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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

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Weekend Reading For Financial Planners (December 14–15)

Nerd's Eye View

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Weekend Reading For Financial Planners (October 7-8)

Nerd's Eye View

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Also in industry news this week: A CFP Board study indicates that financial planners with the certification earn 10% more than other advisors and show very high levels of career satisfaction A Morningstar study has identified 4 main areas where investors find value from their financial advisors, which might not match an advisor's own list of top ways (..)

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Weekend Reading For Financial Planners (August 12-13)

Nerd's Eye View

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time.