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Weekend Reading For Financial Planners (November 2–3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

I was amazed by some of the findings, including that 68% of the 414 respondents are currently using or plan to adopt AI-powered tools—only 32% had no plans to do so. Q&A: What Was Behind Schechter’s Decision to Sell to Arax? expansion with significant support from some large firms.

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The art of attracting and retaining clients: MDRT YouTube favorites

Million Dollar Round Table (MDRT)

In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.

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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. NAIFA and FSP merged in January 2024. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate.

Ethics 138
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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. It’s important to note that the CFP Board’s fiduciary standard is business-model neutral as described below. You can search for CFP® professionals here.

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Midlife Money Myths: Finances After 40

Your Richest Life

Wherever you’re at with your plans, watch out for these common midlife money myths along the way: Midlife Money Myths #1: It’s too difficult to change careers Changing careers at any age can be intimidating, but the older you get, the more impossible it can feel. Try to focus on your own plan, and what will work best for you.

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Your Guide to a Financially Healthy Holiday Season

Your Richest Life

Here are a few ways to keep your finances healthy during the holidays: Create a budget for a financially healthy holiday season Have you ever gone to the grocery store without a list, only to come home with an excess of snacks and treats you never planned to buy in the first place? Start with a brain dump of your ideal 2024 holiday season.