Business Planning Definition Financial Advice 
Nerd's Eye View
JUNE 16, 2025
How advisory firms charge for financial advice has long been a central question in the profession. Now, as financial advicers expand their services beyond traditional planning into more holistic, personalized advice, the very definition of financial advice continues to evolve.
Nerd's Eye View
DECEMBER 6, 2023
According to the Investment Advisers Act of 1940, anyone in the business of rendering advice about securities for compensation is, absent an exclusion or exemption, required to register as an investment adviser. Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition.
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Nerd's Eye View
FEBRUARY 19, 2024
The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Read More.
Steve Sanduski
APRIL 22, 2024
This range can now serve as a benchmark for your financial advice business. If the client is paying less than the lower end of this range, then it’s possible your other clients are subsidizing this client’s services and/or it’s a sign that their level of complexity doesn’t fit into the level of advice you provide.
Midstream Marketing
NOVEMBER 5, 2024
Introduction In the busy world of financial advice, it’s important to stand out. If you are a financial advisor looking to grow your client base and make a real impact, you need to learn good marketing strategies. It allows financial advisors to stand out. Clients have various needs.
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. Financial planning is offered as a stand-alone product; it is the only thing that an advice-only financial planner does.
Good Financial Cents
APRIL 19, 2023
If you need a more formal definition, IRS Pub 925 has you covered. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. The golden rule of passive income – protect your time.
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