eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. To successfully make a move to a more holistic service offering, advisors must gain an understanding of the value clients seek in their services.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

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 (..)

Financial Planner 206

Financial Planner Financial Advice Financial Advisor Tax Planning 206

eMoney Advisor

MARCH 16, 2023

I knew these clients were being overlooked. Early in my career at a large broker-dealer in San Francisco, I noticed retirees were the ones getting all the attention, while the Millennials were craving financial knowledge and the attention of financial advisors. Some clients want to be the next Elon Musk.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Abnormal Returns

NOVEMBER 6, 2023

Podcasts Brendan Frazier on how your clients change will inevitably over time. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. riaintel.com) How to prep an RIA for sale. (fa-mag.com)

Wealth Management 241

Wealth Management Retirement Planning Tax Planning Financial Advisor 241

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., by tailoring client data-gathering worksheets to focus on the information that is relevant to a client’s tax situation).

Taxes 229

Taxes Financial Planning Financial Advisor Electronics 229

Nerd's Eye View

DECEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)

Financial Planner 220

Financial Planner Fee Only Tax Planning Retirement 220

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.

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

MainStreet Financial Planning

MAY 31, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Tax Planning: Things to work on before year-end. Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes!

Tax Planning 40

Tax Planning Taxes Planning Financial Planner 40

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

MainStreet Financial Planning

JUNE 27, 2022

The MainStreet Financial Planning Discussion Club. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Acts, what that means to you and your Tax Planning in Retirement. Acts, what that means to you and your Tax Planning in Retirement. “MainStreet Chalk Talk”. 30-45 minutes.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

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.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 223

Communication Portfolio Management Clients Tax Planning 223

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. thinkadvisor.com) Morgan Stanley ($MS) sold computers with unencrypted client data on them.

Compliance 130

Compliance Tax Planning Startup Financial Planning 130

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? What Do Financial Advisors Do?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

International College of Financial Planning

OCTOBER 17, 2023

Certified Financial Planners (CFPs) stand at the forefront of this revolution. These professionals can deliver superior client services by embracing digital platforms and understanding their potential. The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Advisor Perspectives

APRIL 5, 2023

Many advisors today are helping clients with a broad range of their financial planning needs.

Tax Planning 45

Tax Planning Planning Taxes Financial Planning 45

International College of Financial Planning

MARCH 9, 2024

By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning. CFP® professionals undergo stringent training and acquire a deep-rooted understanding of financial principles and ethics, setting them apart in financial advisory.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Harness Wealth

JANUARY 24, 2023

Who knows, you might even find a more tax-friendly destination along the way. Advisory services offered solely through Harness Wealth Advisers LLC and tax services offered solely through Harness Tax LLC.

Startup 52

Startup Tax Planning Taxes Planning 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” CFP Board invited Mr. Arun Thukral, a renowned financial planner and CFP Board member.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! Chris Shoup [link] Georgia David E.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Yardley Wealth Management

MAY 30, 2023

A Guide for Financial Planning When it comes to managing your finances, it’s crucial to work with a professional who puts your interests first. A fee-only advisor is a financial professional who charges clients a transparent and agreed-upon fee for their services. appeared first on Yardley Wealth Management, LLC.

Fee Only 52

Fee Only Risk Tolerance Ethics Retirement Planning 52

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. This can be a tricky time and it’s tempting to think about adding services to your practice to help the client see your value.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

International College of Financial Planning

JULY 31, 2023

Understanding the Role of Investment Advisors: Investment advisors are crucial in guiding clients’ investment decisions. They are financial experts with extensive education and training in finance and investments. Their knowledge extends to various investment products, risk management, tax implications, and financial planning.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Nationwide Financial

JANUARY 25, 2023

The start of a new year presents opportunities for clients to make positive changes for their financial futures. According to a recent Advisor Authority survey, powered by the Nationwide Retirement Institute®, only 20% of non-retired investors have confidence in their retirement plans despite market volatility.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. One group which financial advisors often consider partnering with are certified public accountants (CPAs).

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Gen Y Planning

APRIL 3, 2023

Whatever exciting (or nerve-wracking) changes are coming your way, your financial advisor can help you navigate the hurdles and adjust your financial plan accordingly. Sign #4: You’re Looking to Minimize Your Tax Liability Taxes can be one of a person’s most significant financial obligations in their lifetime.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Tobias Financial

DECEMBER 12, 2022

Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth management and financial planning clients. . Lonnie brings over 10 years of personal tax and accounting experience with a specialty in tax compliance, both domestic and international.

Wealth Management 52

Wealth Management Compliance Financial Advisor Tax Planning 52

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. What is a financial paraplanner? The job responsibilities may be back-office or client-facing, depending on the scope of the paraplanner’s work.

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

eMoney Advisor

FEBRUARY 28, 2023

It would be difficult to create a holistic financial plan for any client without a full picture of their financial lives. Account aggregation gives financial professionals—and their clients—a complete and centralized view of the client’s financial information.

Accounting 71

Accounting Financial Planning Clients Assets 71

XY Planning Network

FEBRUARY 6, 2023

Today we want to put some of those anxieties to rest, for both you as an individual taxpayer, and for your clients. We can help you and your clients understand what to keep (and perhaps more importantly, why), and for how long.

Taxes 78

Taxes Tax Planning Clients Accounting 78

Zoe Financial

DECEMBER 5, 2023

Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

Harness Wealth

MARCH 5, 2024

The three primary fee structures are: Hourly fees: An hourly rate for the tax advisor’s various services. Some tax advisors may have different hourly rates for different types of services based on client type and complexity. This enables advisors to set minimum fees for clients and add on fees as more services are needed.

Taxes 52

Taxes Tax Planning Ethics Education 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients. Excellent analytical and problem-solving skills to help clients achieve their financial goals.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52