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.

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

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.

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

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.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

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%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

NAIFA Advisor Today

APRIL 8, 2024

Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. This year’s recipients are as follows: First Place: Steve Parrish, JD, AEP, RICP, ChFC, CLU, for “Snowbirding: Financial Considerations of Owning Two Residences in Retirement,” in September 2023 Second Place: Annemarie M.

Financial Services 64

Financial Services Ethics CFP Education 64

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52