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Weekend Reading For Financial Planners (December 21–22)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current (..)

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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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Major Tax Changes: The 2025 One Big Beautiful Bill (OBBB)

Darrow Wealth Management

This article includes a summary of the key areas affecting taxpayers with higher incomes and seniors.¹ The new law also adds post-secondary credentialing expenses such as certifications, licenses, exams, continuing education, and other costs. The expanse and complexity of the new tax bill cannot be understated.

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Navigating the World of Forefield Advisor Marketing

Midstream Marketing

Access to Expert Insights: The platform has a collection of articles, blogs, and papers written by industry experts. Staying Ahead with Google Certifications: Forefield’s digital marketing experts have Google certifications. Compliance-Approved Materials: The tool’s resources are checked by compliance professionals.

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5 Financially strong stocks with high Piotroski score of 9 to add in your watchlist

Trade Brains

Indian Energy Exchange Limited (IEX) was established in 2007 and is India’s leading power exchange, providing an automated, nationwide trading platform for the physical delivery of electricity, renewable energy, and certificates, including cross-border electricity trade. Force Motors Limited With a market capitalization of Rs.

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What is an 83(i) Election and How Do You You File One?

Harness Wealth

In this article, well examine the 83(i) election, its benefits and drawbacks, and whether its the right choice for you. As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. This article is a product of Harness Tax LLC. Table of Contents What is an 83(i) election?

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Technical View: Nifty, Bank Nifty & Sensex Trade Setup and Key levels to watch for 17th July

Trade Brains

Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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