Nerd's Eye View

APRIL 4, 2024

Accordingly, much of the heavy lifting to meet the demand for new advisors will likely be done by the Schwabs and Vanguards of the world, while professional organizations, like the FPA and CFP Board continue to create systems and structures that make it easier for growing firms to develop training programs and career tracks.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

JULY 11, 2023

Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households.

Clients 189

Clients CFP Financial Advisor Education 189

Million Dollar Round Table (MDRT)

JUNE 4, 2024

Forte, FCII, CFP There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.

Professional Services 99

Professional Services CFP Insurance Financial Advice 99

Carson Wealth

APRIL 18, 2023

The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. While our name may change to Carson Wealth, it won’t change who we are or how we work with our clients.

Wealth Management 77

Wealth Management CFP Professional Services Clients 77

eMoney Advisor

APRIL 6, 2023

These professionals look to a well-designed financial planning tech stack to free up as much time as possible to spend with clients. You should also think through how your tech tools’ capabilities can evolve with your clients’ needs over time.

CFP 76

CFP Financial Planning Clients Planning 76

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). In more than one instance, we flagged shares for a clients. By now you know we don’t provide legal or tax advice, but we do help clients build a team of tax/legal specialists to tackle issues around company stock.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62