Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 159

Financial Planner CFP Financial Advisor Retirement 159

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner 246

Financial Planner CFP Retirement Certification 246

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Financial Planner 239

Financial Planner Financial Advisor Retirement Clients 239

Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

Financial Planner 246

Financial Planner Compensation Planning Insurance Compliance 246

Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 242

Financial Planner Certification CFP Clients 242

Nerd's Eye View

NOVEMBER 3, 2023

Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Insurance 246

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Planning 246

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 242

Financial Planner Financial Advice Investment Planning Planning 242

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

Financial Planner 236

Financial Planner Wealth Management Retirement Investment Planning 236

Nerd's Eye View

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons.

Financial Planner 240

Financial Planner Retirement Planning Retirement Compliance 240

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Financial Planner 238

Financial Planner Financial Advisor Retirement Planning Medical 238

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

JUNE 28, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)

Financial Planner 188

Financial Planner Clients Numbers Compliance 188

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

WiserAdvisor

MAY 29, 2025

The longer your money stays invested, the greater the exponential growth. A financial advisor can guide you on how to optimize your investments to build wealth and financial stability. Automation removes the temptation to skip or delay investing and turns it into a disciplined habit.

Accounting 59

Accounting Wealth Accumulation Investing Investments 59

Clever Girl Finance

OCTOBER 12, 2023

Find out more about women and investing, and discover ideas for creating your own investment plan. Table of contents Why women investors are amazing 5 Tips for how women can invest smartly Expert tip: Don’t rush the investing process Why are women investors important? How do women invest differently than men?

Investments 98

Investments Investing Risk Tolerance Accounting 98

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. Other times, it’s because those articles were created without a real SEO strategy behind them. Investment Planning.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

Clever Girl Finance

MAY 13, 2023

Related financial freedom vs financial independence articles Decide how you will create more freedom with your finances! With an investment portfolio, you can hopefully generate enough passive income for your retirement nest egg. Some of the things you can invest in include stocks, bonds, and mutual funds.

Budgeting 67

Budgeting Retirement Risk Tolerance Accounting 67

Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

Investing 52

Investing Investments Marketing Marketing 52

Dear Mr. Market

APRIL 6, 2022

Lastly, share this article now with anyone you care about and encourage them to take care of this critical piece in their financial puzzle. a-letter-to-my-familye280a6things-you-should-know Download. They’ll be glad you did! Submit a form.

Estate Planning 52

Estate Planning Insurance Accounting Numbers 52

Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

This fact is on the minds of a growing number of investors today who are concerned about the market’s direction. We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements.

Marketing 52

Marketing Marketing Valuation Numbers 52

Good Financial Cents

JANUARY 11, 2023

Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. They also collaborate with other finance professionals, like investment bankers and credit analysts, to develop various growth strategies. Investment Banker.

Banking 96

Banking Budgeting Portfolio Management Recruitment 96

Brown Advisory

JUNE 3, 2015

For many investors, the topic of sustainable investing is a jungle of jargon and vague terms. When you cut through the confusion, though, you find that sustainable investing strategies have matured and improved, and now form the core of an increasing number of investors’ portfolios. Sincerely, .

Investing 52

Investing Investments Clients Portfolio Management 52

Good Financial Cents

SEPTEMBER 2, 2022

Whether you are hoping to start investing small amounts of money or you have a lump sum of cash to get started, you should know that investing isn’t necessarily a “set it and forget it” activity. Also remember that, like it or not, there is a real risk of losing some of your investment over the short-term.

Investments 91

Investments Investing Accounting Portfolio 91

Clever Girl Finance

NOVEMBER 21, 2023

What is the best investment for $50k? Articles related to what to do with 50k You can create great opportunities by being smart with your $50k! Figure out a payment plan that works for you—and your other investment plans—and take things from there. Is $50k a lot of savings? Is $50k too much in savings?

Accounting 94

Accounting Startup Investing Investments 94

Workable Wealth

SEPTEMBER 30, 2020

Public corporations allot a certain number of shares for sale on the stock market. In recent years, however, passive investment strategies have been more cost-effective and produced higher returns than actively managed funds which are more costly to operate. This article contains general information that is not suitable for everyone.

Portfolio 52

Portfolio Investing Investments Government 52

Brown Advisory

APRIL 13, 2022

Expat, Part 2: The Honeymoon Period (Years 1-7) mhannan Wed, 04/13/2022 - 06:39 In this series of articles, we will discuss the timeline of a U.S. Each article will outline the challenges and planning opportunities to consider during each step of the journey. and how long do you plan to stay? The Timeline of a U.S.

Taxes 52

Taxes Assets Planning Investing 52

Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

Financial Planning 99

Financial Planning Planning Budgeting Insurance 99

WiserAdvisor

APRIL 25, 2023

This article will explore how often to rebalance your 401(k). Either way, you must evaluate how your current allocation fits your investment plan. Determine your target allocation You can decide on your desired asset allocation for your 401(k) portfolio based on your investment goals, risk tolerance, and time horizon.

Risk Tolerance 76

Risk Tolerance Asset Allocation Portfolio Financial Advisor 76

Clever Girl Finance

JULY 24, 2023

Articles related to 529s and other other savings accountd Is a 529 plan worth it for education planning? Most American parents aim to save just over $55,000 for their children’s college expenses, and 529 plans make up 30% of college savings accounts. Advisor plans also usually have standard investment planning fees.

Planning 52

Planning Education Accounting Taxes 52

WiserAdvisor

DECEMBER 15, 2023

Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations. This article explores different ways in which financial advisors can help you with wealth accumulation for retirement.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

WiserAdvisor

SEPTEMBER 6, 2023

Consult with a professional financial advisor who can help create a balanced strategy toward retirement planning and portfolio reviewing, ensuring both financial stability and peace of mind on your journey toward retirement. Retirement planning is meant to provide peace of mind, not amplify stress.

Accounting 40

Accounting Retirement Retirement Planning Asset Allocation 40