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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those services. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice.

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Financial Planning Mistakes You’re Probably Making (And What to Do Instead)

International College of Financial Planning

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

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How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+

MainStreet Financial Planning

Fee-Only, Flat-Fee Financial Planners: Transparent, Unbiased, and Cost-Effective A fee-only financial planner charges a fixed fee for financial planning services, regardless of the size of your portfolio. Instead, they provide objective, conflict-free financial advice at a predictable cost.

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CFA or CFP?

A Wealth of Common Sense

With 70+ million baby boomers retiring, 70 million millennials coming into their prime earning years and more people than ever invested in the stock market, there is going to be a bull market in financial advice in the years ahead. That’s where my focus would be as a young person looking to get into wealth management.

CFP 73
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Quantifying (More Accurately) The Real Impact Of A Financial Advisor’s Costs On Their Clients’ Nest Eggs

Nerd's Eye View

While the financial advice industry has transformed in many ways over the past several decades, one aspect that has remained relatively constant is the use of the Assets Under Management (AUM) fee model as a common way for many advisors to get paid.

Clients 247
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In The Long Run, Stocks Outperform Bonds… Or Do They?

Nerd's Eye View

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." Second, the stock-bond performance-correlation relationships are regime-dependent, and those regimes are neither time-dependent nor mean-reverting.