Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

Financial Planner 246

Financial Planner Retirement Communication Retirement Planning 246

Nerd's Eye View

APRIL 12, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Financial Planner 246

Financial Planner Insurance Recruitment Financial Planning 246

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Investment Planning 238

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 246

Financial Planner CFP Compliance Clients 246

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

The Chicago Financial Planner

NOVEMBER 27, 2022

The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. These have been increased to $66,000 and $73,500 for 2023. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. Foundation for Financial Planning.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

eMoney Advisor

MARCH 1, 2023

It is incredibly important for women to have a voice at the financial table. As financial planners, we need to build an inclusive environment where women have the confidence to use their voice in financial conversations, can discuss finances with people they relate to, and have their unique concerns addressed. Sources: 1.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Abnormal Returns

DECEMBER 11, 2023

(citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning. wealthmanagement.com)

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

eMoney Advisor

FEBRUARY 7, 2023

Financial planners, there is no better time than now to make a few digital connections to help expand your knowledge and advance our profession. percent of Certified Financial Planner™ professionals in the U.S. We also offer financial planning firms access to a more diverse talent pool. Approximately 1.9

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. advisorpedia.com) Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences. unit debt-free in 2023.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? What is the biggest risk to your financial success?

Financial Planner 137

Financial Planner Financial Planning Financial Advisor Retirement 137

Ballast Advisors

OCTOBER 6, 2023

2024 Key Numbers for Health Savings Accounts Five Things That Actually Get Better With Age Navigating the Current Mortgage Interest Rate Environment Mothers and Money: How Three Generations of Women Approach Financial Planning 7 Things You Can Do to Trim Your 2023 Tax Bill Understanding Custodial Relationships Amidst the Silicon Valley Bank Collapse (..)

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016.

Financial Planner 52

Financial Planner Media Certified Financial Planner CFP 52

Discipline Funds

AUGUST 4, 2023

Equal weight S&P 500 is up 8% in 2023. Monthly payroll growth has averaged 422K for two years and 258K in 2023. After all, time is the core problem that financial planners and investment managers try to solve. Inflation adjusted residential real estate is down 5%. The Dow is up 7%. The Nasdaq is up 40%+ this year.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. 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%. Check out the list below.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

International College of Financial Planning

NOVEMBER 16, 2023

According to the “Value of Financial Planning ” study conducted by the Financial Planning Standards Board in 2023, Indians are in the top quartile when it comes to leveraging technology to manage finances. Providing an educational experience for clients online comes with several advantages.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Ethics CFP 52

XY Planning Network

DECEMBER 18, 2023

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Financial Advisor 117

Financial Advisor Compliance Clients Marketing 117

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.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning. FHA loans do not have income limits.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. In short, they are financial planning counselors who help people protect their assets.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

FMG

MARCH 28, 2023

The Top 10 Visuals for Prospect & Client Meetings in 2023 via YCharts Powerful visuals can help better explain your point and boost engagement. Book a Demo to Find Out More The post Trending This Tuesday – March 28, 2023 appeared first on FMG Suite. This can make a difference in your first online impression.

Financial Planner 52

Financial Planner Financial Planning Clients Media 52

Your Richest Life

JULY 2, 2024

When I started this business a decade ago, I wanted to give busy professionals access to financial planning services that would support their goals, and fit into their demanding schedules. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row.

Financial Planner 59

Financial Planner Fee Only Financial Planning Financial Counseling 59

eMoney Advisor

MARCH 7, 2023

wealth transfer by 2045, the stakes are high for financial planners who want to build multigenerational practices. Here, we take a closer look at common issues that can occur with estate planning for a blended family. Wills & Estate Planning Study,” April 2022. Retail Investor Edition,” February 2023.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Your Richest Life

DECEMBER 22, 2023

As 2023 comes to a close, we can take a look at how the markets and economy performed, where we stand now, and what might be on the horizon for 2024. in January of 2023. All in all, the markets and economy performed stronger than anticipated in 2023. percent , and the unemployment rate remained fairly steady throughout the year.

Economy 52

Economy Marketing Marketing Financial Planner 52

International College of Financial Planning

JULY 31, 2023

Retirement is a time to embrace your dreams and live a contended retirement life, but it requires meticulous financial planning and preparation. Retirement planning is even more critical for self-employed individuals as they lack the safety net of traditional benefits like PPF or LTA.

Financial Planning 52

Financial Planning Retirement Planning Retirement Planning 52

Integrity Financial Planning

JANUARY 19, 2023

5:59) Get a financial review when moving to a new job. (11:04) 18:19) The post Financial Resolutions for 2023 appeared first on Integrity Financial Planning, Inc. (4:12) Stop giving away retirement money in hidden fees. (5:59) 12:32) Saving in an HSA can help with medical expenses now and later. (15:09)

Medical 52

Medical Financial Planning Retirement Planning 52

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. 2 If you’re ready to do just that, read our new eBook, Candid Conversations: LGBTQ+ Planning. Sources: 1.

CFP 85

CFP Financial Planning Clients Financial Planner 85

MainStreet Financial Planning

NOVEMBER 14, 2023

With the exit of the Mint online budgeting app at the end of 2023, we have been asked by clients what other options are available. I was attracted to this tool because it worked with spreadsheets, and once created, a Tiller sheet can be shared with other family members, or even one’s financial planner, to be viewed or edited.

Budgeting 98

Budgeting Accounting Financial Planner Financial Advisor 98

WiserAdvisor

JANUARY 27, 2023

HNWIs often have specific financial needs and goals, such as wealth preservation, tax efficiency, diversifying investments, and estate and succession planning for their wealth. 2023 may see several changes with respect to retirement plans, Social Security, etc., HNW wealth management – Tips for 2023 1.

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

International College of Financial Planning

MARCH 8, 2023

The financial budget describes the government’s income and expenditure goals and acts as a roadmap for the country’s economic progress. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year.

Budgeting 52

Budgeting Education Manufacturing Government 52

eMoney Advisor

APRIL 18, 2023

So, while financial professionals feel they are delivering a personalized experience by customizing plans to each client’s specific goals 2 , clients indicate that they want to work with someone who looks beyond monetary considerations to help them eliminate financial stress. 3 The table below depicts the top five.

Clients 72

Clients Financial Planning Planning Financial Planner 72

MainStreet Financial Planning

MAY 31, 2022

The MainStreet Financial Planning Discussion Club. Tax Planning: Things to work on before year-end. Please join MainStreet Financial Planner Vida Jatulis and MainStreet Paraplanner Meggan Orenstein as they breakdown some of the best tax planning ideas that can improve your tax situation. 30-45 minutes.

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Tax Planning Taxes Planning Financial Planner 40