan. Federal Funds rate hiking cycle.
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Secure Act 2.0 to Bring Sweeping Changes to Retirement Rules
Darrow Wealth Management
DECEMBER 23, 2022
In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. This part of the bill would be effective in 2023. Starting in 2023, the current $100,000 limit for qualified charitable distributions will be indexed by inflation. So stay tuned!
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The Impact of the Recent Bank Failures
Your Richest Life
MARCH 31, 2023
March 2023 marked a historic month for U.S. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. The top spot belongs to the 2008 Lehman Brothers collapse.) For more information on the services offered, contact Katie today.
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Where Valuations Stand After the Market’s Strong Start to 2023
Validea
FEBRUARY 8, 2023
By Jack Forehand, CFA, CFP® ( @practicalquant ) — 2023 has been a great year for the market so far. The post Where Valuations Stand After the Market’s Strong Start to 2023 appeared first on Validea's Guru Investor Blog. Follow him on Twitter at @practicalquant.
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The Financial and Psychological Impact of Returning to the Workforce After a Long Absence
Walkner Condon Financial Advisors
DECEMBER 13, 2022
My Financial Approach for Career Compensation in 2023. My plan for next year is to contribute the maximum amount to my 401k (which is $22,500 for 2023). I’m also going to still contribute the maximum amount to my IRA ($6,500 for 2023). FINANCIAL ADVISOR, CANDIDATE FOR CFP® CERT. ABOUT THE AUTHOR. Alicia Vande Ven, M.S.
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Roth Conversion Automation: Strategies to Differentiate Your Practice
Covisum
MARCH 7, 2023
Then join us for an informative webinar presented by Joe Elsasser, CFP ® , Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m. Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Central Time.
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Advisors Share 5 Ideas to Make Onboarding More Inclusive
eMoney Advisor
JUNE 8, 2023
I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. For advisor and LGBTQ+ ally Woody Derricks, CFP®, ADPA®, this is a commonsense approach. “It’s Sources: 1. Gallup, “U.S.
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Building rapport remotely
Million Dollar Round Table (MDRT)
APRIL 23, 2023
For Brad Brain, CFP, CLU, that means utilizing Loom, a video messaging service through which he records video updates for clients and creates the sensation of a direct meeting without actually having one. This was excerpted from the March/April 2023 Round the Table magazine article, “ Building rapport remotely.”
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