CFP Board Chooses Elizabeth Miller as 2024 Chair-elect
Wealth Management
JULY 19, 2023
Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.
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.
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Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces
Nerd's Eye View
DECEMBER 19, 2022
At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.
The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin
NAIFA Advisor Today
FEBRUARY 6, 2025
Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. NAIFA and FSP merged in January 2024. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.
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The Latest In Financial #AdvisorTech (May 2024)
Nerd's Eye View
MAY 6, 2024
Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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
And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)
Adviser links: going back to work
Abnormal Returns
SEPTEMBER 16, 2024
thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. riabiz.com) CFP professionals make more money. (advisorperspectives.com) Larry Swedroe on why new fund structures make alternatives more attractive. morningstar.com) Custodians How many custodians is too many? investmentnews.com) What to look for in a new custodian.
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 (..)
The art of attracting and retaining clients: MDRT YouTube favorites
Million Dollar Round Table (MDRT)
JANUARY 12, 2025
In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.
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Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)
Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
In the 2nd half of the year and into 2024, we'll also be hiring a new Manager of People & Culture, a Curriculum DesigNerd and Instruction DesigNerd for our Education team, and a full-time Director of Advisor Research.
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Chalk Talk: Healthy Financial Habits for 2024
MainStreet Financial Planning
JANUARY 5, 2024
Do your financial goals align with your personal values -Automating financial processes to reduce stress and create a sense of financial balance -The role of emergency funds and insurance in promoting financial peace of mind The post Chalk Talk: Healthy Financial Habits for 2024 appeared first on MainStreet Financial Planning.
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IAR CE: Continuing Education Requirements For Investment Adviser Representatives And How Different States Adopt NASAA’s Model Rule
Nerd's Eye View
JULY 19, 2023
CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. In 2022, the first states to adopt the new Model Rule implemented their IAR CE requirements, and by 2024, at least 15 states will have begun requiring IAR CE.
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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 8, 2024
After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).
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Weekend Reading For Financial Planners (February 24-25)
Nerd's Eye View
FEBRUARY 23, 2024
Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)
Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JANUARY 13, 2025
And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!
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How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. It’s important to note that the CFP Board’s fiduciary standard is business-model neutral as described below. You can search for CFP® professionals here.
Filing Taxes in 2025: What You Should Know
Your Richest Life
MARCH 12, 2025
But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. Here is a list of the states with an extended filing date this year.
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The Corporate Transparency Act: What You Need to Know
Carson Wealth
MARCH 26, 2024
By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. NOTE: Applicable entities created in 2024 have 90 days from creation to file the report.
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How a CFP® Finances a Home Project
MainStreet Financial Planning
JANUARY 31, 2025
In June 2024, I embarked on a full kitchen remodel, hoping it would be done by the Christmas holidays (keep reading to the end to find out if it was done in time). The post How a CFP Finances a Home Project appeared first on MainStreet Financial Planning. My kitchen remodel was 99.9% Here are my before and after pictures.
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Recognizing Our Members Who Go Above & Beyond: Q2 2024 Hard Hat Winners Announced
NAIFA Advisor Today
AUGUST 8, 2024
We are #NAIFAproud to recognize our Q2 2024 Hard Hat Winners, Corrado Gugliotta, LUTCF, FSCP, CLTC, LACP : Membership, Joseph Pearl, CFP : Grassroots, and Timothy Johnson, FSS, LACP : IFAPAC.
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Monthly Market Update | March 2024
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. The post Monthly Market Update | March 2024 appeared first on www.tobiasfinancial.com.
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Monthly Market Update | February 2024
Tobias Financial
FEBRUARY 20, 2024
We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. The post Monthly Market Update | February 2024 appeared first on www.tobiasfinancial.com.
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Franklin Gay Receives the 2024 NAPFA New Professional Award
Tobias Financial
MAY 3, 2024
We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association of Personal Financial Advisors (NAPFA)! To learn more about 2024 NAPFA awards, visit: https: [link] To learn more about Franklin, visit: and his journey, visit: [link]
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Bracketology (2024 Edition)
The Better Letter
MARCH 14, 2024
Bracketology (2024 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money. Issue 168 (March 15, 2024)
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Buying a House in 2024? What You Should Know
Your Richest Life
APRIL 30, 2024
The past few years have been particularly difficult for home buyers, and 2024 buyers are facing many of those same challenges. Home Sales and Inventory Housing inventory has been sitting at historic lows for the past few years, but we are finally starting to see an uptick in 2024. As of April 2024, mortgage rates are sitting at 7 to 7.5
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Marianela Collado to Speak on CNBC Women & Wealth – March 5th, 2024.
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. To learn more and to RSVP, visit: [link] The post Marianela Collado to Speak on CNBC Women & Wealth – March 5th, 2024.
Celebrating Yesenia Realejo: HMHB 2024 Mother of the Year
Tobias Financial
MAY 9, 2024
We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County.
Your Guide to a Financially Healthy Holiday Season
Your Richest Life
NOVEMBER 12, 2024
Start with a brain dump of your ideal 2024 holiday season. 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. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc. From there, you can edit.
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A Season of Gratitude, Celebrations, and Forward Thinking
Carson Wealth
JANUARY 22, 2025
As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. Professional Milestones Congratulations are in order for Zach, who obtained his CFP certification on November 7th!
Monthly Market Update | May 2024
Tobias Financial
MAY 22, 2024
Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. Chad provides a comprehensive overview of what is currently happening in the market, and this month he dives deeper into the S&P intra-year decline vs. calendar year returns.
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Transparent Advisor Movement: Immersion 2024
Sara Grillo
APRIL 28, 2023
When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. If you wish to transfer your ticket to another party, you may do so before March 1, 2024, and you agree to notify Sara Grillo immediately of any changes in ownership. The Transparent Advisor Movement is taking St. Will you join us?
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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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Catalina Franco-Cicero Presents for FPA Latino Knowledge Circle – March 5th, 2024
Tobias Financial
MARCH 4, 2024
We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.
How to Save on 2024 Summer Travel
Your Richest Life
MAY 10, 2024
According to NerdWallet’s 2024 summer travel survey , about 45 percent of Americans will be booking a flight or a hotel stay this summer. Making budget-conscious choices: Summer 2024 Travel It’s going to be a big summer for travel, but many people are still feeling the strain of high prices and travel expenses.
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2024 Taxes: Tips for Filing and Important Changes
Your Richest Life
FEBRUARY 27, 2024
While you’re working through your tax season checklist, here are some updates and tips to help you along the way: 2024 Taxes Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024. The post 2024 Taxes: Tips for Filing and Important Changes appeared first on Your Richest Life.
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Monthly Market Update | February 2024
Tobias Financial
FEBRUARY 20, 2024
We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.
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Monthly Market Update | March 2024
Tobias Financial
MARCH 10, 2024
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.
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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! Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.
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Midlife Money Myths: Finances After 40
Your Richest Life
NOVEMBER 26, 2024
The average retirement age has been increasing over the past few decades, from 57 in 1991 to 62 in 2024. Money tips for your 40s 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. And then, there are the un-retirees.
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This Baby Bull Has Time to Grow
Investing Caffeine
JANUARY 2, 2024
Jerome Powell, the Federal Reserve Chairman has been paying attention to these statistics, as evidenced by the central bank’s forecast at the Fed’s recent policy meeting last month on December 13 th for three interest rate cuts in 2024. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.
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Marianela Collado to Speak on CNBC Women & Wealth – March 5th, 2024.
Tobias Financial
FEBRUARY 25, 2024
We are thrilled to announce that our CEO, Marian ela Collado , CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5 th , 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future.
Top 35 Influencers for Financial Advisors in 2024
Indigo Marketing Agency
JANUARY 24, 2024
For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. She is a CFP® professional, leading speaker, host, and brand ambassador who has become a go-to resource in the industry.
Philanthropy and Wealth Transfer: Integrating Giving into Estate Planning
Carson Wealth
DECEMBER 17, 2024
By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. million per individual for 2024.
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