Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Read More.
CFP Clients Taxes 
Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency
Nerd's Eye View
AUGUST 21, 2024
Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner). Read More.
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Weekend Reading For Financial Planners (September 9-10)
Nerd's Eye View
SEPTEMBER 8, 2023
Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification? What makes the CFP credential so respected?
Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
Nerd's Eye View
JUNE 2, 2025
Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M Zoe Financial has announced a $29.6M
Adviser links: exciting plans
Abnormal Returns
SEPTEMBER 18, 2023
kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. investmentnews.com) Part one of a series on how to pass the CFP exam.
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Weekend Reading For Financial Planners (October 28-29)
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 (..)
Weekend Reading For Financial Planners (Nov 19-20)
Nerd's Eye View
NOVEMBER 18, 2022
Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. How advisors can help their clients turn their HSAs into wealth-building machines.
#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott
Nerd's Eye View
JULY 12, 2022
Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.
First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JUNE 30, 2025
Yet in recent months, the volatility has subsided, markets have rallied back near their highs, and advisory firms are back to dealing with the increasingly common challenge of how to continue to scale service in the face of growth as clients continue to accrue over time. In the meantime, our own Team of Nerds continues to expand.
#FA Success Ep 297: From $0 To $70M In 2 Years By Leveraging Facebook Groups To Share Authentic Expertise, With Andy Panko
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.
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Weekend Reading For Financial Planners (September 14–September 15)
Nerd's Eye View
SEPTEMBER 13, 2024
Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)
Weekend Reading For Financial Planners (February 3-4)
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.
What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity
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. What’s notable, however, is that the most ‘productive’ (i.e.,
Announcing IAR CE From Kitces And The Mid-Year State Of The Blog
Nerd's Eye View
JULY 25, 2022
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 17, 2023
Our newest course on Life Insurance Policies adds to our existing programs on reviewing Tax Returns and navigating Estate Documents as well, and we're committed to continue to expand our financial advicer curriculum in the years to come!
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Chalk Talk: Real Estate Investing & Taxes
MainStreet Financial Planning
OCTOBER 3, 2023
“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! It seems like everyone is getting into real estate investing these days!
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How to Find a Fiduciary Financial Advisor
Darrow Wealth Management
NOVEMBER 4, 2024
A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. A fiduciary must always prioritize their clients’ needs above their own interests and mitigate or disclose any conflicts of interest that may arise. You can search for CFP® professionals here.
Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.
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The Advantages of Working with a CPA Financial Advisor
Tobias Financial
DECEMBER 15, 2024
When it comes to financial planning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. 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.
Guiding clients to a yes
Million Dollar Round Table (MDRT)
MAY 16, 2023
Kifer, CFP, LUTCF It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices. This is one of my favorite ideas for simply explaining to clients how I can help them.
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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog
Nerd's Eye View
JULY 8, 2024
interest rates, and relatively little new tax legislation (yet). Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients.
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Your Input Requested – Reader Survey For Nerd’s Eye View (2022)
Nerd's Eye View
AUGUST 29, 2022
For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing.
#FA Success Ep 315: Learning Business Development By Consistently Being Seen Where Your Ideal Clients Are, With Lisa Brown
Nerd's Eye View
JANUARY 10, 2023
Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
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Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy
Yardley Wealth Management
AUGUST 27, 2024
The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.
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Adviser links: behavioral coaching
Abnormal Returns
MARCH 6, 2023
Podcasts Christine Benz and Jeff Ptak talk with Stacy Francis who is president and CEO of Francis Financial about working with female clients. morningstar.com) Brendan Frazier talks with Ted Klontz about how to better motivate, communicate and connect with clients and prospects.
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Adviser links: the long road
Abnormal Returns
DECEMBER 12, 2022
standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations. investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process.
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Retiring When Single: Strategies for Financial Independence
Tobias Financial
JUNE 15, 2025
Our Wealth Advisor, Chad Williamson, CFP® , explains that while retiring as a single person can present certain hurdles, it can also streamline the planning process. However, single retirees must also prepare for certain financial disadvantages, especially when it comes to taxes.
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CFP Board’s Crypto Guidelines Offer a Word of Caution
eMoney Advisor
DECEMBER 20, 2022
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.
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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth
Yardley Wealth Management
DECEMBER 17, 2024
Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Helping clients achieve their monetary aspirations, I’ve seen how proper goal-setting can transform financial futures.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.
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Adviser links: the overarching idea
Abnormal Returns
JANUARY 23, 2023
Podcasts Christine Benz and Jeff Ptak talk taxes with Jeffrey Levine, chief planning officer for Buckingham Strategic Wealth. riabiz.com) Why advisers need a 401(k) solution for business owner clients. kitces.com) CFP candidates are becoming more diverse. Sign up for the next go-round. whitecoatinvestor.com)
Accelerate Your Career With the CFP® Fast Track Course
International College of Financial Planning
SEPTEMBER 7, 2024
Whether you are already a professional in the financial sector or just beginning your journey, earning the Certified Financial Planner (CFP®) designation can be a game-changer. The CFP® Fast Track course offers a quick, efficient pathway to certification, allowing you to accelerate your career in the financial planning industry.
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52 Why Wealth Management Isn’t What It Used to Be
International College of Financial Planning
JUNE 5, 2025
Clients were all about one thing: performance. Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. And if you haven’t changed with it, well your clients have already moved on. The client is overwhelmed. ” When you’re CFP®, your work speaks for you. Often fast.
Celebrating 25 Years of Dedication: Honoring Chad’s Legacy at Financial Symmetry
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.
Estate Planning Strategy: Leveraging CFP® Certification Expertise
International College of Financial Planning
OCTOBER 26, 2023
Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties.
Wes Talks with Belle about Creating Your Own ETF
Alpha Architect
AUGUST 10, 2023
In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. Wes Talks with Belle about Creating Your Own ETF was originally published at Alpha Architect.
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CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance
International College of Financial Planning
SEPTEMBER 23, 2024
One of the fastest and most respected ways to enter this field is through the CFP® challenge pathway. This program offers a streamlined route to earning the prestigious Certified Financial Planner (CFP®) certification, especially for experienced professionals or those with advanced qualifications in finance. Let’s dive in.
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What You learn in Risk Analysis Under CFP Certification
International College of Financial Planning
JULY 20, 2022
To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.
Strategizing Success: The CFP® Blueprint for Indians
International College of Financial Planning
MARCH 9, 2024
This blog is designed to illuminate the path to becoming a CFP® professional, focusing on the critical steps involved in the admission process, exploring the myriad of career prospects, delving into the eligibility criteria, and the future of the CFP® certification.
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Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
eMoney Advisor
JANUARY 12, 2023
Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.
Establishing partnerships to round out your services
Million Dollar Round Table (MDRT)
MAY 7, 2023
By Adam Thomas Rex, CFP, AIF I think our best innovation recently has been related to the planning arc of our business. We found that our desire was to move up the market and serve higher-net-worth clients. She works with those clients who need the blocking and the tackling. So we have partnered with a financial planner.
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Maximize Your Success: How the CFP® Fast Track Can Save You Time and Money
International College of Financial Planning
OCTOBER 10, 2024
The CFP® Fast Track offers a time-efficient and cost-effective solution for becoming a Certified Financial Planner, especially for those in India where the cost and time associated with traditional certification methods can be daunting. Why is CFP® Certification Important for Financial Planners?
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The Impact of Financial Planner Certification or CFP® on Career Growth
International College of Financial Planning
FEBRUARY 23, 2024
Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.
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