CFP Board Splits To Better Tout Profession’s Benefits
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 Planning Wealth Management 
Adviser links: exciting plans
Abnormal Returns
SEPTEMBER 18, 2023
(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. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption.
Planning 
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Former TDAI Exec Kate Healy to Lead CFP Board Center for Financial Planning
Wealth Management
AUGUST 3, 2022
Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.
Adviser links: an honest promise
Abnormal Returns
DECEMBER 16, 2024
youtube.com) Daniel Crosby talks with Joe Duran of Rise Growth Partners about the future of wealth management. kitces.com) Vanguard All signs point to Vanguard bulking up its wealth management capabilities. morningstar.com) How sensitive are retirement planning models to capital market assumptions?
Adviser links: going back to work
Abnormal Returns
SEPTEMBER 16, 2024
youtube.com) Daniel Crosby talks with Cady North, Founder and CEO of North Financial Advisor, about planning for a sabbatical. investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. riabiz.com) CFP professionals make more money.
Adviser links: starting small
Abnormal Returns
MAY 1, 2023
transcendretirement.net) The biz Charles Schwab ($SCHW) is planning to put more effort into Schwab Private Client. financialadvisoriq.com) Three United Capital alumni have launched Modern Wealth Management. riabiz.com) First Republic ($FRC) has seen a wealth management staff exodus. investmentnews.com)
Blake Pinyan on Personal Drive, Technology and the Future of Financial Planning
Wealth Management
OCTOBER 18, 2023
Blake Pinyan, CFP and FPA National NextGen Co-Chair, shares his journey in the financial planning industry.
Adviser links: estate uncertainty
Abnormal Returns
MARCH 10, 2025
Advisortech The CFP Board has released guidelines for using AI. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. abnormalreturns.com)
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CFP Board CEO Kevin Keller To Retire
Wealth Management
FEBRUARY 6, 2025
Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.
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Adviser links: referral-worthy advice
Abnormal Returns
JULY 3, 2023
Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. matts-newsletter-7a3f46.beehiiv.com)
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CFP Board Kicks Out Alleged Child Pornographer
Wealth Management
AUGUST 12, 2022
The largest financial planning designation group announced several suspensions of advisors, including a Delaware-based planner who faces five counts of dealing child pornography, as well as a Maryland planner who was arrested and charged with manslaughter in an alleged drunk driving incident.
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Why Financial Planning is a Full-Contact Sport
Wealth Management
JULY 26, 2023
Dale Buckner, CFP, is not your average advisor.
Adviser links: choosing to work
Abnormal Returns
OCTOBER 9, 2023
Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. 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. alphaarchitect.com) Should you have a friend as a client?
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Adviser links: staffing a growing firm
Abnormal Returns
SEPTEMBER 9, 2024
Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors. kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. fa-mag.com) How to use the new digital estate planning platforms.
Adviser links: time and space
Abnormal Returns
OCTOBER 21, 2024
podcasts.apple.com) Josh Brown and Michael Kitces talk about how a recent CFP ad campaign went wrong. riabiz.com) XYPN Planning Network has launched a new registered investment advisor corporate affiliation model, Sapphire. (frazerrice.com) Brendan Frazier talks with Ben Haas about how to conduct client 're-discovery' meetings.
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#FASuccess Ep 428: Leveraging (Salesforce) CRM To Really Systematize A Mid-Sized Advisory Firm, With Lorie Jones
Nerd's Eye View
MARCH 11, 2025
Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households. Welcome everyone! My guest on today's podcast is Lorie Jones.
Adviser links: restoring confidence
Abnormal Returns
JUNE 3, 2024
nytimes.com) How estate planning for blended families can go wrong. kitces.com) The 100,000th person has gotten their CFP designation. (riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments. wsj.com) Partial retirees have a higher propensity to spend.
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Adviser links: motivational interviewing
Abnormal Returns
AUGUST 28, 2023
riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning. kitces.com) The SEC is focusing on RIA marketing.
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Highlights of Heckerling
Wealth Management
DECEMBER 18, 2023
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute
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Adviser links: people vs. systems
Abnormal Returns
DECEMBER 23, 2024
citywire.com) Only 4 in 10 RIAs have a succession plan. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. (kitces.com) Arbitration procedures should be included in the ADV. investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement.
#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends
Nerd's Eye View
OCTOBER 17, 2023
What's unique about Brad, though, is how he built a multi-billion-dollar advisory firm not by moving 'upmarket' to gather multi-millionaire clients, but instead leveraged his 401(k) retirement plan advisory firm to begin offering comprehensive financial planning to the employees of large companies as an added employee benefit, and in the process scaled (..)
#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell
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 !
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Adviser links: managing behavior
Abnormal Returns
JANUARY 30, 2023
Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years.
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How to Find a Fiduciary Financial Advisor
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.
Your Retirement Planning Starter Pack
Carson Wealth
MARCH 7, 2024
By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. How much should I be saving?
How to Find a Fee-Only Financial Advisor
Darrow Wealth Management
FEBRUARY 13, 2025
If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). On the investment side, it’s the CFA.
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CFP Board CEO Kevin Keller To Retire
Wealth Management
FEBRUARY 6, 2025
Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.
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Adviser links: behavioral coaching
Abnormal Returns
MARCH 6, 2023
citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. fa-mag.com) Vanguard is closing its UK financial planning unit. advisorperspectives.com) What does the research say about CFP misconduct? etftrends.com) Expiring tax breaks make planning all the more challenging.
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How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.
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CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
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.
Adviser links: the overarching idea
Abnormal Returns
JANUARY 23, 2023
Podcasts Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. kitces.com) CFP candidates are becoming more diverse. Sign up for the next go-round.
Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification? This international recognition provides certified professionals with unprecedented career mobility.
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Accelerate Your Career With the CFP® Fast Track Course
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.
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How to Choose the Right Wealth Management Firm in Kansas City
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.
CFP- All You Need To Know – New Course Structure
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. This certification is recognized internationally and considered the best for financial planning training, education, and ethical practice. .
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Strategizing Success: The CFP® Blueprint for Indians
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.
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Wealth Manager vs. Financial Advisor: What’s the Difference?
Carson Wealth
DECEMBER 13, 2022
CFP ® , Director of Consumer Investment Research . Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets.
How to Choose the Right Job Oriented Course After Graduation in Wealth Management
International College of Financial Planning
MAY 20, 2024
Opting for a job oriented course after graduation in wealth management can be particularly advantageous, offering a direct route into a vibrant and lucrative financial sector. Course Curriculum: The curriculum should be comprehensive, covering essential topics in demand in wealth management.
#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang
Nerd's Eye View
FEBRUARY 21, 2023
billion in assets under management for nearly 400 client households. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3
Financial Planning for a Divorce
Darrow Wealth Management
MARCH 31, 2023
There are many financial planning considerations before, during, and after a divorce. Here are some key considerations when financial planning for a divorce. Money and divorce This article solely focuses on some of the general financial planning aspects of divorce and is not personal legal, tax, accounting, or financial advice.
CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. What Is the CFP® Challenge Pathway? Let’s dive in.
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How to Choose the Right Wealth Management Firm in Kansas City
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.
Adviser links: the long road
Abnormal Returns
DECEMBER 12, 2022
(investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. kitces.com) What the CFP Board is saying about cryptocurrencies. riaintel.com) Older Americans are planning to stay in the homes. thinkadvisor.com).
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The Impact of Financial Planner Certification or CFP® on Career Growth
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).
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