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Estate Planning Financial Planner Investments 
Nerd's Eye View
JANUARY 20, 2025
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.
Nerd's Eye View
JUNE 21, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey.
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Nerd's Eye View
DECEMBER 1, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Supreme Court heard arguments this week in the case of SEC v.
Nerd's Eye View
JUNE 7, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.
Abnormal Returns
SEPTEMBER 9, 2024
(kitces.com) Advisortech Is Vanguard really going to invest enough in technology to level up? wealthmanagement.com) The most recent news in the advisortech space including 'Blackrock's investment in GeoWealth.' fa-mag.com) How to use the new digital estate planning platforms.
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.
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Abnormal Returns
DECEMBER 5, 2022
Podcasts Rick Ferri talks estate planning with Ryan Barrett and Mike Piper. wsj.com) Planning The ways that a financial planner can add value for a client are nearly limitless. kitces.com) The financial planning process is becoming increasingly collaborative and less one-way. investmentnews.com).
Abnormal Returns
JULY 31, 2023
(riaintel.com) Creative Planning has inked a custody deal with Goldman Sachs ($GS). investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. wsj.com) Fraud Sadly, family members engage in a lot of elder financial exploitation. theatlantic.com) 2022 saw a jump in investment fraud.
Nerd's Eye View
SEPTEMBER 19, 2022
2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Read More.
The Big Picture
MAY 29, 2024
But 60 percent is for average Americans, um, which is the typical mass affluent, and being able to do the legal and the tax and get them top shelf investments because we’ve got the scale in place already from serving so many high-net worth families. I like the idea of a captain as the single point of contact for all financial matters.
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Darrow Wealth Management
NOVEMBER 4, 2024
For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.
International College of Financial Planning
APRIL 20, 2022
If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This will help you determine how much money you have to save and invest.
Your Richest Life
JULY 17, 2024
In the 10 years I’ve spent running a financial planning firm, I’ve learned a lot about how people handle (or don’t handle) their finances. And it doesn’t matter how much money someone has coming in; it can still be challenging to manage money and investments well. Money lesson #4: Stick with a long term investment strategy.
International College of Financial Planning
OCTOBER 26, 2023
The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.
Park Place Financial
NOVEMBER 29, 2022
Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .
International College of Financial Planning
FEBRUARY 23, 2024
In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.
International College of Financial Planning
JULY 30, 2022
Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.
International College of Financial Planning
JANUARY 18, 2023
.” Today’s businesses require financial advice to fulfill their financial objectives. Selecting a career as a “financial planner” will aid in opening doors to success. If you are aspiring to become a successful financial planner? Consider the CFP course. He discussed his insights.
International College of Financial Planning
MAY 6, 2022
A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation.
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Broad Based Financial Planning Designations.
Steve Sanduski
APRIL 8, 2025
Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. It’s a title that speaks to his firm’s intentional, comprehensive planning process. Do you have an estate plan?
52 
Ballast Advisors
MAY 8, 2023
Jean and her husband worked hard to realize their financial goals, being a snowbird in Florida, golfing, traveling, and loving on eight great-grandchildren. Jean admits she still worries about money, but working with a financial planner has helped give her peace of mind. We followed the advice of our financial planner.
Clever Girl Finance
JANUARY 22, 2024
No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. Would you save it, invest it, or treat yourself to a handful of nice things? Successful investments that gained value suddenly/rapidly. You should update or create an estate plan to reflect the change.
96 
Indigo Marketing Agency
APRIL 28, 2023
Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Should Job Title Be Included? Advisors often ask me whether they should list their job title and firm name in their headline.
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.
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. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
Clever Girl Finance
DECEMBER 1, 2022
It's simply a structured approach to help you reach your financial goals. It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. A debt pay-off and spending plan (using your budget). And do you have any money invested?
International College of Financial Planning
NOVEMBER 10, 2021
There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades. Types of Investment Advisor Courses and Training Programs.
International College of Financial Planning
JULY 10, 2023
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. Consider your schedule, strengths, and weaknesses while creating the plan. Keeping up with industry trends will help you in the CFP exam and your future career as a certified financial planner.
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International College of Financial Planning
OCTOBER 10, 2024
Are you ready to accelerate your career in financial planning? The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting.
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WiserAdvisor
SEPTEMBER 1, 2022
If your financial affairs are complex in nature that require a higher frequency of supervision such as overseeing an estate, sale of a real estate property, having multiple investments across different asset classes and sectors, etc., What to expect when meeting with a financial advisor?
Yardley Wealth Management
SEPTEMBER 24, 2021
It does mean that you need to know the likely consequences of your action, or inaction, regarding your personal finance and investments,” said Garry. “In what looks to be a low return environment where it seems taxes must go up, investors need to keep more of their investment returns. Keep your taxes low.
Harness Wealth
JUNE 30, 2023
Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.
Carson Wealth
DECEMBER 13, 2022
CFP ® , Director of Consumer Investment Research . Financial service professionals call themselves lots of things — most of the time using the title established by their firm. Regulators of financial planning firms and accrediting bodies do not lay out differences in nomenclature. Craig Lemoine, Ph.D.,
Yardley Wealth Management
MARCH 1, 2022
Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. But we can weave each event into the tax-planning fabric of your financial life.
Yardley Wealth Management
MARCH 1, 2022
Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. But we can weave each event into the tax-planning fabric of your financial life. .
International College of Financial Planning
DECEMBER 4, 2023
Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. A degree is just the start of many professional adventures.
Walkner Condon Financial Advisors
APRIL 21, 2023
Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity. This fee covers not only investment management, but also financial planning.
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.
52 
WiserAdvisor
JUNE 2, 2023
These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Below are the different kinds of financial advisors you may choose from: 1.
Harness Wealth
JUNE 9, 2023
Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? It’s more than just investing—it’s a holistic approach that covers all aspects of your financial life.
International College of Financial Planning
JANUARY 15, 2024
Curriculum and Faculty: The Pillars of Excellence The financial planning curriculum focuses on investment strategy, taxation, retirement planning, insurance, portfolio management and estate planning, and. The course content is timely, reflecting the evolving dynamics of the financial sector.
The Richer Geek
MARCH 1, 2023
Jeff works with clients to create comprehensive financial plans tailored to their individual circumstances. His evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies.
Clever Girl Finance
JULY 16, 2023
How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?
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