Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Steve Sanduski

MARCH 12, 2024

Guest: Alex Miele, CFP® , a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Balancing client demands with workload management.

Wealth Management 52

Wealth Management Clients Management CFP 52

Wealth Management

AUGUST 11, 2022

Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.

CFP 94

CFP Wealth Management Management 94

International College of Financial Planning

SEPTEMBER 23, 2024

One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MARCH 9, 2024

This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. matts-newsletter-7a3f46.beehiiv.com) kitces.com) Estate planning Four things to consider in anticipation of 2026.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Wealth Management

OCTOBER 28, 2024

In a newly released white paper, the organization recommended that the Board allow certificants at SEC- and FINRA-registered firms to be considered compliant with CFP rules.

CFP 94

CFP 94

Abnormal Returns

SEPTEMBER 18, 2023

riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. investmentnews.com) Part one of a series on how to pass the CFP exam. (citywire.com) Creative Planning is getting creative to retain former United Capital advisers. alphaarchitect.com)

Planning 264

Planning Financial Advice Wealth Management Math 264

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. This plan may cover estate and retirement planning, college savings, debt management, and more. Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Abnormal Returns

OCTOBER 21, 2024

podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. venturebeat.com) Practice management How focusing on a niche can help in business development. (frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings.

CFP 289

CFP Investment Advisor Communication Management 289

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Wealth Management

JULY 17, 2024

Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.

CFP 82

CFP 82

Wealth Management

JANUARY 25, 2023

The CFP Board Center of Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.

CFP 110

CFP Financial Planning Planning 110

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

CFP 98

CFP Financial Advisor 98

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households. Read More.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Abnormal Returns

MARCH 6, 2023

citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. advisorperspectives.com) What does the research say about CFP misconduct? (wiredplanning.com) Daniel Crosby talks with Sam Sivarajan author of "Uphill: How to Apply Ancient Wisdom and Modern Science to Life's Choices and Challenges."

Compliance 147

Compliance Wealth Management CFP Financial Advice 147

Darrow Wealth Management

NOVEMBER 4, 2024

Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.

Financial Advisor 52

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 52

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.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Wealth Management

SEPTEMBER 3, 2022

The CFP Board reversed Joseph Whitney's interim suspension after New Jersey prosecutors dismissed criminal charges of conspiracy against him.

CFP 99

CFP 99

Wealth Management

JANUARY 19, 2023

The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.

CFP 90

CFP Numbers 90

Ron A. Rhodes

DECEMBER 12, 2023

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

Financial Planner 67

Financial Planner Wealth Management Financial Consultant CFP 67

Abnormal Returns

AUGUST 28, 2023

mywealthplanners.com) The CFP Board wants to encourage pro bono planning. investmentnews.com) Practice management How choosing an advisory niche makes for better marketing efforts. thinkadvisor.com) There is no one-size-fits-all for managing a couple's finances. kitces.com) The SEC is focusing on RIA marketing.

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 85

CFP 85

Abnormal Returns

OCTOBER 9, 2023

wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. advisorperspectives.com) How to choose a CFP exam study program. youtube.com) Charlotte RWM is coming to Charlotte in November. thinkadvisor.com)

CFP 299

CFP Education Financial Planning Planning 299

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. kitces.com) CFP candidates are becoming more diverse.

Wealth Management 130

Wealth Management Financial Advising CFP Communication 130

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 79

CFP 79

NAIFA Advisor Today

AUGUST 1, 2024

NAIFA’s Committee on Governance has nominated John Wheeler , CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary.

CFP 52

CFP Wealth Management Government Management 52

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. Welcome back to the 324th episode of the Financial Advisor Success Podcast !

Management 130

Management Financial Advisor Clients CFP 130

Abnormal Returns

SEPTEMBER 9, 2024

kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. (wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.' citywire.com) A lot can change when you sell your practice.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast !

Clients 224

Clients Financial Advisor CFP Wealth Management 224

NAIFA Advisor Today

OCTOBER 19, 2022

Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency (..)

CFP 98

CFP Wealth Management Management 98

Abnormal Returns

JUNE 3, 2024

kitces.com) The 100,000th person has gotten their CFP designation. (wsj.com) Partial retirees have a higher propensity to spend. thinkadvisor.com) Advisers How advisers can deal with 'capacity crossroads.' citywire.com) Why breakaway advisors decided to go independent. investmentnews.com) Why organic asset growth is hard to find.

Estate Planning 278

Estate Planning CFP Retirement Assets 278

Darrow Wealth Management

FEBRUARY 19, 2024

Here are five ways to manage a concentrated stock position. 5 ways to manage a concentrated stock position In no particular order, here are some strategies to reduce the risk of concentrated stock wealth. Further, some investment managers and brokerages may charge hefty additional fees to implement an options strategy.

Management 94

Management Taxes Portfolio Estate Planning 94

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. Advisors may charge a percentage of AUM as their fee.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130