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Weekend Reading For Financial Planners (December 21–22)

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 CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current (..)

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Alternatives Need to Become Part of Core Portfolio Strategy, CAIA Event Stressed

Wealth Management

A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.

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Adviser links: different needs

Abnormal Returns

Investing How the model portfolio business is evolving. crr.bc.edu) Advisers Certifications are important, but connecting with clients is paramount. morningstar.com) Robinhood's ($HOOD) proposed robo-advisor offering seems plain vanilla. riabiz.com) Health The case against HSAs.

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Personal finance links: ignoring the lottery

Abnormal Returns

Retirement Why you need a diversified life portfolio in retirement. bestinterest.blog) The return on certificates of deposit are once again worth a look. wsj.com) Why you want to have options in retirement. kiplinger.com) Everybody wants the FI in FIRE. bestinterest.blog) Giving up How to de-prioritize activities that don't serve you.

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

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 (..)

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Portfolio Income And How To Earn It

Clever Girl Finance

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

Portfolio 105
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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)