Abnormal Returns

NOVEMBER 13, 2023

Crypto The crypto industry is at a crossroads, post-FTX. on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else.

Education 289

Education Startup Financial Advising Economy 289

Wealth Management

NOVEMBER 27, 2022

Because they trade at higher cap rates and are viewed as recession-resistant, net lease investors are picking up more early childhood education properties.

Education 264

Education Marketing Marketing 264

Calculated Risk

APRIL 11, 2023

Unemployment by Education This graph shows the unemployment rate by four levels of education (all groups are 25 years and older). Clearly education matters with regards to the unemployment rate, with the lowest rate for college graduates at 2.0% In general, all categories are close to normal levels. in March.

Education 246

Education Manufacturing Numbers 246

Nerd's Eye View

SEPTEMBER 5, 2024

A cornerstone service that many financial advisors provide is education. This puts advisors in a challenging situation to re-educate or redirect the client without becoming combative or condescending.

Education 221

Education Clients Financial Planning Communication 221

Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

Clients 242

Clients Education Financial Planner Planning 242

Wealth Management

OCTOBER 18, 2023

Landon Warmund, who is only in his fifth year in the finance industry, is already giving serious thought to succession planning.

Education 299

Education Planning 299

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 246

Financial Planner Certification CFP Education 246

Nerd's Eye View

FEBRUARY 26, 2025

529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Parents could also transfer UTMA assets into a UTMA 529 plan, which limits the child's ability to use funds for non-educational purposes.

Estate Planning 227

Estate Planning Planning Distribution Assets 227

The Big Picture

JANUARY 17, 2025

He discusses how he became a financial journalist, and eventually Director of Financial Education for Citi Personal Wealth Management. He has been a personal finance reporter at the Wall Street Journal for over twenty years and has written more than 1,000 columns. He explains why Dying is hard work.

Wealth Management 321

Wealth Management Financial Services Education Insurance 321

Nerd's Eye View

JUNE 26, 2024

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.

Education 189

Education Retirement Taxes Distribution 189

Nerd's Eye View

SEPTEMBER 6, 2023

Ultimately, the key point is that financial advisors can play an important role in helping their clients protect their assets, both in terms of educating clients on the protections they currently have and the options available to protect other assets, as well as in helping them avoid pitfalls that could put their asset protection plan at risk.

Education 246

Education Assets Clients Estate Planning 246

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g.,

Education 49

Education Investing Investments CFP 49

Wealth Management

APRIL 27, 2023

More than 90% of financial aid letters either understate the net price of attendance or don’t include it at all.

Education 279

Education 279

Nerd's Eye View

MARCH 10, 2025

While advisors may make educated guesses about client preferences, this approach has its limits. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.

Clients 246

Clients Financial Advice Retirement Planning Financial Services 246

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. The post Importance of Financial education & Why I Joined ICOFP – by Prem Keswani appeared first on International College of Financial Planning. At 46, I found myself at a turning point.

Education 52

Education Financial Planning Consulting Management 52

Wealth Management

SEPTEMBER 18, 2024

A new study finds that the younger demographic needs education on charitable giving tools.

Education 312

Education 312

Wealth Management

NOVEMBER 14, 2024

The influence of content marketing goes well beyond simple brand awareness; it is a crucial asset for educating, engaging and building trust with both prospective clients and colleagues.

Marketing 312

Marketing Marketing Education Assets 312

Wealth Management

OCTOBER 18, 2024

The Department of Education already announced that the rollout will be delayed for a second year in a row.

Education 304

Education 304

Calculated Risk

APRIL 8, 2024

Much of the decline on the institutional side is credited to lower levels of education planning. Between February 2023 and February 2024, life science and R&D laboratory projects account for roughly 34% of education planning value, with that share reaching 59% in some months. In March, however, that share dropped to 7%.

Education 305

Education Planning Accounting Economics 305

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 290

Financial Planning Planning Education 290

Wealth Management

JULY 29, 2024

The revamped educational platform will feature multimedia content to help advisors become more comfortable with estate planning topics.

Estate Planning 290

Estate Planning Education Planning 290

Wealth Management

APRIL 4, 2024

Delays stemming from a revamp of the federal financial aid application mean many students are making their higher education decisions without key information about the price.

Education 290

Education 290

Abnormal Returns

FEBRUARY 7, 2025

epsilontheory.com) Education Jim O'Shaughnessy talks with John Kennedy, a director at the Corsi-Rosenthal Foundation, about air quality and education. (joincolossus.com) Matt Zeigler talks with Eric Markowitz about the intersection of media, investing, and personal growth.

License 147

License Education Retail Media 147

Wealth Management

JULY 3, 2024

Even after being exposed to some financial education in schools, more young investors are putting speculative bets ahead of building long-term wealth.

Education 285

Education Marketing Marketing 285

Wealth Management

SEPTEMBER 27, 2024

Educate them now about finances and typical identity theft fraud schemes.

Education 277

Education 277

Wealth Management

MARCH 19, 2024

Learn how Advyzon's commitment to client education and product innovation wowed at their inaugural event.

Education 306

Education Clients 306

Wealth Management

JANUARY 19, 2023

Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.

Education 306

Education 306

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 277

Financial Planning Wealth Management Education Planning 277

Wealth Management

MARCH 4, 2024

Be real, be an educator, leave your ego at the door, avoid being overly sales-focused and be patient.

Financial Advisor 298

Financial Advisor Education Sales 298

Wealth Management

JUNE 21, 2023

This Annuity Awareness Month, educate your clients on all their retirement savings options.

Education 294

Education Retirement Clients 294

Wealth Management

MAY 1, 2023

The Department of Education is calling it the “most ambitious and significant redesign of the federal student aid application in decades.”

Education 299

Education 299

Wealth Management

FEBRUARY 29, 2024

Educate children to be proper stewards of the unique assets they will inherit.

Education 289

Education Assets 289

The Big Picture

OCTOBER 9, 2022

Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education. Derek Thompson observed that “the United States has the longest, most expensive medical-education system in the developed world, and among the lowest number of physicians per capita.”

Medical 334

Medical Education Numbers Healthcare 334

Wealth Management

MARCH 7, 2025

In addition, Cetera adds an advisor who also performs industry education and training, and Ameriprise and LPL announce more additions.

Education 234

Education 234

Wealth Management

MAY 19, 2023

Education on key asset allocation strategies is necessary to get clients ready for their golden years.

Clients 290

Clients Asset Allocation Retirement Education 290

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 290

Portfolio Education Clients Investing 290

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 289

Portfolio Clients Education Economics 289