Abnormal Returns
MAY 13, 2024
riabiz.com) Creative Planning is exploring its custody options. riabiz.com) Archive Intel has entered the adviser communications archiving space. investmentnews.com) Research The problematic math of passing down generational wealth. blogs.cfainstitute.org) How life events affect retirement planning.
Walkner Condon Financial Advisors
JUNE 2, 2023
The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.
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Nerd's Eye View
NOVEMBER 30, 2023
In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how raising one's advisory fees may perhaps be the most efficient strategy for growth and scaling, and how advisors can justify and execute a fee increase for their own services.
Nerd's Eye View
FEBRUARY 21, 2023
What's unique about Danqin, though, is how she planned and executed a very intentional career path in the financial services industry that involved her leaving her homeland China, embracing a new language and culture in the United States while achieving her Master’s degree in Financial Planning, and proactively creating opportunities for herself (..)
Clever Girl Finance
AUGUST 19, 2022
You can choose how often you communicate with others when you work alone. If you have analytical and math skills, you can put them to good use here. And while you're switching careers, consider creating a financial plan for yourself to help you organize your income. You can find transcriptionist jobs at Happy Scribe.
The Better Letter
DECEMBER 30, 2022
We checked the maps, did the math, and determined that, if all went well, we could drive from BWI to San Diego in about 40 hours of driving time. As John Lennon explained, “Life is what happens to you while you’re busy making other plans.” ” We had some great plans this week. We wanted to go!
FMG
DECEMBER 22, 2022
We were always planning-focused, and I offered financial planning as a standalone service from the very beginning. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? I started as a solo advisor with Waddell & Reed in 2015.
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