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CFP Financial Advice Taxes 
Abnormal Returns
SEPTEMBER 18, 2023
Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.' financial-planning.com) A profile of Dan Otter, founder of education and advocacy site 403bwise. alphaarchitect.com)
264 
Nerd's Eye View
OCTOBER 27, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
JULY 17, 2023
has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.
245 
Nerd's Eye View
JANUARY 13, 2025
Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.
148 
Nerd's Eye View
SEPTEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.
Nerd's Eye View
JULY 8, 2024
interest rates, and relatively little new tax legislation (yet). After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?)
239 
Nerd's Eye View
JULY 25, 2022
All in pursuit of our mission – Making Financial Advicers Better, and More Successful – through our ongoing focus on Navigational resources, Educational insights, Research on advicers, and Development of advicer skills. A gap our Kitces Courses aim to fill!
Abnormal Returns
MARCH 6, 2023
(investmentnews.com) The latest in adviser fintech news including a look at how ChatGPT will affect the provision of financial advice. fa-mag.com) Vanguard is closing its UK financial planning unit. advisorperspectives.com) What does the research say about CFP misconduct? thinkadvisor.com)
147 
Darrow Wealth Management
NOVEMBER 4, 2024
Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.
Million Dollar Round Table (MDRT)
AUGUST 18, 2024
By Antoinette Tuscano, MDRT senior content specialist Sometimes clients don’t understand the price for success is taxes, which their family would need to pay on the estate after the client dies. John, British Columbia, Canada.
105 
eMoney Advisor
DECEMBER 20, 2022
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.
62 
International College of Financial Planning
SEPTEMBER 7, 2024
Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.
52 
International College of Financial Planning
JULY 20, 2022
To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning.
Million Dollar Round Table (MDRT)
JUNE 4, 2024
Forte, FCII, CFP There should always be a holistic nature to financial planning. We should always look to have access to a great legal service, tax support, general insurance and mortgage insurance, with solutions for specific categories of client, such as those who are vulnerable. By Alessandro M.
International College of Financial Planning
MARCH 12, 2025
Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.
International College of Financial Planning
FEBRUARY 23, 2024
This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).
Sara Grillo
MARCH 8, 2024
Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. What are the tax consequences of x? What tax do I pay when I retire? The post Is AI taking over financial advice?
Carson Wealth
JULY 12, 2022
The financial service profession is regulated at the federal or state level, and professionals who sell products or provide financial advice to clients for a fee are required to meet minimum required regulatory standards. . In financial services, you might encounter an LLM in tax or estate planning. .
Carson Wealth
MARCH 19, 2024
I’m talking about taxes. For many folks planning for taxes is a lot like asking for their first date. Most people look at me a little funny when I say that I try to run tax projections for their plan. I’ve said before, that I want clients to have a diversified tax strategy.
52 
International College of Financial Planning
JANUARY 18, 2023
He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.”
International College of Financial Planning
MAY 6, 2022
A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. It can be a truly special role.
WiserAdvisor
NOVEMBER 21, 2022
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? This means working for three years (i.e.
Sara Grillo
OCTOBER 21, 2022
Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Many hold the FPQP ( Financial Planner Qualified Professional ) designation, although it is believed by some to fall short of imparting the skills to make a true paraplanner. Any range for what these jobs usually pay?
98 
eMoney Advisor
NOVEMBER 10, 2022
With proactive legal and financial advice, the conflict over his name and likeness, large tax bill, and lengthy settlement process wouldn’t have been a foregone conclusion. Experts say an eight-figure estate tax bill is the likely result. It should also proactively plan for any estate taxes.
Darrow Wealth Management
MARCH 31, 2023
But that doesn’t mean the actual assets are just split down the middle, and some assets are much more favorable from a tax perspective than others. Here are some key considerations when financial planning for a divorce. You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too.
Harness Wealth
MAY 25, 2023
Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. CFP Exam: Successful completion of the CFP exam.
Darrow Wealth Management
NOVEMBER 5, 2024
If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion. The potential tax savings simply cannot be understated. Using IRS Section 1202, taxpayers can sell stock potentially free of federal capital gains taxes if the requirements are met.
62 
eMoney Advisor
MAY 25, 2023
Here we demonstrate four practical strategies based on financial psychology research that can help you take your client experience for couples to the next level. ” 3 When thinking about power dynamics in a marriage, it’s important to factor in that the financial contributions in American marriages have changed.
Your Richest Life
JULY 17, 2024
That’s why we typically prefer passive investing , with a balance of low portfolio expenses, minimal trading costs and tax efficiency. The internet is drowning in financial advice, both good and bad. The post 10 Money Lessons I’ve Learned as a Financial Planner appeared first on Your Richest Life.
Harness Wealth
DECEMBER 14, 2022
We are thrilled to announce the appointment of Stephany Kirkpatrick, CFP Ⓡ , Founder & CEO of Orum, to the Harness Wealth Board. In our search for an independent director, we sought an individual who would bring an operator’s perspective to assist us in building a category-defining business in the financial technology space.
International College of Financial Planning
JULY 10, 2023
Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. Excellent communication and interpersonal skills.
International College of Financial Planning
OCTOBER 17, 2023
With goals-based strategies, financial planners can ensure their recommendations align with the client’s comfort zone and long-term objectives. Tax Planning in Real Time Gone are the days when tax planning was an annual event.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.
Harness Wealth
JUNE 1, 2023
Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation. Retirement Planning: Financial advisors can guide you in creating a strategy to ensure a steady retirement income, helping manage your retirement accounts, like traditional IRA.
Sara Grillo
AUGUST 14, 2023
I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?
Your Richest Life
APRIL 19, 2022
Money books for financial literacy. You’re not limited to dry explanations about portfolio allocations and tax strategies. Mary Beth Storjohann, CFP®, is a speaker and writer who cuts through the fluff and gives clear, concise financial advice. . Financial Bloggers. About Your Richest Life.
52 
Sara Grillo
AUGUST 26, 2024
-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.
52 
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms. Banks & NBFCs.
WiserAdvisor
DECEMBER 1, 2023
This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. It also puts physicians in the upper slabs of federal tax brackets. Tax is one of the most significant cash outflows for physicians, which they cannot ignore.
Sara Grillo
AUGUST 25, 2023
Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. Services: I offer investment management as an add-on to financial planning.
Sara Grillo
MAY 16, 2022
Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!
eMoney Advisor
NOVEMBER 9, 2022
According to Koochel, McCoy, and Davis (2022) of the CFP Board’s section on Cultural Humility in The Psychology of Financial Planning 1 , Hays and colleagues (2015) present the ADDRESSING strategy to understand the dimensions of identity: A ge and Generation. Go Deep on Self-discovery. Remember that Humility Is Key.
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