Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 246

Financial Planner Fee Only Clients Investing 246

Nerd's Eye View

MAY 12, 2023

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 clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

Financial Planner 100

Financial Planner Education Communication CFP 100

Darrow Wealth Management

NOVEMBER 4, 2024

Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation. A note of caution on near me searches.

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Abnormal Returns

NOVEMBER 8, 2023

fastcompany.com) Financial services Why are banks suddenly closing client accounts? awealthofcommonsense.com) Some things you can do without a financial planner. thejointaccount.beehiiv.com) Financial freedom allows you to do stuff like this. (morningstar.com) How to do your year-end charitable giving.

Financial Planner 260

Financial Planner Retirement Retirement Planning Financial Services 260

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. The Financial Planning Workforce. A Bright Outlook.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

The Chicago Financial Planner

AUGUST 24, 2021

If a financial advisor suggests that you don’t need to house your investments with a third-party custodian such as Schwab, Fidelity, your bank, Merrill Lynch, etc. Check out my freelance financial writing services including my ghostwriting services for financial advisors.

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Financial Advisor Financial Planner Accounting Retirement 191

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

The Chicago Financial Planner

OCTOBER 21, 2021

Many banks and investment custodians offer HSA accounts, some with investment options that are similar to an IRA account. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Any unused dollars are lost to you. The money in the HSA is portable when you leave an employer.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation. It reveals everything about finance to you.

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Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Experienced practitioners in successful organizations can potentially earn annual packages exceeding one crore rupees.

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CFP Financial Planner Certification Certified Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. They are the architects of financial well-being, crafting comprehensive plans that address various facets of personal finance.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Trade Brains

JUNE 16, 2025

Senior Citizen Fixed Deposits (FDs) Overview: Banks and NBFCs provide extra interest to senior citizens, usually 0.25% to 0.75% above normal FDs. Most banks also offer automatic renewal and doorstep services for senior citizens. Every retiree has a unique financial condition, healthcare requirements, and personal goals in life.

Retirement 52

Retirement Taxes Government Retirement Planning 52

International College of Financial Planning

MARCH 12, 2025

While that might sound poetic, your bank balance may not agree. Why This Is a Problem: Future youwho needs a house, financial security, and maybe even early retirementmight resent past you for not planning ahead. Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Yardley Wealth Management

OCTOBER 15, 2024

No, this isn’t just for the wealthy or finance experts—it’s for everyday parents who want to give their kids more than just a piggy bank filled with loose change. Stick with me, and I’ll break it down in a way that’s fun, easy to understand, and might even have you feeling like the financial planner of a Hollywood child star!

Taxes 52

Taxes Financial Planner Wealth Management Retirement 52

Nerd's Eye View

FEBRUARY 21, 2023

What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

International College of Financial Planning

JUNE 5, 2025

If your client’s bank app feels smarter than your service, that’s a red flag. And young inheritors have told me they feel completely lost — even with ₹100 crore in the bank. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. Empathy does.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

MainStreet Financial Planning

MARCH 15, 2023

Many are worried about the security of their money following the collapse of Silicon Valley Bank (SVB) last week. Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks.

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Insurance Coverage Insurance Accounting Banking 98

Clever Girl Finance

DECEMBER 23, 2024

That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Be sure two open separate bank accounts e.g. your personal bank accounts should be separate from your business bank accounts.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

MainStreet Financial Planning

APRIL 4, 2023

Homa began her career at Wells Fargo Bank, where she received the designation of “Top Producer” for more than 10 of those years. She is a board member for Financial Planners Association, San Francisco Chapter and is fully committed to helping her community. She presently works for Mutual of Omaha Reverse Mortgage.

Financial Planner 98

Financial Planner Financial Planning CFP Education 98

Trade Brains

JUNE 12, 2025

Spends Planner: The OneCard app has a Spend Planner that acts as a personal financial planner for you. It enables you to do the following tasks: Create financial plans based on the various things you spend money on. OneCard App Features 1. Check how much you are spending every day or hour.

Financial Planner 52

Financial Planner Management Accounting Planning 52

Discipline Funds

AUGUST 4, 2023

The regional bank index is still down -16% year to date and -29% from the highs. Regional banks are up 35% since the banking panic in May. After all, time is the core problem that financial planners and investment managers try to solve. Equal weight S&P 500 is up 8% in 2023. The Dow is up 7%.

Financial Planner 98

Financial Planner Banking Taxes Economics 98

MainStreet Financial Planning

JULY 31, 2024

As a financial planner, I often question if I am doing enough to equip my daughter with the financial life-skills she needs to become a strong, independent, and savvy woman. Financial education has always been a cornerstone of my career. Where has the time gone?

Education 98

Education Budgeting Financial Planner Accounting 98

NAIFA Advisor Today

AUGUST 27, 2023

Laurie Adams is a Certified Financial Planner (CFP), helping people create financial plans to achieve financial security through investment management, retirement, trust, and planning services.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP License 52

Validea

NOVEMBER 11, 2024

markets The Financial System’s Plumbing Breaking down complex topics like Fed operations and bank failures Automated Fed Policy Could we remove human judgment from monetary policy?

Banking 52

Banking Portfolio Investing Investments 52

Carson Wealth

AUGUST 25, 2022

Income should include money earned from your job, interest from a bank, dividends from stocks, coupons from bonds and any gifts or other sources of cash. Cash includes checking, savings, money market accounts, CDs, physical currency and other banking or credit union products. Talk to a Financial Advisor Today.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Certification CFP Certified Financial Planner Financial Planning 52

Yardley Wealth Management

OCTOBER 12, 2022

Margaret’s predicament would have been challenging enough 10 or 15 years ago, when most banks and financial institutions used paper statements that she might have been able to access for information, but it’s incredibly difficult now when nearly all of these accounts and transactions are online-only.

Financial Planner 52

Financial Planner Medical Wealth Management Accounting 52

International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

DECEMBER 29, 2024

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52

CFP Financial Planning Planning Certification 52

Ballast Advisors

OCTOBER 6, 2023

2024 Key Numbers for Health Savings Accounts Five Things That Actually Get Better With Age Navigating the Current Mortgage Interest Rate Environment Mothers and Money: How Three Generations of Women Approach Financial Planning 7 Things You Can Do to Trim Your 2023 Tax Bill Understanding Custodial Relationships Amidst the Silicon Valley Bank Collapse (..)

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

Validea

FEBRUARY 10, 2025

Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today’s high-speed algorithmic trading environment. In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen.

Valuation 52

Valuation Communication Retail Banking 52

International College of Financial Planning

SEPTEMBER 23, 2024

This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. c) Industry Recognition The CFP® designation is globally recognized as a mark of excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

OCTOBER 10, 2024

Are you ready to accelerate your career in financial planning? The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting.

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52