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.

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Financial Planner Financial Advisor Certification Estate Planning 189

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

SEPTEMBER 8, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately help firms (..)

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Financial Planner CFP Clients Investment Planning 246

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

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Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

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Financial Planner Healthcare Investment Planning Clients 246

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.

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Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

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Nerd's Eye View

JANUARY 13, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

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Financial Planner Retirement Planning Compliance Retirement 241

Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

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Financial Planner Compensation Planning Compliance Insurance 246

Nerd's Eye View

NOVEMBER 4, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

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Financial Planner Financial Advisor Retirement Planning Medical 240

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.

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Financial Planner Certification CFP Certified Financial Planner 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. He discussed his insights.

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Certified Financial Planner Financial Planner Certification CFP 52

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.

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Tobias Financial

JULY 11, 2023

At Tobias Financial Advisors, we believe that trust and vetted experience are the foundation of our business. That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. appeared first on www.tobiasfinancial.com.

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Certified Financial Planner Financial Planner Fiduciary Duty CFP 40

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?

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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.

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Financial Advisor Financial Planner Insurance Clients 246

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.

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Certification CFP Certified Financial Planner Financial Planning 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.

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Financial Services Financial Planner Retirement Planning Financial Advice 52

International College of Financial Planning

MARCH 13, 2023

Professional Management: Mutual funds are professionally managed investments, diversified across various assets, to help investors reach their financial goals. Flexibility: Mutual funds are flexible investments that allow investors to invest as little as Rs.

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Investments Investing Financial Planner Investment Planning 52

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. Keeping up with industry trends will help you in the CFP exam and your future career as a certified financial planner. Get in touch to get an insight into the CFP course details.

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CFP Certified Financial Planner Financial Planner Financial Planning 52

Sara Grillo

MAY 23, 2022

What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.

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International College of Financial Planning

JANUARY 15, 2024

The faculty, comprising industry veterans and certified financial planners, infuse practical insights into the teaching, enriching the overall learning experience. Career Prospects After completing financial planning courses , many career paths unfolded.

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Certification Financial Planner Financial Planning Certified Financial Planner 52

Park Place Financial

MARCH 10, 2022

Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. Related Posts.

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Portfolio Certified Financial Planner Financial Planner Healthcare 52

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.

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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. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

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WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. It is instrumental in diversifying your portfolio , capitalizing on market opportunities, and safeguarding your financial future against the erosive effects of inflation.

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Retirement Planning Retirement Planning Estate Planning 105

Carson Wealth

JANUARY 17, 2023

Consider working with an investment adviser or qualified Certified Financial Planner professional to design an investment plan that aligns your goal, risk and values. Meeting with a qualified financial planner is critical in your 40s. Align Your Portfolio with Your Risk Tolerance, Goals and Values  .

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Retirement Planning Financial Planner Certified Financial Planner Retirement 52

International College of Financial Planning

JUNE 25, 2024

CFP Course The Certified Financial Planner (CFP) course is ideal for students who wish to gain expertise in financial planning. This course prepares students for the CFP certification exam and covers comprehensive topics such as estate planning, investment planning, and retirement planning.

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Your Richest Life

JANUARY 16, 2024

You can always work with a financial advisor to help you come up with your budget and investment plans, too. It can take a bit of trial and error to figure out the best budget for you. Try to stay the course, even if you make mistakes along the way. For more information on the services offered, contact Katie today.

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Park Place Financial

NOVEMBER 29, 2022

Discover some of the benefits of structured products and their value for investment. These pre-packaged investments usually feature assets connected to interest and an additional. Investment Planning with Park Place Financial. Our team will analyze your financial situation and leverage data insights and.

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Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

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License Financial Advisor Certified Financial Planner CFP 52

International College of Financial Planning

MARCH 31, 2023

Job opportunities in wealth management include: Wealth Manager Investment Analyst Financial Planner Relationship Manager Salaries in the wealth management industry depend on various factors such as job position, location, and years of experience.

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Wealth Management Management Risk Management Ethics 52

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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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

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?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

International College of Financial Planning

NOVEMBER 10, 2021

With this charter, you can easily find employment at the highest levels with investment firms, insurance companies, pension funds, banks, and brokerage houses. Certified Financial Planner (CFP) – Much like the CFA, CFP or Certified Financial Planner also remains one of the most sought out qualifications in this industry.

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Investment Advisor Investments Investing Certified Financial Planner 52

Gen Y Planning

APRIL 3, 2023

Thus, investing is a financial plan’s bread and butter. Utilizing a strategic, long-term investment strategy to build a diverse portfolio is critical to helping your money grow over time to achieve your long-term goals. Where does a financial planner come into play?

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Financial Advisor Tax Planning Retirement Taxes 52

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. However, there are much more to it than that.

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