Abnormal Returns

JANUARY 30, 2023

Podcasts Daniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. citywire.com) Why Zoe Financial launched its own RIA, Zoe Wealth Platform. riabiz.com) Why the CFP is splitting into two organizations.

Management 180

Management Nonprofit Financial Planning Communication 180

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.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Abnormal Returns

SEPTEMBER 18, 2023

riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. investmentnews.com) Part one of a series on how to pass the CFP exam. (citywire.com) Creative Planning is getting creative to retain former United Capital advisers. alphaarchitect.com)

Planning 234

Planning Financial Advice Wealth Management Math 234

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. This plan may cover estate and retirement planning, college savings, debt management, and more. Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. matts-newsletter-7a3f46.beehiiv.com) kitces.com) Estate planning Four things to consider in anticipation of 2026.

Estate Planning 178

Estate Planning Wealth Management Recruitment Startup 178

Wealth Management

JANUARY 25, 2023

The CFP Board Center of Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.

CFP 107

CFP Financial Planning Planning 107

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Nerd's Eye View

OCTOBER 17, 2023

Brad is the Co-Founder & CEO of Intellicents, an independent RIA with 12 offices across the country and headquartered in Albert Lea, Minnesota, that oversees $6 billion in assets under management for more than 3,000 client households. Read More.

Financial Planning 130

Financial Planning Planning Wealth Management Retirement Planning 130

Wealth Management

JULY 19, 2023

Elizabeth Miller, the founder and president of Summit Place Financial Advisors is the 2024 CFP Board Chair-elect, set to take leadership for a year in 2025.

CFP 98

CFP Financial Advisor 98

Abnormal Returns

MARCH 6, 2023

citywire.com) FutureAdvisor has transferred all its clients to Ritholtz Wealth Management. advisorperspectives.com) What does the research say about CFP misconduct? (wiredplanning.com) Daniel Crosby talks with Sam Sivarajan author of "Uphill: How to Apply Ancient Wisdom and Modern Science to Life's Choices and Challenges."

Compliance 146

Compliance Wealth Management CFP Financial Advice 146

Ron A. Rhodes

DECEMBER 12, 2023

Can the use of a title – such as “financial planner” (or CFP) or “financial consultant” or “wealth manager” or “investment consultant” or similar – by the registered represent of…

Financial Planner 67

Financial Planner Wealth Management Financial Consultant CFP 67

Wealth Management

JANUARY 19, 2023

The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.

CFP 90

CFP Numbers 90

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.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Wealth Management

SEPTEMBER 3, 2022

The CFP Board reversed Joseph Whitney's interim suspension after New Jersey prosecutors dismissed criminal charges of conspiracy against him.

CFP 99

CFP 99

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 85

CFP 85

Abnormal Returns

OCTOBER 9, 2023

wiredplanning.com) Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. advisorperspectives.com) How to choose a CFP exam study program. youtube.com) Charlotte RWM is coming to Charlotte in November. thinkadvisor.com)

CFP 274

CFP Education Financial Planning Planning 274

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. kitces.com) CFP candidates are becoming more diverse.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

Wealth Management

NOVEMBER 15, 2022

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

CFP 82

CFP 82

Abnormal Returns

AUGUST 28, 2023

mywealthplanners.com) The CFP Board wants to encourage pro bono planning. investmentnews.com) Practice management How choosing an advisory niche makes for better marketing efforts. thinkadvisor.com) There is no one-size-fits-all for managing a couple's finances. kitces.com) The SEC is focusing on RIA marketing.

Tax Planning 205

Tax Planning CFP Financial Planning Planning 205

Nerd's Eye View

MARCH 14, 2023

Nancy is the CEO and Founder for Benchmark Wealth Management, an independent RIA affiliated with LPL Financial based in Memphis, Tennessee, that oversees nearly $340 million in assets under management for almost 1000 client households. Welcome back to the 324th episode of the Financial Advisor Success Podcast !

Management 130

Management Financial Advisor Clients Wealth Management 130

Nerd's Eye View

NOVEMBER 21, 2023

Suzanne is a Senior Financial Advisor at Meridian Wealth Management, an RIA based in Lexington, Kentucky, where she oversees approximately $110 million in assets under management for nearly 150 client households. Welcome back to the 360th episode of the Financial Advisor Success Podcast !

Clients 188

Clients Financial Advisor Wealth Management CFP 188

NAIFA Advisor Today

OCTOBER 19, 2022

Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency (..)

Wealth Management 98

Wealth Management CFP Management 98

International College of Financial Planning

JANUARY 15, 2024

These programs provide exceptional learning opportunities, greatly benefiting working professionals and students managing various commitments. Financial advisory graduates occupy roles such as wealth managers, investment advisors, financial planners, private banker to name a few.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

Yardley Wealth Management

JUNE 6, 2023

The post Secure Your Financial Legacy appeared first on Yardley Wealth Management, LLC. Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. Advisors may charge a percentage of AUM as their fee.

Certified Financial Planner 52

Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Carson Wealth

APRIL 18, 2023

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. Jack Lindsey started Integrated Wealth in 1984, with a vision of creating a client-first financial services firm, dedicated to providing professional service with a personalized touch.

Wealth Management 83

Wealth Management CFP Professional Services Clients 83

Steve Sanduski

NOVEMBER 8, 2023

Dave Mantell , CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. is the CEO of the Foundation for Financial Planning, the U.S.’s ’s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need.

Financial Planning 69

Financial Planning Planning Wealth Management Medicine 69

Nerd's Eye View

FEBRUARY 21, 2023

billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang. Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Wealth Management

NOVEMBER 9, 2023

The Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its public sanctions, but starting today the Board will make the actual orders available to the public.

CFP 85

CFP Ethics Commission 85

Carson Wealth

MARCH 28, 2024

Welcome to this week’s edition of Wisdom and Wealth! Our focus is primarily on private wealth management and financial planning, however, we also from time to time invite guests to the show who are niche experts that can add value. You can check out the podcast and YouTube video for this edition below! Don’t Cut Corners!

Wealth Advisor 52

Wealth Advisor Wealth Management CFP Education 52

International College of Financial Planning

DECEMBER 4, 2023

Understanding the Need for Qualified Financial Advisors Financial advisors are experts who provide investment, retirement, and overall financial planning advice, aiding clients in better managing their finances. Expertise and Knowledge Recognition: Globally acknowledged, the CFP® is often seen as the pinnacle in financial planning.

Financial Advisor 52

Financial Advisor Certified Financial Planner CFP Certification 52

Million Dollar Round Table (MDRT)

JUNE 18, 2023

He’s an investment advisor representative and CFP with life and health insurance licenses. If you’re just another financial planner, investment advisor, wealth manager or life insurance agent, you’re faced with competition from hundreds — or thousands — of people who say they do the same thing as you.

Financial Planner 76

Financial Planner License Advertising Investment Advisor 76

NAIFA Advisor Today

FEBRUARY 8, 2023

Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP , Senior Executive Partner of Totus Wealth Management and loyal NAIFA member since 1973, is featured in this month's InsuranceNewsNet magazine.

Wealth Management 52

Wealth Management CFP Financial Services Education 52

Darrow Wealth Management

MARCH 11, 2024

Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Last reviewed March 2024 The post Using a Securities-Backed Line of Credit to Buy a Home appeared first on Darrow Wealth Management.

Wealth Management 82

Wealth Management Accounting Taxes Portfolio 82

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. Steve Sanduski is a CFP® professional and personal coach to financial professionals. With so much going on, it can be challenging to keep track of everything.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

FMG

FEBRUARY 27, 2023

Guelich Capital Management Led by a mother-son team, Founder and President Connie C. Guelich, CFP® CLU® ChFC® AEP® RICP®, and Vice President R. Steven Guelich, CFP®, WMPC®. Guelich Capital Management’s team focuses on designing customized strategies to organize all facets of the financial lives of their clients.

Financial Advisor 98

Financial Advisor CFP Financial Planning Wealth Management 98

Indigo Marketing Agency

APRIL 28, 2023

Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. If your firm name clearly states what you do and who you do it for, I would include the name, such as Financial Advisor with Women & Wealth Financial Group.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Consulting 130

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52