Abnormal Returns

DECEMBER 23, 2024

(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Retirement Retirement from farming is just different. crr.bc.edu) Early retirement often leads to taking Social Security early. citywire.com) Retirement Retirement from farming is just different.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Abnormal Returns

JUNE 3, 2024

Podcasts Dan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. riabiz.com) Retirement The signs of Alzheimer's disease often show up years ahead of time in financial behaviors like missed payments. kitces.com) The 100,000th person has gotten their CFP designation.

Estate Planning 278

Estate Planning CFP Retirement Assets 278

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner 246

Financial Planner CFP Retirement Certification 246

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.

CFP 130

CFP Retirement Planning 130

Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

Financial Planner 246

Financial Planner CFP Certification Retirement Planning 246

Abnormal Returns

DECEMBER 16, 2024

morningstar.com) How sensitive are retirement planning models to capital market assumptions? advisorperspectives.com) The number of people taking the CFP exam is at a record high. (riabiz.com) What Vanguard and Robinhood ($HOOD) have in common. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Abnormal Returns

OCTOBER 9, 2023

Podcasts Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. advisorperspectives.com) How to choose a CFP exam study program. humansvsretirement.com) Daniel Crosby talks financial wellness and therapy with Amanda Clayman. advisorperspectives.com) What does comprehensive financial planning entail?

CFP 299

CFP Financial Planning Education Planning 299

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

Financial Planner 246

Financial Planner CFP Financial Planning Retirement Planning 246

Million Dollar Round Table (MDRT)

DECEMBER 10, 2024

Mann, MBA, CFP I find that so many of my clients, regardless of income, have no idea how much money they are saving. First, I would ask clients how much they were saving each year for retirement. Early in my career, this created quite the challenge in developing a proper plan.

Clients 105

Clients Financial Planning CFP Retirement 105

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Financial Planner 246

Financial Planner CFP Certification Communication 246

NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.

Ethics 138

Ethics Retirement Planning Education CFP 138

Abnormal Returns

JULY 3, 2023

investmentnews.com) Retirement It's inevitable we will see more older workers. klementoninvesting.substack.com) The reasons why people un-retire. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. (financial-planning.com) Wealth.com's Ester will help you read estate planning documents.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

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?

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

Abnormal Returns

SEPTEMBER 18, 2023

wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. riaintel.com) How to think about the math of entering a continuing care retirement community or CCRC. investmentnews.com) Part one of a series on how to pass the CFP exam. alphaarchitect.com)

Planning 264

Planning Financial Advice Wealth Management Math 264

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Abnormal Returns

AUGUST 28, 2023

mywealthplanners.com) The CFP Board wants to encourage pro bono planning. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. (riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. kitces.com) The SEC is focusing on RIA marketing.

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

Nerd's Eye View

APRIL 28, 2023

House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

Nerd's Eye View

SEPTEMBER 13, 2024

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Darrow Wealth Management

APRIL 15, 2024

It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in some capacity after retiring early. As more workers consider the growing appeal of semi-retirement, some ask — is working part-time in retirement a good idea?

Retirement 102

Retirement Retirement Planning Insurance Medical 102

Million Dollar Round Table (MDRT)

OCTOBER 5, 2023

By Clay Gillespie, CFP, CLU There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of it. Retirement income In retirement, clients need to be prepared for a stock market correction every day.

Retirement 105

Retirement Clients CFP Assets 105

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 (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

MainStreet Financial Planning

MAY 4, 2023

Exploring Retirement Housing Decisions Hosted by: Jennifer Bush, CFP® MainStreet Financial Planning As people approach retirement age, one of the most significant decisions they face is where and how they will live during their golden years. Topics Include: What are some considerations when choosing a retirement home?

Retirement 98

Retirement Healthcare Financial Planning CFP 98

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

NOVEMBER 18, 2022

Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. A new research study suggests that delaying taxes in retirement is often not the optimal course of action.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 243

Financial Planner Retirement Planning CFP Financial Planning 243

Nerd's Eye View

MAY 19, 2023

And amid this backdrop, several AdvisorTech tools have added AI capabilities that could further streamline advisory firms’ middle- and back-office tasks and processes.

Financial Planner 245

Financial Planner CFP Financial Advisor Clients 245

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 246

Financial Planner CFP Assets Clients 246

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 246

Financial Planner Fee Only Compliance CFP 246

eMoney Advisor

NOVEMBER 7, 2022

Whether they are on the cusp of retirement or living as a retiree, this is an impactful time of transition. Navigating the Retirement Transition with “Switches” Because the transition to retirement is dynamic and requires financial, lifestyle, and social choices, clients need a full understanding of their “switches” or options.

Financial Planning 107

Financial Planning Retirement Planning Clients 107

Carson Wealth

AUGUST 25, 2022

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. The concept of retirement continues to evolve with the world around us.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Million Dollar Round Table (MDRT)

AUGUST 18, 2022

By Bryson Milley, CFP, CIM One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” A retirement investment portfolio is like owning an apartment building. And when you retire, you stop construction and begin filling the building with tenants.

Retirement 98

Retirement Clients Investments Investing 98

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

Million Dollar Round Table (MDRT)

NOVEMBER 17, 2024

By Jamie McIntyre, CFP When you sell, it implies that the client’s main interest is you. What clients want are solutions to help them achieve what they want out of life. They want solutions to their problems and to achieve their goals.

Clients 98

Clients CFP Financial Advisor Insurance 98

Nerd's Eye View

MAY 6, 2024

This month's edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prospects for financial advisors.

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

DECEMBER 6, 2023

Notably, while many financial coaches satisfy the majority of these requirements – they are in the business of offering advice to clients and are compensated as such – they often steer clear of making specific securities recommendations, focusing instead on areas like budgeting, debt management, savings, and retirement planning.

Investments 246

Investments Investing Retirement Planning Financial Advising 246