Wealth Management

FEBRUARY 8, 2024

Test your skills against those of student teams in questions from the Financial Planning Challenge.

Financial Planning 290

Financial Planning Planning 290

Wealth Management

JUNE 1, 2023

Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.

Financial Planning 306

Financial Planning Planning 306

Wealth Management

AUGUST 3, 2022

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

Financial Planning 311

Financial Planning CFP Planning 311

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 143

Financial Planning Clients Planning Wealth Advisor 143

Wealth Management

OCTOBER 28, 2024

The value of education is increasingly scrutinized.

Financial Planning 290

Financial Planning Planning Education 290

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Wealth Management

NOVEMBER 15, 2023

Wealth Consulting Group founder and CEO Jimmy Lee discusses the ESG debate, use cases for AI in financial planning and more.

Financial Planning 278

Financial Planning Planning Consulting 278

Wealth Management

NOVEMBER 15, 2024

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.

Financial Planning 225

Financial Planning Planning Retirement 225

Wealth Management

MARCH 1, 2024

live with a disability; intergenerational planning for this population is critical. Sixty-one million people in the U.S.

Financial Planning 306

Financial Planning Planning 306

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 299

Financial Planning Planning Clients 299

Wealth Management

FEBRUARY 8, 2024

Inside the college competition that gives students a taste of the challenges advisors face.

Financial Planning 299

Financial Planning Planning 299

Nerd's Eye View

OCTOBER 23, 2023

Many financial advisors take pride in the comprehensive nature of the advice they provide to clients and use the variety of services offered as a point of differentiation between themselves and other types of advisors.

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

Nerd's Eye View

SEPTEMBER 25, 2023

So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. Read More.

CFP 246

CFP Financial Planning Planning Certification 246

Wealth Management

SEPTEMBER 22, 2023

With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.

Financial Planning 312

Financial Planning Planning 312

Nerd's Eye View

JANUARY 22, 2025

Instead, acknowledging their ambivalence as a natural part of the decision-making process can help create space for them to discover the value of financial planning on their own. One effective way to facilitate this self-discovery is through self-persuasion questions.

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning 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.

Clients 246

Clients Financial Planner Fee Only Financial Planning 246

Nerd's Eye View

FEBRUARY 5, 2025

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

Accounting 233

Accounting Taxes Medical Healthcare 233

Wealth Management

AUGUST 7, 2024

Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.

Financial Planning 306

Financial Planning Retirement Planning Planning Assets 306

Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

Nerd's Eye View

FEBRUARY 10, 2025

Finally, familiarity with financial planning topics can influence decisions; while those with less experience (e.g., Fourth, cost , including the total 'all-in' price of materials, is another critical factor, with synchronous courses generally being more expensive than asynchronous ones.

CFP 237

CFP Education Ethics Financial Planning 237

Wealth Management

FEBRUARY 4, 2025

The association is mourning former CEO Mahoney, who passed away Saturday, while implementing a planned search process for his successor.

Financial Planning 237

Financial Planning Planning 237

Wealth Management

FEBRUARY 20, 2025

How advisors and clients alike can benefit from pro bono planning.

Financial Planning 251

Financial Planning Planning Clients 251

Abnormal Returns

OCTOBER 28, 2024

advisorperspectives.com) Financial planning CAN change lives. (bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away. barrons.com) We all make mistakes, including advisers. signaturefd-3437664.hs-sites.com) hs-sites.com)

Risk Tolerance 275

Risk Tolerance Retirement Consulting Financial Planning 275

International College of Financial Planning

MARCH 12, 2025

Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals. Understand taxes: Capital gains, dividend taxes, and exit loads can eat into your returnsplan accordingly.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Nerd's Eye View

FEBRUARY 7, 2025

During his nearly two-decade tenure, Keller oversaw a near-doubling of the number of CFP professionals, the establishment of a new 501(c)(6) professional organization to promote the benefits of financial advice and planning careers, and updates to the CFP Board's investigation and disciplinary processes, among many other changes.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Financial Advisor 227

Financial Advisor Clients Financial Planning Planning 227

Wealth Management

JANUARY 30, 2025

Treat wealth as a family business.

Financial Planning 222

Financial Planning Planning 222

Nerd's Eye View

MARCH 24, 2025

For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. First, clarity: both the advisor and manager should be able to clearly define the core financial planning skills that a new hire is expected to develop in their first year.

Planning 130

Planning Clients Financial Planning Communication 130

Nerd's Eye View

FEBRUARY 19, 2025

This transition is a core element of the "Fix, Fine, Flourish" financial planning framework. In this model, clients begin in the Fix phase, addressing immediate challenges and stabilizing their financial situation.

Clients 164

Clients Financial Planning Planning Management 164

Wealth Management

SEPTEMBER 25, 2024

Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.

Financial Planning 277

Financial Planning Wealth Management Education Planning 277

Wealth Management

DECEMBER 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Financial Planning 281

Financial Planning Assets Management Planning 281

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Financial Planner 246

Financial Planner Certification CFP Education 246

Abnormal Returns

NOVEMBER 6, 2024

greatergood.berkeley.edu) The laws of financial health are pretty simple. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estate plan. fastcompany.com) What to do if you receive a financial windfall.

Estate Planning 173

Estate Planning Tax Planning Retirement Taxes 173

Abnormal Returns

NOVEMBER 27, 2024

(bloomberg.com) Financial disasters Another case where reaching for yield can be disastrous. axios.com) Financial planning A financial plan can help you navigate forks in the road. wealthfoundme.com) What constitutes a good financial planning goal. wsj.com) Beware putting money in a neobank.

Portfolio 147

Portfolio Financial Planning Estate Planning Planning 147

Nerd's Eye View

DECEMBER 12, 2024

There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". For advisors just starting out, that sentiment often rings true – every prospect willing to pay for their service feels like an opportunity.

Clients 246

Clients Communication Financial Planning Accounting 246

Wealth Management

JULY 23, 2024

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Taxes 321

Taxes Financial Planning Planning 321