Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

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Fee Only Portfolio Clients Planning 246

Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

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CFP Fee Only Retirement Planning Wealth Advisor 52

Abnormal Returns

MARCH 27, 2023

bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. kitces.com) The nature of financial planning is change, both good and bad. wisdomtree.com) The good, bad and ugly of being a financial adviser.

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Financial Advising Financial Planning Insurance Investment Advisor 130

International College of Financial Planning

JULY 31, 2023

Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions. By becoming an investment advisor, you can assist others in achieving their goals and strengthening your own financial journey.

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Investment Advisor Investing Investments Risk Tolerance 52

International College of Financial Planning

JUNE 14, 2023

Are you passionate about investments? If so, you can turn your passion into a profession by becoming a SEBI-registered investment advisor. SEBI has introduced guidelines for individuals aspiring to become investment advisors in India. This blog post will provide all the necessary information on this topic.

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Investment Advisor Investing Investments Certification 52

WiserAdvisor

OCTOBER 20, 2023

You may consult with a professional financial advisor to better understand your financial history and the ensuing impact your past choices may have on your future financial planning. We make it easy by matching you to vetted advisors that meet your unique needs. Click to compare vetted advisors now.

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Financial Planning Planning Financial Advisor Wealth Accumulation 74

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). In fact, the number of registered RIAs appears to be declining.

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Investment Advisor Investing Investments Numbers 52

International College of Financial Planning

APRIL 25, 2024

Recognized in over 27 countries globally, the CFP® designation is one of the most respected and widely acknowledged credentials in financial planning. Individuals who earn this certification are thoroughly prepared to offer expert financial advice. Compared to investment advisors, CFP® offer a more comprehensive service.

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Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

NOVEMBER 10, 2021

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.

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Investment Advisor Investing Investments Certified Financial Planner 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

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Tobias Financial

MARCH 16, 2025

Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility. If you have any questions or would like to discuss your investment approach, were here to help.

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Investing Investments Risk Tolerance Asset Allocation 52

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

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Financial Planner Investment Advisor Certified Financial Planner Investing 40

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

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Walkner Condon Financial Advisors

APRIL 24, 2025

Walkner Condon Financial Advisors is recognized on USA TODAYs 2025 list of the Top Registered Investment Advisor (RIA) Firms. It ranks #1 in Wisconsin for second straight year and #32 nationally.

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Investment Advisor Financial Advisor Investing Investments 52

Sara Grillo

OCTOBER 21, 2022

Before we get started, I wanted to give hanks to Jonathan Grannick of Wonder Wealth , as well as other financial planners for their input. RIA firm – a Registered Investment Advisor firm registered with either the SEC or state regulators. And I wanted to define some key terms first.

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Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Financial Advisor Certified Financial Planner Financial Planner Investing 52

Ballast Advisors

SEPTEMBER 15, 2023

For those nearing age 65, it’s essential to understand the paths in and around Medicare regarding your financial plan. As a full-service financial planning firm, Ballast Advisors works closely with seasoned professionals in many areas of personal financial planning , like health insurance.

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Healthcare Medical Insurance Financial Planning 97

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. These tools streamline complex processes such as tracking expenses, creating detailed budgets, and setting precise financial goals.

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Investing Investments Investment Advisor Budgeting 52

Indigo Marketing Agency

SEPTEMBER 6, 2022

We’re happy to announce that Indigo Marketing Agency was featured in Bob Veres’s August 2022 issue of Inside Information , a go-to resource for financial planning, financial advisor, and investment advisor professionals. How to Use Testimonials in Your Marketing (with Chris Winn).

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International College of Financial Planning

JANUARY 15, 2024

Henceforth, the need for financial advisors becomes even more evident. Let’s discuss financial planning courses online and get an insight into its ability and success. An intriguing aspect is its diverse educational offerings, including financial courses through the International College of Financial Planning.

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Certification Financial Planning Financial Planner Certified Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

This is especially important for short-term goals such as mutual funds, where a sudden drop in the value of your portfolio can have a long-term impact on achieving your financial objectives. How Investment Advisors Play an Important Role? Navigating the complexities of the investment world can be challenging.

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Portfolio Certified Financial Planner Investing Investments 52

Covisum

NOVEMBER 21, 2023

As the founder and president of Covisum, Elsasser has played a pivotal role in developing solutions that cater specifically to Registered Investment Advisors (RIAs) who specialize in comprehensive financial planning for mass-affluent American clients in or approaching retirement age.

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WiserAdvisor

MARCH 16, 2023

BrokerCheck is a tool any investor can use to research a financial professional or firm. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc.

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License Financial Advisor Investment Advisor Certification 80

International College of Financial Planning

SEPTEMBER 23, 2024

The financial planning sector is booming, offering countless opportunities for individuals to build a rewarding career. With the global demand for financial advisors rising, gaining the right credentials has become crucial for long-term success. Let’s dive in. What Is the CFP® Challenge Pathway?

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CFP Certified Financial Planner Certification Financial Planner 52

XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms).

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Management Investing Investments Compliance 52

Tobias Financial

AUGUST 5, 2024

Our inclusion in this list, which evaluated over 40,000 firms to identify the top 300 independent Registered Investment Advisors (RIAs), underscores our commitment to excellence in the wealth management industry. Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.

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Financial Advisor Investment Advisor Wealth Management Commission 52

Darrow Wealth Management

NOVEMBER 17, 2022

The ink is hardly dry, so new details will likely emerge about the practical application of the surtax and potential planning opportunities. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA. About Darrow Wealth Management.

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Taxes Wealth Management Tax Planning Planning 111

Diamond Consultants

FEBRUARY 11, 2025

Firms typically follow one of two models: Shared ADV In this model, advisors join the firms existing RIA as 1099 independent contractors or Investment Advisor Representatives (IARs). Own ADV A key consideration is how the ADV (formal registration with the SEC as an RIA) is structured.

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Compliance Clients Management Investing 52

Carson Wealth

JANUARY 14, 2023

Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care. Financial advisors who charge asset management fees, direct financial planning fees, hourly fees or retainer fees to a client are structurally investment advisor representatives.

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Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia. He was named a top 10 advisor on Investopedia’s 100 list for two years in a row.

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Carson Wealth

AUGUST 28, 2022

CFP® , Director of Consumer Investment Research  . Financial advisors provide financial planning or investment guidance to clients. Financial advisors may work for themselves, with small firms or large organizations. Investment advisor representatives of a larger investment advisory firm .

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Ballast Advisors

MARCH 15, 2023

When working with a Registered Investment Advisor (RIA), investors may have heard the term “custodial relationship.” ” This refers to a partnership between the RIA and a financial institution that acts as the custodian of the client’s investment assets.

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Banking Investment Advisor Certification Assets 75

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

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Financial Planning Fee Only Financial Planner Financial Advisor 52

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

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Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

OCTOBER 26, 2023

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.

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Certified Financial Planner Financial Planner Certification Clients 52

MainStreet Financial Planning

MARCH 2, 2023

When Malkiel is describing “a random walk”, he is saying that the short-run changes in the market are unpredictable, so using chart patterns, earnings forecasts or using an investment advisor is useless. Malkiel appeared first on MainStreet Financial Planning. Analysis can’t help predict future stock prices.

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Risk Tolerance Asset Allocation Financial Advice Investment Advisor 52

Carson Wealth

AUGUST 25, 2022

Consider your current level of savings, comfort with investment risk, lifestyle goals and ability to retire before leaving the workplace. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement.

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