Client Management Numbers Planning 
Nerd's Eye View
JANUARY 3, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
Nerd's Eye View
OCTOBER 13, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often. Read More.
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Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nationwide Financial
OCTOBER 10, 2022
In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. That number is 17 percentage points higher than it was last year. The value of financial planning. View the infographic.
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Elder financial planning can help eliminate some common issues faced by older people. Elder financial planning can help eliminate some common issues faced by older people. Annuity plans, pension plans , etc.,
Harness Wealth
MAY 2, 2025
Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the impact of the upcoming tax increases, and look at how platforms like Harness can help tax advisors manage the TCJAs sunset more effectively.
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