Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Read More.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Read More.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner 241

Financial Planner Retirement Planning Retirement Valuation 241

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. These pillars provide a comprehensive framework for building a resilient and sustainable plan.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Nerd's Eye View

AUGUST 24, 2023

For many next-gen financial advisors who start with or move their careers to an established firm, eventually earning an equity stake in that firm can be an exciting prospect and is often a major career goal that many advisors aspire to achieve.

Retirement 243

Retirement Planning Retirement Planning Communication 243

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 244

Financial Planner Commission Communication Financial Advisor 244

Abnormal Returns

FEBRUARY 21, 2024

Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons. wsj.com) Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement." humbledollar.com) When should you hire a financial advisor?

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Abnormal Returns

OCTOBER 4, 2023

humansvsretirement.com) Jon Luskin talks with Steve Chen about DIY retirement planning tools. bogleheads.podbean.com) Peter Dunn on whether it is dishonest to have two financial advisors. open.spotify.com) Retirement Assessing life one year into retirement.

Planning 278

Planning Retirement Retirement Planning Financial Advisor 278

Abnormal Returns

MARCH 15, 2023

wsj.com) Retirement Retirement planning is a moving target. humbledollar.com) Retirement is, in part, about declaring career victory. humbledollar.com) Advice How to fire your financial advisor in four steps. (awealthofcommonsense.com) Too many people are missing out on higher cash yields.

Retirement Planning 246

Retirement Planning Retirement Financial Services Financial Advisor 246

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Financial Advisor 244

Financial Advisor Estate Planning Nonprofit Financial Planner 244

Abnormal Returns

NOVEMBER 6, 2023

ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. riaintel.com) How to prep an RIA for sale.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Advisor 264

Nerd's Eye View

JULY 28, 2023

Also in industry news this week: The SEC released a proposal that would require firms to take steps to eliminate or neutralize conflicts of interest when using predictive data analytics tools with clients A recent study found that financial advisors remain the top source of financial advice for consumers, with social media coming in well behind From (..)

Financial Planner 245

Financial Planner Financial Advisor Retirement Planning Financial Advice 245

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Nerd's Eye View

JULY 26, 2024

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

Financial Planner 245

Financial Planner Retirement Communication Financial Advisor 245

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner 246

Financial Planner CFP Financial Advisor Retirement Planning 246

Wealth Management

JANUARY 31, 2023

Vestwell conducted the fourth-annual “Retirement Trends Report” in fall 2022 and received responses from almost 1,300 savers, 500 financial advisors and 250 small businesses.

Financial Advisor 93

Financial Advisor Retirement Planning Retirement Clients 93

Nerd's Eye View

AUGUST 5, 2022

How the proposed “Inflation Reduction Act” will impact financial advisors and their clients. From there, we have several articles on advisor content marketing: How advisors can generate topic ideas for content to engage their target audience. How advisors can support clients in choosing a Medigap policy.

Financial Planner 229

Financial Planner Compliance Insurance Financial Advisor 229

Nerd's Eye View

MAY 9, 2023

Welcome back to the 332nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Liz Hand. Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households. Read More.

Commission 234

Commission Planning Financial Advisor Financial Planning 234

The Chicago Financial Planner

FEBRUARY 6, 2022

You may be able to do everything online, otherwise contact the plan administrator at your company. There are a number of retirement plan options to consider. If you don’t have a retirement plan in place for yourself, do this today. You work way too hard not to be putting something away for retirement.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes 244

Taxes Planning Financial Advisor Strategic Planning 244

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. Social Security COLA for 2023.

Financial Planner 186

Financial Planner Retirement Planning Retirement Insurance 186

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Nerd's Eye View

JANUARY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% growth, as breakaway brokers and new advisors see the potential benefits of the RIA model.

Financial Planner 244

Financial Planner Fiduciary Duty Retirement Retirement Planning 244

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 240

Retirement Planning Startup Compliance Clients 240

Nerd's Eye View

JANUARY 5, 2024

Also in industry news this week: Recent data show that RIAs are gaining on wirehouses in terms of advisor headcount and assets under management, with these trends expected to continue over the next several years The range of actions independent broker-dealers are taking to keep advisors under their umbrellas From there, we have several articles on (..)

Financial Planner 233

Financial Planner Retirement Retirement Planning Financial Advisor 233

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nerd's Eye View

FEBRUARY 10, 2023

Also in industry news this week: The SEC this week released its 2023 examination priorities, which include its new marketing rule, Reg BI, and complicated investments The House of Representatives is considering legislation that would broaden the definition of who qualifies as an accredited investor and is potentially eyeing a role for financial advisors (..)

Financial Planner 236

Financial Planner CFP Certification Retirement Planning 236

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Financial Planner Clients 240

Integrity Financial Planning

SEPTEMBER 26, 2022

So, preparing for the likelihood of a pullback or recession is crucial when it comes to retirement planning. Why Meet with a Financial Advisor? That’s why it’s more important than ever to consult a financial advisor that has your best interests in mind.

Financial Advisor 98

Financial Advisor Retirement Planning Marketing Marketing 98

Nerd's Eye View

SEPTEMBER 6, 2022

Welcome back to the 297th episode of the Financial Advisor Success Podcast ! Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. My guest on today's podcast is Andy Panko. Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

SEPTEMBER 9, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financial advisors for guidance.

Financial Planner 232

Financial Planner Retirement Planning Financial Advisor Education 232

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Financial Planning 244

Financial Planning Risk Tolerance Retirement Planning Planning 244

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 240

Financial Planner Retirement Retirement Planning Advertising 240

Nerd's Eye View

DECEMBER 23, 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 “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 239

Financial Planner Retirement Planning Financial Planning Budgeting 239

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns.

Retirement 240

Retirement Planning Financial Planning Risk Tolerance 240

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 243

Financial Planner Retirement Retirement Planning Advertising 243