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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Committing to uphold the ethical guidelines and standards that govern their practice. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Achieving them typically involves: Completing a dedicated education program. What Do Financial Advisors Do?

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

Family structures, governance, income streams, diversification. More than numbers — it’s about achieving peace of mind. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. It’s not just a certification. What truly matters to you?

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor. The eligibility criteria require you to have an approved Disability Tax Credit Certificate by the government.

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What is a BOI Report and How Do You File One?

Harness Wealth

The federal government has appealed this second injunction, indicating its intention to reinstate CTA requirements. BOI collects business information to then issue reports that are stored in a secure, non-public database accessible only to authorized government agencies, law enforcement, and certain financial institutions.

Taxes 52
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2 Stocks to buy now for an upside of up to 19%; Recommended by Trade Brains Portal

Trade Brains

IRCTC), a ‘Navratna’ public sector corporation under the Ministry of Railways, Government of India, was founded in September 1999. The percentage of ANANDA policies was 8.49% in FY25 compared to 5.85% in FY24, and the number of active agents in the ANANDA app increased by 32.68% to 294 in FY25 from 222 in FY24.

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5 Places to Stash Your Cash

MainStreet Financial Planning

Be sure to get one that invests mostly in government treasuries to offset this risk. Certificates of Deposits (CDs) If you have already funded your emergency savings and want to sock away excess funds, then consider Certificate of Deposits (aka CDs). Finally, money market funds have management fees, also known as expense ratios.