Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.
How a Fee-Only, Flat-Fee Financial Planner Can Save You $114K+
MainStreet Financial Planning
MARCH 7, 2025
The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Instead, they provide objective, conflict-free financial advice at a predictable cost.
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Your Accounting Expertise Will Only Get You So Far: What Really Matters
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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)
International College of Financial Planning
JULY 11, 2025
It calls for the ability to connect the dots – between economic events, investor psychology, personal goals, and long-term asset behaviour. As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight.
Practical Lessons from Bob Elliott
Validea
MARCH 3, 2025
Key Topics Covered: Markets and Macroeconomic Reality Elliott dismantles the notion that markets can permanently detach from economic fundamentals, walking through how earnings, margins, and wage growth are all interconnected. He explains why claims of “this time it’s different” rarely hold true over longer time horizons.
Retirement Resilience: How to Stay Steady in an Unsteady Market
MainStreet Financial Planning
JULY 25, 2025
Retirement should bring financial freedom and peace of mind—not stress about market swings. But downturns and economic uncertainty are part of the journey. The good news? Your plan can be built to handle it. Here’s how to build resilience into your retirement plan, no matter what the markets are doing.
GIFT City: India’s Strategic Gateway to Global Finance
International College of Financial Planning
JUNE 17, 2025
Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.
RETIRE Right: Six Keys to a Stronger Financial Plan
Dear Mr. Market
AUGUST 14, 2025
Each letter became a conversation point for one of the six key areas of financial planning every person should be thinking about — no matter their age or stage of life. These are the pillars that determine whether your financial plan can withstand market volatility, economic uncertainty, and life’s inevitable curveballs.
Die with Zero: A Financial Planner’s Paradigm Shift in Paradise
Dear Mr. Market
DECEMBER 3, 2024
As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. My reading list is usually dominated by stock market noise, economic reports, and client-related materials.
Tariffs Are Here. The Market is Down. Here is What It Means for Investors
Validea
APRIL 4, 2025
In this episode, dive into the complex world of tariffs, national debt, and economic policies under the current administration. With the S&P down 4% and markets reacting to recent policy shifts, we bring you insights from our previous interviews with Cullen Roche and Andy Constan to break down these pressing issues.
The 15 Best Financial Podcasts For Women
Clever Girl Finance
JUNE 5, 2025
Today she hosts the Journey to Launch Podcast that teaches and inspires others to pursue financial freedom. Our favorite episode of Journey to Launch: How to Stay Financially Grounded in Uncertain Times addresses what to do during uncertain economic times. addresses 7.
8 Black Women Financial Experts You Need To Know
Clever Girl Finance
MARCH 10, 2021
One way we’ve been able to do so is through financial education and improved economic status. Black women financial experts are providing financial education and resources to our communities. She offers a free guide to help you get out of debt and an app to help you track your spending.
Robert D. Kaplan on Understanding the Geopolitical Context to Be a Successful Investor
Steve Sanduski
JULY 1, 2025
What if the forces shaping markets today, such as fragmenting supply chains, economic statecraft, rising nationalism, political polarization, cultural wars, and great power rivalry, aren’t just temporary disruptions but signals of a more profound structural shift? Geopolitics is similar.” The post Robert D.
Tax Advisor Weekly – April 11, 2025
Harness Wealth
APRIL 11, 2025
This week, we start with analysis on the $4.5 Concerns about being in a position to enjoy retirement are rampant nearly 70% of respondents indicated some level of agreement with the statement I could work until retirement and still not save enough to meet my needs.
Delivering What Many Retirees and Pre-Retirees Want: Just Advice
Wealth Management
AUGUST 7, 2025
Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financial advisors, it’s ironic how peripheral advice has been in the economics of advice providers. To put it in perspective, the average financial planner brings on maybe six or seven clients a year.
Weekend Reading For Financial Planners (September 28–September 29)
Nerd's Eye View
SEPTEMBER 27, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)
Weekend Reading For Financial Planners (September 9-10)
Nerd's Eye View
SEPTEMBER 8, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately help firms (..)
Weekend Reading For Financial Planners (Oct 29-30)
Nerd's Eye View
OCTOBER 28, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.
Weekend Reading For Financial Planners (March 4-5)
Nerd's Eye View
MARCH 3, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year.
Weekend Reading For Financial Planners (Jan 21-22)
Nerd's Eye View
JANUARY 20, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.
Weekend Reading For Financial Planners (Aug 13-14)
Nerd's Eye View
AUGUST 12, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.
Weekend Reading For Financial Planners (May 11-12)
Nerd's Eye View
MAY 10, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)
Weekend Reading For Financial Planners (Aug 13-14)
Nerd's Eye View
AUGUST 12, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.
#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine
Nerd's Eye View
JULY 26, 2022
We also talk about how the tragedy of 9/11 (coupled with Amy’s personal loss of friends and colleagues) and seeing how underfunded life or disability insurance can seriously impact people's lives inspired Amy to return to college and get her undergraduate degree just so she could gain her CFP marks and become a financial planner, how even though (..)
How to Become a Financial Planner
International College of Financial Planning
APRIL 20, 2022
If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.
#FA Success Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt
Nerd's Eye View
MAY 23, 2023
Welcome back to the 334th episode of the Financial Advisor Success Podcast ! Meg is the Founder and Lead Financial Planner for Flow Financial Planning, a virtual RIA serving mid-career women in tech that oversees almost $60 million in assets under management for 60 client households.
How to Become a Financial Advisor or Financial Planner in India?
International College of Financial Planning
SEPTEMBER 3, 2021
When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.
Why Certified Financial planners are the 1st choice Globally for Personal Assets Management
International College of Financial Planning
JULY 30, 2022
Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.
Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification
International College of Financial Planning
OCTOBER 26, 2023
Why Do You Need a Financial Planner? 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?
8 Powerful Ways to Grow as a Financial Planner
eMoney Advisor
DECEMBER 19, 2022
Financial planning is inherently a helping profession. I feel fortunate to have a career as a financial planner, dedicating every day to helping others make the best life decisions they can with their money. Understanding cultural values can make you a better financial planner.
Estate Planning in this Economic Climate
Park Place Financial
NOVEMBER 29, 2022
Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . 0 Comments.
Financial Advisors Help Clients Cope During Times of Financial Stress
eMoney Advisor
FEBRUARY 1, 2023
Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks. 2 Amidst all of this uncertainty, what can help individuals be more resilient in coping with financial stress?
Pro Bono Financial Planning and Beyond: 7 Opportunities to Give Back
eMoney Advisor
JANUARY 12, 2023
If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. It will make you a better financial planner.”
Understanding Transition & Change Will Help You During This Economic Transition
Leading Advisor
OCTOBER 4, 2022
Now is the best time to be a financial services professional, whether as a financial advisor or financial planner, whether your focus is on money… The post Understanding Transition & Change Will Help You During This Economic Transition appeared first on Leading Advisor - Simon Reilly.
Estate Planning Strategy: Leveraging CFP® Certification Expertise
International College of Financial Planning
OCTOBER 26, 2023
The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.
CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
Strategizing Success: The CFP® Blueprint for Indians
International College of Financial Planning
MARCH 9, 2024
Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. CFP® professionals undergo stringent training and acquire a deep-rooted understanding of financial principles and ethics, setting them apart in financial advisory.
2023 – The Year That Gives Everyone a Narrative
Discipline Funds
AUGUST 4, 2023
This has been one of the more fascinating years in economic and market history. After all, time is the core problem that financial planners and investment managers try to solve. The environment is so strange that there’s a narrative for pretty much everyone. PMI has been contracting all year.
Mastering Finances with a Certified Investment/Financial Advisor
International College of Financial Planning
JULY 10, 2023
Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance.
How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
Talk to a Financial Advisor Today. Meet with a qualified financial planner to develop your plan for retirement. A Certified Financial Planner (CFP®) professional or Investment Advisor can work with you to build a plan before you reach retirement. 12/10/2019.
Exploring the Impact of Qualifications for Financial Advisors
International College of Financial Planning
DECEMBER 4, 2023
Educational and Certification Pathways The path to becoming a financial advisor typically starts with a solid educational background in finance, business administration, or economics. Professional certifications such as the CFP® or Certified Financial Planner® are beginning to attract the attention of aspiring financial advisors.
What Do Financial Adviser Designations Mean? What are the Letters after a Name?
Carson Wealth
JULY 12, 2022
Ask financial planners about their degrees, where they are from, what they are in and when they earned the degree. . Most MSFS programs will contain financial planning classes within their curriculums. . Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas.
Monkeys Go Home
Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!
Crafting a Legacy: The Road to Financial Advisory Mastery
International College of Financial Planning
JANUARY 15, 2024
The faculty, comprising industry veterans and certified financial planners, infuse practical insights into the teaching, enriching the overall learning experience. Career Prospects After completing financial planning courses , many career paths unfolded. Why is appointing a financial advisor a better choice?
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Steve Sanduski
JUNE 13, 2023
Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Jason is a financial planner, writer, speaker, teacher, and podcast host with 20 years of experience in finance, practice management, and fintech. in Toronto.
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