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Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.
As states then began to implement the Model Rule in 2021 and IAR CE obligations first took effect (in 3 states) in 2022, our Kitces Members Section made our written Nerd's Eye View blog content eligible for IAR CE credit to help financial advisors fulfill the new requirements (while also getting crossover credit for CFP, CPA, and other professional (..)
And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) In addition to rebuilding the platform that runs Kitces.com, we're also making several updates to our content offerings for both Nerd's Eye View blog Readers and advicers who have joined our Members Section.
As we enter midyear, registration is now open for our annual IAR Ethics CE Day taking place on Thursday, August 28th. And yes, our IAR CE Intensives will still cross-apply CE credit for all other eligible CE types, including CFP, CPA, all the designations from IWI, College for Financial Planning, the American College, and more!
In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!), And a lot of advicers have more than 5 clients in Florida!
RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. By regularly exceeding what clients expect, investment advisors maintain high ethical standards. Content marketing: Share helpful tips through blog posts, articles, and white papers. Clear communication is key. They help to reduce risks.
This is where competent, ethical, and client-first financial planners step in. Earning the CFP mark tells the world that you have the knowledge, skills, and ethical grounding to provide comprehensive financial advice. Regulatory push: Bodies like SEBI, IRDAI, and PFRDA are encouraging higher advisory standards and ethical practices.
So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. For those of you who are new to my blog, my name is Sara. Ethics matter in financial advice! Ethics matter. How I composed this blog.
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. So here’s a blog post about all of that. Ethics matter in financial advice! Ethics matter. It’s ludicrous.
The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s success and credibility. As a finance student, understanding and practicing ethical behavior is crucial for building a responsible and reputable career. Impact of Ethics on Finance and the Economy.
ESG companies focus on a range of things, such as reducing carbon emissions, cutting plastic waste, treating employees fairly, ensuring gender equality, and prioritizing ethical governance. That kind of pressure ensures companies prioritize ESG governance and ethical practices. When it comes to ESG, it is not just about investors.
Use different types of content, like blogs, videos, and infographics, to reach all kinds of preferences. Compliance and Ethical Considerations in Digital Marketing While looking into the wide world of digital marketing, it’s very important for financial advisors to follow the rules of the industry.
Moreover, apart from ethics, ESG investing also makes financial sense. This makes ESG investing a smart option for supporting ethical companies, managing risk, and improving diversification. The post Top Insights Driving Financial Planning Strategies in 2025 first appeared on WiserAdvisor - Blog.
When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Before you write your first blog post or share on social media, you must know two key things: your target audience and your marketing goals. Make your blog enjoyable.
In this blog, we’ll break down industry jargon, share what various credentials indicate and explain why the financial services industry is so regulated. . Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education.
It teaches you how to: • Think holistically across investments, insurance, tax, retirement, and estate • Serve with ethics not just efficiency • Approach every client relationship with clarity Families want to know: “Are you advising me because it’s good for me or good for you?” It’s not just a certification.
This blog post will show you how to create a social media strategy that reaches your audience. On this page, you can share your blog posts, articles, videos, and other social content. You can stay informed by signing up for industry blogs. Social media and social platforms are powerful tools.
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.
For over 40 years, we’ve dedicated ourselves to helping small businesses in New Hampshire and around the country thrive, and awards like this are a testament to the work ethic and business insights that our clients trust. Thank you to all of our clients, partners, and supporters.
You can read more about his story and his best advice for other planners in a recent blog post, 8 Powerful Ways to Grow as a Financial Planner. DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. ” April 1, 2023. Census Bureau.
He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. . Lazetta is also a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog. . Michael Kitces. Grace Gong. Joshua Brown.
However, it is important to use them ethically. The post 2025 Wealth Preservation Strategies first appeared on WiserAdvisor - Blog. These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy.
Using this story as inspiration, I thought it would be worth looking at the basics in investing and personal finance to see what investors can learn from the mindset and work ethic of one of the greatest basketball players ever. Kobe understood the importance of work and the power of compounding and honing the most basic skills over time.
On today’s show, Andrew Brzezinski and I discuss generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future outlook for using AI in an advisory practice. Ethical and compliance challenges advisors need to address as they add AI to their workflows.
This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).
The Value of CFP® Certification for Prospective Financial Advisors The CFP® certification is a prestigious credential in financial planning, representing high levels of competence, ethics, and professionalism. This ethical commitment is fundamental in building client trust, a cornerstone in the financial industry.
Create quality blogs, articles, and videos addressing their needs. Follow a regular schedule to release episodes and consider creating a blog post to summarize your discussions or share additional insights. It’s vital to follow the marketing rule for ethical practice. A good content strategy is also important.
The initial downtime you put into passive income can be as involved as starting a blog or as simple as logging into a robo-advisor platform and investing $100. I figured out that I could use these skills to create great content online, and that I could make money with this blog over time. Buy a Blog 7. Start A Blog 9.
They know that their marketing strategies work well and they follow important ethical and legal rules. Content Marketing: Share your knowledge, build trust, and grab the attention of potential customers with helpful blogs, articles, and other quality resources. Financial institutions feel secure because they have the right information.
All you need are a few tools, a good work ethic, and an entrepreneurial spirit. Start a blogBlogging is easily one of the best side hustles for women who want to make money online. However, blogging is a long game that requires a monetization strategy and a lot of hard work. blog management, content creation, etc.
For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog. What does low fee financial advice actually look like, from the inside?
Its Code of Ethics and Standards of Conduct states: A CFP ® professional must exercise reasonable care and judgment when selecting, using, or recommending any software, digital advice tool, or other technology while providing Professional Services to a Client. Sources: 1. The Cerulli Report.
They’re things like writing blog posts, making videos, hosting webinars, engaging with the community, getting media coverage, and getting good reviews and referrals. Ethical Considerations: As future financial planners and professionals, our students must understand the ethical implications of their online actions.
Individuals who attain the CFP® certification are respected for their expertise and commitment to adhering to the highest ethical standards, significantly enhancing their credibility and career prospects in the BFSI (Banking, Financial Services and Insurance) sector. What Is a Certified Financial Planner®?
Note: even though Everlane is one of the most celebrated “ethical” fashion brands, they did receive some bad press about how they treated their workers when COVID hit. Able creates ethically-made accessories, with a specialty in leather goods. They use organic cotton, ethical factories in LA, and non-toxic dyes. MATE the Label.
Transparency, ethics, and inbound marketing also play pivotal roles in building a strong online influence in the financial advisory industry. This blog will explore important ways to grow your online influence. Being open, following ethical practices, and using inbound marketing strategies is key to building trust with clients.
Table of Contents Understanding Client Ownership and Ethics Can You Take Clients With You When Leaving a Tax Firm? You might choose to start a blog, or posting on LinkedIn, about tax matters that could help you build authority and an audience of potential clients. Can You Take Clients With You When Leaving a Tax Firm?
In this blog, we’ll explore why the CFP® certification is crucial for building a successful career in financial planning, discuss the challenges and expenses in obtaining it, and explain how ICOFP’s CFP® Fast Track can provide a quick and affordable pathway to success. Why is CFP® Certification Important for Financial Planners?
Ethical Considerations Allocating substantial resources to pet care can raise ethical questions, especially when there are other potential heirs. Including pets in your estate plan is becoming increasingly important, ensuring that your beloved companions are cared for no matter what the future holds.
All you need are a few tools, a good work ethic, and an entrepreneurial spirit. Start a blogBlogging is easily one of the best side hustles for women who want to make money online. However, making money with blogging is a long game that requires a monetization strategy and a lot of hard work.
One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. The program consists of a three-part examination that covers multiple topics, including accounting, money management, and ethics. .
I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is an expose of the entire universal life insurance industry and his decade-long research project to save millions of consumers and their lapsing policies makes him one of our country’s most important and ethical whistleblowers.
The post Bridgewater’s Dalio Gets Billions To Retire appeared first on Validea's Guru Investor Blog. That appears to have been part of the catalyst to oust Dalio from controlling day-to-day operations at Bridgewater, which manages about $125 billion for public pensions and sovereign wealth funds.
I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. Ethical actions Low cost advisors Flat fee advisors Advisors for small accounts Advice only planners Hourly planners I can’t say it enough – you have to do your own research.
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