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Enjoy the current installment of "Weekend Reading For FinancialPlanners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)
But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financialplanner") being vacated… by the FPA. even as the CFP Board has announced its own Competency Standards Commission to raise their own standards regarding who can use the Certified FinancialPlanner title?
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Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financialplanning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.
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financialplanning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g.,
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The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.
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And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financialplan.
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10 Growth Marketing Strategies for FinancialPlanners in 2025 The new year wipes the slate clean and gives financialplanners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.
The increasing popularity of financialplanning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.
The two most common pricing models are fee-only financialplanners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.
By integrating philanthropic planning into their services, advisors can add significant value to client relationships and provide more holistic planning. And when clients are enabled to support the causes closest to them, they experience the true impact of a financialplan that aligns with their personal legacy!
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