Nerd's Eye View

SEPTEMBER 8, 2023

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Financial Planner 246

Financial Planner CFP Clients Investment Planning 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.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

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 (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 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.

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 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 (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

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. Read More.

Financial Planner 240

Financial Planner Financial Advisor Retirement Planning Medical 240

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.

Financial Planner 241

Financial Planner Retirement Planning Retirement Compliance 241

Nerd's Eye View

MARCH 8, 2024

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Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

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.

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

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 246

Financial Advisor Insurance Financial Planner Clients 246

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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. This international recognition provides certified professionals with unprecedented career mobility.

CFP 52

CFP Financial Planner Certification Certified Financial Planner 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 have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52

CFP Financial Planning Planning Certification 52

International College of Financial Planning

MARCH 13, 2023

In this blog post, we will explore mutual funds, why they are important, and the benefits they offer to investors in India. What are Mutual Funds? Mutual funds provide a way to invest in a variety of financial assets, e.g., Stocks, bonds, and money market instruments.

Investing 52

Investing Investments Financial Planner Investment Planning 52

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

Carson Wealth

OCTOBER 26, 2022

As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. I sort of think of tax loss harvesting as the eharmony of investment planning. A net neutral tax position.

Taxes 98

Taxes Financial Planner Asset Allocation Portfolio 98

Good Financial Cents

AUGUST 11, 2022

If you have a million dollars to invest or anywhere close to that, the steps below can help you grow your money so it lasts a lifetime. Ad Robo-Advisors move with the market to ensure your investments. A lot of people confuse money they knew they needed in the next year or so with investing. They didn’t have a plan.

Investing 110

Investing Investments Marketing Marketing 110

MainStreet Financial Planning

MARCH 15, 2023

It’s important to note that SIPC protection does not cover losses resulting from market fluctuations, fraud, or bad investment decisions. It also does not cover certain types of investments, such as commodities or futures contracts. and are not protected by SIPC. What if I have my cash accounts with a Credit Union?

Insurance Coverage 94

Insurance Coverage Insurance Accounting Banking 94

Your Richest Life

SEPTEMBER 10, 2024

Or, if you plan to buy a house within the year and your down payment is sitting in the stock market, you might run the risk of losing that money in a down market before you buy. Make sure that the investments in your account reflect what you are trying to accomplish, both short and long term.

Investing 52

Investing Investments Risk Tolerance Financial Planner 52

Park Place Financial

MARCH 14, 2022

Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. This can help bring you closer to your financial goals while also mitigating potential risks along the way. 0 Comments.

Portfolio 52

Portfolio Financial Planner Asset Allocation Certified Financial Planner 52

Clever Girl Finance

JANUARY 22, 2024

Don’t make any sudden decisions Before doing anything with your financial windfall, pause! Put the money into different types of bank accounts like savings or a money market account , and refrain from touching it during this waiting period. Of course, investing doesn’t have to mean the stock market alone.

Management 98

Management Certified Financial Planner Financial Planner Taxes 98

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. Increase market access: Investors can explore new markets that they may not find. yields, particularly with sideways markets. ?

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 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.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Workable Wealth

SEPTEMBER 16, 2020

By now you have a good understanding of what the market is, how the stock market works, and different methods of tracking market performance. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . This strategy helps curb a bad financial habit: timing the market.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

Carson Wealth

DECEMBER 1, 2022

An emergency fund is liquid cash — generally held in a checking, savings or a money market account, that is available to pay unexpected expenses. Setting a strong financial foundation in your 20s paves the way to success through your professional life. Start an Emergency Fund.

Retirement Planning 72

Retirement Planning Risk Tolerance Retirement Budgeting 72

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. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Gen Y Planning

APRIL 3, 2023

Once your goals are established, you’ll be able to use them as the driving force behind all your financial decisions moving forward. Without clear goals, it’s tempting to get distracted by day-to-day market movements or short-term upsets. Thus, investing is a financial plan’s bread and butter.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

International College of Financial Planning

MARCH 31, 2023

Skills Required for a Career in Wealth Management A successful career in wealth management requires a range of skills that include: Strong communication skills to engage with clients and explain complex financial concepts in a simple manner. Excellent analytical and problem-solving skills to help clients achieve their financial goals.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

International College of Financial Planning

JUNE 25, 2024

Skill Development: The right course helps develop the skills required in the job market. Although traditional degrees provide a solid academic foundation, they often require further specialization to meet the specific demands of the job market. Consider Job Market Trends: Look for courses that are in demand and have good job prospects.

Certified Financial Planner 40

Certified Financial Planner Certification CFP Education 40

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

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

MAY 20, 2024

Unlike broader academic studies, these courses are designed to bridge the substantial gap between theoretical education and the pragmatic requirements of the job market. These programs are designed to give you a solid foundation in knowledge and practical skills, essential for success in the ever-changing financial sector.

Wealth Management 52

Wealth Management Management Certification Certified Financial Planner 52

Workable Wealth

SEPTEMBER 30, 2020

In part one, we introduced the concept of financial markets and discussed their broad reach. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Your portfolio is where you customize your investments to suit your needs. What is a Bond?

Portfolio 52

Portfolio Investing Investments Government 52

Sara Grillo

MAY 16, 2022

I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Measure Twice Financial. Cody Garrett, CFP, is an advice-only financial planner.

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Financial Advisor Financial Advice Financial Planner Assets 52