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. citywire.com) Creative Planning is getting creative to retain former United Capital advisers. riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management.
Carson Wealth
JULY 12, 2022
Three broad financial planning designations include: . CFP ® – CERTIFIED FINANCIAL PLANNER. Using the CFP ® designation behind your name requires three years of experience, taking courses in financial planning, investments, risk management, estate planning, retirement planning, education planning and psychology.
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Abnormal Returns
JANUARY 23, 2023
(wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. ritholtz.com) 401(k) Why Carson Wealth Management is launching a 401(k) program with Vestwell. riabiz.com) Why advisers need a 401(k) solution for business owner clients.
Abnormal Returns
DECEMBER 12, 2022
investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. kitces.com) What the CFP Board is saying about cryptocurrencies. And I don’t think there’s anything wrong with that."
eMoney Advisor
DECEMBER 15, 2022
There are 93,643 CFP® professionals in the United States, with 46 percent of them in the 50 and older age bracket. However, there are signs that a new generation of financial planners is emerging. A CFP Board report on those who sat for the November 2022 exam showed that 68 percent were under age 40, and 35 percent were under 30.
International College of Financial Planning
OCTOBER 26, 2023
If the thought of enlightening others on sound financial choices resonates with you, if you’re intrigued by the world of investment management, and if building lasting relationships is your forte, then financial advisor as a career choice is the chosen one. Various profiles as a Financial Advisor?
Indigo Marketing Agency
JANUARY 24, 2024
To stay ahead of the game, financial advisors need to link up with the brightest and best in the industry. Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction.
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