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

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 103

CFP 103

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. advisorperspectives.com) The number of people taking the CFP exam is at a record high.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Abnormal Returns

OCTOBER 9, 2023

advisorperspectives.com) How to choose a CFP exam study program. (advisorperspectives.com) What does comprehensive financial planning entail? wealthmanagement.com) Inflation is the biggest risk to retirees. alphaarchitect.com) Should you have a friend as a client? thinkadvisor.com)

CFP 299

CFP Education Financial Planning Planning 299

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

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 100

CFP 100

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 91

CFP 91

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

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 96

CFP Numbers 96

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

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

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 87

CFP 87

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. (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

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 234

Clients Financial Advisor Wealth Management CFP 234

Abnormal Returns

JANUARY 30, 2023

citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations. thinkadvisor.com) Practice management How Thomas Kopelman used content marketing thoughtfully to build an advisory practice.

Management 241

Management Nonprofit Financial Planning Communication 241

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

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

Nerd's Eye View

OCTOBER 17, 2023

Read More.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

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.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 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

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 59

Wealth Management Management Risk Tolerance Retirement Planning 59

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.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

Carson Wealth

DECEMBER 13, 2022

CFP ® , Director of Consumer Investment Research . 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. What Do Wealth Managers Do? Craig Lemoine, Ph.D., Why the confusing variety?

Wealth Management 52

Wealth Management Financial Advisor Management Financial Planner 52

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

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 (..)

Wealth Management 98

Wealth Management CFP Management 98

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

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

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. Alex’s ideal clients and some of their typical pain points.

Wealth Management 52

Wealth Management Clients Management CFP 52

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

SEPTEMBER 2, 2022

At least half of the recipients will be from populations underrepresented in the profession.

CFP 99

CFP 99

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

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Wealth Management

NOVEMBER 9, 2023

The Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its public sanctions, but starting today the Board will make the actual orders available to the public.

CFP 93

CFP Ethics Commission 93

Wealth Management

DECEMBER 15, 2022

Lessons learned from a female in finance who figured out how to do it all.

CFP 111

CFP 111

Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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.

Financial Planning 113

Financial Planning CFP Planning 113

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.

CFP 86

CFP Financial Planning Planning 86