Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

Financial Planner 237

Financial Planner Financial Advisor Retirement Planning Financial Advice 237

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 233

Financial Planner Retirement Retirement Planning Advertising 233

Nerd's Eye View

OCTOBER 20, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent. Read More.

Financial Planner 222

Financial Planner Retirement Planning Retirement Insurance 222

Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Financial Planner 215

Financial Planner Strategic Planning Retirement Planning Retirement 215

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

Financial Planner 209

Financial Planner Financial Advice Fee Only Financial Planning 209

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 211

Financial Planner Numbers Clients Assets 211

Nerd's Eye View

APRIL 4, 2024

Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Which, in turn, has prompted some to wonder if firm owners have a specific obligation to their profession to hire and train next-gen talent. Read More.

Financial Planner 211

Financial Planner CFP Professional Services Financial Planning 211

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year.

Financial Planner 169

Financial Planner Retirement Planning Retirement Insurance 169

Nerd's Eye View

JULY 14, 2023

Read More.

Financial Planner 233

Financial Planner Compliance Media Retirement 233

Advisor Perspectives

SEPTEMBER 11, 2023

The illusion is that people come to financial planners for financial advice.

Financial Advice 64

Financial Advice Financial Planner Clients 64

Nerd's Eye View

SEPTEMBER 26, 2022

Accordingly, advisor licensing could mean establishing a requirement involving a professional designation like the CFP certification for those who provide financial advice.

Financial Advice 130

Financial Advice Financial Planner License Financial Advisor 130

Abnormal Returns

SEPTEMBER 9, 2024

youtube.com) Brendan Frazier talks with Michael Kitces about mastering the human side of financial advice. kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work. citywire.com) A lot can change when you sell your practice.

Financial Planner 274

Financial Planner Estate Planning CFP Financial Advice 274

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.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Your Richest Life

JULY 17, 2024

The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture. Money lesson #7: Find the financial planner who is right for you.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59

International College of Financial Planning

OCTOBER 17, 2023

The digital age has brought forth numerous opportunities, especially for professionals in the financial services sector. Certified Financial Planners (CFPs) stand at the forefront of this revolution. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Sources: 1.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Abnormal Returns

OCTOBER 16, 2023

wiredplanning.com) Daniel Crosby talks with Matt Reiner partner at Capital Investment Advisors about the future of financial advice. investmentnews.com) Advisers How a financial planner is like a general practitioner. Podcasts Brendan Frazier talks with Meghaan Lurtz about re-engaging with existing clients.

Compliance 260

Compliance Financial Planner Financial Advice Investment Advisor 260

Abnormal Returns

JANUARY 15, 2024

Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. riabiz.com) Why women are still struggling to make progress in the world of financial advice.

Financial Planner 275

Financial Planner Wealth Management Retirement Planning Financial Advising 275

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. It reveals everything about finance to you.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 171

Financial Planner Financial Advice Financial Advisor Financial Planning 171

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Nerd's Eye View

MARCH 27, 2023

According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks). Read More.

CFP 246

CFP Clients Certification Financial Advice 246

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 167

Assets Financial Advisor Insurance Clients 167

Darrow Wealth Management

NOVEMBER 4, 2024

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.

Financial Advisor 52

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 52

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

Nerd's Eye View

SEPTEMBER 25, 2023

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP 241

CFP Financial Planning Planning Certification 241

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

eMoney Advisor

NOVEMBER 22, 2022

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would you be taking financial advice from another financial planner? These experiences may even be why they became a financial planner in the first place.

Financial Planner 59

Financial Planner Financial Advice Clients Financial Planning 59

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

eMoney Advisor

MAY 25, 2023

Nearly 3 in 4 married or cohabitating Americans say financial decisions have caused tension in their relationship, and 1 in 5 American couples say money is their most prominent relationship challenge. For the answer to that, look to the field of financial psychology. Sources: 1.

Financial Planner 88

Financial Planner Financial Planning Clients CFP 88

Sara Grillo

OCTOBER 21, 2022

I am an irreverent and fun marketing consultant for financial advisors. Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. What is a financial paraplanner? How do you get a job as a financial paraplanner?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

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.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

Inside Information

FEBRUARY 1, 2024

I think most of us younger than Methuselah remember the online portfolio management tools, called robos, and there was another round of widespread dismay at the idea that these automated websites, that charged just 25 basis points, would undercut and replace financial planners. AI won’t replace financial planners.

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40