This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
CFP Board CEO Kevin Keller discusses the shift to holistic financialplanning, efforts to increase diversity in the profession and AI’s impact on financial services.
So far, I’ve written about AI notetaker Jump and its integration with the financialplanning application RightCapital , and the AI-powered financialplanning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
In other people moves, Franklin Templeton bolsters OCIO push with longtime Mercer investment leader, and the CFP Board names a professor of finance from Kansas State its next board chair-elect.
A Wealth of Common Sense --> A Wealth of Common Sense Home About Invest with Ben My Books Animal Spirits Podcast Speaking --> CFA or CFP? Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management.
While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financialplanning profession. Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice.
We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). With all this in background, why is this not a sweet spot to take up CFP at this point in your financial career, The focus on certified advisory is going to increase multi-fold.
And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification? The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financialplanning.
When a financialplanning firm is hiring a new employee, it naturally wants to find the best candidate to fill the role. CFP Board Career Center, FPA Job Board), on general interest sites (e.g., When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas.
Many influencers dont have professional financial expertise; theyre just good at marketing. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. A strong financial foundation is built on conscious spending, strategic saving, and disciplined investing.
In 2023, he launched his own firm, Park Hill FinancialPlanning and Investment Management. “I False Advertising Dann Ryan, 39, founder and managing partner of New York-based Sincerus Advisory , said his first RIA job had a verbal agreement to give him a stake as a partner in 10 years. " Brennan’s response?
We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.
What Can Shakespeare Teach Us About Estate Planning? Harker is a lawyer and senior trust company manager with extensive knowledge about trusts and trustees acquired over forty-plus years in the trust business. Choose your subscription now and dive into expert insights today! SUBSCRIBE NOW Already Subscribed? Log in now. Harker Jay E.
The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. Regarding debt management, consider the current interest rate environment.
When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Independent firm.
When I first stepped into the world of wealth management, we didn’t have fancy dashboards. This generation of wealth owners isn’t just managing money, they’re about managing meaning. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Often fast.
Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered FinancialPlans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Tom Ruggie on LinkedIn Significance of Wealth Subscribe to Tom’s podcast.
When it comes to financialplanning, working with an advisor who understands both tax law and financial strategy can offer significant benefits. Financialplanning is not just about setting one goal – its a continual process of making decisions that shape your financial future.
When your financial future feels uncertain, it can cause significant money stress in your life. From shifting policies and trade tensions, to rising prices and inflation, many people are finding it difficult to manage their finances and plan for the future. And right now, there is plenty of uncertainty.
Later, when I transitioned into business and management consulting (for Healthcare/Pharma, MedTech, Biotech), I was constantly discussing industries, companies, and their financial performance. I began to realize that understanding the financial side of things was crucial. It became clear to me that I needed professional help.
Active investing involves a hands-on approach to managing your portfolio. Transaction fees, management fees, and capital gains taxes can eat into your returns. Actively managed mutual funds also have more expensive internal fees, which take away from your overall returns. of professionally managed portfolios in the U.S.
We've also rolled out a new private community specifically for Directors of FinancialPlanning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!
Managing Presidential Elections as an Investor As an investor, elections can be difficult to navigate. About Your Richest Life At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financialplanning.
This year marks a significant milestone for Financial Symmetry: Chad Smiths 25th anniversary with the firm. 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 billion in assets.
While we honour all mothers, this time I want to pause and talk about single mothers—the lone warriors who manage every role for their children. Whether by choice or circumstance, many women find themselves managing life on their own—raising children, keeping homes afloat, and gradually learning to reclaim their space and identity.
By Alain Quennec, CFP, CIM Fifteen years ago, a client and I were cycling when he introduced me to one of his friends. My heart fell right away because this client didnt understand the breadth of the work and complex financialplanning we had done for him in the previous five or 10 years. He said, Hi, this is Al Quennec.
The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. Kick Off the New Year with a Solid Plan by Michael J. Are you the hero who overcomes financial obstacles, or the side character watching others succeed? As your CFP®, I’m here to help you rewrite that story.
By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.
In working with your tax professional and investment advisor, make a tax plan that incorporates your diversification goals and considers tax strategies on new exercises. Financialplanning: It’s a highly nuanced situation when a company goes public. You only get one shot at this. The post What Does an IPO Mean for Stock Options?
Remittance strategies should be phased to manage currency risk, especially for education and retirement planning. Enable Tech-Driven Platforms: Integrate investment channels with the National Single Window System (NSWS) and mobile-first platforms.
The best way forward is to keep an eye on your long-term plans, and try not to get derailed by uncertainty. Managing Investments During a Financial Crisis About Your Richest Life At Your Richest Life, Katie Brewer, CFP, believes you too should have access to financial resources and fee-only financialplanning.
At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence. Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements.
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.
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financialplanning, helping clients navigate complex financial decisions with confidence.
Featuring Guest Ben Madden appeared first on Yardley Wealth Management, LLC. But as Mike Garry, CFP® and CEO of Yardley Wealth Management, points out, these dividends might not always be a sign of a stable investment. Featuring Guest Ben Madden appeared first on Yardley Wealth Management, LLC.
Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC. Insights from Financial Experts and Entrepreneurs Starting your own business is an exciting and challenging journey. Insights from Financial Experts and Entrepreneurs appeared first on Yardley Wealth Management, LLC.
Introduction to Debt Repayment Strategies Managing debt is a challenge that many middle-class Indian families face today. Why Debt Management Matters In Indian households, it’s common to have multiple loans running side by side — a home loan, car loan, credit card dues, and even informal borrowings from relatives. The good news?
Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 1, 2025). If tariff clarity improves, interest rate cuts materialize, and AI capital spending accelerates, a “boring” market could rapidly turn into a soaring one. www.Sidoxia.com Wade W.
And then my final post before I retired at the end of last year was, as you mentioned, strategy marketing, global investment, product development, oversight of all of our external managers, and then also corporate communications. But when I left, I think it was about 22 or 23 different managers. You have to check with the team.
The CFP Board Center of FinancialPlanning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.
Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for FinancialPlanning for several years. Now she'll lead it.
Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone FinancialPlanning, about the logistics of merging two practices in just 7 years.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content