Financial Planner Investment Planning Sales 
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.
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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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.
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. These will eat into your returns.
Clever Girl Finance
JANUARY 22, 2024
Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. No matter the source of funds, getting any kind of financial windfall can immediately send your mind reeling with possibilities. So, what would you do if you received a large lump sum of money?
Sara Grillo
AUGUST 26, 2024
Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.
The Big Picture
DECEMBER 28, 2022
You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And second, there’s no sales. RITHOLTZ: Right. ELLIS: I don’t have to do it. What are you going to do? People are going to come to us.
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