Your Richest Life

AUGUST 4, 2023

To date, I have worked with more than 170 families, been quoted in dozens of articles, and spoken to several groups about improving their finances and planning for their futures. I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. It’s been a fun, busy year!

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Financial Planner Financial Counseling Fee Only Clients 98

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Your Richest Life

JULY 2, 2024

So far, I have worked with more than 150 families, been quoted in dozens of articles, appeared on many podcasts and spoke to several groups about improving their finances. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. Here’s to the next ten years!

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Financial Planner Fee Only Financial Planning Financial Counseling 59

Tobias Financial

AUGUST 9, 2023

In a recent MarketWatch article, our CEO Marianela Collado, CPA/PFS, CFP®, CDS® offered her insights on whether or not you should hire a financial advisor and how to find the right advisor for your needs. The biggest advantage of having a financial advisor is having someone to guide you and help you avoid costly investing mistakes.

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Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

MainStreet Financial Planning

OCTOBER 3, 2023

I recently sat down with a reporter doing an article on single mothers. Reach out for support from a financial coach or fee-only financial planner can also be helpful. Here are a few resources: Garrett Planning Network for help on a flat-fee or hourly basis. Mentally, it was much sooner.

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Estate Planning Financial Planner Insurance Retirement 84

Sara Grillo

MARCH 22, 2024

Please note: This list of flat fee and advice-only advisors by state is not an endorsement of any particular individual, their firm, or their services; please do your own research when selecting a financial advisor. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact!

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Financial Planning Fee Only Financial Planner Financial Advisor 52

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

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Financial Advisor Compliance Clients Marketing 102

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

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Financial Planner Financial Planning Ethics CFP 45

International College of Financial Planning

AUGUST 2, 2021

Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?

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Financial Advisor Certified Financial Planner Certification Fee Only 52

XY Planning Network

DECEMBER 19, 2022

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. 5 MIN READ. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

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Financial Advisor Fee Only Financial Planner Financial Planning 77

WiserAdvisor

AUGUST 18, 2023

The value they bring to the table often outweighs the price, leading to improved financial outcomes and peace of mind. Different financial advisors may have varying fee structures, and their range of services can also differ significantly. Instead, they charge fees directly to their clients for the services they provide.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Inside Information

MAY 30, 2024

Each article invites our readers to rethink client service, investing and advice in new and better ways. Over the years, I’ve been privileged to witness a long, positive evolution, an evolution where financial planners offered increasingly more valuable advice to their clients, and used better tools to supplement it.

Financial Planning 40

Financial Planning Financial Planner Fee Only Clients 40

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Gen Y Planning

DECEMBER 4, 2023

This season, you may feel overwhelmed with articles and content online about how to level up your finances in the new year – they’re everywhere! To encourage progress and work toward goals that matter to you, pick just three financial shifts you want to make – and map out how you want to implement them. Sound familiar?

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Planning Accounting Banking Retirement 64

WiserAdvisor

AUGUST 3, 2023

If you are wondering if it is worth paying a financial advisor 1 percent, it is essential to first understand the benefits and services that a professional advisor can provide and see if it outweighs the costs. This article will explore whether their fee of 1% is worth it.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

AUGUST 14, 2023

If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

MAY 23, 2022

The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

If someone, listen, you always start, I always start at the bottom of the article. I’ve been saying, I don’t see how they don’t collapse under the weight of their own fees churning underperformance and the lack of a fiduciary standard. How much of that is just self-interest talking? RITHOLTZ: Right.

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Compliance Clients Wealth Management Management 162