2025, Planning and Strategic Planning - Financial Advisor Source

2025

Planning

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Validea’s Top 10 High Insider Ownership Stocks | January 2025

Validea

JANUARY 9, 2025

This alignment means insiders will feel the same financial impact of their decisions as other shareholders, whether positive or negative, which often leads to more thoughtful capital allocation and strategic planning. Here are Validea’s top 10 high insider ownership stocks for January 2025. Start a Free Trial!

Strategic Planning

Strategic Planning Management Planning Investments

NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'

NAIFA Advisor Today

JULY 28, 2022

NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Strategic Planning

Strategic Planning Planning Management

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Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

Trending Sources

What Do Financial Advisors Do?

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. What Do Financial Advisors Do?

Financial Advisor

Financial Advisor Strategic Planning Estate Planning Retirement

Webinars

Book of Secrets on the Month-End Close

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP

NAIFA Advisor Today

AUGUST 9, 2022

NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.

Strategic Planning

Strategic Planning Financial Services Financial Advisor Insurance

Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award

NAIFA Advisor Today

OCTOBER 21, 2022

He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.

Strategic Planning

Strategic Planning Financial Services Insurance Planning

2021 Year-End Planning Letter

Brown Advisory

NOVEMBER 5, 2021

2021 Year-End Planning Letter. Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. How does all of this impact your thoughts on longer term planning and even legacy?

Planning

Planning Tax Planning Taxes Clients

Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

Trade Brains

AUGUST 1, 2024

Edited excerpts: The company expanded its operation across the Middle East and Russia last year, are there any specific markets or regions where Sealmatic plans to expand its presence in the coming years? We are on track with our growth prospect of 20% for the FY 2025. We are well placed to double our turnover in the next three years.

Planning

Planning Manufacturing Investments Investing

2019 Year-End Planning Letter

Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

Planning

Planning Taxes Clients Assets

NAIFA Advocates for the Economic Security of Women

NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Economics

Economics Financial Services Strategic Planning Financial Advisor

Transcript: Victor Khosla, Strategic Value Partners

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. It isn’t like that was the plan 40 years ago. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning.

Banking

Banking Investing Investments Assets

Q2 State of NAIFA Presented by Cothron, Mayeux, and Boyle

NAIFA Advisor Today

MARCH 15, 2024

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning

Strategic Planning Planning

2023 Year-End Planning Letter: Reflections and Perspectives

Brown Advisory

DECEMBER 1, 2023

2023 Year-End Planning Letter: Reflections and Perspectives ajackson Fri, 12/01/2023 - 08:06 The end of the calendar year is always a good time to reflect—about the past and what it might mean and about the future and what our best path forward might be. Should we modify existing plans considering changing market conditions?

Planning

Planning Strategic Planning Taxes Clients

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward. tax code that are not permanent.

Strategic Planning

Strategic Planning Planning Marketing Marketing

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. Wed, 04/01/2020 - 09:31. We are working to help you take those steps forward.

Strategic Planning

Strategic Planning Planning Marketing Marketing

2020 Year-End Planning Letter

Brown Advisory

NOVEMBER 19, 2020

2020 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for consideration with their other advisors. There are issues and uncertainties to consider every year when revisiting one’s plans, but 2020 has been a uniquely challenging year on many fronts.

Planning

Planning Taxes Clients Assets

Validea’s Top 10 High Insider Ownership Stocks | January 2025

NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'

Webinars

Trending Sources

What Do Financial Advisors Do?

Webinars

NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP

Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award

2021 Year-End Planning Letter

Exclusive interview with Umar Balwa, MD of Sealmatic India, on growth and future plans

2019 Year-End Planning Letter

NAIFA Advocates for the Economic Security of Women

Transcript: Victor Khosla, Strategic Value Partners

Q2 State of NAIFA Presented by Cothron, Mayeux, and Boyle

2023 Year-End Planning Letter: Reflections and Perspectives

Strategic Planning in Volatile Markets

Strategic Planning in Volatile Markets

2020 Year-End Planning Letter

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