Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV). What Does God Say About Financial Planning for an Estate?

Estate Planning 52

Estate Planning Planning Certified Financial Planner Food 52

Nerd's Eye View

OCTOBER 14, 2024

Independent Registered Investment Advisors (RIAs) often face significant challenges in attracting advisors who can proactively generate new business. In some situations, a firm's employee advisors may want to bring in new clients but lack the skills, experience, and confidence.

Strategic Planning 246

Strategic Planning Sales Clients Planning 246

Nerd's Eye View

SEPTEMBER 20, 2024

Further, the survey showed the continued predominance of the AUM fee model amongst state-registered firms (at the same time, more than half of firms said they charge on a fixed-fee or hourly basis, suggesting many firms utilize multiple fee models) and identified the most common areas of regulatory enforcement during the year, with failure to register (..)

Financial Planner 246

Financial Planner Investment Advisor Financial Advisor Clients 246

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.

Clients 246

Clients Fee Only Planning Advertising 246

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.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Abnormal Returns

JANUARY 26, 2023

bloomberg.com) NEA is becoming a registered investment advisor. on.ft.com) How Morgan Stanley ($MS) plans to attack the ETF market. (wsj.com) Startups are pulling out all the stops to avoid down-rounds. axios.com) The downside of using special purpose vehicles.

Startup 245

Startup Financial Advising Investment Advisor Insurance 245

Trade Brains

OCTOBER 28, 2024

The government plans to release a detailed policy paper by June 2024. Please consult your investment advisor before investing. The post Is India planning to ban cryptocurrencies? Regulatory bodies are particularly concerned about stablecoins reliability. appeared first on Trade Brains.

Planning 105

Planning Government Consulting Banking 105

Nerd's Eye View

JULY 23, 2024

Welcome back to the 395th episode of the Financial Advisor Success Podcast ! Dustin is the Director of Investment Advisor Services of PPC LOAN, a firm based in The Woodlands, Texas that facilitates conventional bank loans to financial advisors. My guest on today's podcast is Dustin Mangone. Read More.

Banking 130

Banking Financial Advisor Planning Valuation 130

XY Planning Network

DECEMBER 9, 2024

If you're an established financial advisor setting out to launch your own Registered Investment Advisor (RIA) firm, transitioning clients from your previous firm is likely at the forefront of your concerns. Managing this process effectively is crucial for retaining clients and ensuring compliance.

Compliance 76

Compliance Financial Advisor Investment Advisor Clients 76

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm.

Fee Only 52

Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Darrow Wealth Management

NOVEMBER 4, 2024

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

Financial Advisor 61

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 61

Trade Brains

NOVEMBER 6, 2024

Please consult your investment advisor before investing. The post Anil agarwal Stock falls 8% after Govt of India Plans OFS of 10 Cr Shares appeared first on Trade Brains. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article.

Planning 52

Planning Government Sales Investment Advisor 52

Trade Brains

NOVEMBER 6, 2024

on November 06, 2024 Also read… Anil agarwal Stock falls 8% after Govt of India Plans OFS of 10 Cr Shares 3. Investors must therefore exercise due caution while investing or trading in stocks. Please consult your investment advisor before investing.

Banking 98

Banking Distribution Valuation Retail 98

Midstream Marketing

NOVEMBER 26, 2024

Get answers to common questions about RIA marketing strategies and plans. Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. They need to recognize the special needs and challenges investment advisors face.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

The Big Picture

AUGUST 26, 2022

There are large parts of the Sell-side that figured out It’s a much cleaner business model to charge a reasonable fee for straight-up asset management and financial planning, rather than playing the game of stock picking sector rotation market timing and the like. This isn’t really a fair accusation.

Accounting 353

Accounting Government Assets Management 353

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.

CFP 52

CFP Fee Only Retirement Planning Wealth Advisor 52

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

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. By diversifying investments advisors can help with asset allocation.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

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.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 52

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. If you own more than 5% of the company when you hit your required beginning age you would still need to take RMDs from that company plan. A very common planning strategy involving RMDs is to use them as a vehicle to withhold taxes.

Distribution 98

Distribution Retirement Planning Taxes 98

Carson Wealth

AUGUST 25, 2022

Among these are your longevity, lifestyle, comfort with market performance, sequence of return risk, current health, housing plan, proportion of fixed to variable expenses, proximity to children and so much more. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

XY Planning Network

DECEMBER 11, 2023

Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant.

Investment Advisor 104

Investment Advisor Investing Investments Fee Only 104

Ballast Advisors

MAY 8, 2023

Financial planning is a vital aspect of life. In honor of Mother’s Day, we are delighted to have a multi-generational family of Ballast Advisors clients, Jean, Val, and Amanda, who have agreed to share their experiences and insights with us. It was hard, but we stayed very focused on the plan. ” says Amanda.

Financial Planning 98

Financial Planning Planning Financial Planner Retirement 98

Trade Brains

OCTOBER 20, 2024

expanded the scope by announcing 73 underserved and unserved airports and, for the first time, included helipads in the connectivity plan. Please consult your investment advisor before investing. The post Stocks to watch after Gov plans to open multiple airports under UDAN scheme appeared first on Trade Brains.

Planning 98

Planning Economics Investing Investments 98

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.

Investing 52

Investing Investments Risk Tolerance Asset Allocation 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. Podcasts Rick Ferri talks investor behavior with Daniel Crosby.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Discipline Funds

DECEMBER 20, 2023

The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Asset and Liability Matching.

Financial Planning 74

Financial Planning Planning Asset Allocation Retirement Planning 74

Tobias Financial

MARCH 11, 2025

DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. It is for information and planning purposes only.

Marketing 52

Marketing Marketing Financial Advisor CFP 52

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. Tax planning is essential. However, you can adopt certain tax and financial planning strategies to lower your tax output. Washington.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

Nerd's Eye View

APRIL 11, 2023

Welcome back to the 328th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Thomas West. Read More.

Medical 130

Medical Financial Advisor Financial Planning Clients 130

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.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Trade Brains

OCTOBER 27, 2024

Also read… Waste water management stocks with strong capex plans to add to your watchlist Reliance Industries Future Business Investments Reliance Industries is making bold strides in future technologies. Their massive investments show clear strategic thinking. Please consult your investment advisor before investing.

Financial Services 64

Financial Services Investment Advisor Planning Consulting 64

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 (..)

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Trade Brains

OCTOBER 29, 2024

In this article, there are some plans, financials, and brokerage targets who are optimistic about the company’s growth. Also read… IT stock jumps 7% after receiving order worth ₹23 Cr for supply of hardware and services Future Plans Hyundai Motor India plans to invest Rs. and debt to equity ratio of 0.07

Manufacturing 52

Manufacturing Planning Investments Investing 52

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Compared to investment advisors, CFP® offer a more comprehensive service.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52