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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo by Alex Ortolani Jul 18, 2025 1 Min Read SEC Chair Paul Atkins Alternative Investments SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully SEC’s Atkins Says Changes to 401(k) Plans Must Be Reviewed Carefully by Nicola M. Dann Ryan: Promises don't cut it.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

He said the application adhered to the established tenets of the CFP curriculum. Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis.

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Adviser links: estate uncertainty

Abnormal Returns

Advisortech The CFP Board has released guidelines for using AI. kitces.com) Estate planning Estate plans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estate planning purposes. abnormalreturns.com)

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation. Most fiduciaries don’t sell products: Most fiduciary advisors are only paid by a percentage of assets they manage for clients. You can search for CFP® professionals here.

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Starting Ahead, Not Over: A Single Mother’s Journey to Financial Independence

International College of Financial Planning

Laying the foundation with a basic emergency fund, securing adequate life and health insurance, beginning investments for her child’s education, and planning early for retirement are essential steps toward building long-term financial security. Many single mothers take a career break because they have no other choice.

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Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie

Steve Sanduski

Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estate planning to avoid family disputes.