Remove Blog Remove Fee Only Remove Financial Planning
article thumbnail

Amplifying 8 Asian-American Voices in Financial Planning

eMoney Advisor

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

article thumbnail

Our Top Blogs of 2023 for Independent Financial Advisors

XY Planning Network

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2023 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

6 Ways to Rethink Financial Planning for Millennials

eMoney Advisor

When I started Vincere Wealth as a fee-only practice, the vision was to become the go-to place for Millennials who need help with their money. Along the way, I’ve gathered six key insights about financial planning for Millennials. However, sometimes it gets to be too much when it comes to financial topics.

article thumbnail

Our Top Blogs of 2022 for Independent Financial Advisors

XY Planning Network

Over the past year, we've published articles written with one purpose in mind: to help independent financial advisors be successful. As 2022 comes to a close, we rounded up our top 10 most-viewed blogs published this year.

article thumbnail

Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

Mis-selling would be at its peak during such times, only a certified professional can act on client first approach to help choose investors what is right for them. The Fee only space or being a MFD with CFP certification will enable you to provide service of the highest quality.

CFP 40
article thumbnail

Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

XY Planning Network

As the business of financial advice continues to evolve, so too do the service models and compensation structures that advisors offer. 4 MIN READ.

article thumbnail

Get a job as a Financial Paraplanner at an RIA firm and ignore the schmucky wirehouse and insurance jobs!

Sara Grillo

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.