Nerd's Eye View

FEBRUARY 16, 2024

Also in industry news this week: While AUM fees remain ubiquitous among fee-only advisors, recent data show that an increasing number leverage multiple fee models to meet different client needs and preferences While CFP Board has come out firmly in favor of the Department of Labor's proposed Retirement Security Rule, FPA has taken a more cautious approach, (..)

Financial Planner 233

Financial Planner Fee Only Compliance CFP 233

Nerd's Eye View

JULY 8, 2024

Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.

Ethics 179

Ethics Education Financial Advice Taxes 179

Indigo Marketing Agency

MAY 5, 2020

I’m a lecturer at UCLA Extension as part of their CFP program in marketing. And we do everything from run their website, create their content, help them create webinars, do all of their social media postings. Here’s the webinar they did for Lockheed Martin.” ” That makes so much sense. Claire: Absolutely.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Nerd's Eye View

JULY 19, 2023

CFP certificants and CFA charterholders) have CE requirements to retain their credentials, IARs without such credentials haven’t traditionally had any ongoing CE requirements. While holders of certain credentials (e.g.,

Education 45

Education Investing Investments CFP 45

Indigo Marketing Agency

DECEMBER 18, 2019

That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . It offers comprehensive solutions, including personalized websites, compliance-ready content, email and social media tools, and more. Exclusive whitepapers, webinars, and management resources . Compliance.

Financial Advisor 52

Financial Advisor Marketing Marketing Compliance 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. I try to hold monthly webinars. He is a CFP and financial advisor, founder or measure twice Financial. CODY GARRETT, CFP®: A… Absolutely, thanks so much for inviting me, Sarah. Was this helpful? Date: June 7th, 2022. Sign up here. #3

Financial Planner 52

Financial Planner CFP Financial Planning Education 52