Nerd's Eye View

SEPTEMBER 13, 2024

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.

Financial Planner 246

Financial Planner Compliance Fee Only Communication 246

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Financial Planner 246

Financial Planner Nonprofit CFP Advertising 246

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Financial Planner 246

Financial Planner CFP Certification Communication 246

Nerd's Eye View

MARCH 27, 2023

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

CFP 246

CFP Clients Certification Financial Advice 246

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 246

Financial Planner CFP Clients Planning 246

Nerd's Eye View

SEPTEMBER 27, 2024

Read More.

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

Financial Planner 246

Financial Planner CFP Certification Retirement Planning 246

Nerd's Eye View

NOVEMBER 18, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246

Nerd's Eye View

AUGUST 11, 2023

Read More.

Financial Planner 242

Financial Planner Certification CFP Clients 242

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 246

Financial Planner Retirement Retirement Planning Advertising 246

Nerd's Eye View

FEBRUARY 16, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from Cerulli Associates indicates a lack of fee transparency represents a significant hurdle for many investors when considering working with a financial advisor.

Financial Planner 246

Financial Planner Fee Only CFP Compliance 246

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 246

Financial Planner CFP Assets Clients 246

Nerd's Eye View

FEBRUARY 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey sponsored by CFP Board demonstrates the upsides of a career in financial planning, from a median salary of nearly $200,000 to flexible work schedules and a strong sense of purpose among advisors.

Financial Planner 246

Financial Planner Fee Only CFP Commission 246

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 243

Financial Planner Retirement Planning CFP Financial Planning 243

Nerd's Eye View

MAY 19, 2023

And amid this backdrop, several AdvisorTech tools have added AI capabilities that could further streamline advisory firms’ middle- and back-office tasks and processes.

Financial Planner 245

Financial Planner CFP Financial Advisor Clients 245

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 246

Financial Planner CFP Compliance Clients 246

Nerd's Eye View

APRIL 28, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)

Financial Planner 246

Financial Planner Certification Retirement Planning Retirement 246

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. Read More.

Financial Planner 246

Financial Planner CFP Professional Services Financial Planning 246

Nerd's Eye View

AUGUST 19, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

Financial Planner 189

Financial Planner CFP Clients Planning 189

Abnormal Returns

SEPTEMBER 9, 2024

podcasts.apple.com) Michael Kitces and Carl Richards on the opportunity when clients bring you something 'off the Internet.' kitces.com) Ownership Nearly half of all financial planners surveyed by the CFP Board have an ownership stake in the company where they work.

Financial Planner 276

Financial Planner Estate Planning CFP Financial Advice 276

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Darrow Wealth Management

NOVEMBER 4, 2024

Here are five ways you can find a full-time fiduciary financial advisor. A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Only registered investment advisors have a full-time fiduciary duty to their clients. What is a fiduciary advisor?

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households.

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Nerd's Eye View

OCTOBER 3, 2023

Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.

Certified Financial Planner 246

Certified Financial Planner CFP Education Financial Advisor 246

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. This fiduciary duty is a cornerstone of their practice, providing clients with the confidence that their financial advisor is working solely for them.

Fee Only 56

Fee Only Financial Advisor Financial Planner Certified Financial Planner 56

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? This question spurred me to do some research on whether one must always write “CFP ®.” In fact, I rarely included an interviewee’s CFP designation because space was tight. Here’s the CFP Board’s response to my tweet on the topic.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Tobias Financial

DECEMBER 15, 2024

Advisors who have knowledge of tax laws alongside financial planning can help avoid potential pitfalls, improve tax efficiency, and ensure each decision aligns with long-term objectives. Our CEO, Marianela Collado, CPA/PFS, CFP, CDS is an example of how this combination of skills can benefit clients.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planning CFP 52

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade. Around 26 percent of U.S. population.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

International College of Financial Planning

DECEMBER 9, 2024

The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. Why Choose CFP Certification?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

Financial Symmetry

MAY 27, 2025

From our very first intern to one of our most trusted advisors, Chads contributions have helped shape the firm into what it is todayserving nearly 850 clients and managing $1.2 His dedication, leadership, and care for both clients and colleagues are felt in every corner of our organization. billion in assets.

Certified Financial Planner 57

Certified Financial Planner Financial Planning Financial Planner CFP 57

eMoney Advisor

FEBRUARY 1, 2023

A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational well-being. And because you care about your clients, you are probably feeling the strain as you work to help them cope. And how can financial planners help?

Financial Planner 93

Financial Planner Clients Financial Advisor Financial Planning 93

eMoney Advisor

MAY 1, 2023

When asked about how they started in the industry, many of the Asian-American financial planners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52