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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

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Workable Wealth Investing Series: What Investment Strategies Should I Use?

Workable Wealth

Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals. Asset Allocation. Asset allocation evaluates how your portfolio is created and the specific securities you are investing in.

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Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning

eMoney Advisor

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Financial freedom advances to long-term care and children’s education, as well as retirement savings and vacations.

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7 Wealth Strategies For High-Net-Worth Individuals In 2023

WiserAdvisor

HNWIs often have specific financial needs and goals, such as wealth preservation, tax efficiency, diversifying investments, and estate and succession planning for their wealth. 2023 may see several changes with respect to retirement plans, Social Security, etc., Alternative investments can also be complex to understand.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Key Credentials Financial certifications, also called financial designations, are credentials that investment and financial industry professionals use, according to Investopedia.