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Financial Advisor

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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

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. Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.

Financial Planner

Financial Planner CFP Professional Services Financial Planning

Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition

Nerd's Eye View

JUNE 12, 2023

And so, in the spirit of sharing, a few years ago I launched my list of " Recommended (Book) Reading for Financial Advisors ", and it was so well received that in 2013 I also started sharing my annual "Summer Reading List" for financial advisors of the best books I'd read in the preceding year. Read More.

Financial Advisor

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Webinars

Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Summer Reading List Of “Best Books” For Financial Advisors – 2023 Edition

Webinars

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