Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.

Planning 264

Planning Financial Advice Wealth Management Math 264

Abnormal Returns

DECEMBER 16, 2024

Podcasts Josh Brown talks practical adviser marketing with Samantha Russell of FMG Suite. youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. podcasts.apple.com) Hiring Adviser hiring is not a just-in-time exercise. Then check out our weekly e-mail newsletter.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Carson Wealth

JULY 12, 2022

Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

JANUARY 23, 2023

(wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. riabiz.com) Why advisers need a 401(k) solution for business owner clients.

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

Abnormal Returns

DECEMBER 23, 2024

(thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. financial-planning.com) How to reduce bias in your hiring process. kitces.com) ETF wholesalers are in short supply.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. kitces.com) What the CFP Board is saying about cryptocurrencies. And I don’t think there’s anything wrong with that."

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

eMoney Advisor

DECEMBER 15, 2022

There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. However, there are signs that a new generation of financial planners is emerging. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74