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CFP Board’s Fee Increase For Workforce Development: More Advisors Or Just More Sales Churn?

Nerd's Eye View

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

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Weekend Reading For Financial Planners (March 25-26)

Nerd's Eye View

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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How to Retire at 50 in 7 Easy Steps

Good Financial Cents

Early retirement has become a popular financial goal. Even if you never retire early, just knowing that you can is liberating! Can You Really Retire at 50? Can You Really Retire at 50? Table of Contents Can You Really Retire at 50? FAQs on Retiring Early at 50 It’s a big bold claim – retire at 50?

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10 Best Investment Companies in 2023

Good Financial Cents

“Robo-advisors allow new investors to put their investments on autopilot and take the emotion out of investing,” Donny Gamble , Founder, and CEO at Retirement Investments.com. Schwab Minimum initial investment: $0 Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). Do you have a unique situation?

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16 Ways to Invest $30,000 in 2023

Good Financial Cents

Certificates of Deposit . Certificates of Deposit. Index funds have become popular among the FIRE (financial independence, retire early) crowd, and for a good reason. Commission-free investing Allows fractional shares in stocks, ETFs Small minimum investment: $100. Certificates of Deposit. Hire a Robo-Advisor .

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