Advisor Perspectives

DECEMBER 26, 2023

Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment and planning articles for the past year here and the top practice management articles here. Below are another 10 that you might have missed, but I believe merit reading.

Planning 52

Planning Management Investing Investments 52

Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

CFP 228

CFP Financial Planning Planning Certification 228

MainStreet Financial Planning

APRIL 15, 2024

The estate planning documents may be done, but is there anything else to really feel comfortable that you’ve prepared all you could when you pass away? After my mom passed, I had been helping my dad get his estate planning documents and other financial activities in order.

Planning 52

Planning Estate Planning Numbers Insurance 52

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 206

Financial Planner Commission Financial Advisor Communication 206

eMoney Advisor

DECEMBER 14, 2022

Fact-finding, retirement literacy, and leading with planning round out the list of hot topics for 2022. If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

MainStreet Financial Planning

FEBRUARY 1, 2024

During recent conversations, I’ve come across several people unfamiliar with the concept of fee-only financial planning, let alone considering it as a feasible choice. To shed light on this, I want to articulate the distinctive approach we use at MainStreet Financial Planning.

Financial Advice 87

Financial Advice Planning Fee Only Financial Planning 87

oXYGen Financial

DECEMBER 4, 2023

One crucial question that often arises is whether you need a business plan. In this article, we will explore the significance of a business plan and why it might be the key to unlocking your business's full potential. The Foundation: What is a Business Plan? Before. ]]

Business Planning 76

Business Planning Planning 76

Advisor Perspectives

DECEMBER 23, 2022

Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.

Investment Planning 52

Investment Planning Planning Management Investing 52

Advisor Perspectives

DECEMBER 23, 2022

As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.

Investing 59

Investing Investments Planning Management 59

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Alpha Architect

JANUARY 22, 2024

In this academic article, the authors pull together an analysis of the types of thematic structures found most often in financial planning studies as well as the theories most often referenced. Here are the themes found in financial planning research. What’s missing? was originally published at Alpha Architect.

Financial Planning 64

Financial Planning Planning 64

Trade Brains

MARCH 3, 2024

In this article, we embark on a fundamental analysis of Shakti Pumps, a company that has turned out to be a 9x multi-bagger from a low of COVID-19. Implementation of the Uganda project has started which aligns with the green energy plans in Africa. Join us as we delve into Shakti Pumps and look into its financials. 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Nerd's Eye View

MARCH 22, 2024

Also in industry news this week: A recent survey suggests that advisors who best understand their prospects' and clients' unique needs and communicate their value and fees clearly could be best positioned to win and retain clients Why a dearth of advisor talent could spur additional M&A activity and 'poaching', and what firms can do to attract (..)

Financial Planner 220

Financial Planner Communication Electronics Retirement 220

Alpha Architect

DECEMBER 4, 2023

The article discusses the importance of integrating psychology into the field of financial planning and highlights the need to understand and address the psychological aspects of financial decision-making and client relationships. Please read the Alpha Architect disclosures at your convenience.

Financial Planning 71

Financial Planning Planning Clients Government 71

Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner 218

Financial Planner Retirement Planning Retirement Insurance 218

Trade Brains

JANUARY 19, 2024

GRSE’s strategic entry into the commercial shipbuilding segment and plans to address domestic and global demands showcase a forward-looking approach. India’s shipbuilding industry is set to grow significantly due to ambitious plans from the Indian Navy and Coast Guard. Did you find this article informative?

Engineering 105

Engineering Planning Government Distribution 105

Trade Brains

SEPTEMBER 1, 2023

In this article, we will conduct a fundamental analysis of Talbros Automotive Components and see if the stock has the potential to increase in the future. The article concludes with a highlight of future plans and a summary. Let us now see what plans the company has in store for the future. Stock P/E 21.96

Planning 105

Planning Manufacturing Accounting Portfolio 105

Carson Wealth

FEBRUARY 27, 2024

By Erin Wood, CFP ® , Senior Vice President, Financial Planning and Advanced Solutions, Carson Group      My paternal grandmother was the type of woman who was always bustling with activity, whether it was hosting post-church lunches every Sunday or helping a neighbor in need. Read the full article on TheStreet.

Planning 52

Planning CFP Financial Planning 52

Advisor Perspectives

FEBRUARY 12, 2024

This article identifies 10 real-world considerations in tax efficient distribution planning from the perspectives of an academic (Wade Pfau, PhD), a practitioner (Joe Elsasser, CFP), and a CPA (Steven Jarvis).

Distribution 50

Distribution Taxes Planning CFP 50

Nerd's Eye View

APRIL 12, 2024

Also in industry news this week: A recent study indicates that advisors charging clients on a monthly subscription basis hiked their fees by an average of 6% in 2023, raising the salience of how advisors can most effectively communicate fee increases to clients A survey suggests that while financial advisors are increasingly aware of Artificial Intelligence (..)

Financial Planner 193

Financial Planner Recruitment Insurance Financial Advisor 193

Nerd's Eye View

APRIL 19, 2024

Also in industry news this week: The Office of Management and Budget (OMB) has completed its review of the Department of Labor's new "fiduciary rule ", indicating that it could be released in the coming days or weeks (though, like its predecessors, its ultimate disposition is likely to be determined in the courts) The IRS announced this week that it (..)

Financial Planner 214

Financial Planner CFP Financial Advisor Retirement Planning 214

Indigo Marketing Agency

JANUARY 17, 2024

You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement. Whether you connect through monthly articles, email marketing, or engaging social posts, this is all made easy with an effective content marketing strategy in place.

Financial Advisor 52

Financial Advisor Planning Retirement Clients 52

Trade Brains

FEBRUARY 14, 2024

In this article, we will look at Titagarh Railsystems vs Jupiter wagons which are into manufacturing wagons, containers, and coaches for railways. The National Rail Plan aims to increase railways’ freight modal share to 45% by 2030, up from 27% currently. Titagarh received an order for Rs. Stock P/E (TTM) 49.73

Planning 105

Planning Manufacturing Transportation License 105

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 210

Financial Planner Fee Only CFP Commission 210

Trade Brains

DECEMBER 4, 2023

In this article, we will conduct a fundamental analysis of Gujarat Pipavav Port and look at how well it’s doing and where it’s headed in the future. The article concludes with a highlight of future plans and a summary. One such company operating in this sector is Gujarat Pipavav Port. million MT. Stock P/E 20.10

Planning 111

Planning Commission Economy Taxes 111

Nerd's Eye View

OCTOBER 13, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often.

Financial Planner 202

Financial Planner Financial Planning Client Management Clients 202

Nerd's Eye View

DECEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

Financial Planner 219

Financial Planner Fee Only Tax Planning Retirement 219

Nerd's Eye View

JANUARY 19, 2024

Nevertheless, there is potential for many individual RIAs to expand their staffing further, with the addition of specialized planning and operations roles being seen as a potential avenue to boost firm growth. in 2023, the RIA space showed significantly more strength, with 10.4%

Financial Planner 218

Financial Planner Fiduciary Duty Retirement Retirement Planning 218

Nerd's Eye View

NOVEMBER 24, 2023

Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)

Financial Planner 219

Financial Planner Communication Insurance Advertising 219

Trade Brains

NOVEMBER 6, 2023

In this article, we’ll analyze Force Motors fundamentals as a company that deals in commercial vehicles for the auto industry. In this Fundamental Analysis Of Force Motors , we’ll analyze its operations, segments, fundamentals, industry, future plans and more. Future Plans Of Force Motors 1. Company Overview N.K.

Planning 105

Planning Transportation Engineering Manufacturing 105

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 191

Financial Planner Retirement Planning Financial Advisor Retirement 191

Nerd's Eye View

JULY 14, 2023

Also in industry news this week: The SEC this week finalized a series of rules designed to discourage future runs on money-market funds, potentially reducing their liquidity risk A recent study suggests that advisor marketing messages that address prospective clients' emotional concerns, in addition to their technical questions, could be particularly (..)

Financial Planner 215

Financial Planner Compliance Media Retirement Planning 215

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 205

Financial Planner Financial Advice Financial Advisor Tax Planning 205

Trade Brains

JUNE 25, 2023

We’ll attempt to answer these and similar questions by performing a fundamental analysis of Tata Chemicals in this article. A highlight of the future plans of the company and a summary conclude the article at the end. A highlight of the future plans of the company and a summary conclude the article at the end.

Planning 98

Planning Manufacturing Pharmaceutical Medicine 98

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 209

Financial Planner Compliance CFP Clients 209

Carson Wealth

OCTOBER 25, 2023

It’s a multipurpose planning tool that delivers a surprisingly wide range of benefits beyond potential federal estate tax strategy. Trusts and wealth planning can work together for a healthy future for your child or family member. Consult with an estate planning attorney in your state for specific guidance.

Estate Planning 105

Estate Planning Planning Assets Taxes 105

Nerd's Eye View

JUNE 2, 2023

Also in industry news this week: How Goldman Sachs’ RIA custodial platform is leveraging the resources of its parent company as it seeks to build momentum amidst a highly competitive environment among custodians How NASAA has changed the substance and/or scoring of the Series 63, 65, and 66 exams From there, we have several articles on college (..)

Financial Planner 210

Financial Planner Risk Tolerance Clients Financial Planning 210