Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
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Nerd's Eye View
APRIL 26, 2024
Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)
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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
Nerd's Eye View
JANUARY 12, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)
Nerd's Eye View
AUGUST 23, 2024
Also in industry news this week: A Federal judge struck down the Federal Trade Commission's ban on non-compete agreements before it could go into effect, though potential appeals mean the battle over the regulation might not be over A U.S.
Nerd's Eye View
JULY 5, 2024
Supreme Court decision shifting authority to interpret laws passed by Congress from Federal agencies to the judicial system could have significant impacts on regulation of the financial advice industry, including the potential for additional legal challenges to regulations from the Securities and Exchange Commission (SEC), the Department of Labor (DoL), (..)
Clever Girl Finance
OCTOBER 9, 2023
Whether you’re working for yourself or have an irregular job schedule, budgeting on an irregular income can be tough. But creating a budget for this type of income is easy to learn! Table of contents Budgeting when you have an irregular income 1. Create your baseline budget 2. Can you budget with an irregular income?
Clever Girl Finance
JANUARY 22, 2024
If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Table of contents What is budget counseling? Does budget counseling affect your credit score? Articles related to counseling and budgeting Consider budget counseling to get your finances in order!
MainStreet Financial Planning
MARCH 7, 2025
If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.
Trade Brains
SEPTEMBER 21, 2023
Then we will understand how the Company performing in terms of Top Line and bottom line before finally concluding our article. It began its journey as a Directorate, which was then converted into a Commission and finally into a Corporation in 1994. Market Cap (Cr.) 555860 EPS 15.96 Stock P/E 27.92 Name CMP Mkt Cap Div Yld ITC 442.65
Random Roger's Retirement Planning
JUNE 7, 2024
A bunch of quick hits from this weekends Barron's as the articles come out today. It was an odd framing but not the reason to mention the article. The second article to look at was about investing in sports collectibles which is coincidental to yesterday's joke about a Rickey Henderson rookie card.
Clever Girl Finance
MAY 15, 2024
Articles related to the best jobs for moms Not having a college degree is not a deal breaker Working to support your children is a common stress factor for almost all parents. Just think of all those blogs, articles, newsletters, ebooks, and other written content that you see every day… someone has to write it!
Clever Girl Finance
AUGUST 15, 2022
This article on Chanel classic flap bag sizes contains affiliate links to Fashionphile, a brand we trust. If you make a purchase using this link we may earn a small commission. If you already have your eye on one or more Chanel classic flap sizes, the next step is to budget for it! This helps us grow and keep our content free.
Good Financial Cents
OCTOBER 5, 2022
Meanwhile, Robinhood offers commission-free trading of individual stocks, exchange-traded funds (ETFs), and even cryptocurrencies. You can trade individual stocks, ETFs, and even options, commission free. Public also offers you the ability to open an account with no money, and to trade commission free.
Clever Girl Finance
OCTOBER 16, 2023
In this article, we’ll delve into what constitutes a toxic working environment, how to recognize it, and what steps you can take to navigate within one and get yourself out of one. Articles related to a toxic workplace Nobody should have to tolerate a toxic workplace What is a toxic workplace?
Good Financial Cents
JANUARY 4, 2023
million jobs in 2021 , according to a study commissioned by the National Association of Real Estate Investment Trusts (Nareit). In this article, I’ll share the best-paying jobs in real estate investment trusts and related information you’ll want to know to make an informed decision about your career.
WiserAdvisor
AUGUST 18, 2023
In this article, we will discuss the different types of financial advisor fees and compare costs and services offered to find an advisor who aligns with your budget and financial goals. When you purchase any of these assets, the financial advisor receives a commission from the sponsoring company, which helps them earn money.
Good Financial Cents
JUNE 11, 2023
They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. What’s more, these wealth advisors aren’t really there to teach you how to put together a budget, they strictly manage your money.
Clever Girl Finance
SEPTEMBER 19, 2023
Articles related to how to pay off credit card debt fast Now you know how to pay off credit card debt fast! Create a budget for your spending Creating a budget is your next step on how to get out of credit card debt. Here is an example of a budget to help you out ! What is the fastest way to pay a credit card bill?
BlueMind
JULY 15, 2022
For example, the Securities and Exchange Commission (SEC) in the United States or The Financial Consumer Agency of Canada (FCAC) in Canada. It is a constant expense that digs steadily into the budget and can be further exacerbated by cyber attacks. Protecting client data is one of the keys to saving yourself from compliance hurdles.
Trade Brains
FEBRUARY 13, 2024
Even in the interim budget 2024, there was a positive impact on account of infrastructure sector announcements such as the railway corridor program and the refurbishment of forty thousand normal rail bogies to the Vande Bharat standards. Let’s delve deeper into the article to find out! The Ministry of Railways received ₹2.55
Indigo Marketing Agency
MARCH 19, 2024
Consider these tips to help you choose the right provider: Determine your needs and budget. Compliance: Consistently adhere to Securities and Exchange Commission (SEC) , FINRA , Regulation Best Interest , broker-dealer compliance , and state regulations for financial advisors.
Good Financial Cents
JULY 3, 2023
Just be a budget whiz, stay on top of those finances, and you’ll find that $30 an hour can go a long way. With a solid budget, you’ll pave the way for a bright financial future by saving for the essentials, like retirement, emergencies, and other endeavors. How Much Is $30 An Hour After Taxes? Utilities $300.00
Trade Brains
APRIL 30, 2024
He misused such exchange and also tied up with many other brokers to trade on his behalf and gave the commission. Allegations and Unraveling of Ketan Parekh Scam The SEBI and RBI started investigating Ketan Parekh Scam after the huge market crash of 176 points in a day in 2001 just one day post the budget was declared.
Clever Girl Finance
JUNE 22, 2023
Articles related to making $100k a year Is $100k a year good? In this article, we’ll explore the factors to answer, “is 100k a year good income-wise?” This could include bonuses, commissions, rental income, and investment gains. There are several different ways to budget you can try out.
Good Financial Cents
SEPTEMBER 2, 2022
In this article, we’ll look at how to invest in apartment buildings so you can determine if it’s an investment decision you’ll want to make. And if you don’t have millions of dollars in capital sitting around, don’t stress—we have options for everyone with varying budgets and investing experience levels. M1 Finance.
Good Financial Cents
DECEMBER 10, 2022
With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Earning Potential: $100 to $1,000 per article, based on skill level. Virtually every article, advertisement, marketing piece, guide and e-book that appears on the internet has been written by someone.
Clever Girl Finance
JULY 8, 2024
Articles related to side hustles Boost your income with these money-making side hustles for women! That said, in this article, I ‘ll be breaking down some of the best side hustles for women! Read our detailed article on how to become a blogger and start making money ! How can women make money on the side?
Mr. Money Mustache
MAY 3, 2020
. — Every now and then, I learn to my horror that some people are still paying preposterous amounts for mobile phone service, so I write another article about it. Lines like this in their budget: mobile phone service (2 people): $160. I think you’ll find that there are a lot of great, budget-friendly options on the market.
Good Financial Cents
AUGUST 5, 2022
With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Finding extra money in your budget to invest can seem like an impossible task. Robinhood allows you to invest commission-free in individual companies or bundles of investments (ETFs). Low enough?
Clever Girl Finance
JUNE 27, 2023
Related articles Say goodbye to clutter! In this article, we’ll go over our favorite books on real-life decluttering for a clutter-free home. This means if you make a purchase we may earn a small commission which helps us grow! What’s the best way to read books on decluttering? Let’s dive in!
Good Financial Cents
JANUARY 2, 2023
Public offers zero-commission trades and connects you with other investors like you would on a social media platform. Robinhood has become known for commission-free stock trading and simplifying the stock market for younger folks. Use the app to track your spending and review your budget to save even more money. Luxury goods.
Nationwide Financial
OCTOBER 18, 2022
Other details to compare and discuss with clients are initial deposit minimums, as well as any potential minimum continuing deposit requirements so your client can budget their income for any future required deposits accordingly. If your client purchases through a broker, they may be subject to additional commissions or fees there as well.
Trade Brains
OCTOBER 30, 2023
In this article about KPI Green Energy Vs KP Energy, We will briefly look at what these Companies do, understand their business model and future plans. Then we will do a thorough fundamental analysis, before concluding the article. 35,000 Cr in the FY23 Union Budget. KPI Green operates a capacity of 111 MW under this service.
Clever Girl Finance
NOVEMBER 20, 2023
In this article, we’ll discuss where to find items (some are right in your own house!) Articles related to the best items to sell Start reselling to make extra cash! Kids’ gear Baby gear, clothing, and toys are expensive, especially for parents trying to stick to a baby budget and keep up with changing needs as their kids grow.
WiserAdvisor
JUNE 2, 2023
This article discusses the different types of financial advisors you can choose from based on your specific financial needs and goals. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. Stockbrokers earn money through commissions based on the securities sold by them.
Clever Girl Finance
OCTOBER 30, 2023
Our list of budget-friendly baby travel essentials will help you pack like a pro, only take what you actually need and enjoy a stress-free trip! Articles related to babies and motherhood Having a list of baby travel essentials can help you budget for the most important items! But it doesn’t have to be.
WiserAdvisor
AUGUST 3, 2023
This article will explore whether their fee of 1% is worth it. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. Most financial advisors charge 1 percent of the AUM.
Clever Girl Finance
FEBRUARY 18, 2023
Budgeting properly Increasing your income Putting your money to work for you the right way This article focuses on number 3. Specific examples of active income include your paycheck, commissions, bonuses, and tips. Increasing your income allows you to pay off your debts faster , save more, and also invest more.
Clever Girl Finance
SEPTEMBER 13, 2022
This article on Hermes Constance sizes contains affiliate links to Fashionphile, a brand we trust. If you make a purchase using this link we may earn a small commission. You'll also have peace of mind that you're purchasing the genuine article rather than a knock-off. This helps us grow and keep our content free. Buy pre-owned.
Trade Brains
AUGUST 22, 2023
This article will look at Vishnu Prakash R Punglia IPO Review 2023 and analyze its strengths and weaknesses. The scope of their services includes detailed engineering of the project, procurement of key materials, and project execution at the sites with overall project management up to the commissioning of these projects.
Good Financial Cents
JANUARY 16, 2023
It’s worth mentioning that the competition varies within the real estate investment space, and there are investment apps for every profile and budget. Cited Research Articles. Securities and Exchange Commission. You certainly won’t find the unique offerings here that are present on Yieldstreet. Yieldstreet FAQs. 2023, Jan.
Clever Girl Finance
DECEMBER 21, 2022
To find out more about annuities, visit this article from annuity.org. Think about the types of photos companies might want to use for websites, articles, etc. You allow other people to use your work in exchange for royalties or commission. Check out this article with all the details to find out more about this process.
Clever Girl Finance
MARCH 1, 2023
If you make a purchase using this link we may earn a small commission. So if you have your heart set on owning Princess Diana's favorite accessory, or another luxury bag , it's essential to budget for your purchase. For more advice and information, check out our other articles on timeless fashion and affording luxury designer items.
Clever Girl Finance
JUNE 4, 2023
Articles related to money making Start a money-making crafts business If you’re looking for a way to bring in some extra money and you enjoy being creative then selling crafts may be the answer for you. Of course, it’s the perfect excuse for a budget-friendly vacation. They may charge a fee or take a commission in exchange for space.
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